AI filing briefs

OPPENHEIMER HOLDINGS INC (OPY)

OPY 8-K filings, explained

Every material Form 8-K OPPENHEIMER HOLDINGS INC has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs on record3since Aug 03, 2026
Latest filingNov 02, 2026earnings
High impact (4-5)0of 3 briefs
TonePositive1Negative2

2026

Nov 2, 11:26 AM ET

Oppenheimer Q3 net income falls 75% to $5.5 million on 10% lower revenue

Negative earnings Written later 7.01

Oppenheimer Holdings posted a third quarter 2026 investor presentation with results showing revenue of $382.0 million, down 10.0% from a year earlier, and net income attributable to the company of $5.5 million, down 74.9%. Diluted EPS was $0.47 under U.S. GAAP versus $1.90 a year earlier, and the company also reported record stockholders' equity of $991.1 million at September 30, 2026.

  • Third quarter 2026 revenue was $382.0 million versus $424.4 million in the prior-year quarter, with investment banking revenue down 57.2%.
  • Third quarter GAAP diluted EPS was $0.47 versus $1.90; adjusted diluted EPS (non-GAAP) was $1.81 versus $2.77.
  • Nine-month 2026 revenue rose 10.0% to $1.28 billion, but net income of $12.2 million included a $70 million class action sweep litigation settlement.
  • The Board announced a quarterly dividend of $0.20 per share payable November 27, 2026, to holders of record on November 13, 2026.
Read the filing on SEC.gov ↗
Oct 30, 8:27 AM ET

Oppenheimer Q3 2026 net income falls to $5.5 million as revenue drops 10%

Negative earnings Written later 2.02

Oppenheimer Holdings reported third quarter 2026 revenue of $382.0 million, down 10.0% from a year earlier, and net income of $5.5 million, or $0.52 per basic share, versus $21.7 million, or $2.06 per share, in the third quarter of 2025. The company said a $21.0 million pre-tax stock appreciation rights expense, tied to a rise in its share price, weighed on results, and its adjusted basic EPS was $1.96 versus $3.01.

  • Revenue was $382.0 million, down 10.0% from $424.4 million; Capital Markets revenue fell 29.7% to $114.0 million
  • Net income was $5.5 million, or $0.52 basic EPS, versus $21.7 million, or $2.06, a year earlier
  • Adjusted basic EPS, a non-GAAP measure, was $1.96 versus $3.01 in the prior-year quarter
  • Board declared a quarterly dividend of $0.20 per share, payable November 27, 2026, to holders of record on November 13, 2026
Read the filing on SEC.gov ↗
Aug 3, 9:22 AM ET

Oppenheimer Holdings Q2 2026 net income rises 26% to $27.4 million

Positive earnings Written later 7.01

Oppenheimer Holdings posted its Second Quarter 2026 investor presentation on August 3, 2026, showing second-quarter revenue of $454.9 million, up 21.9% from a year earlier, and net income attributable to the company of $27.4 million, up 26.2%. Six-month net income fell 87.1% to $6.8 million, reflecting a $70 million pre-tax cash sweep litigation settlement recorded in the first quarter of 2026.

  • Q2 2026 total revenue $454.9 million, up 21.9% from $373.2 million in Q2 2025
  • Q2 2026 GAAP diluted EPS $2.38 versus $1.91 a year earlier; adjusted diluted EPS $3.98 (non-GAAP)
  • Six-month 2026 net income $6.8 million, down 87.1%, after the $70 million cash sweep settlement in Q1 2026
  • Board declared a quarterly dividend of $0.20 payable August 28, 2026, to holders of record on August 14, 2026
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every OPPENHEIMER HOLDINGS INC filing is on SEC EDGAR ↗. 8-K briefs of other companies →