Oppenheimer Hld Stock Price, News & Analysis

Oppenheimer (NYSE: OPY) hired Guy T. Logan as Managing Director, Head of Infrastructure & Mid-Atlantic Region in its Public Finance Investment Banking Division, reporting to Beth Coolidge.

Logan brings more than 30 years of municipal finance experience, served as senior or lead banker on >250 transactions totaling $55 billion, and recently led Jefferson County, Alabama's $2.2 billion 2024 refinancing. His prior roles include Raymond James and 26 years at Citigroup Global Markets.

The move is presented as part of Oppenheimer's continued expansion of its Public Finance platform and senior bench.

Oppenheimer (NYSE: OPY) announced on October 6, 2025 that James Yoo was named Managing Director in its Healthcare Equity Capital Markets Investment Banking Group.

The company states Mr. Yoo brings 27 years of industry experience and will focus on biotechnology equity capital markets, including PIPEs, follow-on offerings, CMPOs and registered direct transactions. According to the PR, Yoo previously served as Oppenheimer's Healthcare Specialist on the Sales & Trading desk since 2023 and held roles at Piper Sandler, Mizuho, and Nomura. Management comments in the release highlight Yoo's execution track record and biotech relationships as strengthening Oppenheimer's Healthcare ECM platform.

Oppenheimer (NYSE: OPY) has announced a significant expansion of its Custody and Prime Services (CAPS) platform to better serve small and mid-sized hedge funds, investment managers, and family offices. The expansion integrates the firm's Fixed Income custody business, transforming CAPS into a comprehensive multi-asset platform supporting global fixed income, equities, and listed options.

Originally launched in 2022, CAPS leverages Oppenheimer's self-clearing and custody infrastructure to provide high-touch services aligned with the firm's core strengths in research, capital markets access, and execution services. The company has also strengthened its team by adding senior talent in client services and expanding internal staff dedicated to CAPS business development.

Oppenheimer (NYSE: OPY) has significantly expanded its High Yield and Distressed Credit business with the addition of six senior professionals to its London office. The team, joining from Stifel, includes leadership positions in trading, sales, research, and business management.

The new London group will collaborate with Oppenheimer's existing high-yield teams in the U.S. and Hong Kong, creating a global credit platform focused on delivering cross-border coverage. This strategic expansion enhances the firm's ability to provide institutional clients with worldwide access to high-yield and distressed credit opportunities.

Oppenheimer (NYSE: OPY) has appointed David Wright as Managing Director and Co-Regional Manager for the Pacific Northwest, while promoting Mark Trafford to serve as co-leader of the region. Both executives will report to Ed Harrington, Executive Vice President and Head of Private Client Division.

Wright brings 25 years of wealth management experience, most recently serving as Senior VP and Seattle Market Director at D.A. Davidson Companies. Trafford, a 30-year industry veteran, has been with Oppenheimer for nearly a decade. The appointments reflect Oppenheimer's expansion strategy in the Pacific Northwest, including growth plans across Washington State and recent expansion into Lake Oswego, Oregon.

Oppenheimer Holdings (NYSE:OPY) reported strong Q2 2025 results with net income of $21.7 million ($2.06 per basic share), more than doubling from $10.3 million ($0.99 per share) in Q2 2024. Revenue increased 12.9% to $373.2 million, driven by improved performance across segments.

The Wealth Management division saw revenue rise 5.1% to $246.4 million, with assets under management reaching a record $52.8 billion. Capital Markets revenue surged 33.5% to $123.0 million, significantly reducing its pre-tax loss to $3.9 million from $21.8 million year-over-year.

The company maintained strong capital positions, with stockholders' equity reaching $896.9 million and declared a quarterly dividend of $0.18 per share. The effective tax rate improved to 32.7% from 35.3% in the prior year period.

Oppenheimer Holdings (NYSE: OPY) has announced the appointment of Jon Hudson as Managing Director and Co-Head of its Healthcare Services Investment Banking team. Hudson brings over 25 years of healthcare industry experience and will report to Michael Margolis, Head of Healthcare Investment Banking Group.

Hudson, who will operate from Miami and Atlanta offices, previously served as Managing Director at Truist Securities where he co-founded the Physician Services practice. His experience spans M&A advisory and capital markets, with a focus on provider and physician services sectors, as well as the payor landscape.

Oppenheimer Holdings (NYSE: OPY) reported strong Q1 2025 financial results with net income of $30.7 million ($2.93 basic EPS), up from $26.1 million ($2.50 EPS) in Q1 2024. Revenue increased 4.2% to $367.8 million.

The Wealth Management segment saw revenue rise 1.7% to $242.0 million, though pre-tax income declined 10.5%. Advisory fees grew 12.2% due to higher Assets Under Management (AUM) of $48.9 billion. Capital Markets revenue increased 10.0% to $123.3 million, reducing its pre-tax loss to $5.1 million from $6.7 million.

The company faces challenges from uncertain macroeconomic conditions, with concerns about recession risks, reduced consumer confidence, and market volatility affecting capital market activity. The Board declared a quarterly dividend of $0.18 per share, payable May 23, 2025.

Oppenheimer Holdings (NYSE: OPY) has strengthened its Technology Investment Banking Group with the appointment of Ranjot Singh as Managing Director. Singh, who will be based in New York and report to Robin Graham, Head of Technology Investment Banking, brings over 16 years of experience and has executed more than $90 billion in M&A transactions.

Singh's previous roles include Senior Managing Director at Guggenheim Securities Investment Bank, positions at Barclays Capital and Lehman Brothers, and most recently served as CFO at Tillman Networks. He holds degrees from Nanyang Technological University, National University of Singapore, and an MBA from Dartmouth's Tuck School of Business.

The appointment enhances Oppenheimer's Technology Investment Banking group, which now comprises 18 senior bankers with expertise across more than 10 technology sub-sectors.