Oppenheimer Hld Stock Price, News & Analysis

Oppenheimer (NYSE: OPY) announced on Dec. 8, 2025 that Kostas Biliouris, Ph.D., joined as Managing Director on its Biotech Research Team, based in New York and reporting to William Bird.

Biliouris previously worked at BMO Capital Markets covering genetic medicines, was a VP in biotech research at Morgan Stanley, and held drug development and product strategy roles at Novartis. His background includes a Ph.D. in biochemical engineering and scientific publications with Biogen, Ionis, Merck, Novartis, and the FDA. The firm said the hire strengthens Oppenheimer's long-standing healthcare and biotech research franchise and expands coverage across genetic medicines and related sectors.

Oppenheimer (NYSE: OPY) announced that Keith Peterson has been appointed Managing Director and Head of Cash Equity Sales and Trading, effective Nov. 17, 2025.

Peterson will report to John Hellier, oversee supervisory and operational activities for the equity sales and trading team, and serve as co-chair of the Firm's new Capital Markets Business Development Committee to drive cross-asset collaboration between investment banking, research, sales and trading. He joins with more than two decades of equity markets experience, most recently as Partner and Head of Sector Trading at William Blair and prior trading roles at Credit Suisse. Leadership said the hire supports Oppenheimer's efforts to expand its equities platform and deepen client service.

Oppenheimer Holdings (NYSE: OPY) reported 3Q-2025 revenue of $424.4M, up 13.7% year-over-year, and net income of $21.7M or $2.06 basic EPS, down versus 3Q-2024. Management cited stronger equity underwriting, higher commissions and record AUM as drivers.

Key operational highlights: Capital Markets revenue $162.1M (+30.7%), Wealth Management revenue $259.7M (+5.6%), and AUM reached a record $55.1B at September 30, 2025. Compensation expense rose materially, including $13.5M pre-tax for liability-based awards tied to the share price, pressuring margins and EPS.

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.