Welcome to our dedicated page for Oppenheimer Hld SEC filings (Ticker: OPY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Locating brokerage revenue details, capital adequacy ratios, and trading risk tables inside Oppenheimer’s dense disclosures can feel daunting. The firm’s multi-line model means every 10-K spans hundreds of pages and each 8-K may reference complex underwriting activity. If you have ever searched for “Oppenheimer insider trading Form 4 transactions” or wondered how to read an “Oppenheimer annual report 10-K simplified,” this page is designed for you.
Stock Titan’s platform turns that complexity into clarity. Our AI-powered summaries flag what matters in seconds—whether it’s a sudden shift in advisory fee income within an “Oppenheimer quarterly earnings report 10-Q filing,” or a large “Oppenheimer executive stock transactions Form 4” alert that posts to EDGAR after the market close. You’ll receive real-time notifications for “Oppenheimer Form 4 insider transactions real-time,” plus concise explanations that make “understanding Oppenheimer SEC documents with AI” straightforward. Key filing types include:
- 10-K – full-year results, segment profitability, and risk factors with “Oppenheimer annual report 10-K simplified” commentary
- 10-Q – interim revenue trends and liquidity updates with “Oppenheimer earnings report filing analysis”
- 8-K – deal announcements and compliance notices in “Oppenheimer 8-K material events explained” format
- DEF 14A – the “Oppenheimer proxy statement executive compensation” breakdown
Professionals use these insights to monitor margin-loan exposure before quarter-end, compare trading desk performance, or react quickly to new investment-banking mandates. With comprehensive coverage, expert context, and AI that speaks plain English, “Oppenheimer SEC filings explained simply” becomes reality—saving hours while delivering the confidence to act on timely information.
Oppenheimer Holdings (OPY) Q2-25 10-Q highlights
- Revenue rose 13% YoY to $373.2 m, driven by higher commissions (+13%), advisory fees (+7%) and investment-banking fees (+50%). Bank-deposit sweep income fell 18%.
- Profitability: Pre-tax income more than doubled to $32.2 m; net income jumped 111% to $21.7 m. Diluted EPS increased to $1.91 (vs $0.92).
- Six-month view: Revenue up 8% to $741.0 m; net income up 45% to $52.3 m; diluted EPS $4.63 (+41%).
- Margins: Expense growth (+8%) trailed revenue, cutting the comp ratio to 64.1% (66.8% PY). Operating leverage produced a 250 bp pre-tax margin gain to 8.6%.
- Balance sheet: Assets increased 9% since 12/24 to $3.69 b; equity grew 5% to $896.9 m. Bank call loans rose to $323.8 m (vs $252.1 m), boosting short-term leverage; repurchase liabilities declined 8% to $853.1 m.
- Cash flow: Operating cash outflow narrowed to $51.7 m (vs $194.3 m outflow LY); net cash up $4.5 m to $37.6 m.
- Capital return: $0.36/share dividends paid YTD and 0.67 m shares repurchased for $0.7 m; share count stable at 10.52 m.
Outlook implications: Strong fee momentum and cost discipline lifted earnings despite softer sweep income. Rising short-term borrowings and market-sensitive trading balances warrant monitoring, but equity growth and improved cash dynamics support liquidity.
FAQ
What is the current stock price of Oppenheimer Hld (OPY)?
What is the market cap of Oppenheimer Hld (OPY)?
What core services does Oppenheimer Holdings Inc. offer?
How is the company organized?
Who are the primary customers of Oppenheimer?
What sets Oppenheimer apart from its competitors?
How does Oppenheimer generate revenue?
What role does research play at the firm?
Can you explain the firm's global presence?
How does the firm address complex client needs?
