OPY reported FY 2025 total revenue of USD 1.6 billion (+14.4%) and pre-tax income of USD 211.2 million (+99.7%). Net income was USD 148.0 million, and net income attributable to shareholders was USD 148.4 million. Key revenue lines included commissions of USD 464.4 million (+13.4%), advisory fees of USD 555.4 million (+14.9%), investment banking revenue of USD 266.4 million (+51%), interest revenue of USD 153.0 million (+12.9%), and principal transactions revenue of USD 50.2 million (-8.2%); bank deposit sweep income was USD 114.8 million (-17.3%). Total expenses were USD 1.4 billion (+7.5%), including compensation and related expenses of USD 1.0 billion (+8.5%); the effective tax rate was 29.9% (vs. 32.6% in FY 2024). In Wealth Management, FY 2025 revenue was USD 1.0 billion (+6.5%) with pre-tax income of USD 292.1 million (+9.9%); AUM ended 2025 at USD 55.2 billion and client assets under administration were USD 143.3 billion. Capital Markets FY 2025 revenue was USD 591.3 million (+32.1%) with pre-tax income of USD 56.2 million, supported by Investment Banking revenue of USD 260.4 million (+56.2%) and Sales and Trading revenue of USD 328.3 million (+18.4%). The company said it returned value to shareholders via a USD 1.00 per share special dividend paid in early January 2026, and noted it is investing in technology platforms, recruiting experienced financial advisors and bankers, and pursuing targeted acquisitions while reviewing its office footprint.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Oppenheimer Holdings Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001628280-26-012313), on February 26, 2026, and is solely responsible for the information contained therein.