{"filings":[{"id":98873,"accession_number":"0001628280-26-030194","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Oppenheimer annual meeting elects all 9 directors, ratifies auditor, approves amended charter","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with 97,385 votes for, 2 withheld each.","Deloitte & Touche ratified as auditor for 2026 with 97,387 votes for, 0 against.","Say-on-pay approved 97,381 for, 2 against; advisory vote frequency set to every 3 years.","Amended and Restated Certificate of Incorporation approved 97,381 for, 6 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98872,"accession_number":"0001628280-26-029540","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q1 2026 investor presentation; exhibit lacks specific data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company published Q1 2026 investor presentation on its website on May 4, 2026.","Filed exhibit contains only the title page; no financial results or forward-looking statements.","Presentation likely used in meetings with investors and analysts going forward."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98871,"accession_number":"0001628280-26-029115","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer reports Q1 net loss of $20.6M on $70M legal charge; adjusted EPS $4.46","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $20.6M ($1.93/sh) vs net income $30.7M ($2.93/sh) in Q1 2025.","Revenue $445.1M (+21% YoY) driven by investment banking up 142.7% and advisory fees up 10%.","Adjusted net income $47.5M ($4.46 adj EPS) excluding $70M cash sweep settlement and $22.3M stock appreciation rights.","Dividend increased 11.1% to $0.20/share payable May 29, 2026.","Wealth Management pre-tax income fell 35.8% to $43.6M; Capital Markets swung to $35.4M profit from loss."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":445095000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98870,"accession_number":"0001628280-26-027280","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Oppenheimer settles cash-sweep class action for $70M, to impact Q1 earnings","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement of Liberty Capital Group class action for $70M; plaintiff had sought >$440M in damages.","Payment into escrow 10 days after preliminary court approval, expected within 90 days.","No admission of liability; release covers all claims from 2022 through final approval.","$70M charge to be taken in Q1 2026 earnings (reporting May 1); company expects full tax deductibility.","Settlement avoids jury trial scheduled for June 2026; case was first of ~25 similar suits to go to trial."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114580,"accession_number":"0001628280-26-004480","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts investor presentation for Q4 and full year 2025; specific results not disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed on Feb 2, 2026 under Item 7.01; presentation posted on oppenheimer.com.","Presentation titled 'Fourth Quarter and Full Year 2025 Investor Update' attached as Exhibit 99.1.","No specific financial figures or guidance changes are detailed in the 8-K filing text.","Company may use the slides in future investor meetings; no obligation to update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114579,"accession_number":"0001628280-26-004298","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings reports record Q4 EPS $7.08, net income up 593% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $74.4M ($7.08 basic EPS) vs $10.7M ($1.04) in Q4 2024; revenue $472.6M, +25.9%.","Full-year net income $148.4M ($14.13 basic EPS) vs $71.6M ($6.91), record for the company.","Wealth Management revenue $287.3M (+13.3%); AUM record $55.2B. Capital Markets revenue $182.9M (+53.3%).","Special $1.00 per share dividend paid Jan 2026; regular quarterly $0.18 payable Feb 27, 2026.","Book value per share $93.81 (record); tangible book value $76.78. Total equity $983.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":13.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":1638071000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130949,"accession_number":"0001628280-25-056657","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oppenheimer declares special $1.00/share cash dividend; aggregate ~$10.5M","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $1.00 per share on Class A non-voting and Class B voting common stock.","Payable January 9, 2026 to holders of record December 26, 2025.","Aggregate payment approximately $10.5 million; funded from existing cash.","CEO cites year's operating results and improved financial position as rationale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130948,"accession_number":"0001628280-25-048003","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q3 2025 investor presentation; no specific details available","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation posted to www.oppenheimer.com on Nov 3, 2025 under Item 7.01 Regulation FD.","Slides titled 'Third Quarter 2025 Investor Update' furnished as Exhibit 99.1.","No specific financial or operational figures from the presentation are provided in this filing.","Company may use slides in future investor presentations with possible modifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130947,"accession_number":"0001628280-25-047686","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q3 revenue up 13.7% to $424.4M; net income falls to $21.7M on higher comp","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Basic EPS of $2.06 vs $2.38 a year ago; $13.5M charge from liability-based awards tied to share price.","Wealth Management revenue $259.7M (+5.6%), pre-tax income $62.5M (-13.2%); AUM hit record $55.1B.","Capital Markets revenue $162.1M (+30.7%), pre-tax income $12.3M vs prior-year loss of $6.1M.","Quarterly dividend of $0.18/share declared, payable Nov. 28, 2025, record Nov. 14, 2025.","Book value per share $87.47, tangible book $70.48, both record highs."],"consensus_eps_estimate":null,"consensus_eps_actual":6.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1165441000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147524,"accession_number":"0000791963-25-000041","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q2 2025 investor presentation; no specific financial data in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation titled 'Second Quarter 2025 Investor Update' posted on IR page on August 4, 2025.","Presentation furnished as Exhibit 99.1 under Regulation FD; no numerical results disclosed in the 8-K body.","Company may use the slides in future investor meetings with minor modifications.","No update to prior financial guidance or material events provided in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147523,"accession_number":"0000791963-25-000038","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q2 EPS $2.06 vs $0.99; revenue $373M, AUM record $52.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $21.7M ($2.06 basic EPS) vs $10.3M ($0.99) in Q2 2024, up 111%.","Revenue $373.2M, +12.9% YoY; Wealth Mgmt revenue $246.4M (+5.1%), Capital Markets $123.0M (+33.5%).","AUM record $52.8B, AUA $138.4B; book value per share record $85.27, tangible BV $68.25.","Quarterly dividend $0.18/share payable Aug 29 to holders of record Aug 15.","Capital Markets pre-tax loss narrowed to $3.9M from $21.8M a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":4.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":741003000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166177,"accession_number":"0000791963-25-000026","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Oppenheimer Holdings reports unanimous election of nine directors and ratification of auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with 97,348 votes for, zero withheld; no broker non-votes.","Deloitte & Touche LLP ratified as independent auditor for 2025 with 97,348 votes for.","No other matters were voted on; quorum of 98% of outstanding Class B shares was present.","Meeting held on May 5, 2025; voting results are as disclosed in the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166176,"accession_number":"0000791963-25-000024","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q1 2025 investor presentation; filing contains no detailed financial data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation titled 'First Quarter 2025 Investor Update' posted on April 28, 2025.","Available on Oppenheimer's Investor Relations page at www.oppenheimer.com.","No specific financial results or guidance are included in the 8-K or exhibit text provided.","Company may use slides in future investor presentations with minor modifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166175,"accession_number":"0000791963-25-000020","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q1 net income rises to $30.7M, revenue up 4.2% to $367.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Basic EPS $2.93 vs $2.50 YoY; diluted EPS $2.72 vs $2.37.","Wealth Management pre-tax income fell 10.5% to $67.9M despite revenue growth of 1.7%.","Capital Markets pre-tax loss narrowed to $5.1M from $6.7M; revenue up 10% to $123.3M.","Board declared $0.18 quarterly dividend payable May 23, record May 9.","Book value per share reached record $82.87; total equity $872.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":367825000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183665,"accession_number":"0000791963-25-000008","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Oppenheimer CEO succession: Albert Lowenthal to become Executive Chairman; Robert Lowenthal named CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Albert Lowenthal steps down as CEO effective May 5, 2025; remains Chairman and becomes Executive Chairman of Opco.","Robert Lowenthal, currently President and Head of Investment Banking, appointed CEO and President of company and Opco.","Robert Lowenthal has been with Oppenheimer over 25 years; roles include CIO, Global Head of Fixed Income, and Head of IB."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183664,"accession_number":"0000791963-25-000005","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q4/FY 2024 investor presentation to IR website","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation posted on February 3, 2025 to oppenheimer.com/ir.","No specific financial results or guidance disclosed in filing or available exhibit.","Presentation may be used in future investor meetings with minor modifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183663,"accession_number":"0000791963-25-000003","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer FY2024 revenue record $1.43B (+15% YoY); net income $71.6M vs $30.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net income $10.7M ($1.04 basic EPS) vs $11.1M ($1.07) year ago; revenue $375.4M (+21.8% YoY).","Full-year revenue $1.43B record, driven by higher advisory fees (+16.4%), investment banking (+49%) and sales/trading.","Advisory fees Q4 $129.7M (+23.3% YoY); AUM hit all-time high $49.4B at Dec 31, 2024.","Pre-tax expense from stock appreciation rights was $32.6M in FY2024 vs modest amount in FY2023; compensation ratio 65.4%.","Quarterly dividend unchanged at $0.18/share payable Feb 28, 2025; 243,806 shares repurchased in FY2024 at avg $39.39."],"consensus_eps_estimate":null,"consensus_eps_actual":6.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1432496000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200255,"accession_number":"0000791963-24-000054","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q3 2024 investor presentation; no figures in excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation posted Oct 28, 2024 on investor relations page of oppenheimer.com.","Slides cover Q3 2024 financial update and may be used in investor meetings.","Full content of slides not included in this filing excerpt; specific data unavailable.","Furnished under Regulation FD; not deemed filed for Exchange Act purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200254,"accession_number":"0000791963-24-000052","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q3 net income $24.5M ($2.38 EPS) up 77% YoY; revenue $373.4M +19.4%; AUM record $49.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $24.5M ($2.38 basic EPS) vs $13.9M ($1.32) YoY; revenue $373.4M up 19.4% from $312.7M.","Private Client revenue $218.8M (+13.2%); AUM record $49.1B, AUA $129.8B; financial advisors 928.","Capital Markets revenue $124.0M (+31.1%) led by advisory fees up 82.2%; pre-tax loss narrowed to $6.1M.","Redeemed all $113.05M senior secured notes on Oct 10; declared $0.18/share dividend payable Nov 22.","Book value per share record $81.10; tangible book value $64.03; total equity $837.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":5.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":1057079000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216272,"accession_number":"0000791963-24-000047","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"Oppenheimer to redeem all $113M of 5.50% Senior Secured Notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeeming $113,050,000 principal at 100% plus accrued interest on October 10, 2024.","All outstanding Notes will be redeemed; none remain after October 10.","Eliminates annual interest expense of approximately $6.2 million.","CEO cites strong balance sheet and high interest rates as rationale for redemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216271,"accession_number":"0000791963-24-000045","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q2 2024 investor slides; no material financial data disclosed in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed Item 7.01 Regulation FD disclosure announcing investor presentation posted to website.","Exhibit 99.1 titled 'Second Quarter 2024 Investor Update' is attached but not extractable from filed text.","No specific earnings, guidance, or operational metrics are available from the provided filing.","The filing states the slides may be used in future presentations; no admission of materiality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216270,"accession_number":"0000791963-24-000043","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer reports Q2 net income $10.3M vs loss last year; dividend raised 20% to $0.18/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $10.3M ($0.99 basic EPS) vs net loss of $9.4M (-$0.85) in Q2 2023; revenue up 8% to $330.6M.","Quarterly dividend increased 20% to $0.18/share, payable Aug 23 to holders of record Aug 9.","Assets under management hit record $47.5B, up from $41.2B a year ago; book value per share also record $78.63.","Private Client pre-tax income $55.5M (26.6% margin); Capital Markets pre-tax loss widened to $21.8M.","Compensation ratio rose to 66.8% from 61.1% due to new hires and share-based comp; effective tax rate 35.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":683727000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235837,"accession_number":"0000791963-24-000031","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Oppenheimer adopts 2024 Incentive Plan; Q1 net income rises 78% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Stockholders ratified 2024 Incentive Plan authorizing up to 1,000,000 Class A shares.","Q1 2024 net income $26.1M ($2.50 basic EPS) vs $14.6M ($1.32 basic EPS) in Q1 2023.","Revenue rose 9.8% to $353.1M; advisory fees +14.2%, investment banking +33.1%.","Record AUM of $46.6B and AUA of $124.9B as of March 31, 2024.","Board declared quarterly dividend $0.15 per share, payable May 24, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":353138000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235836,"accession_number":"0000791963-24-000029","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q1 2024 investor presentation; no specific results in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company posted Q1 2024 investor update slides to its website on April 29, 2024.","Presentation slides furnished as Exhibit 99.1 but full content not included in this 8-K excerpt.","No financial metrics, guidance, or operational details disclosed in the filing body.","Investors directed to IR page at www.oppenheimer.com for the full presentation.","Routine Regulation FD disclosure; no material new information extractable from filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235835,"accession_number":"0000791963-24-000027","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings Q1 net income $26.1M ($2.50 EPS), up 78% YoY; revenue $353M (+9.8%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $26.1M ($2.50 basic EPS) vs $14.6M ($1.32) in Q1 2023, +78.2%.","Revenue of $353.1M, up 9.8% YoY; Private Client revenue $213M (+4.7%), Capital Markets revenue $112M (+24.1%).","Assets under management record $46.6B; assets under administration $124.9B, both all-time highs.","Quarterly dividend $0.15/share payable May 24, 2024 to holders of record May 10.","Repurchased 214,723 shares at avg $39.05 during quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":2.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":353138000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":974906454.7662958,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}