{"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},{"id":253591,"accession_number":"0000791963-24-000020","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings Announces Share Repurchase Program of Up to 518,000 Shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to 518,000 Class A non-voting common shares, representing about 5% of 10,357,376 shares outstanding.","New authorization supplements existing program with 120,155 shares remaining, totaling 638,155 shares available for repurchase.","Company has repurchased $11.95 million aggregate principal of its 5.50% Senior Secured Notes due 2025 since Q4 2022.","Repurchases will be made in open market at prevailing prices using cash on hand; shares purchased will be canceled.","Program effective indefinitely; management will determine timing and amounts based on market conditions and other factors."],"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":0.65,"calibrated_materiality_score":0.65,"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":253590,"accession_number":"0000791963-24-000017","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings: two long-serving directors retiring, Suzanne Spaulding appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William J. Ehrhardt (79) and A. Winn Oughtred (80) will not stand for re-election at May 2024 annual meeting.","Suzanne Spaulding (67) elected to Board effective March 1, 2024; brings cybersecurity and risk management expertise.","Spaulding expected to serve on Nominating & Corporate Governance and Audit Committees.","Neither retiring director has any disagreement with the Company regarding operations, policies, or practices."],"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":0.3,"calibrated_materiality_score":0.3,"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":253589,"accession_number":"0000791963-24-000009","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts investor presentation for Q4 and FY 2023; no specific data in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed under Item 7.01; presentation posted to IR website as of Jan 29, 2024.","Exhibit 99.1 shows only title slide; actual financial figures not included in provided text.","No revenue, EPS, or segment details available; presentation may contain historical results."],"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":253588,"accession_number":"0000791963-24-000006","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q4 EPS $1.07, down 48% YoY; adjusted EPS $1.56; FY revenue $1.25B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $11.1M ($1.07 basic EPS) vs $22.4M ($2.04) in Q4 2022; adjusted net income $16.1M ($1.56).","Full year 2023 revenue $1.25B (+12.4% YoY); net income $30.2M ($2.81 basic EPS) vs $32.4M ($2.77).","Private Client pre-tax income rose 36.7% for the year to $194.4M; Capital Markets pre-tax loss widened to $63.0M.","Book value per share hit record $76.72; company repurchased 900,518 shares at avg $39.00 during 2023.","Quarterly dividend maintained at $0.15/share payable Feb 23, 2024; $13M regulatory charge in FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":2.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":1248825000.0,"consensus_period":"2023-FY","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":271049,"accession_number":"0000791963-23-000046","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings posts Q3 2023 investor presentation; no specific data in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Regulation FD disclosure of investor presentation posted to oppenheimer.com on October 30, 2023.","Presentation slides not included in the 8-K; no financial figures or material updates available.","Company may use the slides in future investor meetings with possible 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":0.1,"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":271048,"accession_number":"0000791963-23-000044","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q3 net income $13.9M, EPS $1.32 vs $0.40 YoY; revenue $312.7M +6.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $13.9M ($1.32 basic EPS) vs $4.5M ($0.40) a year ago; revenue rose 6.3% to $312.7M.","Private Client pre-tax income surged to $65.2M from $30.0M on higher interest and advisory fees.","Capital Markets revenue up 4% to $94.6M but pre-tax loss of $15.3M vs income of $2.4M YoY.","Quarterly dividend of $0.15/share payable Nov 24; repurchased 606,087 shares in Q3 via tender and open market.","Book value per share record $75.01; AUA $110.7B, AUM $40.4B both higher YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":940536000.0,"consensus_period":"2023-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":271047,"accession_number":"0000791963-23-000039","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings elects Stacy J. Kanter to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stacy J. Kanter elected as director effective October 25, 2023.","Kanter was a Skadden partner from 1993-2018 and headed Global Capital Markets from 2009-2018.","She will serve on Nominating and Corporate Governance and Compliance Committees.","Kanter also participates in the company's 2014 Incentive Plan.","She currently serves on the board of Applied Therapeutics Inc. as audit committee chair."],"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":0.3,"calibrated_materiality_score":0.3,"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":287931,"accession_number":"0000791963-23-000037","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q2 2023 investor presentation; no financial details provided","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed Form 8-K on July 31, 2023, furnishing investor presentation slides as Exhibit 99.1.","Presentation posted on Oppenheimer's investor relations website; slides not reproduced in filing.","No specific revenue, earnings, or guidance figures available from the exhibit 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":0.1,"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":287930,"accession_number":"0000791963-23-000035","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q2 net loss $9.4M on legal reserve; revenue up 29%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $9.4M ($0.85) vs loss $3.9M ($0.32) YoY; revenue $306.2M (+29.1%).","Non-comp expenses surged 100% to $130.7M, driven by accrual of a significant legal reserve.","Private Client revenue +39% to $201.2M; sweep income +197% and margin interest +116%.","Capital Markets revenue +12% to $79.6M; advisory fees +32%, fixed income trading +37%.","Repurchased 96,135 shares in Q2; Dutch auction tender for 437,183 shares at $40/share completed July."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":627868000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","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":308281,"accession_number":"0000791963-23-000026","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Oppenheimer board elected, auditor ratified, say-on-pay approved at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["All 9 director nominees elected with 97,350 votes for and 0 against; 396 broker non-votes.","Ratification of Deloitte & Touche as auditor for FY2023: 97,746 votes for, 0 against.","Say-on-pay approved: 97,344 for, 2 against; 3-year frequency chosen (97,340 for).","Authorization of 1,250,000 Class A non-voting shares under 2014 Incentive Plan passed (97,344 for).","Meeting held virtually on May 8, 2023; only Class B voting stock holders voted."],"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":308280,"accession_number":"0000791963-23-000024","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings posts Q1 2023 investor presentation on website","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation posted to Investor Relations page of oppenheimer.com on May 1, 2023.","Slides cover first quarter 2023 performance and strategic overview.","Company may use presentation in meetings with investors after this date.","Furnished under Regulation FD; no admission of materiality made."],"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":308279,"accession_number":"0000791963-23-000020","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q1 net income $14.6M ($1.32 EPS), revenue up 21% to $321.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $14.6M up 57% from $9.3M in Q1 2022; diluted EPS $1.22 vs $0.69.","Revenue $321.7M, +20.9% YoY; Private Client revenue up 35% to $203.4M on higher sweep and margin income.","Capital Markets revenue $90.3M (+6.2%) but pre-tax loss of $15.5M vs profit $1.2M a year ago due to higher comp.","Bought back 95,055 shares at avg $38.79; quarterly dividend $0.15 payable May 26, 2023.","Assets under administration $108.9B, down from $117.2B; AUM $39.3B vs $42.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":321679000.0,"consensus_period":"2023-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},{"id":327138,"accession_number":"0000791963-23-000006","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Georgia court confirms $36.7M FINRA award against Oppenheimer; appeal considered","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Superior Court orally confirmed $36,744,276.26 arbitration award against Oppenheimer & Co. Inc. on Jan 30, 2023.","Oppenheimer already fully reserved for the award in Q3 2022, including accrued interest through Dec 31, 2022.","Motion to vacate cited arbitrator bias, failure to postpone for key witnesses, and manifest disregard of law.","Oppenheimer is considering an appeal of the ruling to the Georgia Court of Appeals."],"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":0.65,"calibrated_materiality_score":0.65,"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":327137,"accession_number":"0000791963-23-000004","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-01-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q4/ FY2022 investor presentation without disclosed figures in 8-K","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed 8-K on Jan 30, 2023 announcing investor presentation posted on oppenheimer.com.","Presentation titled 'Fourth Quarter and Full Year 2022 Investor Update' but actual slide content not included in the filing.","No specific financial results or guidance figures are available from the furnished exhibit text.","Company may use the slides in future investor presentations, but no material details are disclosed here."],"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":327136,"accession_number":"0000791963-23-000002","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2023-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q4 net income drops 64% YoY to $22.4M; full year EPS $2.77 vs $12.57","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $22.4M ($2.04 basic EPS) in Q4, down from $62.9M ($4.99) a year ago; revenue fell 14% to $313.6M.","Full year net income $32.4M ($2.77 EPS) vs $159M ($12.57); revenue $1.1B, down 20% YoY.","Capital Markets segment posted Q4 pre-tax loss of $11.3M vs $96.8M profit in prior year, hit by M&A slowdown.","Private Client revenue rose 16% to $201.7M on record bank deposit sweep income of $49.6M.","Repurchased 1.68M shares at avg $36.00 during year; declared $0.15 quarterly dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":2.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1110941000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","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":344876,"accession_number":"0000791963-22-000071","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-12-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings authorizes buyback of up to 543,000 shares; total authorization now 687,034","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to 543,000 Class A non-voting shares (~5% of 10,867,660 outstanding).","New authorization supplements 144,034 remaining from prior program; total authorized = 687,034 shares.","Repurchases to be made in open market at prevailing price using cash on hand; all shares canceled.","Also repurchased $9.07M aggregate principal of its 5.50% Senior Secured Notes due 2025 in Q4 2022.","Program has no expiration; management retains discretion on timing and amount."],"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":344875,"accession_number":"0000791963-22-000069","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings posts Q3 2022 investor presentation; no specific results disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation titled 'Third Quarter 2022 Investor Update' posted on October 31, 2022.","No specific financial results, guidance, or material changes provided in the 8-K or exhibit excerpt.","Investors are directed to the company's website and SEC filings for detailed information."],"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":344874,"accession_number":"0000791963-22-000067","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Q3 net income drops 83% to $4.5M, EPS $0.40, on adverse arbitration and market headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $294.1M, down 6.7% YoY; net income $4.5M vs $26.3M; EPS $0.40 vs $2.07.","Adverse arbitration decision in September drove non-comp expense up; decision has been appealed.","Private Client revenue up 11% to $178.6M on $35.8M bank deposit sweep income (up 815% YoY); pre-tax income $30M.","Capital Markets revenue fell 29.3% to $90.9M; advisory fees down 43.5%, equity underwriting down 80.8%.","Company repurchased 413,052 shares at avg $33.86; declared $0.15/sh dividend payable Nov 25 to holders of record Nov 11."],"consensus_eps_estimate":null,"consensus_eps_actual":0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":797361000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","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":361339,"accession_number":"0000791963-22-000062","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-09-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Oppenheimer Holdings faces $36.7M FINRA arbitration award over Horizon fraud","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["FINRA panel awarded $36,744,276 to 12 former customers over Horizon Private Equity scheme.","Claimants alleged Oppenheimer failed to supervise former advisor John Woods.","Oppenheimer plans to move to vacate the award on multiple grounds.","Class action related to same scheme was dismissed without prejudice in Aug 2022.","Award includes $5.7M compensatory, $14.2M RICO, $16.8M punitive/fees."],"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":0.85,"calibrated_materiality_score":0.85,"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":361338,"accession_number":"0000791963-22-000060","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings appoints Brad Watkins as CFO, effective Aug 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brad M. Watkins named EVP and CFO of Oppenheimer Holdings and Oppenheimer & Co., succeeding Jeffrey J. Alfano.","Watkins receives $300K annual base salary, $500K bonus payable Feb 2023, and 10,000 deferred stock award vesting in 5 years.","Prior CFO Jeffrey J. Alfano resigned Feb 7, 2022, effective March 1, 2022, to pursue other opportunities.","Watkins joined from KPMG where he was an audit partner in financial services; holds B.S. in Accounting from NYU Stern.","Watkins will serve on Oppenheimer's Management and Risk Management committees, reporting to CEO Albert G. Lowenthal."],"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":361337,"accession_number":"0000791963-22-000058","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oppenheimer posts Q2 2022 investor update; no detailed results","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation furnished as Exhibit 99.1 to August 1, 2022 8-K.","Slides posted on Investor Relations page of oppenheimer.com.","No revenue, EPS, or guidance figures were included in the filing.","Company may use slides in future investor presentations with 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":361336,"accession_number":"0000791963-22-000056","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings authorizes repurchase of up to 536,500 shares (4.8% of outstanding)","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to 536,500 Class A non-voting shares (~4.8% of 11,251,930 outstanding).","This supplements 4,278 remaining shares from prior program for total 540,778 shares authorized.","Purchases will be made in open market at prevailing prices using cash on hand; shares canceled.","Program is indefinite; management will determine timing and amounts based on market conditions."],"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":361335,"accession_number":"0000791963-22-000052","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oppenheimer Holdings reports Q2 net loss of $3.9M vs profit of $31.2M a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $237.2M, down 30.3% YoY; net loss per diluted share $(0.32) vs EPS of $2.28.","Capital Markets revenue down 51.8% to $71.3M; pre-tax loss of $17.9M vs profit of $39.4M.","Private Client pre-tax income $38.8M (26.9% margin) on revenue of $144.5M, down 13.4%.","Repurchased 885,230 Class A shares (7% of outstanding) at avg $34.13; declared $0.15 quarterly dividend payable Aug 26."],"consensus_eps_estimate":null,"consensus_eps_actual":0.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":503250000.0,"consensus_period":"2022-Q2","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":380618,"accession_number":"0000791963-22-000045","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-05-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings authorizes repurchase of up to 550,000 Class A non-voting shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New program covers ~4.6% of outstanding Class A non-voting shares (11,863,559 shares outstanding).","Combined with remaining 71,893 shares from prior authorization, total 621,893 shares available for repurchase.","Repurchases will be made in open market with cash; shares to be cancelled.","Program is expected to continue indefinitely; management determines timing and amounts."],"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":0.55,"calibrated_materiality_score":0.55,"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":380617,"accession_number":"0000791963-22-000042","cik":791963,"company_name":"OPPENHEIMER HOLDINGS INC","ticker":"OPY","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Oppenheimer Holdings holds annual meeting; elects nine directors and ratifies Deloitte auditor","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["All nine director nominees (Behrens, Dwyer, Ehrhardt, Friedman, Glasser, Lowenthal, Lowenthal, Oughtred, Roth) elected with 98,076+ votes each.","Ratification of Deloitte & Touche as independent auditor for fiscal 2022 passed with 98,064 votes for, 12 against, 2 abstentions.","Annual meeting held virtually on May 9, 2022; 98,078 shares of Class B voting stock voted."],"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}],"next_cursor":"2022-05-10T23:59:59+00:00|380617"}