{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-23-000020","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2023-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.238346+00:00","generated_at":"2026-06-16T07:08:12.928241+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Oppenheimer Q1 net income $14.6M ($1.32 EPS), revenue up 21% to $321.7M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-23-000020","json":"https://secwatch.observer/filing/0000791963-23-000020.json","markdown":"https://secwatch.observer/filing/0000791963-23-000020.md","text":"https://secwatch.observer/filing/0000791963-23-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196323000020/0000791963-23-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196323000020/opy-20230428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T07:08:12.928241+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4b154290b17d81a727d4ba10104d947ae5ff4b36","claim":"OPPENHEIMER HOLDINGS INC reported first quarter 2023 results: revenue $321,679, net income $14,617, EPS $1.32.","evidence_excerpt":"provide essential investment services to our clients.\" Summary Operating Results (Unaudited) ('000s, except per share amounts or otherwise indicated) Firm 1Q-23 1Q-22 Revenue $ 321,679 $ 266,028 Compensation Expense $ 206,292 $ 186,031 Non-compensation Expense $ 96,338 $ 65,784 Pre-Tax Income $ 19,049 $ 14,213 Income Taxes $ 4,585 $ 4,435 Net Income (1) $ 14,617","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196323000020/0000791963-23-000020-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"$321,679"},{"label":"Net income","value":"$14,617"},{"label":"EPS","value":"$1.32"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}