{"schema_version":"secwatch.filing_event.v1","accession":"0000791963-24-000006","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2024-01-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.931169+00:00","generated_at":"2026-06-06T16:58:34.229486+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Oppenheimer Q4 EPS $1.07, down 48% YoY; adjusted EPS $1.56; FY revenue $1.25B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000791963-24-000006","json":"https://secwatch.observer/filing/0000791963-24-000006.json","markdown":"https://secwatch.observer/filing/0000791963-24-000006.md","text":"https://secwatch.observer/filing/0000791963-24-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000006/0000791963-24-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000006/opy-20240126.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T16:58:34.229486+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":"3afbdda49423aa547a149658201a25b97f3f20ca","claim":"OPPENHEIMER HOLDINGS INC reported Q4 2023 results: revenue 308.3 million, net income 11.1 million, EPS 1.07.","evidence_excerpt":"basic earnings per share for the fourth quarter of 2023, after excluding $5.0 million of expense related to a regulatory settlement. Revenue for the fourth quarter of 2023 was $308.3 million compared to revenue of $313.6 million for the fourth quarter of 2022, a decrease of 1.7%. For the year ended December 31, 2023, the Company reported net income of $30.2 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000006/0000791963-24-000006-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2023"},{"label":"Revenue","value":"308.3 million"},{"label":"Net income","value":"11.1 million"},{"label":"EPS","value":"1.07"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e88c3dd890c15458d24d38f91f4e1674e91d28f8","claim":"OPPENHEIMER HOLDINGS INC reported FY 2023 results: revenue 1.2 billion, net income 30.2 million, EPS 2.81.","evidence_excerpt":"per share for the year ended December 31, 2023, after excluding $13.0 million of expense related to a regulatory settlement. Revenue for the year ended December 31, 2023 was $1.2 billion compared to revenue of $1.1 billion for the year ended December 31, 2022, an increase of 12.4%. Summary Operating Results (Unaudited) ('000s, except per share amounts or","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000079196324000006/0000791963-24-000006-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"FY 2023"},{"label":"Revenue","value":"1.2 billion"},{"label":"Net income","value":"30.2 million"},{"label":"EPS","value":"2.81"},{"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"}