---
schema_version: "secwatch.filing_event.v1"
accession: "0000791963-24-000052"
form_type: "8-K"
ticker: "OPY"
cik: "0000791963"
company_name: "OPPENHEIMER HOLDINGS INC"
filed_at: "2024-10-25T23:59:59+00:00"
generated_at: "2026-05-30T10:14:13.015525+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Oppenheimer Q3 net income $24.5M ($2.38 EPS) up 77% YoY; revenue $373.4M +19.4%; AUM record $49.1B

## Summary
- 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.

## SEC filing metadata
- accession: 0000791963-24-000052
- form_type: 8-K
- ticker: OPY
- cik: 0000791963
- company_name: OPPENHEIMER HOLDINGS INC
- filed_at: 2024-10-25T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/791963/000079196324000052/0000791963-24-000052-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/791963/000079196324000052/opy-20241025.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000791963-24-000052
- JSON: https://secwatch.observer/filing/0000791963-24-000052.json
- Plain text: https://secwatch.observer/filing/0000791963-24-000052.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.