{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-029115","form_type":"8-K","ticker":"OPY","cik":"0000791963","company_name":"OPPENHEIMER HOLDINGS INC","filed_at":"2026-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.732408+00:00","generated_at":"2026-05-15T00:27:44.380590+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 reports Q1 net loss of $20.6M on $70M legal charge; adjusted EPS $4.46","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-029115","json":"https://secwatch.observer/filing/0001628280-26-029115.json","markdown":"https://secwatch.observer/filing/0001628280-26-029115.md","text":"https://secwatch.observer/filing/0001628280-26-029115.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/791963/000162828026029115/0001628280-26-029115-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/791963/000162828026029115/opy-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:27:44.380590+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":"ef3e6896b91fc7ef9c672a4a50183a1bc8a9e88d","claim":"OPPENHEIMER HOLDINGS INC reported first quarter 2026 results: revenue $445,095, net income $(20,578), EPS $(1.93).","evidence_excerpt":"as they continue to navigate uncertain markets.\" 1 Summary Operating Results (Unaudited) ('000s, except per share amounts or otherwise indicated) Firm 1Q-26 1Q-25 Revenue $ 445,095 $ 367,825 Compensation Expenses $ 296,001 $ 227,091 Non-compensation Expenses $ 176,095 $ 99,358 Pre-tax (Loss) Income $ (27,001) $ 41,376 Income Tax (Benefit) Provision $ (6,432)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/791963/000162828026029115/0001628280-26-029115-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"$445,095"},{"label":"Net income","value":"$(20,578)"},{"label":"EPS","value":"$(1.93)"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}