Source-grounded facts extracted from OPPENHEIMER HOLDINGS INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
OPPENHEIMER HOLDINGS INC reported first quarter 2026 results: revenue $445,095, net income $(20,578), EPS $(1.93).
“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)”
OPPENHEIMER HOLDINGS INC entered into Settlement Term Sheet with Liberty Capital Group, Individually and on Behalf of All Others Similarly Situated valued at $70 million (effective 2026-04-24).
“On April 24, 2026, Oppenheimer & Co., Inc. (“Oppenheimer”), the principal operating subsidiary of Oppenheimer Holdings Inc. (the “Company”), reached an agreement to settle the previously disclosed litigation styled Liberty Capital Group, Individually and on Behalf of All Others Similarly Situated v. Oppenheimer Holdings Inc., Oppenheimer & Co. Inc., and Oppenheimer Asset Management Inc. , No. 1:25-cv04822-JSR which was filed in the United States District Court for the Southern District of New York in June of 2025 (the “ District Court”).”
Robert S. Lowenthal was appointed as Chief Executive Officer and President at OPPENHEIMER HOLDINGS INC.
“the Board unanimously appointed President and Director Mr. Robert S. Lowenthal (48) to serve as CEO of the Company and Opco, effective simultaneously with Mr. Albert Lowenthal’s transition.”
Albert G. Lowenthal changed role as Chairman of the Company and Executive Chairman of Opco at OPPENHEIMER HOLDINGS INC.
“Albert G. Lowenthal, Chairman of the Board of Directors (“Board”) and Chief Executive Officer (“CEO”), would step down as CEO of the Company and its primary operating subsidiary, Oppenheimer & Co. Inc. (“Opco”), effective at the close of the Annual Shareholders Meeting of the Company to be held on May 5, 2025. Mr. Lowenthal will continue in his role as Chairman of the Company and also will serve as Executive Chairman of Opco.”
OPPENHEIMER HOLDINGS INC shareholders approved Adoption of the Oppenheimer Holdings Inc. 2024 Incentive Plan at the 2024-05-06 meeting.
“Matter No. 3 – Adoption of the Oppenheimer Holdings Inc. 2024 Incentive Plan . The voting proposal to ratify the adoption of the Oppenheimer Holdings Inc. 2024 Incentive Plan was approved by the following final voting results: Votes For Votes Against Broker Non-Votes 97,306 0 0”
OPPENHEIMER HOLDINGS INC shareholders approved Appointment of Deloitte & Touche LLP as auditors and Authorization to Fix Remuneration at the 2024-05-06 meeting.
“Matter No. 2 - Appointment of Deloitte & Touche LLP as auditors and Authorization to Fix Remuneration. The voting proposal to ratify the appointment of Deloitte & Touche LLP as auditors of the Company for 2024 and authorize the Audit Committee to fix the auditor’s remuneration was approved by the following final voting results: Votes For Votes Withheld Broker Non-Votes 97,306 0 0”
OPPENHEIMER HOLDINGS INC shareholders approved Election of Nine Directors at the 2024-05-06 meeting.
“Matter No. 1 - Election of Nine Directors. The nine director nominees proposed by the Board were elected to serve as members of the Board until the next annual meeting of stockholders and until their respective successors are duly elected and qualified by the following final voting results: Name For Withheld Broker Non-Votes Evan Behrens 97,306 0 0 Timothy M. Dwyer 97,306 0 0 Paul M. Friedman 97,306 0 0 Teresa A. Glasser 97,306 0 0 Stacy J. Kanter 97,306 0 0 Albert J. Lowenthal 97,306 0 0 Robert S. Lowenthal 97,306 0 0 R. Lawrence Roth 97,306 0 0 Suzanne E. Spaulding 97,306 0 0”
OPPENHEIMER HOLDINGS INC reported first quarter 2024 results: revenue $353.1 million, net income $26.1 million, EPS $2.50 basic earnings per share.
“Oppenheimer Holdings Inc. Reports First Quarter 2024 Earnings New York, April 26, 2024 – Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $26.1 million or $2.50 basic earnings per share for the first quarter of 2024, an increase of approximately 78.2%, compared with net income of $14.6 million or $1.32 basic earnings per share for the first quarter of 2023. Revenue for the first quarter of 2024 was $353.1 million, an increase of 9.8%, compared to revenue of $321.7 million for the first quarter of 2023.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.