Welcome to our dedicated page for Oppenheimer Hld news (Ticker: OPY), a resource for investors and traders seeking the latest updates and insights on Oppenheimer Hld stock.
Oppenheimer Holdings Inc. (NYSE: OPY) is a middle market investment bank and full service broker-dealer active in the investment banking and securities industry. Through its subsidiaries, including Oppenheimer & Co. Inc., the firm reports news on retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market-making, trust services, and investment advisory and asset management services.
The OPY news flow frequently includes quarterly earnings releases detailing segment results for Wealth Management and Capital Markets, trends in assets under management, and commentary from management on market conditions. Investors can follow updates on advisory and underwriting activity, equities and fixed income trading volumes, and changes in revenue components such as commissions, advisory fees, and bank deposit sweep income.
Company announcements also highlight capital actions and corporate events, such as the declaration of quarterly and special cash dividends on Class A non-voting and Class B voting common stock, as reported in press releases and related Form 8-K filings. In addition, Oppenheimer regularly reports on senior hires and team expansions across its platform, including appointments in Healthcare Equity Capital Markets, biotech research, public finance investment banking, cash equity sales and trading, and regional wealth management leadership.
Other OPY news items describe the evolution of the firm’s Custody and Prime Services (CAPS) platform and the expansion of its global credit and high yield and distressed businesses in the U.S., Europe, and Asia. For readers tracking OPY, this news page offers a centralized view of earnings updates, strategic hires, platform developments, and capital-related announcements drawn from company press releases and disclosures.
Oppenheimer (NYSE: OPY) on March 31, 2026 announced three managing director hires to expand its municipal capital markets platform. The additions — Matt Davis, Lauren Carter, and Brendan Shanahan — bolster underwriting, sales and trading across competitive and negotiated municipal transactions.
The hires aim to strengthen Public Finance capabilities amid rising infrastructure demand and withdrawals by other market participants, supporting issuers and institutional and individual investors.
Oppenheimer (NYSE:OPY) named Chris DeFalco and John Hyland as Co-Heads of its Equity Capital Markets (ECM) investment banking group, effective March 24, 2026. Both will serve on the firm's Investment Banking Commitment Committee while Peter Bennett shifts to lead Corporate Executive Services to connect Investment Banking and Wealth Management.
DeFalco has completed more than 285 equity and equity-linked offerings and led the firm's SPAC practice; Hyland has led over 200 equity offerings and joined Oppenheimer in 2021.
Oppenheimer (NYSE: OPY) named Eric Nortman Managing Director and Head of Debt Private Placements on March 17, 2026, launching a dedicated Debt Private Placements Group to expand private credit financing solutions for investment banking clients.
Nortman will be based in New York, report to Co-Heads of Investment Banking Rob Lowenthal and Gilbert Dychiao, and work with Fixed Income to execute private debt transactions.
Oppenheimer (NYSE: OPY) appointed Vien Le as Managing Director in its Public Finance Investment Banking Group, effective Feb. 25, 2026. Le will be based in Los Angeles and report to Beth Coolidge, Head of Public Finance.
Le brings 20+ years of municipal finance experience, will focus on California and support clients across the West, and previously served at Stern Brothers, UBS and other firms.
Oppenheimer Holdings (NYSE: OPY) reported record results for Q4 and full-year 2025. Q4 net income $74.4M ($7.08 basic EPS) vs $10.7M last year; Q4 revenue $472.6M (+25.9%). For FY-2025, net income $148.4M ($14.13 basic EPS) and revenue $1.64B (+14.4%).
Strength came from Wealth Management AUM record of $55.2B and a Capital Markets revenue surge driven by investment banking activity. The firm declared a $1.00 special dividend and repurchased shares during 2025.
Oppenheimer Holdings (NYSE: OPY) declared a special cash dividend of $1.00 per share on Class A non-voting and Class B voting common stock, payable January 9, 2026 to shareholders of record at the close of business on December 26, 2025.
The aggregate payment is expected to be approximately $10.5 million, and the company said the special dividend will be funded through its existing cash management activities. Management framed the dividend as recognition of improved operating results and financial position.
Oppenheimer (NYSE: OPY) announced on Dec. 8, 2025 that Kostas Biliouris, Ph.D., joined as Managing Director on its Biotech Research Team, based in New York and reporting to William Bird.
Biliouris previously worked at BMO Capital Markets covering genetic medicines, was a VP in biotech research at Morgan Stanley, and held drug development and product strategy roles at Novartis. His background includes a Ph.D. in biochemical engineering and scientific publications with Biogen, Ionis, Merck, Novartis, and the FDA. The firm said the hire strengthens Oppenheimer's long-standing healthcare and biotech research franchise and expands coverage across genetic medicines and related sectors.
Oppenheimer (NYSE: OPY) announced that Keith Peterson has been appointed Managing Director and Head of Cash Equity Sales and Trading, effective Nov. 17, 2025.
Peterson will report to John Hellier, oversee supervisory and operational activities for the equity sales and trading team, and serve as co-chair of the Firm's new Capital Markets Business Development Committee to drive cross-asset collaboration between investment banking, research, sales and trading. He joins with more than two decades of equity markets experience, most recently as Partner and Head of Sector Trading at William Blair and prior trading roles at Credit Suisse. Leadership said the hire supports Oppenheimer's efforts to expand its equities platform and deepen client service.
Oppenheimer Holdings (NYSE: OPY) reported 3Q-2025 revenue of $424.4M, up 13.7% year-over-year, and net income of $21.7M or $2.06 basic EPS, down versus 3Q-2024. Management cited stronger equity underwriting, higher commissions and record AUM as drivers.
Key operational highlights: Capital Markets revenue $162.1M (+30.7%), Wealth Management revenue $259.7M (+5.6%), and AUM reached a record $55.1B at September 30, 2025. Compensation expense rose materially, including $13.5M pre-tax for liability-based awards tied to the share price, pressuring margins and EPS.
Oppenheimer (NYSE: OPY) hired Guy T. Logan as Managing Director, Head of Infrastructure & Mid-Atlantic Region in its Public Finance Investment Banking Division, reporting to Beth Coolidge.
Logan brings more than 30 years of municipal finance experience, served as senior or lead banker on >250 transactions totaling $55 billion, and recently led Jefferson County, Alabama's $2.2 billion 2024 refinancing. His prior roles include Raymond James and 26 years at Citigroup Global Markets.
The move is presented as part of Oppenheimer's continued expansion of its Public Finance platform and senior bench.