NYSE$OPY

Oppenheimer Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported a significant increase in net income and revenue, driven by strong performance in investment banking and wealth management.

Oppenheimer Holdings Inc. reported a strong first quarter in 2024, with a 78.2% increase in net income and a 9.8% increase in revenue compared to the first quarter of 2023. The firm benefited from improved macroeconomic conditions, rising equity markets, and strong performance in its investment banking and wealth management businesses.

  • Net income increased by 78.2% to $26.1 million, or $2.50 basic earnings per share.
  • Revenue increased by 9.8% to $353.1 million.
  • Assets under administration and management reached record levels.
  • The company repurchased 214,723 shares of Class A non-voting common stock at an average price of $39.05 per share.

Headline financials

Total Revenue

$353M

Previous: $322M+9.8%
EPS (adj)

$2.37

Previous: $1.22+94.3%
Capital Expenditures

-$258K

Previous: -$3.53M+92.7%
Free Cash Flow

$25.8M

Previous: $11.1M+132.7%
Net Income

$26.1M

Previous: $14.6M+78.2%
Operating Income

$37.5M

Previous: $19M+96.6%
Gross Profit

$353M

Previous: $321M+9.8%
Cash & Equivalents

$27.7M

Previous: $30.3M-8.8%
Total Assets

$3.25B

Previous: $2.92B+11.4%
Stock-Based Comp

$1.74M

Previous: $2M-13.2%

Revenue & EPS history

Oppenheimer · Revenue · Quarterly

$353M

Q1 2024+9.8%vs Q1 2023

Revenue by segment

Oppenheimer · $94.6M total across 1 segment · Q3 2023

  • Capital Markets
    $94.6M+4.0%

Forward guidance

No specific forward guidance was provided in the earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.7%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+5.3%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+20.3%

Q4 2020

Best reaction

-9.5%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-15.8%-20.9%
Q4 2025+10.8%+19.1%+13.2%
Q3 2025+0.8%+0.8%-1.8%
Q1 2025+1.7%-0.2%+8.8%
Q4 2024-6.0%-7.6%-9.0%
Q3 2024+18.8%+18.3%+25.7%
Q2 2024-9.5%-11.3%-9.3%
Q1 2024+6.0%+4.1%+16.5%
Q4 2023-3.3%-6.3%-0.6%
Q3 2023+2.1%+5.6%+20.8%
Q2 2023-5.6%-5.1%-5.0%
Q1 2023-1.1%-1.9%-2.8%
Q4 2022-1.8%-2.5%-7.0%
Q3 2022+9.8%+13.6%+30.9%
Q2 2022-2.9%-2.0%-1.8%
Q1 2022-2.2%+1.3%+6.3%
Q4 2021+2.9%+3.0%+4.4%
Q3 2021+1.7%+4.7%-1.0%
Q2 2021+3.3%+2.5%+9.3%
Q1 2021+6.8%+5.9%+5.2%
Q4 2020+20.3%+17.4%+23.7%
Q3 2020-5.3%-2.8%+13.5%
Q2 2020+2.9%+8.5%+21.8%
Q1 2020-6.1%-11.4%+2.9%
Q4 2019+3.6%+7.2%-9.0%
Q3 2019-1.9%-0.1%+0.0%
Q2 2019+5.2%+3.2%-5.4%
Q1 2019+6.6%+5.7%+4.3%
Q4 2018+2.0%-2.2%+5.5%
Q3 2018+4.1%+8.2%-0.6%
Q2 2018+3.1%+9.6%+16.1%
Q1 2018+0.9%+1.7%+9.2%
Q4 2017+2.0%-2.0%-3.6%
Q3 2017+11.8%+17.2%+47.3%
Q2 2017-3.1%-2.5%+1.2%
Q1 2017-2.6%-6.3%-10.3%
Q4 2016-9.1%-12.8%-10.7%
Q3 2016-5.7%-6.4%+15.5%
Q2 2016+0.2%-0.6%+2.2%
Q1 2016-1.1%
Q4 2015+8.9%
Q3 2015-4.9%
Q2 2015-8.0%
Q1 2015+1.0%
Q4 2014+2.1%
Q3 2014+6.0%
Q2 2014-3.3%
Q1 2014-2.6%
Q4 2013-6.2%
Q3 2013+3.3%
Q2 2013-1.8%
Q1 2013+1.2%
Q4 2012+4.3%
Q2 2012+4.3%
Q3 2012+8.0%
Q4 2011+4.4%
Q1 2012-4.0%
Q1 2011-4.0%
Q2 2011-1.5%
Q4 2009-1.5%
Q3 2011+1.3%
Q3 2010+1.3%
Q4 2010-9.1%
Q2 2010-9.1%
Q1 2010+1.5%

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