undamentalytics Newsletter
Sign in

Oppenheimer Holdings Inc balance sheet

At the end of fiscal 2025, Oppenheimer Holdings Inc had total assets of $3.72bn, total liabilities of $2.73bn and shareholders' equity of $984m. It held $38.4m in cash against $0 of debt: net cash of $38.4m.

Balance sheet

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2009Dec 20092010Dec 20102011Dec 20112012Dec 20122013Dec 20132014Dec 20142015Dec 20152016Dec 20162017Dec 20172018Dec 20182019Dec 20192020Dec 20202021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMSept 2026
Cash and equivalents695370135986463654891803521411229333838
Goodwill—138138138138138138138138138138138138138142144144144
Total assets—2,5153,5272,6782,9532,7872,6982,2372,4392,2402,4652,7143,0432,7142,8753,3833,7224,089
Long-term debt——————1491491991991501241241131130——
Total debt0—195195195150150150200200150124124113113000
Total liabilities—2,0083,0142,1732,4252,2542,1731,7241,9151,6951,8722,0282,0901,8942,0862,5322,7253,085
Shareholders' equity461504508501523528518511524545593686823794789850984991
Non-controlling interests and other (assets − liabilities − equity)————————————130—————
Net debt (negative = net cash)−69−5312560978687851521097088−90184−33−38−38

Balances at each fiscal year end (quarter end in the quarterly view). Total debt is short- plus long-term borrowings, including lease debt where the company reports it within debt. Where assets do not equal liabilities plus shareholders' equity, the difference (non-controlling interests, redeemable preferred shares) is shown on its own line.

Compare with peers

Head to head: OPY vs PJTMRX vs OPYOPY vs PIPROPY vs XP

More: Investment Banking & Brokerage stocks compared, Financials sector, rankings of US companies

Figures from Oppenheimer Holdings Inc's SEC filings (10-K and 10-Q), retrieved October 30, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Oppenheimer Holdings Inc.