Oppenheimer Enhances Custody and Prime Services Offering
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 30 2025
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Should l Buy OPY?
Expansion of Services: Oppenheimer & Co. has expanded its Custody and Prime Services platform to better cater to small- and mid-sized hedge funds, investment managers, and family offices.
Integration and Focus: The firm has integrated its Fixed Income custody business into the platform, which now supports global fixed income, equities, and listed options, emphasizing a high-touch, customizable service approach.
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Analyst Views on OPY
About OPY
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Yield Information: The forward yield of 0.86% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and enhancing stock performance.
- Dividend Payment Schedule: The dividend will be payable on February 27, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive timely returns and further solidifying the relationship between the company and its investors.
- Financial Performance Overview: Oppenheimer Holdings reported a non-GAAP EPS of $6.51 and revenue of $472.6 million, demonstrating robust financial performance that supports future dividend policies.
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See More
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- Asset Management Success: The Wealth Management segment generated $287.3 million in revenue for Q4 2025, a 13.3% year-over-year increase, with assets under management reaching $55.2 billion, showcasing the company's success in driving client trading activity and asset value appreciation.
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See More
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- Net Income Surge: Oppenheimer reported a net income of $74.4 million for Q4 2025, a staggering 593.1% increase from $10.7 million in Q4 2024, indicating robust profitability under improved market conditions, likely boosting investor confidence.
- Significant Revenue Growth: The company's revenue for Q4 2025 reached $472.6 million, up 25.9% from $375.4 million in Q4 2024, reflecting broad-based strength across core businesses, which is expected to drive future business expansion and market share growth.
- Asset Management Innovation: The Wealth Management segment's assets under management rose to $55.2 billion, an 11.7% increase year-over-year, showcasing the firm's success in enhancing client trading activity and asset values, which is anticipated to further increase fee income.
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See More
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- Product Advantage: Aeva's 4D LiDAR sensors uniquely detect velocity and position simultaneously, enabling automated devices like vehicles and robots to make more intelligent and safer decisions, thereby enhancing competitiveness in the industry.
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- Disappointing Earnings Outlook: Following Mosaic's preliminary fourth-quarter results, Owen noted the company's underperformance during the period, and while she is optimistic about improvements in operating rates, she sees no clear catalysts to enhance fundamentals.
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- Market Dependency: As a pure-play agricultural input producer, Mosaic's fortunes are heavily reliant on crop production in its served markets, and with no sudden events likely to boost production, investors are advised to approach the stock with caution.
See More
Oppenheimer Holdings Declares Quarterly Dividend
- Quarterly Dividend Announcement: Oppenheimer Holdings declared a quarterly dividend of $0.18 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Information: The forward yield of 0.86% reflects the company's appeal in the current market environment, potentially boosting shareholder confidence and enhancing stock performance.
- Dividend Payment Schedule: The dividend will be payable on February 27, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive timely returns and further solidifying the relationship between the company and its investors.
- Financial Performance Overview: Oppenheimer Holdings reported a non-GAAP EPS of $6.51 and revenue of $472.6 million, demonstrating robust financial performance that supports future dividend policies.
See More
Oppenheimer Holdings Reports Strong 2025 Financial Results
- Earnings Per Share Growth: Oppenheimer Holdings reported a Q4 non-GAAP EPS of $6.51, indicating a significant improvement in profitability, reflecting the company's sustained business growth and competitive position in the market.
- Net Income Doubles: For the year ended December 31, 2025, the company reported a net income of $148.4 million, up 107.4% from $71.6 million in 2024, showcasing strong performance in profitability and market share.
- Steady Revenue Increase: The total revenue for 2025 was $1.6 billion, a 14.4% increase from $1.4 billion in 2024, demonstrating the company's ongoing momentum in revenue growth and strengthening its market position.
- Financial Health: Oppenheimer Holdings' robust financial performance, characterized by strong revenue and profit growth, provides a solid foundation for future investments and expansion, indicating the company's continued competitiveness in the industry.
See More
Oppenheimer Reports Significant Growth in 2025 Financial Results
- Net Income Surge: Oppenheimer reported a net income of $74.4 million for Q4 2025, translating to a basic earnings per share of $7.08, which is a staggering 593.1% increase from $10.7 million and $1.04 per share in Q4 2024, indicating a significant enhancement in the company's profitability.
- Revenue Growth: The revenue for Q4 2025 reached $472.6 million, up 25.9% from $375.4 million in Q4 2024, reflecting robust performance across core business segments and increased market demand.
- Asset Management Success: The Wealth Management segment generated $287.3 million in revenue for Q4 2025, a 13.3% year-over-year increase, with assets under management reaching $55.2 billion, showcasing the company's success in driving client trading activity and asset value appreciation.
- Increased Shareholder Returns: The firm declared a special dividend of $1.00 per share in early January 2025, reflecting strong financial performance and commitment to shareholders, while also laying a solid foundation for future investments and market opportunities.
See More
Oppenheimer Reports Significant Growth in 2025 Financial Results
- Net Income Surge: Oppenheimer reported a net income of $74.4 million for Q4 2025, a staggering 593.1% increase from $10.7 million in Q4 2024, indicating robust profitability under improved market conditions, likely boosting investor confidence.
- Significant Revenue Growth: The company's revenue for Q4 2025 reached $472.6 million, up 25.9% from $375.4 million in Q4 2024, reflecting broad-based strength across core businesses, which is expected to drive future business expansion and market share growth.
- Asset Management Innovation: The Wealth Management segment's assets under management rose to $55.2 billion, an 11.7% increase year-over-year, showcasing the firm's success in enhancing client trading activity and asset values, which is anticipated to further increase fee income.
- Special Dividend for Shareholders: The firm announced a special dividend of $1.00 per share in early January 2026, reflecting strong financial performance and a solid capital position, which is expected to attract more investor interest and enhance shareholder value.
See More
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- Investor Event: Aeva management will participate in the Oppenheimer 11th Annual Emerging Growth Conference on February 3, 2026, providing an opportunity for engagement with institutional investors to enhance the company's visibility and credibility.
- Technological Vision: Aeva aims to accelerate autonomy across various sectors, including automated driving, manufacturing automation, and smart infrastructure, showcasing its leadership in future technologies.
- Product Advantage: Aeva's 4D LiDAR sensors uniquely detect velocity and position simultaneously, enabling automated devices like vehicles and robots to make more intelligent and safer decisions, thereby enhancing competitiveness in the industry.
- Market Positioning: By collaborating with Oppenheimer, Aeva seeks to further solidify its position in the automation and smart device market, attracting more investments to support its technology development and market expansion.
See More
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- Rating Downgrade Impact: Oppenheimer analyst Kristen Owen downgraded Mosaic's rating from 'Outperform' to 'Perform', resulting in a more than 4% drop in share price that day, reflecting market concerns about the company's future performance.
- Disappointing Earnings Outlook: Following Mosaic's preliminary fourth-quarter results, Owen noted the company's underperformance during the period, and while she is optimistic about improvements in operating rates, she sees no clear catalysts to enhance fundamentals.
- Weak Customer Demand: Owen pointed out that weakness in Mosaic's customer base extends beyond the U.S., particularly in Brazil, which could further impact the company's sales and profitability.
- Market Dependency: As a pure-play agricultural input producer, Mosaic's fortunes are heavily reliant on crop production in its served markets, and with no sudden events likely to boost production, investors are advised to approach the stock with caution.
See More
