Oppenheimer Holdings Inc. (OPY)
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Oppenheimer Holdings Inc. (OPY) reported revenue of $382 million for Q3 FY2026, the quarter ended 30 September 2026, down 10.0% on the same quarter a year earlier. Net income was $5 million, down 74.9% on the year, and diluted earnings per share $0.47. The figures are the company's own, from the 10-Q it filed with the SEC on 30 October 2026.
Revenue$382 milliondown 10.0%
Net income$5 milliondown 74.9%
Diluted EPS$0.47
QuarterQ3 FY2026ended 30 September 2026
Oppenheimer Holdings (OPY) in brief
Oppenheimer Holdings (OPY) reported revenue of $1.6 billion for fiscal 2025, the year ended 31 December 2025, up 14.4% on the year before.
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Net income was $148 million and diluted earnings per share $13.04. Revenue was $1.4 billion in fiscal 2024, $1.2 billion in fiscal 2023, $1.1 billion in fiscal 2022 and $1.4 billion in fiscal 2021. Net income in the same years was $72 million, $30 million, $32 million and $159 million. Over the twelve months to 30 September 2026, Oppenheimer Holdings reported revenue of $1.8 billion and net income of $87 million. Revenue grew 6.4% a year, compounded, over the five years to fiscal 2025. Oppenheimer Holdings declared $1.72 a share in dividends over the last four quarters. At the close of 29 October 2026 the market cap of Oppenheimer Holdings was $1.2 billion, 14.5 times its earnings over the last twelve months.Ratios
From the filings
ROE8.7%
ROCEn/a
Operating margin7.2%
Net margin4.9%
FCF margin3.3%
Interest covern/a
Debt to equityn/a
Cash conversion0.74
Share count, last 12 months1.8%
Sales CAGR, 3 years13.8%
Profit CAGR, 3 years66.2%
EPS, TTM$7.43
At the close of 29 October 2026
Price$107.77
Market cap$1.2 billion
Stock P/E14.50
Price to book1.26
EV / EBITDAn/a
Dividend yield1.6%
Market cap / sales0.71
52-week high$124.74
52-week low$64.23
Price, 1 year56.6%
Price CAGR, 3 years46.2%
Price CAGR, 5 years15.7%
Worked from the filed figures; hover a name for the formula.
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The priced ones use the latest price, the last regular-hours trade on IEX. Oppenheimer Holdings Inc. has filed no borrowings figure since its balance sheet of 31 December 2024, more than a year before its latest quarter, so its borrowings and the ratios on them are shown as not available. Nothing here is a valuation or a view.OPYgreeksoup.ai
Daily prices to 29 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
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Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.The public record on OPY
| Dividends | $0.72 a share in FY2025 |
| Filings | 19 in twelve months: 11 current reports (8-K), about 4 regulation FD disclosure; 4 results of operations; 1 charter or bylaw amendment, or fiscal year change; 1 shareholder vote; 1 material agreement |
| Planned insider sales | no Form 144 notice in twelve months |
| Options tape | put/call 0.48 by open interest at the 29 October 2026 close; the straddle prices a 9.0% move to 20 November 2026 |
| 13F holders | 121 funds reported a position for the quarter to 30 June 2026; largest Dimensional Fund Advisors LP |
| Insider trading | 1 sale and 0 purchases on Form 4 in twelve months |
| Congress | 0 House trades disclosed in six months |
| Short interest | 89,946 shares short, 1.00 days to cover at 15 October 2026 |
| Documents | the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked |
Quarterly results, the last 20 quarters
| Q4 FY2021 * | Q1 FY2022 | Q2 FY2022 | Q3 FY2022 | Q4 FY2022 * | Q1 FY2023 | Q2 FY2023 | Q3 FY2023 | Q4 FY2023 * | Q1 FY2024 | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 * | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 * | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 365 | 266 | 237 | 294 | 314 | 322 | 306 | 313 | 308 | 353 | 331 | 373 | 375 | 368 | 373 | 424 | 473 | 445 | 455 | 382 |
| Operating income | 92.0 | 14.2 | -6.2 | 7.2 | 30.3 | 19.0 | -11.7 | 21.6 | 17.8 | 37.5 | 15.9 | 35.4 | 17.1 | 41.4 | 32.2 | 31.6 | 106 | -27.0 | 39.4 | 8.8 |
| Operating margin | 25% | 5% | -3% | 2% | 10% | 6% | -4% | 7% | 6% | 11% | 5% | 9% | 5% | 11% | 9% | 7% | 22% | -6% | 9% | 2% |
| Interest expense | 2.3 | 2.5 | 3.6 | 7.0 | 10.7 | 13.1 | 17.5 | 19.7 | 18.2 | 20.5 | 22.0 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | 92.0 | 14.2 | -6.2 | 7.2 | 30.3 | 19.0 | -11.7 | 21.6 | 17.8 | 37.5 | 15.9 | 35.4 | 17.1 | 41.4 | 32.2 | 31.6 | 106 | -27.0 | 39.4 | 8.8 |
| Tax rate | 32% | 31% | n/a | 36% | 26% | 24% | n/a | 36% | 35% | 31% | 35% | 31% | 37% | 26% | 33% | 31% | 30% | n/a | 31% | 39% |
| Net income | 62.9 | 9.3 | -3.9 | 4.5 | 22.4 | 14.6 | -9.4 | 13.9 | 11.1 | 26.1 | 10.3 | 24.5 | 10.7 | 30.7 | 21.7 | 21.7 | 74.4 | -20.6 | 27.4 | 5.5 |
| Net margin | 17% | 3% | -2% | 2% | 7% | 5% | -3% | 4% | 4% | 7% | 3% | 7% | 3% | 8% | 6% | 5% | 16% | -5% | 6% | 1% |
| Diluted EPS | $4.59 | $0.69 | -$0.32 | $0.37 | $1.87 | $1.22 | -$0.85 | $1.21 | $0.98 | $2.37 | $0.92 | $2.16 | $0.92 | $2.72 | $1.91 | $1.90 | $6.51 | -$1.93 | $2.38 | $0.47 |
| Operating cash flow | 92.6 | -152 | -79.2 | 148 | 148 | -86.1 | -64.7 | 66.6 | 65.4 | -79.0 | -115 | 11.4 | 74.7 | -91.7 | 40.1 | 63.4 | 177 | -190 | -55.0 | 132 |
| Capital expenditure | 0.8 | 2.5 | n/a | 9.3 | 4.7 | 3.5 | 6.2 | 2.7 | 4.6 | 0.3 | 1.4 | 0.2 | 3.3 | 1.7 | 1.1 | 1.2 | 1.2 | 0.0 | 2.0 | 3.8 |
| Free cash flow | 91.8 | -155 | n/a | 139 | 143 | -89.7 | -70.9 | 63.8 | 60.8 | -79.3 | -117 | 11.2 | 71.5 | -93.4 | 38.9 | 62.2 | 176 | -190 | -57.1 | 129 |
| Buybacks | 3.0 | 16.2 | 30.2 | 13.2 | 1.1 | 3.7 | 3.6 | 24.0 | 3.9 | 8.4 | 0.9 | 0.3 | 0.0 | 0.1 | 0.6 | 0.0 | 2.3 | 0.0 | 0.0 | 0.0 |
| Dividends paid | 14.5 | 1.9 | 1.8 | 1.7 | 1.6 | 1.7 | 1.7 | 1.6 | 1.5 | 1.6 | 1.5 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | 1.9 | 12.4 | 2.1 | 2.1 |
| Filing | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q |
Each quarter as filed, linked to its filing.
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* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.Earlier quarters
Income statement (profit and loss), 17 fiscal years and the trailing twelve months
Play it forward: change any box and its column follows; every box opens at the company's own record, shown under the row's name, and says when you set it outside every year in the table.
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Each column runs from the last twelve months as filed to the year chosen in its heading, at a yearly rate. Sales growth starts at the company's own five-year rate and eases a third of the way each year toward the median of the 167 peers in Trading (8.9% a year), because a rate far from the rest rarely lasts. Before you open a year, the strip reads today's price backwards: the yearly sales growth that brings EPS, at the company's own margins, tax and share count, to today's price at the median P/E of the 138 peers in Trading (25.3). Low, middle, high opens three columns for one year: the low and high cases take the company's own weaker and stronger years in the table (the lower and upper quarter of its yearly sales growth and operating margin) and the lower and higher of today's P/E and its peers'; the middle is the boxes as they open. Net income keeps the share that went to minority holders; EPS is net income over the diluted shares, on the same basis as the EPS in the table. The price is that year's EPS at the P/E you set, and the yearly return runs from today's price to the year's end. These are your assumptions and your arithmetic, not an estimate of ours. The link carries your columns, so you can send the forecast to someone.| FY2009 | FY2010 † | FY2011 | FY2012 | FY2013 | FY2014 † | FY2015 † | FY2016 † | FY2017 † | FY2018 | FY2019 | FY2020 † | FY2021 | FY2022 | FY2023 † | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 990 | 1,036 | 959 | 953 | 1,020 | 981 | 898 | 858 | 920 | 958 | 1,033 | 1,199 | 1,394 | 1,111 | 1,249 | 1,432 | 1,638 | 1,755 |
| Operating income | 37.1 | 68.0 | 17.8 | -0.5 | 43.9 | 17.2 | -2.4 | -21.9 | 19.7 | 44.9 | 74.9 | 169 | 225 | 45.6 | 46.8 | 106 | 211 | 127 |
| Operating margin | 3.7% | 6.6% | 1.9% | -0.1% | 4.3% | 1.8% | -0.3% | -2.6% | 2.1% | 4.7% | 7.2% | 14.1% | 16.1% | 4.1% | 3.7% | 7.4% | 12.9% | 7.2% |
| Interest expense | 21.4 | 25.8 | 38.0 | 35.1 | 26.1 | 17.0 | 16.3 | 19.4 | 28.4 | 46.4 | 45.7 | 15.7 | 9.9 | 23.8 | 68.6 | n/a | n/a | n/a |
| Pre-tax income | 37.1 | 68.0 | 17.8 | -0.5 | 43.9 | 17.2 | -2.4 | -21.9 | 19.6 | 44.9 | 74.9 | 169 | 225 | 45.6 | 46.8 | 106 | 211 | 127 |
| Income tax | 16.2 | 27.2 | 5.2 | 0.3 | 17.8 | 16.2 | 3.8 | n/a | n/a | 16.0 | 22.0 | 46.0 | 65.7 | 13.4 | 16.5 | 34.5 | 63.2 | 41.1 |
| Effective tax rate | 43.8% | 40.0% | 29.3% | n/a | 40.4% | 94.1% | n/a | n/a | n/a | 35.6% | 29.3% | 27.2% | 29.2% | 29.5% | 35.3% | 32.6% | 29.9% | 32.3% |
| Net income | 20.8 | 38.5 | 10.3 | -3.6 | 25.1 | 8.8 | 2.0 | -1.2 | 22.8 | 28.9 | 53.0 | 123 | 159 | 32.4 | 30.2 | 71.6 | 148 | 86.6 |
| Net margin | 2.1% | 3.7% | 1.1% | -0.4% | 2.5% | 0.9% | 0.2% | -0.1% | 2.5% | 3.0% | 5.1% | 10.3% | 11.4% | 2.9% | 2.4% | 5.0% | 9.1% | 4.9% |
| Diluted EPS | $1.55 | $2.77 | $0.74 | -$0.27 | $1.77 | $0.62 | $0.14 | -$0.09 | $1.67 | $2.05 | $3.82 | $9.30 | $11.70 | $2.57 | $2.59 | $6.37 | $13.04 | $7.43 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
From each year's 10-K, linked; TTM is the last four quarters.
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Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.Revenue by segment FY2023
| FY2023 | Share of the parts, latest year | |
|---|---|---|
| Wealth Management Segment | 890 | 72.0% |
| Capital Markets | 346 | 28.0% |
Wealth Management SegmentCapital Markets
$ million; hover a block for its figure and share
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.Profit by segment FY2023
The operating profit each segment reports. Costs Oppenheimer Holdings does not charge to a segment are left out, so the segments can add up to more than the company's own operating profit.
| FY2023 | Margin FY2023 | |
|---|---|---|
| Wealth Management Segment | 219 | 24.5% |
| Capital Markets | -63.0 | -18.2% |
Wealth Management SegmentCapital Markets
$ million; the figure over a bar is all the segments together; a year a segment lost money, it hangs below the line. Hover a block for its profit, sales and margin.
FY2023Share of salesShare of profit
Wealth Management Segment72%100%
Capital Markets28%a loss
Each column adds to 100%. A segment with a bigger share of the profit than of the sales makes more on each dollar it sells.
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where every segment with sales that year has an operating profit figure. A margin is a segment's operating profit over its own sales.Revenue by region FY2023 to FY2025
| FY2023 | FY2024 | FY2025 | Share of the parts, latest year | |
|---|---|---|---|---|
| Americas | 1,200 | 1,376 | 1,572 | 96.0% |
| Europe/Middle East | 46.5 | 52.5 | 63.1 | 3.9% |
| Asia | 2.8 | 3.7 | 2.6 | 0.2% |
AmericasEurope/Middle EastAsia
$ million; hover a block for its figure and share
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.Cash flow and capital returned
| FY2009 | FY2010 † | FY2011 | FY2012 | FY2013 | FY2014 † | FY2015 † | FY2016 † | FY2017 † | FY2018 | FY2019 | FY2020 † | FY2021 | FY2022 | FY2023 † | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 54.7 | -137 | 81.5 | -9.5 | -3.4 | 78.3 | -19.4 | -66.9 | -16.1 | 169 | 79.1 | -54.1 | 228 | 64.5 | -18.8 | -108 | 189 | 64.3 |
| Capital expenditure | 7.8 | 12.2 | 5.2 | 14.7 | 14.0 | 4.4 | 5.9 | 5.7 | 5.6 | 8.7 | 10.0 | 4.5 | 8.3 | 16.3 | 17.1 | 5.1 | 5.2 | 7.0 |
| Free cash flow | 47.0 | -149 | 76.3 | -24.2 | -17.4 | 73.9 | -25.3 | -72.6 | -21.7 | 160 | 69.1 | -58.6 | 220 | 48.2 | -35.9 | -113 | 184 | 57.4 |
| Free cash flow margin | 4.7% | -14.4% | 8.0% | -2.5% | -1.7% | 7.5% | -2.8% | -8.5% | -2.4% | 16.7% | 6.7% | -4.9% | 15.7% | 4.3% | -2.9% | -7.9% | 11.2% | 3.3% |
| Cash from investing | -7.8 | -12.2 | -5.2 | -14.7 | -14.0 | -4.4 | -5.9 | 39.7 | -3.9 | -8.2 | -8.3 | -3.9 | -6.3 | -14.1 | -15.6 | -3.8 | -1.4 | -4.3 |
| Cash from financing | -24.7 | 133 | -58.9 | 89.2 | -19.6 | -108 | 24.9 | 28.7 | 3.2 | -118 | -82.0 | 13.9 | 84.6 | -254 | -74.8 | 116 | -182 | -60.4 |
| Depreciation and amortisation | 12.6 | 12.4 | 11.9 | 10.5 | 9.4 | 7.7 | 7.2 | 6.8 | 5.7 | 6.9 | 7.6 | 8.1 | 8.0 | 7.6 | 9.9 | 10.8 | 11.0 | n/a |
| Share-based compensation | 17.2 | 4.2 | 1.1 | 4.2 | 9.2 | 6.1 | 2.9 | 6.2 | 12.6 | 6.7 | 11.8 | 16.2 | 31.1 | 15.9 | 16.9 | 45.5 | 32.2 | 84.9 |
| Buybacks | 0.6 | n/a | n/a | 1.9 | 3.6 | 0.0 | 8.2 | 3.9 | 7.5 | 5.9 | 8.4 | 15.0 | 7.7 | 60.6 | 35.1 | 9.6 | 3.0 | 2.3 |
| Dividends paid | 5.8 | 5.9 | 6.0 | 6.0 | 6.0 | 6.0 | 6.0 | 5.9 | 5.8 | 5.8 | 5.9 | 18.6 | 19.4 | 7.0 | 6.5 | 6.8 | 7.6 | 18.6 |
| Dividend per share | n/a | n/a | $0.44 | $0.44 | $0.44 | $0.44 | $0.44 | $0.44 | $0.44 | $0.44 | $0.46 | $1.48 | $1.54 | $0.60 | $0.60 | $0.66 | $1.72 | n/a |
| Diluted shares, weighted | 13m | 14m | 14m | 14m | 14m | 14m | 14m | 13m | 14m | 14m | 14m | 13m | 14m | 13m | 12m | 11m | 11m | 12m |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
Cash paid in the year, from the cash flow statement.
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The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.Balance sheet at year end
| FY2009 | FY2010 † | FY2011 | FY2012 | FY2013 | FY2014 † | FY2015 † | FY2016 † | FY2017 † | FY2018 | FY2019 | FY2020 † | FY2021 | FY2022 | FY2023 † | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Funded by | ||||||||||||||||||
| Shareholders' equity | 461 | 504 | 508 | 501 | 523 | 528 | 518 | 511 | 524 | 545 | 593 | 686 | 823 | 794 | 789 | 850 | 984 | 991 |
| Non-controlling interest | n/a | 3.0 | 5.3 | 4.3 | 5.4 | 6.1 | 7.0 | 2.6 | 0.4 | 0.0 | n/a | 0.0 | 2.1 | 0.7 | 0.1 | 0.0 | 13.2 | 13.2 |
| Redeemable equity | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 | 117 | 128 | 25.5 | 0.0 | 0.0 | 0.0 | n/a |
| Deposits | n/a | n/a | n/a | 0.1 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Debt | n/a | n/a | n/a | n/a | n/a | n/a | 149 | 149 | 199 | 199 | 150 | 124 | 124 | 113 | 113 | 0.0 | n/a | n/a |
| Operating lease liabilities | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 | 203 | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Other liabilities | n/a | 2,008 | 3,014 | 2,173 | 2,425 | 2,254 | 2,019 | 1,574 | 1,716 | 1,496 | 1,519 | 1,787 | 1,966 | 1,781 | 1,973 | 2,532 | 2,725 | 3,085 |
| Total liabilities and equity | n/a | 2,515 | 3,527 | 2,678 | 2,953 | 2,787 | 2,693 | 2,237 | 2,439 | 2,240 | 2,465 | 2,714 | 3,043 | 2,714 | 2,875 | 3,383 | 3,722 | 4,089 |
| Owned | ||||||||||||||||||
| Fixed assets | n/a | 22.9 | 17.0 | 28.3 | 32.9 | 29.6 | 28.3 | 27.2 | 27.2 | 29.0 | 31.4 | 27.8 | 28.0 | 36.7 | 43.9 | 38.2 | 32.4 | 30.7 |
| Goodwill | n/a | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 138 | 142 | 144 | 144 | 144 |
| Intangible assets | n/a | 41.0 | 35.6 | 31.7 | 31.7 | 31.7 | 31.7 | 31.7 | 31.7 | 32.1 | 32.1 | 32.1 | 32.1 | 32.1 | 34.3 | 35.7 | 35.0 | 34.5 |
| Loans | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 57.5 | 62.6 | 67.9 | 58.0 | 53.6 |
| Securities borrowed | n/a | n/a | n/a | n/a | n/a | 242 | 225 | 154 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Cash and equivalents | 68.9 | 52.9 | 70.3 | 135 | 98.3 | 63.8 | 63.4 | 64.9 | 48.2 | 90.7 | 79.5 | 35.4 | 214 | 112 | 28.8 | 33.1 | 38.4 | 38.0 |
| Other assets | n/a | 2,260 | 3,267 | 2,345 | 2,652 | 2,282 | 2,207 | 1,821 | 2,194 | 1,951 | 2,184 | 2,481 | 2,631 | 2,338 | 2,563 | 3,064 | 3,415 | 3,788 |
| Total assets | n/a | 2,515 | 3,527 | 2,678 | 2,953 | 2,787 | 2,693 | 2,237 | 2,439 | 2,240 | 2,465 | 2,714 | 3,043 | 2,714 | 2,875 | 3,383 | 3,722 | 4,089 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | |
At the fiscal year end; the TTM column is the latest quarter end.
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Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.Compounded growth
| 10 years | 5 years | 3 years | TTM | |
|---|---|---|---|---|
| Sales growth, compounded | 6.2% | 6.4% | 13.8% | 13.9% |
| Profit growth, compounded | 54.1% | 3.8% | 66.2% | 2.2% |
| Return on equity, average | 8.7% | 10.1% | 9.1% | 15.1% |
Yearly growth, compounded; TTM is the last four quarters against the four before.
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Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.Questions
What was Oppenheimer Holdings' revenue in fiscal 2025?
Oppenheimer Holdings (OPY) reported revenue of $1.6 billion for fiscal 2025, the year ended 31 December 2025, up 14.4% on the year before.
How much did Oppenheimer Holdings earn in fiscal 2025?
Net income was $148 million for fiscal 2025, and diluted earnings per share $13.04.
What is Oppenheimer Holdings' P/E ratio?
At the close of 29 October 2026, Oppenheimer Holdings traded at 14.5 times its earnings over the twelve months to 30 September 2026.
What is Oppenheimer Holdings' market cap?
The market cap of Oppenheimer Holdings was $1.2 billion at the close of 29 October 2026.
Does Oppenheimer Holdings pay a dividend?
Yes. Oppenheimer Holdings declared $1.72 a share in dividends over the four quarters to 30 September 2026.
Peers: Trading
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $298.7 billion | 15.36 | 17.3% | n/a | 18.0% | 3.37 | 2.1% |
| Goldman Sachs Group Inc. GS | $270.3 billion | 14.32 | 17.1% | n/a | 17.8% | 3.57 | 1.8% |
| BlackRock, Inc. BLK | $182.3 billion | 28.11 | 11.4% | 32.6% | 26.5% | 0.22 | 1.9% |
| Charles Schwab Corp. SCHW | $154.7 billion | 16.27 | 20.1% | n/a | 20.3% | 0.45 | 1.3% |
| Robinhood Markets, Inc. HOOD | $83.4 billion | 42.20 | 19.7% | 45.7% | 20.9% | 0.26 | n/a |
| Interactive Brokers Group, Inc. IBKR | $36.8 billion | 32.72 | 19.1% | n/a | 21.3% | n/a | n/a |
| Raymond James Financial Inc. RJF | $31.0 billion | 14.05 | 18.2% | n/a | 10.5% | 0.07 | 1.3% |
| Nomura Holdings Inc. NMR * | $27.5 billion | 12.50 | 9.8% | n/a | 14.0% | n/a | 4.3% |
| SEI Investments Co. SEIC | $12.5 billion | 18.21 | 28.3% | 29.4% | 12.8% | 0.01 | 1.0% |
| Freedom Holding Corp. FRHC | $11.3 billion | n/a | n/a | n/a | n/a | n/a | n/a |
| Jefferies Financial Group Inc. JEF | $11.3 billion | n/a | 8.3% | n/a | 17.7% | 1.72 | 3.3% |
| Stifel Financial Corp. SF | $11.0 billion | 12.12 | 15.9% | n/a | 15.4% | 0.10 | 1.9% |
All 178 in Trading
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $298.7 billion | 15.36 | 17.3% | n/a | 18.0% | 3.37 | 2.1% |
| Goldman Sachs Group Inc. GS | $270.3 billion | 14.32 | 17.1% | n/a | 17.8% | 3.57 | 1.8% |
| BlackRock, Inc. BLK | $182.3 billion | 28.11 | 11.4% | 32.6% | 26.5% | 0.22 | 1.9% |
| Welltower Inc. WELL | $170.7 billion | 100.94 | 3.4% | -1.9% | 39.2% | 0.40 | 1.2% |
| Charles Schwab Corp. SCHW | $154.7 billion | 16.27 | 20.1% | n/a | 20.3% | 0.45 | 1.3% |
| Prologis, Inc. PLD | $121.7 billion | 28.26 | 7.6% | 54.8% | 7.2% | 0.66 | 3.3% |
| CME Group Inc. CME | $106.3 billion | 24.32 | 16.8% | 65.7% | 9.0% | 0.13 | 3.8% |
| Equinix Inc. EQIX | $102.6 billion | 62.24 | 11.3% | 22.5% | 11.1% | 1.57 | 1.9% |
| Intercontinental Exchange, Inc. ICE | $91.0 billion | 22.25 | 13.9% | 40.6% | 12.1% | 0.78 | 1.3% |
| Blackstone Inc. BX | $90.8 billion | 26.98 | 39.0% | 47.2% | 17.2% | 1.48 | 3.9% |
| American Tower Corp. AMT | $86.3 billion | 26.22 | 94.2% | 44.8% | 5.3% | 10.69 | 3.8% |
| KKR & Co. Inc. KKR | $86.0 billion | 30.51 | 10.2% | n/a | 31.1% | 1.72 | 0.8% |
| Robinhood Markets, Inc. HOOD | $83.4 billion | 42.20 | 19.7% | 45.7% | 20.9% | 0.26 | n/a |
| Brookfield Asset Management Ltd. BAM | $78.4 billion | n/a | n/a | 58.6% | 31.9% | 0.38 | n/a |
| Simon Property Group Inc. SPG | $69.9 billion | 15.21 | 104.1% | 47.4% | 15.0% | 6.47 | 4.1% |
| Apollo Global Management, Inc. APO | $68.3 billion | 43.11 | 8.9% | 20.2% | 41.2% | 0.65 | 1.8% |
| Digital Realty Trust, Inc. DLR | $67.8 billion | 88.96 | 2.9% | 14.6% | 17.4% | 0.68 | n/a |
| Public Storage PSA | $59.3 billion | 33.21 | 13.1% | 34.5% | 5.2% | 0.84 | 3.8% |
| Nasdaq, Inc. NDAQ | $58.9 billion | 28.84 | 17.4% | 29.7% | 11.9% | 0.73 | 1.1% |
| Realty Income Corp. O | $54.1 billion | 41.76 | 3.2% | 20.1% | 10.9% | 0.78 | 5.7% |
| Ventas, Inc. VTR | $44.3 billion | 157.96 | 1.7% | 3.2% | 22.1% | 0.79 | 2.4% |
| Ameriprise Financial Inc. AMP | $43.9 billion | 12.00 | 62.0% | 25.9% | 10.6% | 1.03 | n/a |
| Ares Management Corp. ARES | $39.9 billion | n/a | 16.0% | 18.1% | 24.0% | 1.79 | 3.9% |
| Crown Castle Inc. CCI | $37.9 billion | n/a | n/a | n/a | n/a | n/a | 4.8% |
| Interactive Brokers Group, Inc. IBKR | $36.8 billion | 32.72 | 19.1% | n/a | 21.3% | n/a | n/a |
| Iron Mountain Inc. IRM | $35.3 billion | 84.59 | n/a | 18.8% | 17.4% | n/a | 2.9% |
| Cboe Global Markets, Inc. CBOE | $32.7 billion | 22.31 | 25.0% | 36.4% | 14.3% | 0.24 | 1.0% |
| Extra Space Storage Inc. EXR | $31.7 billion | 33.10 | 7.2% | 40.9% | 4.2% | 1.03 | 4.3% |
| Raymond James Financial Inc. RJF | $31.0 billion | 14.05 | 18.2% | n/a | 10.5% | 0.07 | 1.3% |
| Nomura Holdings Inc. NMR * | $27.5 billion | 12.50 | 9.8% | n/a | 14.0% | n/a | 4.3% |
| Vici Properties Inc. VICI | $27.0 billion | 11.24 | 8.1% | n/a | 4.7% | 0.58 | 7.4% |
| Tradeweb Markets Inc. TW | $25.1 billion | 27.92 | 13.7% | 44.1% | 14.4% | 0.00 | 0.5% |
| Vivmark Residential VMRK | $23.1 billion | 26.84 | 8.3% | 28.2% | 2.8% | 0.79 | 4.5% |
| T. Rowe Price Group, Inc. TROW | $22.7 billion | 10.78 | 19.2% | 32.0% | 6.9% | 0.00 | 4.9% |
| Texas Pacific Land Corp. TPL | $22.6 billion | 41.81 | 32.4% | 74.9% | 20.8% | 0.00 | 0.7% |
| LPL Financial Holdings Inc. LPLA | $21.8 billion | 16.04 | 24.0% | 9.2% | 31.0% | 1.34 | 0.4% |
| Royal Gold Inc. RGLD | $20.1 billion | 25.86 | 9.7% | 61.4% | 93.5% | 0.05 | 0.8% |
| SBA Communications Corp. SBAC | $19.6 billion | 19.91 | n/a | 47.6% | 5.4% | n/a | 2.6% |
| TPG Inc. TPG | $18.5 billion | 83.19 | 6.3% | n/a | 30.1% | 0.63 | 4.7% |
| Host Hotels & Resorts, Inc. HST | $17.6 billion | 17.15 | 16.1% | 14.6% | 4.9% | 0.80 | 3.7% |
| Essex Property Trust, Inc. ESS | $17.1 billion | 49.23 | 6.6% | 29.5% | 4.5% | 1.25 | 3.9% |
| Franklin Templeton Inc. BEN | $16.4 billion | 21.99 | 6.9% | 9.7% | 7.9% | 0.20 | 4.1% |
| Kimco Realty Corp. KIM | $16.2 billion | 22.82 | 7.4% | 40.1% | 3.5% | 0.83 | 4.3% |
| Lamar Advertising Co. LAMR | $16.2 billion | 29.03 | 55.9% | 31.8% | 4.4% | 3.53 | 4.1% |
| W. P. Carey Inc. WPC | $14.9 billion | 22.38 | 7.4% | 43.8% | 9.0% | 1.00 | 5.8% |
| Annaly Capital Management Inc. NLY | $14.5 billion | 12.91 | 7.1% | n/a | 28.4% | 2.43 | 15.2% |
| Carlyle Group Inc. CG | $14.3 billion | 42.27 | 5.0% | 17.0% | -41.9% | 0.42 | 3.5% |
| Weyerhaeuser Co. WY | $14.3 billion | 29.97 | 5.0% | 12.3% | -2.6% | 0.57 | 4.2% |
| Omega Healthcare Investors Inc. OHI | $14.0 billion | 16.68 | 15.9% | 60.6% | 15.0% | 0.75 | 5.7% |
| Regency Centers Corp. REG | $13.7 billion | 25.25 | 8.1% | 72.0% | 8.2% | 0.71 | 4.0% |
| Mid-America Apartment Communities, Inc. MAA | $13.7 billion | 35.82 | 7.3% | n/a | 1.0% | 1.10 | 5.1% |
| Sun Communities Inc. SUI | $13.5 billion | n/a | n/a | n/a | n/a | 0.72 | 3.9% |
| Healthpeak Properties, Inc. DOC | $13.1 billion | 54.14 | 3.1% | 5.1% | 5.5% | 1.28 | 6.4% |
| Invesco Ltd. IVZ | $12.8 billion | n/a | -2.5% | -7.1% | 12.2% | 0.13 | 2.9% |
| SEI Investments Co. SEIC | $12.5 billion | 18.21 | 28.3% | 29.4% | 12.8% | 0.01 | 1.0% |
| Evercore Inc. EVR | $12.2 billion | 16.83 | 40.1% | 21.4% | 45.4% | 0.29 | 1.1% |
| Gaming & Leisure Properties, Inc. GLPI | $11.5 billion | 12.08 | 18.9% | 79.1% | 7.3% | 1.63 | 8.1% |
| Equity Lifestyle Properties Inc. ELS | $11.4 billion | 28.98 | 23.1% | 26.1% | 3.2% | 1.89 | 3.6% |
| American Homes 4 Rent AMH | $11.4 billion | 25.05 | 6.8% | 14.8% | 4.3% | 0.75 | 4.0% |
| Udr, Inc. UDR | $11.4 billion | 22.55 | 17.8% | 40.8% | 1.5% | 1.98 | 4.9% |
| Freedom Holding Corp. FRHC | $11.3 billion | n/a | n/a | n/a | n/a | n/a | n/a |
| Jefferies Financial Group Inc. JEF | $11.3 billion | n/a | 8.3% | n/a | 17.7% | 1.72 | 3.3% |
| Stifel Financial Corp. SF | $11.0 billion | 12.12 | 15.9% | n/a | 15.4% | 0.10 | 1.9% |
| Eastgroup Properties Inc. EGP | $10.7 billion | 33.87 | 8.9% | 40.8% | 10.4% | 0.51 | 3.2% |
| Affiliated Managers Group, Inc. AMG | $10.3 billion | 13.82 | 28.2% | 15.1% | 11.8% | 0.99 | 0.0% |
| American Healthcare REIT, Inc. AHR | $10.3 billion | 77.87 | 3.3% | 19.2% | 16.4% | 0.39 | 1.9% |
| Camden Property Trust CPT | $10.1 billion | 33.43 | 8.6% | n/a | 0.5% | 1.28 | 4.2% |
| Bxp, Inc. BXP | $10.1 billion | 33.89 | 5.8% | 28.3% | 1.9% | 3.03 | n/a |
| Federal Realty Investment Trust FRT | $9.7 billion | 22.53 | 13.0% | 47.9% | 8.0% | 1.42 | 4.0% |
| Houlihan Lokey, Inc. HLI | $9.4 billion | 23.42 | 18.0% | 20.4% | 1.7% | 0.00 | n/a |
| CubeSmart CUBE | $9.3 billion | 28.31 | 13.0% | 39.8% | 3.9% | 1.35 | 5.1% |
| Brixmor Property Group Inc. BRX | $8.9 billion | 21.28 | 14.1% | n/a | 5.7% | 1.76 | 4.2% |
| Agree Realty Corp. ADC | $8.8 billion | 34.84 | 3.5% | 48.9% | 17.7% | 0.54 | 3.9% |
| InterDigital, Inc. IDCC | $8.6 billion | 36.87 | 25.2% | 45.1% | -12.0% | 0.25 | 0.9% |
| CareTrust REIT, Inc. CTRE | $8.6 billion | 22.80 | 7.9% | 55.7% | 53.0% | 0.27 | 4.0% |
| Ryman Hospitality Properties, Inc. RHP | $8.5 billion | 32.95 | 36.3% | 19.8% | 12.2% | 5.30 | 3.5% |
| Morningstar, Inc. MORN | $8.3 billion | 19.44 | 43.4% | 24.5% | 9.4% | 1.64 | 0.9% |
| Lineage, Inc. LINE | $8.3 billion | n/a | -2.1% | 3.6% | 1.0% | 0.79 | 5.8% |
| Rexford Industrial Realty, Inc. REXR | $8.2 billion | n/a | -6.4% | 39.8% | -2.0% | 0.39 | 4.5% |
| NNN REIT, Inc. NNN | $8.0 billion | 20.35 | 8.6% | 62.3% | 6.5% | 1.12 | 5.7% |
| First Industrial Realty Trust Inc. FR | $7.3 billion | 20.45 | 12.9% | 41.6% | 8.5% | 0.96 | 3.5% |
| Stag Industrial, Inc. STAG | $7.2 billion | 26.43 | 7.4% | 37.7% | 9.3% | 0.94 | 4.2% |
| Blue OWL Capital Inc. OWL | $7.2 billion | 86.67 | 4.1% | -334.2% | 4.3% | 1.91 | 8.7% |
| Alexandria Real Estate Equities, Inc. ARE | $7.1 billion | n/a | -9.7% | -85.8% | -9.9% | 0.87 | 7.1% |
| Victory Capital Holdings, Inc. VCTR | $7.0 billion | 20.92 | 19.4% | 41.3% | 51.5% | 0.41 | 1.7% |
| Macerich Co. MAC | $6.9 billion | n/a | -6.0% | -11.1% | 1.3% | 1.71 | 2.8% |
| StoneX Group Inc. SNEX | $6.6 billion | 9.49 | 18.5% | n/a | 48.7% | 6.97 | n/a |
| Vornado Realty Trust VNO | $6.6 billion | 1,759.00 | 1.2% | n/a | 1.4% | 1.29 | 2.1% |
| Healthcare Realty Trust Inc. HR | $6.2 billion | n/a | -1.1% | n/a | -5.8% | 1.04 | 6.1% |
| Dolby Laboratories, Inc. DLB | $5.9 billion | 26.76 | 8.8% | 17.7% | 0.6% | 0.00 | 2.3% |
| Essential Properties Realty Trust, Inc. EPRT | $5.9 billion | 21.73 | 5.8% | 60.6% | 20.4% | 0.66 | 4.7% |
| SSR Mining Inc. SSRM | $5.8 billion | 25.70 | 7.0% | 40.2% | 48.4% | 0.00 | n/a |
| Marketaxess Holdings Inc. MKTX | $5.8 billion | 19.45 | 24.7% | 40.5% | 3.9% | 0.09 | 1.9% |
| Outfront Media Inc. OUT | $5.7 billion | 23.38 | 35.3% | 20.5% | 7.6% | 3.65 | 3.7% |
| Rayonier Inc. RYN | $5.7 billion | n/a | n/a | n/a | n/a | 0.36 | 5.6% |
| BGC Group, Inc. BGC | $5.5 billion | 27.82 | 18.0% | 4.7% | 27.6% | 1.60 | 0.7% |
| Rithm Capital Corp. RITM | $5.2 billion | n/a | n/a | n/a | n/a | 3.52 | 10.6% |
| Kite Realty Group Trust KRG | $5.0 billion | 15.46 | 11.8% | 16.3% | -5.9% | 0.99 | 5.1% |
| Sabra Health Care REIT, Inc. SBRA | $5.0 billion | 75.40 | 2.4% | n/a | 17.3% | 0.95 | 6.1% |
| Phillips Edison & Company, Inc. PECO | $5.0 billion | 26.88 | 7.5% | n/a | 7.0% | 1.05 | 5.9% |
| HA Sustainable Infrastructure Capital, Inc. HASI | $4.8 billion | 70.77 | 3.3% | n/a | 26.5% | 2.23 | 4.5% |
| Cousins Properties Inc. CUZ | $4.8 billion | 323.17 | 0.3% | 68.3% | 8.5% | 0.80 | 4.4% |
| Virtu Financial, Inc. VIRT | $4.7 billion | 9.00 | 29.5% | 31.3% | 20.8% | 2.68 | 1.8% |
| Piper Sandler Companies PIPR | $4.6 billion | 15.92 | 22.4% | n/a | 32.4% | n/a | 2.9% |
| Starwood Property Trust, Inc. STWD | $4.6 billion | 21.38 | 3.5% | 1.5% | 11.8% | 2.91 | 15.5% |
| Howard Hughes Holdings Inc. HHH | $4.5 billion | 15.31 | 7.4% | 21.3% | 34.0% | 1.38 | n/a |
| EPR Properties EPR | $4.5 billion | 16.47 | 12.7% | 59.0% | 7.3% | 1.43 | 6.3% |
| Apple Hospitality REIT, Inc. APLE | $4.4 billion | 25.43 | 5.6% | 17.9% | 1.2% | 0.48 | 5.1% |
| Lazard, Inc. LAZ | $4.3 billion | 23.97 | 19.5% | 8.1% | 9.2% | 1.78 | 5.1% |
| Tanger Inc. SKT | $4.3 billion | n/a | n/a | n/a | n/a | 2.76 | n/a |
| Kilroy Realty Corp. KRC | $4.2 billion | 151.71 | 0.6% | n/a | -3.6% | 0.84 | 5.9% |
| Federated Hermes, Inc. FHI | $4.2 billion | 10.81 | 32.9% | 27.1% | 15.0% | 0.28 | 2.4% |
| Americold Realty Trust COLD | $4.2 billion | n/a | -18.9% | -12.5% | -0.2% | 1.76 | n/a |
| Copt Defense Properties CDP | $3.9 billion | 23.78 | 10.7% | 30.3% | 4.5% | 1.70 | 3.7% |
| PJT Partners Inc. PJT | $3.8 billion | 20.78 | 63.9% | 21.0% | 22.9% | 0.00 | 0.7% |
| Cohen & Steers, Inc. CNS | $3.7 billion | 22.37 | 28.6% | 32.9% | 7.4% | 0.00 | 3.5% |
| StepStone Group Inc. STEP | $3.6 billion | n/a | n/a | -58.2% | 48.5% | n/a | 3.3% |
| SL Green Realty Corp. SLG | $3.6 billion | n/a | -5.1% | 66.6% | 8.5% | 1.26 | 5.5% |
| LXP Industrial Trust LXP | $3.6 billion | 31.53 | 5.9% | n/a | -3.5% | 0.66 | 4.5% |
| Independence Realty Trust, Inc. IRT | $3.5 billion | 82.17 | 1.3% | 16.9% | 3.5% | 0.73 | 4.7% |
| Highwoods Properties, Inc. HIW | $3.4 billion | 18.14 | 7.8% | 67.2% | 5.4% | 1.48 | n/a |
| Broadstone Net Lease, Inc. BNL | $3.3 billion | 22.91 | 5.1% | 46.0% | 8.0% | 1.01 | 6.7% |
| WisdomTree, Inc. WT | $3.3 billion | 41.44 | 19.3% | 38.8% | 37.1% | 2.57 | 0.6% |
| Acadian Asset Management Inc. AAMI | $3.2 billion | 32.25 | n/a | 23.7% | 24.2% | n/a | 0.2% |
| National Health Investors Inc. NHI | $3.2 billion | 19.35 | 10.6% | n/a | 23.9% | 0.81 | 5.5% |
| Miami International Holdings, Inc. MIAX | $3.1 billion | 40.91 | 12.4% | 7.9% | n/a | 0.00 | n/a |
| CoreCivic, Inc. CXW | $3.1 billion | 24.83 | 8.9% | 9.9% | 24.3% | 0.94 | n/a |
| DiamondRock Hospitality Co. DRH | $3.0 billion | 19.82 | 10.1% | 16.2% | 1.0% | 0.72 | 2.6% |
| Artisan Partners Asset Management Inc. APAM | $2.9 billion | 8.52 | 69.7% | 33.4% | 8.7% | 0.43 | 8.7% |
| Acadia Realty Trust AKR | $2.6 billion | n/a | n/a | n/a | n/a | 0.70 | 4.2% |
| Four Corners Property Trust, Inc. FCPT | $2.5 billion | 20.50 | 7.3% | n/a | 10.2% | 0.96 | 6.6% |
| InvenTrust Properties Corp. IVT | $2.4 billion | 83.81 | 1.6% | -7.7% | 12.6% | 0.58 | 3.2% |
| Pebblebrook Hotel Trust PEB | $2.4 billion | n/a | -2.9% | 3.1% | 2.8% | 0.89 | 0.2% |
| LTC Properties Inc. LTC | $2.4 billion | 16.34 | 10.7% | 53.0% | 59.8% | 0.61 | 5.2% |
| Netstreit Corp. NTST | $2.2 billion | 79.84 | 1.1% | 32.5% | 27.1% | 0.60 | 5.0% |
| SmartStop Self Storage REIT, Inc. SMA | $2.0 billion | 70.14 | 2.5% | 21.4% | 21.1% | 0.97 | n/a |
| RLJ Lodging Trust RLJ | $1.9 billion | 296.37 | 1.3% | 9.5% | 1.1% | 1.25 | 4.7% |
| Diversified Healthcare Trust DHC | $1.9 billion | n/a | -16.8% | -8.6% | -1.5% | 1.54 | 0.5% |
| Douglas Emmett Inc. DEI | $1.7 billion | n/a | -1.2% | 19.0% | 0.8% | 3.11 | 7.4% |
| CBL & Associates Properties Inc. CBL | $1.6 billion | 7.31 | 50.8% | 27.2% | 9.0% | 4.76 | n/a |
| Global Net Lease, Inc. GNL | $1.5 billion | n/a | n/a | n/a | n/a | 1.59 | 10.5% |
| Medical Properties Trust Inc. MPT | $1.5 billion | n/a | -0.7% | 4.3% | 10.6% | 2.16 | 14.4% |
| American Assets Trust, Inc. AAT | $1.4 billion | 76.93 | 1.6% | 22.8% | -2.9% | 1.50 | 6.1% |
| Empire State Realty Trust, Inc. ESRT | $1.4 billion | 252.50 | 0.3% | -4.4% | 2.0% | 2.14 | 2.8% |
| UMH Properties, Inc. UMH | $1.3 billion | 126.75 | 1.2% | n/a | 8.4% | 0.89 | 5.9% |
| Digital Turbine, Inc. APPS | $1.3 billion | n/a | -18.3% | 10.3% | 19.2% | 1.85 | n/a |
| Alexanders Inc. ALX | $1.3 billion | 7.53 | 75.9% | n/a | -1.5% | 3.73 | 7.2% |
| Oppenheimer Holdings Inc. OPY | $1.2 billion | 14.50 | 8.7% | 7.2% | 13.9% | n/a | 1.6% |
| Easterly Government Properties, Inc. DEA | $1.1 billion | 78.10 | 1.1% | 23.9% | 11.4% | 1.28 | 7.9% |
| Centerspace CSR | $987 million | 47.02 | 3.2% | 26.0% | 0.7% | 1.45 | 5.2% |
| Orchid Island Capital, Inc. ORC | $981 million | 100.80 | -0.5% | 95.7% | 74.8% | 9.21 | 26.2% |
| Navient LLC NAVI | $852 million | n/a | -2.1% | n/a | -35.5% | 18.49 | 7.0% |
| Abacus Global Management, Inc. ABX | $836 million | 31.91 | 6.5% | 31.8% | 65.3% | 0.76 | n/a |
| Service Properties Trust SVC | $832 million | 8.34 | -52.4% | -4.0% | -11.9% | 5.68 | 1.7% |
| Virtus Investment Partners, Inc. VRTS | $827 million | 7.12 | 12.7% | 15.7% | -7.2% | 0.44 | 7.7% |
| Apollo Commercial Real Estate Finance, Inc. ARI | $827 million | 8.06 | 10.5% | 35.1% | -14.7% | n/a | 15.5% |
| Safehold Inc. SAFE | $806 million | 7.05 | 4.8% | 25.1% | 12.1% | 1.91 | 6.2% |
| Summit Hotel Properties, Inc. INN | $784 million | n/a | -2.9% | 9.0% | 1.2% | 1.63 | 4.4% |
| CTO Realty Growth, Inc. CTO | $759 million | 17.18 | 6.5% | 37.5% | 15.9% | 1.05 | n/a |
| Saul Centers, Inc. BFS | $727 million | 30.26 | 11.8% | 67.0% | 8.7% | 5.42 | 8.0% |
| JBG Smith Properties JBGS | $713 million | n/a | -14.2% | -0.9% | -1.1% | 2.37 | 5.8% |
| Chimera Investment Corp. CIM | $710 million | n/a | 0.1% | n/a | 11.6% | 3.30 | 19.3% |
| Chatham Lodging Trust CLDT | $696 million | 186.88 | 1.7% | 12.5% | -3.1% | 0.57 | 2.5% |
| Postal Realty Trust, Inc. PSTL | $656 million | 40.15 | 5.2% | 37.8% | 22.0% | 1.14 | 4.5% |
| PennyMac Mortgage Investment Trust PMT | $644 million | 5.20 | 9.0% | 36.5% | 14.6% | 1.71 | 21.7% |
| Ridgepost Capital, Inc. RPC | $580 million | 38.67 | 5.3% | 23.6% | 4.4% | 0.95 | 1.6% |
| Arbor Realty Trust Inc. ABR | $571 million | 43.14 | 0.6% | n/a | -16.4% | 4.00 | 35.4% |
| Universal Health Realty Income Trust UHT | $526 million | 27.22 | 13.4% | 35.3% | 0.8% | 2.67 | 7.8% |
| Brandywine Realty Trust BDN | $514 million | n/a | -21.5% | 19.0% | 3.5% | 3.73 | 10.6% |
| TPG RE Finance Trust, Inc. TRTX | $487 million | 16.46 | 4.4% | n/a | -2.4% | 4.10 | 15.0% |
| One Liberty Properties Inc. OLP | $475 million | 14.37 | 11.4% | 57.0% | 9.5% | 1.74 | 8.0% |
| Franklin BSP Realty Trust, Inc. FBRT | $469 million | n/a | n/a | n/a | n/a | 2.92 | 15.5% |
| NexPoint Residential Trust, Inc. NXRT | $468 million | n/a | -13.5% | 11.1% | -0.5% | 6.55 | 11.5% |
| Industrial Logistics Properties Trust ILPT | $466 million | n/a | -14.9% | 33.7% | 3.5% | 9.85 | 3.6% |
| BrightSpire Capital, Inc. BRSP | $441 million | 25.29 | 2.2% | 27.0% | 2.5% | 2.98 | 18.1% |
| Farmland Partners Inc. FPI | $369 million | 54.94 | 2.3% | 12.4% | -5.6% | 0.56 | 5.0% |
| Galaxy Digital Inc. GLXY | $906 | n/a | -18.5% | -2.3% | 66.0% | 1.55 | n/a |
| Hamilton Lane Inc. HLNE | n/a | n/a | 29.4% | 43.6% | 24.0% | 0.29 | 2.6% |
19 companies share its SEC industry code (Security Brokers, Dealers & Flotation Companies); the rest are the names nearest in size in its wider industry, Trading, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
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By market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.Filings
| Filing | Period | Filed | Where |
|---|---|---|---|
| 10-Q | 30 June 2026 | 31 July 2026 | EDGAR |
| 10-Q | 31 March 2026 | 1 May 2026 | EDGAR |
| 10-K | 31 December 2025 | 26 February 2026 | EDGAR |
| 10-Q | 30 September 2025 | 31 October 2025 | EDGAR |
| 10-Q | 30 June 2025 | 1 August 2025 | EDGAR |
| 10-Q | 31 March 2025 | 25 April 2025 | EDGAR |
| 10-K | 31 December 2024 | 27 February 2025 | EDGAR |
| 10-Q | 30 September 2024 | 25 October 2024 | EDGAR |
| 10-Q | 30 June 2024 | 26 July 2024 | EDGAR |
| 10-Q | 31 March 2024 | 26 April 2024 | EDGAR |