Oppenheimer Holdings Inc. - Fourth Quarter 2007 Earnings and Dividend Declaration
30 Janeiro 2008 - 11:30AM
PR Newswire (US)
OPY on the NYSE TORONTO and NEW YORK, Jan. 30
/PRNewswire-FirstCall/ -- Expressed in thousands Three Months ended
Year ended of U.S. dollars, except December 31, December 31, per
share amounts 2007 2006 2007 2006
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Unaudited REVENUE $258,358 $218,286 $914,397 $800,823 EXPENSES
$214,053 $196,316 $787,003 $720,373 PROFIT BEFORE TAXES $44,305
$21,970 $127,394 $80,450 NET PROFIT $26,537 $10,550 $75,367 $44,577
PROFIT PER SHARE: - BASIC $2.00 $0.82 $5.70 $3.50 - DILUTED $1.94
$0.80 $5.57 $2.76 WEIGHTED BASIC AVERAGE NUMBER OF CLASS A
NON-VOTING AND CLASS B SHARES OUTSTANDING 13,298,336 12,866,552
13,223,442 12,749,712 BOOK VALUE PER SHARE $33.21 $27.76 TOTAL
CLASS A NON-VOTING AND CLASS B SHARES OUTSTANDING 13,366,276
12,934,362 Oppenheimer Holdings Inc. reported net profit for the
three months ended December 31, 2007 of $26.5 million or $2.00 per
share, an increase of 152% when compared to $10.6 million or $0.82
per share in the same period of 2006. Revenue for the three months
ended December 31, 2007 was $258.4 million, an increase of 18%
compared to revenue of $218.3 million in the same period of 2006,
primarily reflecting strong equity markets, a significant increase
in annual performance fees for managed hedge funds and strong
investment banking revenue. Expenses increased by 9% in the three
months ended December 31, 2007 compared to the same period of 2006,
primarily reflecting increased compensation and related costs. The
fourth quarter of 2007 was the strongest quarter in the Company's
history in terms of both revenue and net profit. Net profit for the
year ended December 31, 2007 was $75.4 million or $5.70 per share,
an increase of 69% when compared to $44.6 million or $3.50 per
share in the same period of 2006 and a record for the Company.
Revenue for the year ended December 31, 2007 was $914.4 million
compared to $800.8 million for the same period in 2006, an increase
of 14%. Expenses increased by 9% in the year ended December 31,
2007 compared to the same period of 2006, with increases in
compensation and related expenses, clearing and exchange fees and
communications and technology offset by lower interest expense. The
Company's pre-tax results for the year ended December 31, 2007
include a gain of approximately $2.5 million arising from the early
extinguishment of its zero coupon note, issued in January 2003 in
connection with an acquisition. The pre-tax results for the year
ended December 31, 2006 included a gain (most of which was
generated in the first quarter of 2006) of approximately $13.7
million from the conversion of its three New York Stock Exchange
memberships to NYSE Group common shares in March 2006 and the sale,
in May 2006, of approximately two thirds of its investment in NYSE
Group, as well as a net gain of $4.1 million ($3.6 million of which
was recognized in the third quarter of 2006), on the extinguishment
of its variable rate exchangeable debentures ("Debentures"). The
Company redeemed $140.8 million of the Debentures on July 31, 2006
and the remaining $20.0 million on October 23, 2006. The decrease
in the effective tax rate for the year ended December 31, 2007 was
the result of favorable resolutions of tax matters during 2007.
Against a background of a deteriorating U.S. dollar, oil prices
reaching $100 per barrel, and an unparalleled debt crisis based on
record defaults in sub prime mortgages, the U.S. economy and the
stock market held up remarkably well during most of the 4th
quarter. Popular averages reached new all-time highs in October and
steadily eroded to leave them up modestly for the full year of
2007. While U.S Treasuries rallied against an uncertain credit
market, most corporate and structured issuers prices deteriorated
significantly as their spreads off of treasuries widened
substantially. Volatility increased in the fourth quarter of 2007
but volumes remained high and certain sectors such as technology,
oil and gas and consumer durables remained at their highest levels
of the year. The impact of defaults and foreclosures in the
sub-prime mortgage market and the inability of the credit markets
to assess the creditworthiness of various issuers of commercial
paper and asset-backed securities are likely to lead to continued
turmoil in capital markets and with home prices declining amid
rising unemployment, the probabilities of a recession have
dramatically increased. Oppenheimer's business continued to thrive
despite this economic backdrop with increases in commissions,
fee-based revenues, income derived from investment activity and a
record level of performance fees from general partner
participations in alternative investments owned by clients. At
December 31, 2007, shareholders' equity was approximately $444
million and book value per share was $33.21 compared to
shareholders' equity of approximately $359 million and book value
per share of $27.76 at December 31, 2006, an increase of 20%.
Assets under fee-based management increased by 13% to $17.5 billion
at December 31, 2007 compared to $15.5 billion at December 31,
2006, reflecting organic growth and increased market value. As
previously reported, the Company acquired a major part of CIBC
World Markets' U.S. Capital Markets Businesses on January 14, 2008,
including U.S. Investment Banking, Corporate Syndicate,
Institutional Sales and Trading, Equity Research, Options Trading,
Convertible Bond Trading, Loan Syndication, High Yield Origination
and Trading as well as related Israeli investment banking and
equities business. The results for the year ended December 31, 2007
do not include any results of the Capital Markets Businesses
acquired on January 14, 2008. As previously reported, the Company
is not involved in the sub-prime mortgage business, and does not
have any exposure to that business as a result of its recent
acquisition. The Company's expenses increased by approximately 9%
both for the three months and year ended December 31, 2007 compared
to the same periods in 2006 primarily due to increased compensation
and related costs. Compensation expense tracks the trend in
transactional revenue and includes the impact of the expensing
share-based compensation since January 1, 2006. Interest expense
decreased in both the three months and year ended December 31, 2007
compared to the comparable periods in 2006 due lower interest rates
and the impact of debt reduction undertaken by the Company in 2006
and the second quarter of 2007. As previously reported, in the
third quarter of 2006, the Company retired its Debentures ($160.8
million) which had been issued in January 2003 in connection with
an acquisition. The Company issued a senior secured credit note in
the amount of $125 million at a variable interest rate based on the
London Interbank Offering Rate (LIBOR) with a seven-year term to a
syndicate led by Morgan Stanley Senior Funding Inc., as agent in
July 2006. The Company made two prepayments in 2007 totaling $40
million such that the outstanding debt at December 31, 2007 is
$83.3 million. The basic weighted average number of Class A
non-voting and Class B shares outstanding for the three months
ended December 31, 2007 was 13,298,336 compared to 12,866,552
outstanding for the three months ended December 31, 2006, a net
increase of 3.4% due primarily to the exercise of employee stock
options. During the fourth quarter of 2007, the Company did not
purchase any Class A Shares pursuant to its Normal Course Issuer
Bid (which commenced on August 14, 2007, and terminates on August
13, 2008). The diluted weighted average number of Class A
non-voting and Class B shares outstanding for the three months
ended December 31, 2007 was 13,646,546 compared to 13,191,501
outstanding for the three months ended December 31, 2006, a net
increase of 3.4% due to the exercise of employee stock options and
the vesting of restricted shares in 2007. Dividend Today, the
Company announced a regular quarterly cash dividend of U.S. $0.11
per Class A and Class B Share payable on February 29, 2008 to
shareholders of record on February 15, 2008. This press release
includes certain "forward-looking statements" relating to
anticipated future performance. For a discussion of the factors
that could cause future performance to be different than
anticipated, reference is made to Oppenheimer's Annual Report on
Form 10-K for the year ended December 31, 2006. Oppenheimer,
through its principal subsidiaries, Oppenheimer & Co. Inc. (a
U.S. broker-dealer) and Oppenheimer Asset Management Inc., offers a
wide range of investment banking, securities, investment management
and wealth management services from 86 offices in 21 states and
through local broker-dealers in 3 foreign jurisdictions.
Oppenheimer employs over 3,500 people, approximately 1,250 of whom
are financial advisers. Oppenheimer offers trust and estate
services through Oppenheimer Trust Company. Evanston Financial
Corporation is engaged in mortgage brokerage and servicing. In
addition, through its subsidiary, Freedom Investments, Inc. and the
BUYandHOLD division of Freedom, Oppenheimer offers online discount
brokerage and dollar-based investing services. DATASOURCE:
Oppenheimer Holdings Inc. CONTACT: A.G. LOWENTHAL, (212) 668-8000
or E.K. ROBERTS, (416) 322-1515
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