Oppenheimer Holdings (OPY)
NYSE:OPY
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OPY Stock Chart & Stats
$67.92
$0.19(0.30%)
At close: 4:00 PM EST
$67.92
$0.19(0.30%)
Day’s Range― - ―
52-Week Range$61.26 - $118.77
Previous CloseN/A
Volume20.30K
Average Volume (3M)74.47K
Market Cap
$972.47M
Enterprise Value$2.36B
Total Cash (Recent Filing)$34.60M
Total Debt (Recent Filing)$1.42B
Price to Earnings (P/E)10.0
Beta0.90
Next Earnings
Jul 24, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield0.99%
Share Statistics
EPS (TTM)9.27
Shares Outstanding10,608,340
10 Day Avg. Volume70,826
30 Day Avg. Volume74,473
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)0.77
Price to Sales (P/S)0.46
P/FCF Ratio4.14
Enterprise Value/Market Cap2.43
Enterprise Value/Revenue1.38
Enterprise Value/Gross Profit2.07
Enterprise Value/Ebitda9.26
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Revenue Growth & AUM RecoveryOppenheimer's sustained top-line growth and recovering AUM/AUA show durable client engagement and expanding fee bases. A rising asset base shifts revenue mix toward recurring asset-based fees and advisory, supporting steadier revenue generation and resilience across market cycles over the next several months.
Diversified Fee Streams & IB StrengthThe firm's diversified model—wealth management, transaction commissions and a pronounced investment-banking uptick—reduces dependence on any single revenue source. Sustained IB deal capture alongside recurring wealth fees improves revenue mix quality and helps stabilize earnings across different market environments.
High ROE And Dividend IncreaseReturn on equity in the mid-teens combined with an 11.1% dividend raise signals effective capital deployment and willingness to return cash. That combination points to underlying profitability and managerial confidence in cash generation capacity after adjusting for episodic charges.
Bears Say
Rising Financial LeverageLeverage has increased sharply, reducing financial flexibility and elevating refinancing and interest-rate risk. Higher debt magnifies earnings sensitivity to revenue slowdowns and limits the firm's ability to invest or absorb shocks without using cash or issuing equity, a structural constraint over the next 2–6 months.
Weaker, Volatile Cash GenerationFree cash flow fell sharply year-over-year and cash generation has been inconsistent historically. Reduced and volatile FCF constrains capital allocation, limits buffer for higher leverage, and raises the chance management must cut discretionary spending or alter payouts if market-driven revenue weakens.
Litigation And Stock-comp ChargesLarge legal accruals and stock-related compensation drove a Q1 net loss and demonstrate earnings vulnerability to non-operational charges. Such items can recur or escalate, producing persistent headline-driven volatility and forcing provisions that limit capital available for strategic investment or shareholder returns.
Oppenheimer Holdings News
OPY FAQ
What was Oppenheimer Holdings’s price range in the past 12 months?
Oppenheimer Holdings lowest stock price was $61.26 and its highest was $118.77 in the past 12 months.
What is Oppenheimer Holdings’s market cap?
Oppenheimer Holdings’s market cap is $972.47M.
When is Oppenheimer Holdings’s upcoming earnings report date?
Oppenheimer Holdings’s upcoming earnings report date is Jul 24, 2026 which is in 53 days.
How were Oppenheimer Holdings’s earnings last quarter?
Oppenheimer Holdings released its earnings results on May 01, 2026. The company reported -$1.934 earnings per share for the quarter, missing the consensus estimate of N/A by -$1.934.
Is Oppenheimer Holdings overvalued?
According to Wall Street analysts Oppenheimer Holdings’s price is currently Overvalued.
Does Oppenheimer Holdings pay dividends?
Oppenheimer Holdings pays a Quarterly dividend of $0.18 which represents an annual dividend yield of 0.99%. See more information on Oppenheimer Holdings dividends here
What is Oppenheimer Holdings’s EPS estimate?
Oppenheimer Holdings’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Oppenheimer Holdings have?
Oppenheimer Holdings has 10,608,340 shares outstanding.
What happened to Oppenheimer Holdings’s price movement after its last earnings report?
Oppenheimer Holdings reported an EPS of -$1.934 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -6.7%.
Which hedge fund is a major shareholder of Oppenheimer Holdings?
Currently, no hedge funds are holding shares in OPY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Oppenheimer Holdings Stock Smart Score
Neutral
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10
Blogger Sentiment
Bullish
OPY Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 61.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $423.7K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 7.1%
Last 30 Days ▼ 31.3%
Last 30 Days ▼ 31.3%
Technicals
SMA
Positive
20 days / 200 days
Momentum
40.78%
12-Months-Change
Fundamentals
Return on Equity
10.36%
Trailing 12-Months
Asset Growth
6.96%
Trailing 12-Months
Company Description
Oppenheimer Holdings
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.
Technical Analysis
Ownership Overview
4.78% Insiders
10.62% Mutual Funds
12.93% Other Institutional Investors
61.20% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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