Oppenheimer Holdings (OPY) AI Stock Analysis

• Market Cap: $763.54M
• Dividend Yield: 0.99%
• Average Volume (3M): 37.41K
• Price to Earnings (P/E): 9.8
• Beta (1Y): 0.86
• Revenue Growth: 12.52%
• EPS Growth: 16.53%
• Country: US
• Employees: 2,974
• Sector: N/A
• Sector Strength: N/A
• Industry: Financial - Capital Markets
• EPS (TTM): 1.90
• Shares Outstanding: 10,420,884
• 10 Day Avg. Volume: 42,256
• 30 Day Avg. Volume: 37,415
• PEG Ratio: 0.06
• Price to Book (P/B): 0.78
• Price to Sales (P/S): 0.46
• P/FCF Ratio: -5.85
• Enterprise Value/Market Cap: 2.90
• Enterprise Value/Revenue: 1.44
• Enterprise Value/Gross Profit: 4.45
• Enterprise Value/Ebitda: 8.95
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 73 Outperform
• Price Target: $81.00 ▲(19.26% Upside)

Oppenheimer Holdings' strong technical indicators and attractive valuation are the primary drivers of its overall score. The company's solid financial performance is tempered by cash flow challenges, but the special dividend announcement highlights management's confidence in future growth. The absence of earnings call data limits further insights into operational performance.

Oppenheimer Holdings Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

Oppenheimer Holdings generates revenue through several key streams. Primarily, the company earns money from its brokerage services, which include commissions on trading activities for equities and fixed-income securities. The investment banking segment contributes significantly to its earnings through advisory fees related to mergers and acquisitions, underwriting new securities, and providing capital market services. Additionally, the asset management division generates revenue from management fees based on assets under management (AUM) and performance-based fees. Oppenheimer also benefits from interest income earned on its financing activities and client margin loans. Strategic partnerships with institutional investors and financial organizations further enhance its revenue potential, creating a diverse financial ecosystem that supports sustained earnings growth.

Oppenheimer Holdings Financial Statement Overview

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Cash Flow

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Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
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Oppenheimer Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 67.92
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OPY, the sentiment is Positive. The current price of 67.92 is below the 20-day moving average (MA) of 68.69, below the 50-day MA of 68.42, and above the 200-day MA of 66.47, indicating a bullish trend. The MACD of 1.23 indicates Negative momentum. The RSI at 66.81 is Neutral, neither overbought nor oversold. The STOCH value of 61.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OPY.

Oppenheimer Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	―	―	―	―	―	―	―
EVR	76 Outperform	$13.04B	26.89	31.39%	0.98%	27.00%	63.47%
SF	74 Outperform	$12.99B	22.53	11.73%	1.44%	7.54%	2.73%
OPY	73 Outperform	$763.54M	9.81	9.64%	0.99%	12.52%	16.53%
PJT	71 Outperform	$8.32B	26.32	91.85%	0.58%	23.16%	64.04%
LPLA	66 Neutral	$29.45B	33.86	21.32%	0.33%	35.19%	-18.62%
JEF	63 Neutral	$12.64B	21.10	6.29%	2.61%	-5.41%	25.28%

Oppenheimer Holdings Corporate Events

Oppenheimer Holdings Declares Special Cash Dividend

On December 11, 2025, Oppenheimer Holdings Inc. declared a special cash dividend of $1.00 per share on its Class A and Class B common stock, payable on January 9, 2026, to shareholders recorded by December 26, 2025. This decision, amounting to an aggregate payment of approximately $10.5 million, reflects the company’s improved financial position and aims to reward shareholders for their loyalty, signaling optimism about future growth.

Oppenheimer Holdings Reports Q3 2025 Financial Results

On November 3, 2025, Oppenheimer Holdings Inc. released a presentation to investors highlighting its financial performance for the third quarter of 2025. The company reported a net income of $21.7 million and revenue of $424.4 million, driven by strong equity underwriting volumes and increased advisory fees. Despite the rise in revenue, net income saw a decline compared to the previous year due to higher compensation and non-compensation expenses. The company achieved record highs in stockholders’ equity, book value, and tangible book value per share, reflecting positive earnings and market performance.