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Oppenheimer Holdings Inc. OPY FINANCIAL

Financial Services · Capital Markets · United States
https://www.oppenheimer.com
Company Profile ↓
$123.13
+71.96% 1Y
Mkt Cap$1.31B
P/E13.67
P/B1.25
Div. Yield0.70%
52W High$124.74
52W Low$63.01
Book Value$91.84
EPS (TTM)$9.01

Company Overview

Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers 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, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 13.1% per year over the last five years.

Reasonable Valuation

Trades at an undemanding P/E of 13.7.

Healthy Margins

Operating margin of 17.6% supports profitability.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $1.64B (+14.4% YoY); net profit $148.40M.
  • Trailing 12 Months Year-on-year growth — revenue +24.1%, earnings +24.6%.
  • 5-Year Trend Long-term compounding — revenue CAGR 3.2%, profit CAGR 13.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:3.19%
1 Year:24.10%

Compounded Profit Growth

5 Years:13.06%
1 Year:24.60%

Stock Price Performance

1 Year:+71.96%
6 Months:+48.47%
3 Months:+26.66%
1 Month:+10.48%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 97% of range
$63.01 $124.74
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)62.43 · Neutral
Price Performance
1M+10.48%
3M+26.66%
6M+48.47%
1Y+71.96%
Valuation vs Sector

P/E of 13.67 is above the sector median of 12.89 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Profit CAGR of 13.1% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
13.67
Industry PE
12.89
Forward P/E
48.10
PEG Ratio
-
Book Value
$91.84
Price to Book
1.25
P/S
0.72
EV/EBITDA
2.78
Dividend Yield
0.70%

Growth (CAGR)

Revenue 5Y
3.19%
Profit 5Y
13.06%
Revenue (YoY)
24.10%
Earnings (YoY)
24.60%

Profitability & Returns

ROCE
13.21%
ROE
10.82%
ROA
2.59%
Profit Margin
5.99%
Op Margin
17.60%
Gross Margin
92.12%
EPS (Latest Qtr)
$2.38
EPS (TTM)
$9.01

Balance Sheet & Liquidity

Debt/Equity
1.48
Quick Ratio
1.16
Current Ratio
1.25
Debt
$1.47B
Total Assets
$4.23B
Current Assets
$3.35B
Working Capital
$2.55B

Ownership

Promoter Holding
42.35%
Chg in Prom Hold
0.39%
FII / Inst Holding
42.70%
Chg in FII Hold
0.03%

Financial Snapshot

Enterprise Value
$1.31B
Total Revenue (TTM)
$1.72B
EBITDA
$335.49M
Free Cash Flow
$183.56M
Operating Cash Flow
$-4.58M
Shares Outstanding
10.61M
Gross Margin
92.12%
Payout Ratio
8.21%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 OPY Oppenheimer Holdings Inc. FINANCIAL 123.13 13.67 $1.31B 0.70% 13.21% 10.82% 3.19% 13.06%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ----------218.72M220.72M220.23M-218.92M231.02M214.53M-237.84M234.71M257.46M-350.17M320.47M301.42M260.19M238.63M272.51M278.71M257.50M275.19M302.63M283.91M316.64M324.15M373.18M424.44M472.63M445.10M454.88M
Cost of Revenue -----------------------------------246.12M297.07M266.32M302.36M315.11M
Gross Profit -----------------------------------127.06M127.37M206.31M142.73M139.77M
Operating Expenses -----------------------------------41.78M41.91M43.58M42.34M43.34M
Operating Income ----------9.62M12.52M7.15M-16.05M17.39M6.50M34.97M10.22M23.26M21.72M113.80M52.13M43.17M37.39M14.21M-6.17M7.24M19.05M-11.70M21.59M37.45M15.87M35.37M41.38M85.28M85.46M162.73M100.39M96.42M
EBITDA -----------------------------------64.22M63.60M135.62M1.07M68.95M
Interest Expense -----------------------------------22.53M22.50M20.14M18.69M19.88M
Pretax Income -----------------------------------32.21M31.64M105.97M-27.00M39.45M
Tax Provision -----------------------------------10.54M9.92M32.05M-6.43M12.09M
Net Income -908.00K-3.14M-3.85M5.19M-712.00K-1.79M-4.85M-1.32M7.79M21.19M6.71M8.86M5.07M8.26M11.19M12.38M3.95M25.43M7.82M17.65M15.64M81.88M38.66M31.16M26.25M9.29M-3.87M4.52M14.62M-9.40M13.86M26.05M10.27M24.51M30.66M21.67M21.71M74.36M-20.58M27.35M
Diluted EPS 0.000.000.000.000.000.000.000.001.002.000.480.630.360.590.810.890.291.830.581.341.196.172.912.281.920.69-0.320.371.22-0.851.212.370.922.162.721.911.906.51-1.932.38

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 990.48M1.04B958.99M952.61M1.02B981.13M897.80M857.78M920.34M891.59M934.82M1.12B1.32B1.11B1.25B1.43B1.64B
Cost of Revenue -------------766.39M807.32M964.46M1.04B
Gross Profit -------------344.55M441.50M468.04M593.72M
Operating Expenses -------------145.37M157.32M163.21M169.46M
Operating Income ---------44.87M74.91M169.00M224.64M199.18M284.18M304.83M424.26M
EBITDA -------------103.81M152.57M231.03M335.49M
Interest Expense -------------23.85M68.60M87.99M86.56M
Pretax Income -------------45.55M46.77M105.76M211.19M
Tax Provision -------------13.44M16.50M34.51M63.23M
Net Income 20.82M38.53M10.32M-3.61M25.06M8.83M1.96M-1.16M22.82M28.89M52.95M122.99M158.96M32.35M30.18M71.56M148.40M
Diluted EPS 1.552.770.74-0.271.770.620.14-0.091.672.053.829.3011.702.572.596.3713.04

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --2.52B3.53B2.68B2.95B2.79B2.70B2.24B2.44B2.24B2.46B2.71B-2.71B2.87B3.38B3.72B
Current Assets --------------1.86B2.21B2.73B3.06B
Cash & Equivalents 46.69M68.92M52.85M70.33M135.37M98.29M63.81M63.36M64.91M48.15M90.67M79.55M35.42M-112.43M28.84M33.15M38.41M
Inventory ------------------
Receivables --------------1.20B1.06B1.27B1.42B
Total Liabilities --2.01B3.01B2.17B2.42B2.25B2.17B1.72B1.91B1.69B1.87B2.03B-1.89B2.09B2.53B2.73B
Current Liabilities --------------791.97M529.00M445.88M510.60M
Long Term Debt -------148.87M149.35M198.84M199.10M149.51M123.85M-450.66M410.29M514.27M473.54M
Total Debt --------------633.23M593.57M687.59M628.47M
Total Equity -461.01M504.33M508.07M500.74M522.52M527.64M518.06M510.70M523.55M545.32M592.72M685.67M-794.23M789.17M850.39M983.82M
Shares Outstanding --------------10.97M10.29M10.33M10.49M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 54.72M-137.28M81.54M-9.45M-3.43M78.31M-19.41M-66.86M-16.14M168.57M79.14M-54.06M-64.49M-18.81M-108.17M188.75M
Investing Cash Flow -7.76M-12.16M-5.19M-14.74M-14.01M-4.40M-5.89M39.72M-3.87M-8.19M-8.30M-3.94M--14.14M-15.56M-3.84M-1.39M
Financing Cash Flow -24.72M133.37M-58.87M89.23M-19.63M-108.40M24.86M28.70M3.24M-117.86M-81.96M13.87M--253.91M-74.76M116.32M-182.11M
Capital Expenditure -7.76M-12.16M-5.19M-14.74M-14.01M-4.40M-5.89M-5.73M-5.61M-8.67M-10.02M-4.53M--16.31M-17.06M-5.15M-5.19M
Free Cash Flow 46.95M-149.43M76.34M-24.19M-17.44M73.92M-25.30M-72.60M-21.75M159.90M69.12M-58.59M-48.18M-35.87M-113.32M183.56M
Net Change in Cash --------------203.56M-109.13M4.32M5.25M
Share Buybacks 559.00K--1.87M3.62M08.25M3.94M7.46M5.89M8.40M15.05M7.74M60.64M35.12M9.60M2.98M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------31.0%35.4%32.7%36.2%
Operating Margin % ---------5.0%8.0%15.0%17.0%17.9%22.8%21.3%25.9%
Net Margin % 2.1%3.7%1.1%-0.4%2.5%0.9%0.2%-0.1%2.5%3.2%5.7%10.9%12.1%2.9%2.4%5.0%9.1%
ROE % 4.5%7.6%2.0%-0.7%4.8%1.7%0.4%-0.2%4.4%5.3%8.9%17.9%-4.1%3.8%8.4%15.1%
ROCE % -------------10.4%12.1%10.4%13.2%

Shareholding Pattern

Insiders
42.35%
Institutions
42.70%
Public Float
74.07%

Top Institutional Holders

#Holder% HeldSharesValue
1 Dimensional Fund Advisors LP 4.90% 520.33K $59.93M
2 JB Capital Partners LP 4.75% 503.95K $58.04M
3 American Century Companies Inc 3.69% 391.98K $45.14M
4 Vanguard Capital Management LLC 3.62% 384.35K $44.27M
5 Blackrock Inc. 1.92% 203.46K $23.43M
6 Royce & Associates LP 1.60% 170.08K $19.59M
7 RBF Capital, LLC 1.54% 163.77K $18.86M
8 Boston Partners 1.49% 158.38K $18.24M
9 Morgan Stanley 1.01% 106.92K $12.31M
10 Geode Capital Management, LLC 0.87% 92.03K $10.60M

Analyst View

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Latest News

Recent headlines for OPY

Google News hu, 18 Jun 2026

Oppenheimer Holdings (OPY) Stock Looks Cheap on 11.8x P E But Rich on Cash Flow - finance.yahoo.com

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxOSkMyQm9GOVVWRURrWFg5R0RkSUhUNGdXWk9aWEkzUXpxU1BKaHZPUnZHV2NRTWZMUE5HZVRXY25CU0M5U3hWblZIVFhETmJTS0RnR0M1aU9aV1lmeEtqVlNUNVB3SGtweTdKVWFHRWs5RHFVSV9DREVXcWRhSklOYk1KQXRMS1BoTnlqaH…

Google News Sat, 01 Aug 2026

Oppenheimer Holdings: Our Preferred Pick In A Less Preferred Sector (NYSE:OPY) - Seeking Alpha

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Google News Mon, 31 Aug 2026

Former UNC captain Joel Berry II joins Oppenheimer to help advise athletes - Stock Titan

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxOT3dCZzh4cDRmTEg0VE8tQ3JTTHY2aTVRSmxmanVQVEhnNnJ6T0t6aXBfZFloaC1BdEY4N19ET0VMdkZ3YWxycU03RE9STHFCVXRhdkVsVHBmdHpXbmNnZElIZTZNOGZmTzBXeS1vY19EUm1uc3E5SzJKQ1BjVDMzRjJxNXhUTHJ4RWVCM0…

Google News Fri, 24 Apr 2026

$OPY stock is down 8% today. Here's what we see in our data. - Quiver Quantitative

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Google News hu, 03 Sep 2026

Oppenheimer (NYSE:OPY) Reaches New 12-Month High - What's Next? - marketbeat.com

<a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxNbXNhcjhqWV9xNnpEYmNtc2ZQcTZ4cDdtUXRzd25yOGxpYW5DU0plbXI1dzlRMkh5UGJPR2JpQm05MVZKdExBR2tWNlVnVWNVakNqMnRlM2p1RnlSbWhsa1lHN0JqZEEyajFPM1puN2hOWFdWeEc2V2FzRmROOFJpLU0wX3NEaGkyTDRSMk…

Google News Fri, 04 Sep 2026

Is Oppenheimer (OPY) Recasting Its Municipal Finance Edge With New Public Finance Leadership Moves? - finance.yahoo.com

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OPY — Frequently Asked Questions

What is the current share price of Oppenheimer Holdings Inc. (OPY)?

As of 2026-09-19 21:16 PDT, Oppenheimer Holdings Inc. (OPY) trades at $123.13 on NYSE. Its 52-week range is $63.01 to $124.74.

What is the market capitalisation of OPY?

Oppenheimer Holdings Inc. (OPY) has a market capitalisation of $1.31B on NYSE.

What is the P/E ratio of OPY?

OPY trades at a trailing price-to-earnings (P/E) ratio of 13.67. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 1.25.

Does OPY pay a dividend?

Oppenheimer Holdings Inc. (OPY) currently offers a dividend yield of 0.70%.

What is the return on equity (ROE) of OPY?

OPY has a return on equity (ROE) of 10.82%. Its return on capital employed (ROCE) is 13.21%.

Is OPY a good stock to buy?

This page provides a data-driven analysis of Oppenheimer Holdings Inc. (OPY), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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