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Oppenheimer Holdings Inc.NYSE:OPY Stock Report

Market Cap US$1.2b
Share Price
n/a
1Y61.5%
7D4.4%
1D-2.1%
Portfolio Value
​
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Oppenheimer Holdings Inc.

NYSE:OPY Stock Report

Market Cap: US$1.2b

Oppenheimer Holdings (OPY) Stock Overview

Operates as a middle-market investment bank and full-service broker-dealer. More details

OPY fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance3/6
Financial Health3/6
Dividends3/6

Rewards

Price-To-Earnings ratio (12.1x) is below the US market (19.1x)

Risk Analysis

Earnings have declined by 13.6% per year over past 5 years


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Oppenheimer Holdings Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Oppenheimer Holdings
Historical stock prices
Current Share PriceUS$109.46
52 Week HighUS$118.77
52 Week LowUS$63.81
Beta1.09
1 Month Change15.11%
3 Month Change20.35%
1 Year Change61.52%
3 Year Change183.35%
5 Year Change148.26%
Change since IPO1,617.02%

Recent News & Updates

Analysis Article • Jun 21

Oppenheimer Holdings (OPY) Stock Looks Cheap on P E but Rich on Cash Flow

Recent attention on Oppenheimer Holdings (OPY) has been sparked by conflicting signals, including a relatively low P/E ratio against peers, a discounted cash flow model indicating possible longer term overvaluation, and technical indicators pointing to a buying setup. See our latest analysis for Oppenheimer Holdings. Over the past year Oppenheimer Holdings has attracted fresh interest as the share price moved to $107.21, with a 30 day share price return of 14.22% and a 1 year total...
Seeking Alpha • May 04

Oppenheimer Holdings: Despite Everything, Things Look Good

Summary Oppenheimer Holdings delivered strong Q1 results, outperforming expectations despite market turbulence and a challenging macro backdrop. OPY's capital markets segment showed robust growth, with operating leverage and increased advisory and ECM revenues driving bottom-line strength. Wealth Management AUM rose approximately 10%, supporting higher advisory fees and commission revenue, though segment pre-tax income declined due to rising compensation. OPY trades at a significant valuation discount to peers, with litigation-adjusted P/E below 8x versus 15–20x for comparable mid-market investment banks. Read the full article on Seeking Alpha

Recent updates

Analysis Article • Jun 21

Oppenheimer Holdings (OPY) Stock Looks Cheap on P E but Rich on Cash Flow

Recent attention on Oppenheimer Holdings (OPY) has been sparked by conflicting signals, including a relatively low P/E ratio against peers, a discounted cash flow model indicating possible longer term overvaluation, and technical indicators pointing to a buying setup. See our latest analysis for Oppenheimer Holdings. Over the past year Oppenheimer Holdings has attracted fresh interest as the share price moved to $107.21, with a 30 day share price return of 14.22% and a 1 year total...
Seeking Alpha • May 04

Oppenheimer Holdings: Despite Everything, Things Look Good

Summary Oppenheimer Holdings delivered strong Q1 results, outperforming expectations despite market turbulence and a challenging macro backdrop. OPY's capital markets segment showed robust growth, with operating leverage and increased advisory and ECM revenues driving bottom-line strength. Wealth Management AUM rose approximately 10%, supporting higher advisory fees and commission revenue, though segment pre-tax income declined due to rising compensation. OPY trades at a significant valuation discount to peers, with litigation-adjusted P/E below 8x versus 15–20x for comparable mid-market investment banks. Read the full article on Seeking Alpha
Analysis Article • Apr 08

If EPS Growth Is Important To You, Oppenheimer Holdings (NYSE:OPY) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Feb 05

Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.18

Oppenheimer Holdings Inc. ( NYSE:OPY ) has announced that it will pay a dividend of $0.18 per share on the 27th of...
Analysis Article • Jan 16

Oppenheimer Holdings Inc.'s (NYSE:OPY) Low P/E No Reason For Excitement

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Analysis Article • Dec 13

Do Oppenheimer Holdings' (NYSE:OPY) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Nov 03

Oppenheimer Holdings (NYSE:OPY) Has Affirmed Its Dividend Of $0.18

Oppenheimer Holdings Inc. ( NYSE:OPY ) will pay a dividend of $0.18 on the 28th of November. This payment means the...
Analysis Article • Aug 04

Oppenheimer Holdings (NYSE:OPY) Has Affirmed Its Dividend Of $0.18

The board of Oppenheimer Holdings Inc. ( NYSE:OPY ) has announced that it will pay a dividend on the 29th of August...
Analysis Article • Jul 19

Oppenheimer Holdings Inc.'s (NYSE:OPY) Low P/E No Reason For Excitement

Oppenheimer Holdings Inc.'s ( NYSE:OPY ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right...
Seeking Alpha • Mar 05

Still Holding On To Oppenheimer Holdings, As Markets Have Been In Its Favor

Summary Financial firm Oppenheimer Holdings gets prior hold rating reaffirmed. Rising markets have benefited this firm in 2024, and could continue to do so if 2025 optimistic forecasts materialize. The firm's profit margin is lacking behind key peers, particularly Morgan Stanley, who is also a key competitor. A positive is the firm's lower debt risk going into 2025 as it redeemed its senior notes in Q4. As a dividend idea, it has shown proven dividend growth but is not a high-yield stock. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Oppenheimer: Solid Topline Performance And Multiple, But Comp Expense Caps Profit Growth

Summary Profits are scaling in the advisory and capital markets business thanks to a standout performance on a relatively immature and high growth platform. Latent earnings are considerable for capital markets thanks to added personnel and improving market conditions. AUM and trading activity drives the wealth management business, but appreciation in Oppenheimer shares and generally rising wages prevented profit growth. Multiples are attractive, and it's quite reasonable to assume a constructive 2025 for the business thanks to the consistent mid-market performance. Read the full article on Seeking Alpha
Analysis Article • Nov 07

Oppenheimer Holdings Inc.'s (NYSE:OPY) Price Is Right But Growth Is Lacking After Shares Rocket 29%

Oppenheimer Holdings Inc. ( NYSE:OPY ) shareholders have had their patience rewarded with a 29% share price jump in the...
Analysis Article • Oct 28

Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.18

The board of Oppenheimer Holdings Inc. ( NYSE:OPY ) has announced that it will pay a dividend on the 22nd of November...
Seeking Alpha • Oct 26

Oppenheimer Holdings: Mid-Market Prevailing In Capital Markets, Solid All Around

Summary Oppenheimer's earnings report show strength in mid-market capital markets franchise as well as solid growth in the rest of its AUM and commission based businesses. Risk taking in public markets has driven the bulk of the company's performance, and capital markets did well despite the lack of major PE activity. OPY looks attractive in terms of valuation, with forward multiples below 10x, making it cheaper compared to peers like Lazard, which trades at around 20x. Read the full article on Seeking Alpha
Analysis Article • Jul 26

Oppenheimer Holdings Inc. (NYSE:OPY) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.4x Oppenheimer Holdings Inc. ( NYSE:OPY ) may be sending bullish...
Seeking Alpha • Jun 07

Oppenheimer: Capital Markets' Outsized Impact On Income

Summary Reduced legal costs were a sustained help for the business, as well as AUM growth and market performance driving solid growth in the private clients business. The loss-making capital markets business had an outsized impact in improving performance, with equity and fixed income underwriting coming back to life. We are not sure how sustainable the underwriting recovery is, likewise with fixed income brokerage, due to the setting in of the higher for longer reality. A combination of lower legal fees and sustained progress in interest yield for Oppenheimer, even with weaker performance assumptions for capital markets, should see meaningful income progress this year. Forward PEs could be in the low single digits, subject to a lot of uncertainty due to crude forecasts. Compelling compared to typical AM stock multiples. Read the full article on Seeking Alpha
Analysis Article • Apr 30

Shareholders May Be Wary Of Increasing Oppenheimer Holdings Inc.'s (NYSE:OPY) CEO Compensation Package

Key Insights Oppenheimer Holdings' Annual General Meeting to take place on 6th of May Total pay for CEO Bud Lowenthal...
Analysis Article • Apr 29

Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15

Oppenheimer Holdings Inc.'s ( NYSE:OPY ) investors are due to receive a payment of $0.15 per share on 24th of May. The...
Analysis Article • Feb 01

Oppenheimer Holdings (NYSE:OPY) Is Paying Out A Dividend Of $0.15

Oppenheimer Holdings Inc.'s ( NYSE:OPY ) investors are due to receive a payment of $0.15 per share on 23rd of February...
Seeking Alpha • Jan 29

Oppenheimer: Old Wall Street Firm To Benefit From M&A Growth And Sector Bullishness

Summary Oppenheimer Holdings' Hold rating from last year is reaffirmed, agreeing with the consensus from SA analysts. The benefits of holding this stock in our portfolio would be anticipated growth in M&A activity in 2024, growth in fee-based AUM, as well as financial sector overall bullishness. Risks to consider include net interest margin squeezes in a high-rate environment that appears to continue. Dividend yield, dividend growth levels, and forward revenue growth are well behind key peers in the investment banking space. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Oppenheimer: Higher Rates Save Growth, Buyback Activity

Summary Oppenheimer Holdings Inc. is a private client financial advisory with a sales and trading business and mid-market investment bank. The company has shown resilience during tough market cycles and has potential downside protection thanks to mid-market positioning and countercyclical revenue sources. The buyback of shares and potential for a higher dividend in the future make Oppenheimer Holdings an interesting investment opportunity. Read the full article on Seeking Alpha
Analysis Article • Oct 30

Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15

Oppenheimer Holdings Inc.'s ( NYSE:OPY ) investors are due to receive a payment of $0.15 per share on 24th of November...
Seeking Alpha • Sep 05

Oppenheimer: An Overvalued Asset Manager With Net Loss In Q2, Downgraded To Hold

Summary Oppenheimer Holdings stock downgraded to Neutral / Hold since my Buy rating in late April. Today's rating agrees with analyst consensus on SA. Positives: capital strength, share price vs. moving average, book value vs. sector average. Headwinds: dividend yield uncompetitive, earnings net loss for Q2. Read the full article on Seeking Alpha
Analysis Article • Jul 31

Oppenheimer Holdings (NYSE:OPY) Has Affirmed Its Dividend Of $0.15

Oppenheimer Holdings Inc. ( NYSE:OPY ) will pay a dividend of $0.15 on the 25th of August. The dividend yield is 1.5...
Seeking Alpha • Jul 11

Oppenheimer: Resilient Investment Bank Priced Correctly

Summary Oppenheimer Holdings Inc. is an investment bank and broker-dealer that operates globally. Revenue has grown at a CAGR of 1% in the last 10 years, but looks to be resilient during what is currently a bear market. On an OPM basis, the business is highly attractive but NIM is poor. Oppenheimer is trading in line with its peers, who are far more profitable. Read the full article on Seeking Alpha
Seeking Alpha • Feb 08

Oppenheimer Holdings goes ex-dividend tomorrow

Oppenheimer Holdings (NYSE:OPY) had declared $0.15/share quarterly dividend, in line with previous. Payable Feb. 24; for shareholders of record Feb. 10; ex-div Feb. 9. See OPY Dividend Scorecard, Yield Chart, & Dividend Growth.
Analysis Article • Jan 30

Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.15

Oppenheimer Holdings Inc. ( NYSE:OPY ) has announced that it will pay a dividend of $0.15 per share on the 24th of...
Seeking Alpha • Jan 27

Oppenheimer Holdings GAAP EPS of $1.87, revenue of $313.58M

Oppenheimer Holdings press release (NYSE:OPY): Q4 GAAP EPS of $1.87. Revenue of $313.58M (-14.1% Y/Y).
Seeking Alpha • Dec 14

Oppenheimer to launch share repurchase program

The board of Oppenheimer Holdings (NYSE:OPY) has approved a share repurchase program. The company is authorized to purchase up to 543,000 shares of the class A non-voting common stock, representing ~5% of its currently issued and outstanding shares of Class A non-voting common stock. The share repurchase program is expected to continue indefinitely. The shares repurchased will be canceled. Source: Press Release
Seeking Alpha • Nov 08

Oppenheimer Holdings goes ex-dividend tomorrow

Oppenheimer Holdings (NYSE:OPY) had declared $0.15/share quarterly dividend, in line with previous. Payable Nov. 25; for shareholders of record Nov. 11; ex-div Nov. 9. See OPY Dividend Scorecard, Yield Chart, & Dividend Growth.

Shareholder Returns

OPYUS Capital MarketsUS Market
7D4.4%0.6%1.6%
1Y61.5%0.9%21.1%

Return vs Industry: OPY exceeded the US Capital Markets industry which returned 0.9% over the past year.

Return vs Market: OPY exceeded the US Market which returned 21.1% over the past year.

Price Volatility

Is OPY's price volatile compared to industry and market?
OPY volatility
OPY Average Weekly Movement6.9%
Capital Markets Industry Average Movement3.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

Stable Share Price: OPY has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: OPY's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18812,972Rob Lowenthalwww.oppenheimer.com

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.

Oppenheimer Holdings Inc. Fundamentals Summary

How do Oppenheimer Holdings's earnings and revenue compare to its market cap?
OPY fundamental statistics
Market capUS$1.20b
Earnings (TTM)US$97.17m
Revenue (TTM)US$1.63b
12.1x
P/E Ratio
0.7x
P/S Ratio

Is OPY overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OPY income statement (TTM)
RevenueUS$1.63b
Cost of RevenueUS$132.61m
Gross ProfitUS$1.50b
Other ExpensesUS$1.40b
EarningsUS$97.17m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)9.07
Gross Margin91.87%
Net Profit Margin5.96%
Debt/Equity Ratio130.1%

How did OPY perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
8%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/02 21:44
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Oppenheimer Holdings Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hugh MillerMacquarie Research
Brian HollendenSidoti & Company, LLC