OPY Stock Overview
Operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
My Notes
Capture your thoughts, links and company narrative
Oppenheimer Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$67.91 |
| 52 Week High | US$73.12 |
| 52 Week Low | US$36.93 |
| Beta | 1.13 |
| 1 Month Change | 6.78% |
| 3 Month Change | 10.12% |
| 1 Year Change | 75.16% |
| 3 Year Change | 58.15% |
| 5 Year Change | 151.15% |
| Change since IPO | 965.25% |
Recent News & Updates
Oppenheimer: Solid Topline Performance And Multiple, But Comp Expense Caps Profit Growth
Feb 06Oppenheimer Holdings Inc.'s (NYSE:OPY) Price Is Right But Growth Is Lacking After Shares Rocket 29%
Nov 07
Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.18
Oct 28Recent updates
Oppenheimer: Solid Topline Performance And Multiple, But Comp Expense Caps Profit Growth
Feb 06Oppenheimer Holdings Inc.'s (NYSE:OPY) Price Is Right But Growth Is Lacking After Shares Rocket 29%
Nov 07Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.18
Oct 28Oppenheimer Holdings: Mid-Market Prevailing In Capital Markets, Solid All Around
Oct 26Oppenheimer Holdings Inc. (NYSE:OPY) Looks Inexpensive But Perhaps Not Attractive Enough
Jul 26Oppenheimer: Capital Markets' Outsized Impact On Income
Jun 07Shareholders May Be Wary Of Increasing Oppenheimer Holdings Inc.'s (NYSE:OPY) CEO Compensation Package
Apr 30Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15
Apr 29Oppenheimer Holdings (NYSE:OPY) Is Paying Out A Dividend Of $0.15
Feb 01Oppenheimer: Old Wall Street Firm To Benefit From M&A Growth And Sector Bullishness
Jan 29Oppenheimer: Higher Rates Save Growth, Buyback Activity
Nov 28Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15
Oct 30Oppenheimer: An Overvalued Asset Manager With Net Loss In Q2, Downgraded To Hold
Sep 05Oppenheimer Holdings (NYSE:OPY) Has Affirmed Its Dividend Of $0.15
Jul 31Oppenheimer: Resilient Investment Bank Priced Correctly
Jul 11Oppenheimer Holdings goes ex-dividend tomorrow
Feb 08Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.15
Jan 30Oppenheimer Holdings GAAP EPS of $1.87, revenue of $313.58M
Jan 27Oppenheimer to launch share repurchase program
Dec 14Oppenheimer Holdings goes ex-dividend tomorrow
Nov 08Oppenheimer Holdings (NYSE:OPY) Has Announced A Dividend Of $0.15
Oct 31Oppenheimer Holdings GAAP EPS of $0.37, revenue of $294.1M
Oct 28Oppenheimer Holdings goes ex-dividend tomorrow
Aug 10Oppenheimer Holdings (NYSE:OPY) Is Due To Pay A Dividend Of $0.15
Aug 01Oppenheimer announces buyback program for 536.5K class A shares
Jul 29Oppenheimer Holdings: Very Cheap Valuations, Share Buybacks
Feb 07Oppenheimer: Record EPS, 4x P/E Plus Rising Dividends, Legacy Brand Name
Jan 18Oppenheimer: Silently Overperforming And Eternally Underfollowed
Oct 01Oppenheimer Holdings (NYSE:OPY) Is Paying Out A Larger Dividend Than Last Year
Aug 05Increases to Oppenheimer Holdings Inc.'s (NYSE:OPY) CEO Compensation Might Cool off for now
May 04Oppenheimer Holdings reports Q1 results
Apr 30Shareholder Returns
| OPY | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -6.4% | -0.8% | 0.6% |
| 1Y | 75.2% | 41.9% | 22.4% |
Return vs Industry: OPY exceeded the US Capital Markets industry which returned 41.9% over the past year.
Return vs Market: OPY exceeded the US Market which returned 22.4% over the past year.
Price Volatility
| OPY volatility | |
|---|---|
| OPY Average Weekly Movement | 4.3% |
| Capital Markets Industry Average Movement | 4.2% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 18.8% |
| 10% least volatile stocks in US Market | 3.2% |
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 (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1881 | 2,972 | Bud Lowenthal | www.oppenheimer.com |
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering 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 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
| OPY fundamental statistics | |
|---|---|
| Market cap | US$692.20m |
| Earnings (TTM) | US$71.56m |
| Revenue (TTM) | US$1.34b |
9.8x
P/E Ratio0.5x
P/S RatioIs OPY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| OPY income statement (TTM) | |
|---|---|
| Revenue | US$1.34b |
| Cost of Revenue | US$127.00m |
| Gross Profit | US$1.22b |
| Other Expenses | US$1.15b |
| Earnings | US$71.56m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.93 |
| Gross Margin | 90.55% |
| Net Profit Margin | 5.32% |
| Debt/Equity Ratio | 149.4% |
How did OPY perform over the long term?
See historical performance and comparisonDividends
1.1%
Current Dividend Yield10%
Payout RatioDoes OPY pay a reliable dividends?
See OPY dividend history and benchmarks| Oppenheimer Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Feb 14 2025 |
| Dividend Pay Date | Feb 28 2025 |
| Days until Ex dividend | 7 days |
| Days until Dividend pay date | 21 days |
Does OPY pay a reliable dividends?
See OPY dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/06 00:49 |
| End of Day Share Price | 2025/02/06 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 3 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.
| Analyst | Institution |
|---|---|
| Hugh Miller | Macquarie Research |
| Brian Hollenden | Sidoti & Company, LLC |
| Kunal Patil | Virtua Research Inc. |