Oppenheimer Holdings Inc's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 75 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.In the medium term, the stock price is expected to trend up.The company has been performing strongly in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Oppenheimer Holdings Inc's Score
Industry at a Glance
Industry Ranking
75 / 118
Overall Ranking
299 / 4521
Industry
Investment Banking & Investment Services
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
Oppenheimer Holdings Inc Highlights
StrengthsRisks
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 31.57% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 1.61B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 9.57%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 9.57%.
Overvalued
The company’s latest PB is 1.06, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 4.13M shares, decreasing 2.01% quarter-over-quarter.
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.