The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Despite an average stock market performance, the company shows 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
85 / 116
Overall Ranking
348 / 4618
Industry
Investment Banking & Investment Services
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
0
analysts
--
Current Rating
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Target Price
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Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Oppenheimer Holdings Inc Highlights
StrengthsRisks
Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer. The Company is engaged in a range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, market-making, trust services and investment advisory and asset management services. The Company’s segments include Private Client, Asset Management and Capital Markets. The Company has approximately 90 retail branch offices in the United States and institutional businesses located in London, Tel Aviv, and Hong Kong. Its private client services include full-service brokerage, wealth planning and margin lending. The Company's asset management services include separately managed accounts, mutual fund managed accounts, discretionary advisory accounts, non-discretionary advisory accounts, alternative investments, portfolio enhancement program and others.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 29.43% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 1.40B.
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 0.82, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 4.08M shares, increasing 1.73% quarter-over-quarter.
Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer. The Company is engaged in a range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, market-making, trust services and investment advisory and asset management services. The Company’s segments include Private Client, Asset Management and Capital Markets. The Company has approximately 90 retail branch offices in the United States and institutional businesses located in London, Tel Aviv, and Hong Kong. Its private client services include full-service brokerage, wealth planning and margin lending. The Company's asset management services include separately managed accounts, mutual fund managed accounts, discretionary advisory accounts, non-discretionary advisory accounts, alternative investments, portfolio enhancement program and others.