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Oppenheimer Holdings Inc

OPY

67.080USD

-2.680-3.84%

Close 11/03, 16:00（ET）Quotes delayed by 15 min

705.72MMarket Cap

8.33P/E TTM



Oppenheimer Holdings Inc

67.080

-2.680-3.84%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Oppenheimer Holdings Inc

Currency: USD Updated: 2025-10-31

Key Insights

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

Target Price

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.

Held by Chuck Royce

Star Investor Chuck Royce holds 95.28K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.06.

Financial Health

Currency: USD Updated: 2025-10-31

The company's current financial score is 6.33, which is lower than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 366.14M, representing a year-over-year increase of 13.07%, while its net profit experienced a year-over-year increase of 111.12%.

Score

Industry at a Glance

Previous score

6.33

Change



Financials

5.41

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.43

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

5.61

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.77

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.42

Key Metrics

Free cash flow

No Data

Oppenheimer Holdings Inc's Company Valuation

Currency: USD Updated: 2025-10-31

The company’s current valuation score is 8.82, which is higher than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 8.31, which is 109.76% below the recent high of 17.42 and 17.33% above the recent low of 6.87.

Score

Industry at a Glance

Previous score

8.82

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 85/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-31

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.28.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-31

The company’s current price momentum score is 7.21, which is higher than the Investment Banking & Investment Services industry's average of 7.18. Sideways: Currently, the stock price is trading between the resistance level at 74.57 and the support level at 65.50, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.23

Change

-0.02

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(2)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

0.579

Neutral

RSI(14)

47.980

Neutral

STOCH(KDJ)(9,3,3)

42.434

Sell

ATR(14)

2.322

Low Volatility

CCI(14)

205.620

Overbought

Williams %R

59.096

Sell

TRIX(12,20)

-0.262

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(5)

Neutral(0)

Buy(1)

Indicators

Value

Direction

MA5

69.364

Sell

MA10

69.159

Sell

MA20

69.002

Sell

MA50

72.298

Sell

MA100

70.667

Sell

MA200

66.601

Buy

Institutional Confidence

Currency: USD Updated: 2025-10-31

The company’s current institutional recognition score is 3.00, which is lower than the Investment Banking & Investment Services industry's average of 5.82. The latest institutional shareholding proportion is 39.16%, representing a quarter-over-quarter decrease of 50.94%. The largest institutional shareholder is The Vanguard, holding a total of 415.69K shares, representing 3.99% of shares outstanding, with 6.83% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Lowenthal (Albert G)

3.33M

+0.01%

Propp (Morris)

892.44K

JB Capital Partners, L.P.

503.95K

Dimensional Fund Advisors, L.P.

490.31K

+0.33%

The Vanguard Group, Inc.

Star Investors

415.69K

+6.20%

Greenwich Wealth Management LLC

305.70K

American Century Investment Management, Inc.

255.07K

+12.17%

RBF Capital, LLC

165.00K

BlackRock Institutional Trust Company, N.A.

146.22K

+1.05%

Lowenthal (Robert S)

98.33K

+0.06%

Risk Assessment

Currency: USD Updated: 2025-10-31

The company’s current risk assessment score is 6.78, which is lower than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.21. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.