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Oppenheimer Holdings Inc

OPY

92.480USD

+2.015+2.23%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

972.94MMarket Cap

6.55P/E TTM



Oppenheimer Holdings Inc

92.480

+2.015+2.23%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

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: 2026-02-06

Key Insights

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.

Held by Paul Tudor Jones

Star Investor Paul Tudor Jones holds 28.81K shares of this stock.

Lower Market Activity

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

Analyst Rating

Based on 0 analysts

Current Rating

0.000

Target Price

0.00%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Oppenheimer Holdings Inc is 6.73, ranking 64 out of 118 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 466.43M, representing a year-over-year increase of 26.91%, while its net profit experienced a year-over-year increase of 593.09%.

Score

Industry at a Glance

Previous score

6.73

Change



Financials

7.41

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

7.18

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

4.42

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

6.20

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.45

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Oppenheimer Holdings Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Oppenheimer Holdings Inc is 8.82, ranking 6 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 6.54, which is 166.23% below the recent high of 17.42 and 6.37% above the recent low of 6.13.

Score

Industry at a Glance

Previous score

8.82

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 75/118

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

No earnings forecast score is currently available for Oppenheimer Holdings Inc. The Investment Banking & Investment Services industry's average is 7.33.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of Oppenheimer Holdings Inc is 9.78, ranking 1 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 99.51 and the support level at 79.10, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.74

Change

0.04

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(1)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MACD(12,26,9)

2.686

Buy

RSI(14)

75.032

Buy

STOCH(KDJ)(9,3,3)

91.487

Overbought

ATR(14)

3.817

High Vlolatility

CCI(14)

128.471

Buy

Williams %R

3.740

Overbought

TRIX(12,20)

0.692

Sell

StochRSI(14)

79.948

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

89.890

Buy

MA10

83.729

Buy

MA20

80.620

Buy

MA50

74.949

Buy

MA100

72.279

Buy

MA200

69.856

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Oppenheimer Holdings Inc is 3.00, ranking 73 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 39.35%, representing a quarter-over-quarter decrease of 0.23%. The largest institutional shareholder is The Vanguard, holding a total of 437.94K shares, representing 4.18% of shares outstanding, with 11.23% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

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.

493.22K

+0.59%

The Vanguard Group, Inc.

Star Investors

426.03K

+2.49%

American Century Investment Management, Inc.

299.21K

+17.31%

RBF Capital, LLC

165.00K

BlackRock Institutional Trust Company, N.A.

147.40K

+0.81%

Lowenthal (Robert S)

98.33K

+0.06%

Greenwich Wealth Management LLC

125.02K

-59.10%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Oppenheimer Holdings Inc is 6.66, ranking 75 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.17. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.