Stock Evaluator: Oppenheimer Holdings Inc. (OPY)

Oppenheimer Holdings Inc. OPY

$106.64 -4.06 -3.67%
July 31, 2026 4:00:02 PM EST November 10, 2021 Volume: 211,642
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

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COMPANY SUMMARY
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also 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. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.

Commentary & Analysis


Financial Summary

Share Statistics OPY Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $1,141.9 $2,836.7 47%
Shares Out (Mil) 10.6 74.1 21%
Institutional Ownership 50.8% 79.1% 36%
Float (Mil) 6.1 69.7 14%
Beta 1.18 0.94 69%
Avg Daily Volume (000s) 133 445 39%
Price Change
(52-week)
40.8% 72.7% 75%
Growth OPY Industry
Median
Percentile
(All Stocks)
Sales (5yr) 5.6% 7.7% 39%
Net Income (5yr) 3.8% 8.9% 45%
EPS (5yr) 7.0% 9.6% 41
Dividends (5yr) 8.4% 1.3% 74%
Cash Flow (5yr) 16.5% 0.9% 76%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates na na na
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Year/Year Chg na na na
Financials OPY Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $1,632 $871 57%
Net Income (TTM) (Mil) $97 $85 61%
EPS (TTM) $9.213 $1.000 94%
Operating Cash Flow (TTM) (Mil) $91 $64 52%
Net Cash Flow (TTM) (Mil) ($2) $25 38%
Long-Term Debt (Q1) (Mil) $115 $209 45%
Enterprise Value (Q1) (Mil) na $1,297 na
Valuation OPY Industry
Median
Percentile
(All Stocks)
P/B 1.20 2.69 30%
P/E 12.3 19.1 25%
Dividend Yield 0.8% 0.9% 65%
PEG (5yr hist) 1.8 1.4 64%
Ratios OPY Industry
Median
Percentile
(All Stocks)
Gross Margin 91.9% 75.0% 94%
Net Margin 6.0% 15.8% 52%
ROA 2.6% 2.1% 59%
ROE 10.7% 13.4% 60%
Liabilities to Assets 74.7% 59.1% 70%
F-Score 7 5 84%

Passing Stock Screens

As of 7/31/2026, from a list of 60 stock screening strategies, OPY meetings the criteria of 1 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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