Skip to content
StockMarketAgent
Financials / Capital MarketsUpdated 2026-05-10 22:07 UTC

OPY stock hub

Oppenheimer Holdings Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

OPYis not in this month’s coverageGet our monthly research letter — no spam
Fair value midpoint
n/a
Fair value pending
Upside to midpoint
n/a
Based on latest report
Confidence
n/a
Data quality and model convergence
Market cap
1B
NYSE
Market data

Live price

Current market quote for this ticker.

Current price
OPY
In the news

Latest news · OPY

Recent company headlines from major financial publishers.

Loading
Fetching the latest headlines.
Loading
Fetching the latest headlines.
Loading
Fetching the latest headlines.
Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming
DateLoading
Window
EPS estimate
Revenue estimate
Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/En/a
P25 8.8P50 10.4P75 13.1
Trailing P/E11
P25 10.9P50 14.7P75 36.2
ROE10.5
P25 4.9P50 10.4P75 15
ROIC10.8
P25 -1.3P50 6.6P75 12.7
Benchmarks - 1M
S&P 500n/a
Nasdaq Compositen/a
Dow Jones Industrial Averagen/a
Russell 2000n/a
Indicator catalog

All OPY market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields
231
Groups with data
11
Currency
USD
Showing 231 of 231 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

24
MetricValue
Cik
0000791963
Company name
Oppenheimer Holdings Inc.
Country
United States
Country code
US
Cusip
683797104
Employees
2,947
Employees Change
-71%
Employees Change Percent
-2.35
Enterprise value
$1.1B
Exchange
NYSE
Financial currency
USD
First seen
2026-05-09
Industry
Capital Markets
Isin
US6837971042
Last refreshed
2026-05-10
Market cap
$1B
Market cap category
Small-Cap
Price
$95.6
Price currency
USD
Rev Per Employee
553,610.45x
Sector
Financials
Sic
6211
Symbol
OPY
Website
https://www.oppenheimer.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

11
MetricValue
Earnings Yield
9.49%
EV Earnings
11.6x
EV/FCF
12.95x
EV/Sales
0.69x
FCF yield
8.5%
P/B ratio
1.07x
P/E ratio
11.04x
P/S ratio
0.63x
PE Ratio10 Y
8.11x
PE Ratio3 Y
9.4x
PE Ratio5 Y
8.14x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

18
MetricValue
FCF margin
5.33%
Gross margin
91.87%
Gross Profit
$1.5B
Net Income
$97.2M
Net Income Growth
27.59%
Net Income Growth Years
2%
Net Income Growth3 Y
37.14%
Net Income Growth5 Y
-8.78%
Pretax Margin
8.75%
Profit Margin
5.96%
Profit Per Employee
$32,973
Profitable Years
9
ROA
2.62
Roa5y
2.83
ROE
10.53
Roe5y
10.3
ROIC
10.81
Roic5y
10.92

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

23
MetricValue
Cagr10y
24.23%
Cagr15y
11.17%
Cagr1y
63.47%
Cagr20y
8.9%
Cagr3y
39.71%
Cagr5y
15.77%
Div CAGR10
14.74%
Div CAGR3
42.6%
Div CAGR5
3.29%
EPS Growth
28.54
EPS Growth Years
3
EPS Growth3 Y
41.11
EPS Growth5 Y
-5.79
FCF Growth3 Y
-8.39%
FCF Growth5 Y
-14.47%
OCF Growth3 Y
-11.49%
OCF Growth5 Y
-14.16%
Revenue Growth
20.11x
Revenue Growth Q
23.09x
Revenue Growth Quarters
9x
Revenue Growth Years
3x
Revenue Growth3 Y
12.95x
Revenue Growth5 Y
4.24x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

15
MetricValue
Asset Turnover
$0.44
Assets
$3.8B
Cash
$1.3B
Debt
$1.4B
Debt Equity
$1.45
Debt FCF
$16.14
Equity
$965.6M
Liabilities
$2.8B
Net Cash
$-103.3M
Net Cash By Market Cap
$-10.09
Net Debt Equity
$0.11
Net Debt FCF
$1.19
Tangible Book Value
$773.9M
Tangible Book Value Per Share
$72.28
WACC
4.52

Liquidity

Current-asset coverage and working-capital efficiency metrics.

4
MetricValue
Current ratio
1.26
Quick ratio
1.18
Working Capital
$696.6M
Working Capital Turnover
$2.44

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

10
MetricValue
Buyback Yield
0.66%
Dividend Growth
141.67%
Dividend Growth Years
2%
Dividend per share
$0.72
Dividend Years
34
Dividend Yield
0.75%
Ex Div Date
2026-05-15
Last Dividend
$0.2
Payout Frequency
Quarterly
Payout Ratio
20.09%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

39
MetricValue
10Y total return
775.08%
1Y total return
63.41%
200-day SMA
79.71
3Y total return
172.76%
50-day SMA
96.33
50-day SMA vs 200-day SMA
50over200
5Y total return
107.98%
All Time High
118.8
All Time High Change
-19.51%
All Time High Date
2026-04-22
All Time Low
0.45
All Time Low Change
21,172.81%
All Time Low Date
1987-12-01
ATR
4.94
Beta
1.18
Beta1y
1
Beta2y
0.94
Ch YTD
32.25
High
97.01
High52
118.8
High52 Date
2026-04-22
High52ch
-19.51%
Low
94.25
Low52
59.7
Low52 Date
2025-05-08
Low52ch
60.13%
Ma50ch
-0.75%
Price vs 200-day SMA
19.93%
RSI
41.24
RSI Monthly
65.44
RSI Weekly
56.73
Sharpe ratio
1.47x
Sortino ratio
2.48
Total Return
1.41%
Tr YTD
32.52
Tr15y
389.68%
Tr1m
-0.46%
Tr1w
-10.5%
Tr3m
3.59%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

6
MetricValue
Operating Income
$366.8M
Operating Income Growth
52.98
Operating Income Growth Q
17.74
Operating Income Growth3 Y
20.14
Operating Income Growth5 Y
4.08
Operating margin
22.48

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

11
MetricValue
Float
6,071,155%
Float Percent
56.7%
Net Borrowing
-71,600,000
Shares Insiders
39.03%
Shares Institutions
38.25%
Shares Out
10,707,255
Shares Qo Q
-7.1%
Shares Yo Y
-0.66%
Short Float
0.56%
Short Ratio
0.61
Short Shares
0.32

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

70
MetricValue
Adjusted FCF
$29.3M
Average Volume
79,363.05x
Bv Per Share
88.95
CAPEX
$-3.5M
Ch10y
590.8
Ch15y
244.6
Ch1m
-0.46
Ch1w
-10.5
Ch1y
59.63
Ch20y
257.7
Ch3m
3.37
Ch3y
158.9
Ch5y
87.64
Ch6m
40.73
Change
0.6%
Change From Open
-0.01
Close
95.03
Days Gap
0.61
Dollar Volume
2,376,233.6
Earnings Date
2026-05-01
Earnings Time
bmo
EPS
$8.66
F Score
5
FCF
$87M
FCF EV Yield
7.72x
FCF Per Share
$8.13
Financing CF
-92,125,000
Fiscal Year End
December
Founded
1,881
Goodwill
143,607,000
Graham Number
131.65842
Graham Upside
37.72
Income Tax
$46.1M
Investing CF
-480,000
Is Primary Listing
1
Is Spac
No
Last Earnings Date
2026-05-01
Last Report Date
2026-03-31
Last Split Type
Never
Last10k Filing Date
2026-02-26
Lynch Fair Value
$43.31
Lynch Upside
-54.7
Ma150
81.69
Ma150ch
17.02%
Ma20
107.8
Ma20ch
-11.35%
Net CF
-2,095,000
Next Earnings Date
2026-07-31
Open
95.61
Optionable
Yes
P FCF Ratio
11.77
P OCF Ratio
11.31
Payment Date
2026-05-29
Position In Range
48.91
Post Close
95.6
Postmarket Change Percent
-0.25
Postmarket Price
$95.37
Ppne
143,598,000
Price Date
2026-05-08
Ptbv Ratio
1.32
Relative Volume
0.31x
Revenue
1,631,490,000x
SBC By Revenue
3.54x
Share Based Comp
57,726,000
Tax By Revenue
2.82x
Tax Rate
32.27%
Tr20y
450.43%
Tr6m
43.29%
Us State
New York
Volume
24,856
Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate
n/a
Named kill scenarios are reviewed before any bullish rating can stand.
Moat score
n/a
Business quality stays separate from stock attractiveness.
Forward P/E
n/a
Valuation uses the full report model stack, not a single multiple.
Next action
Research pending
Final action steps are kept in the recommendation tab.
Income

OPY dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield
+0.8%
$0.72 annual per share
Payout ratio
+20.1%
Share of earnings returned as dividends. Below 60% is generally sustainable.
5Y dividend CAGR
+3.3%
2 consecutive years of growth
Total shareholder yield
+1.4%
Next ex-dividend date: 2026-05-15
Performance

OPY stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

1Y total return
+63.4%
S&P 500 1Y: n/a
3Y total return
+172.8%
S&P 500 3Y: n/a
5Y total return
+108.0%
S&P 500 5Y: n/a
10Y total return
+775.1%
S&P 500 10Y: n/a
Ownership

Who owns OPY?

Insider, institutional, and short-interest positioning.

Institutional ownership
+38.3%
Float: +56.7% of shares outstanding
Insider ownership
+39.0%
Stake held by company insiders. Higher generally signals alignment.
Short interest
+0.6%
0.6 days to cover
Y/Y dilution
-0.7%
Negative means the company is buying back shares.
Technical

OPY momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)
41.2
Neutral momentum band
Price vs 200-day MA
+19.9%
50/200-day relationship not available
Beta (5Y)
1.18
Moves roughly with the market
Sharpe ratio
1.47
Risk-adjusted return — higher is better; >1.0 is solid.
Peers

OPY vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

TickerNameMarket capP/EP/SROIC5Y rev CAGR1Y total returnRating
AXPAmerican Express Company215.6B19.7x3.1x11.5%+15.5%+15.6%घटाएँ
BACBank of America Corporation364.1B12.7x3.3x+6.3%+28.2%घटाएँ
BKThe Bank of New York Mellon Corporation89.6B16.2x4.3x+6.0%+58.4%घटाएँ
Questions

About OPY

Hub-level FAQ points readers to the deeper analysis pages.

What is the current OPY stock rating?

Oppenheimer Holdings Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full OPY analysis?

The full report lives at /stocks/OPY/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for OPY?

The latest report frames OPY around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the OPY page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.