Oppenheimer Holdings (OPY) AI Stock Analysis

• Market Cap: $707.89M
• Dividend Yield: 1.03%
• Average Volume (3M): 40.82K
• Price to Earnings (P/E): 9.1
• Beta (1Y): 0.89
• Revenue Growth: 12.52%
• EPS Growth: 16.53%
• Country: US
• Employees: 2,974
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 1.90
• Shares Outstanding: 10,420,884
• 10 Day Avg. Volume: 44,344
• 30 Day Avg. Volume: 40,819
• PEG Ratio: 0.06
• Price to Book (P/B): 0.78
• Price to Sales (P/S): 0.46
• P/FCF Ratio: -5.85
• Enterprise Value/Market Cap: 3.13
• Enterprise Value/Revenue: 1.44
• Enterprise Value/Gross Profit: 2.81
• Enterprise Value/Ebitda: 9.31
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 58 Neutral
• Price Target: $70.00 ▲(0.55% Upside)

Oppenheimer Holdings' overall stock score is primarily influenced by its solid financial performance, despite challenges in cash flow management. The technical analysis indicates a bearish trend, which negatively impacts the score. However, the stock's valuation suggests it is undervalued, providing potential upside for investors.

Oppenheimer Holdings Business Overview & Revenue Model

Company Description

Oppenheimer Holdings Inc. is a diversified financial services company that provides a wide range of investment banking, asset management, and brokerage services. Headquartered in New York City, the company operates primarily through its subsidiary, Oppenheimer & Co. Inc., catering to both individual and institutional clients. Its core products and services include wealth management, financial advisory, equity and fixed income trading, investment research, and public finance.

How the Company Makes Money

Oppenheimer Holdings generates revenue through various key streams, including commissions from trading activities, fees from asset management services, and investment banking fees from advisory services related to mergers and acquisitions, public offerings, and private placements. The company also earns revenue from underwriting securities and providing research to institutional investors. Additionally, Oppenheimer has established strategic partnerships and alliances that enhance its service offerings and client reach, contributing to its overall earnings. Market fluctuations and client transaction volumes significantly impact revenue, particularly in the brokerage and advisory sectors.

Oppenheimer Holdings Financial Statement Overview

Summary

Oppenheimer Holdings demonstrates solid revenue growth and profitability, with a significant reduction in leverage, which strengthens its financial position. However, challenges in cash flow management and modest net profit margins indicate areas for improvement. The company should focus on enhancing cash flow efficiency to ensure long-term financial health.

Income Statement

Oppenheimer Holdings shows a solid revenue growth rate of 3.43% in the TTM, indicating positive momentum. The gross profit margin of 38.99% and net profit margin of 5.50% reflect stable profitability, although the net profit margin is relatively modest. EBIT and EBITDA margins are healthy at 10.12% and 11.95% respectively, suggesting efficient cost management. Overall, the income statement reflects a stable financial performance with room for improvement in net profitability.

Balance Sheet

The company's debt-to-equity ratio has improved to 0.17 in the TTM, indicating a strong reduction in leverage compared to previous years. Return on equity is at 9.58%, showing a decent return on shareholders' investments. The equity ratio stands at 24.10%, suggesting a balanced capital structure. While the reduction in debt is a positive sign, the overall equity position could be stronger.

Cash Flow

Oppenheimer Holdings faces challenges with negative operating and free cash flows in the TTM, reflecting cash management issues. The free cash flow growth rate is significantly negative, and the operating cash flow to net income ratio is -0.28, indicating inefficiencies in converting income to cash. The free cash flow to net income ratio is also negative, highlighting potential liquidity concerns. Improvement in cash flow management is necessary for financial stability.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.54B	1.43B	1.25B	1.11B	1.39B	1.20B
Gross Profit	788.72M	468.04M	441.50M	344.55M	484.89M	404.69M
EBITDA	238.24M	231.03M	152.57M	103.81M	268.62M	217.97M
Net Income	84.77M	71.56M	30.18M	32.35M	158.96M	122.99M
Balance Sheet
Total Assets	3.82B	3.38B	2.87B	2.71B	3.04B	2.71B
Cash, Cash Equivalents and Short-Term Investments	38.29M	33.15M	28.84M	112.43M	213.76M	35.42M
Total Debt	158.83M	687.59M	945.32M	457.01M	662.91M	741.66M
Total Liabilities	2.90B	2.53B	2.09B	1.89B	2.09B	2.03B
Stockholders Equity	920.27M	850.39M	789.17M	794.23M	823.20M	685.67M
Cash Flow
Free Cash Flow	-48.19M	-113.32M	-35.87M	48.18M	219.52M	-58.59M
Operating Cash Flow	-43.81M	-108.17M	-18.81M	64.49M	227.79M	-54.06M
Investing Cash Flow	122.16M	-3.84M	-15.56M	-14.14M	-6.27M	-3.94M
Financing Cash Flow	-72.30M	116.32M	-74.76M	-253.91M	84.58M	13.87M

Oppenheimer Holdings Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 69.62
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OPY, the sentiment is Negative. The current price of 69.62 is above the 20-day moving average (MA) of 68.44, below the 50-day MA of 71.79, and above the 200-day MA of 66.31, indicating a neutral trend. The MACD of -0.99 indicates Negative momentum. The RSI at 43.40 is Neutral, neither overbought nor oversold. The STOCH value of 18.85 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OPY.

Oppenheimer Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EVR	76 Outperform	$11.86B	24.45	31.39%	1.12%	27.00%	63.47%
SF	76 Outperform	$12.40B	21.50	11.73%	1.51%	7.54%	2.73%
LPLA	70 Outperform	$29.89B	34.37	21.32%	0.32%	35.19%	-18.62%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
PJT	61 Neutral	$8.10B	25.63	91.85%	0.61%	23.16%	64.04%
OPY	58 Neutral	$707.89M	9.10	9.64%	1.03%	12.52%	16.53%
JEF	49 Neutral	$11.24B	18.78	6.29%	2.84%	-5.41%	25.28%

Oppenheimer Holdings Corporate Events

Oppenheimer Holdings Reports Q3 2025 Financial Results

On November 3, 2025, Oppenheimer Holdings Inc. released a presentation to investors highlighting its financial performance for the third quarter of 2025. The company reported a net income of $21.7 million and revenue of $424.4 million, driven by strong equity underwriting volumes and increased advisory fees. Despite the rise in revenue, net income saw a decline compared to the previous year due to higher compensation and non-compensation expenses. The company achieved record highs in stockholders’ equity, book value, and tangible book value per share, reflecting positive earnings and market performance.

The most recent analyst rating on (OPY) stock is a Hold with a $76.00 price target. To see the full list of analyst forecasts on Oppenheimer Holdings stock, see the OPY Stock Forecast page.

Oppenheimer Holdings Reports Q3 2025 Earnings with Revenue Growth

Oppenheimer Holdings Inc. announced its third quarter 2025 earnings, reporting a net income of $21.7 million, or $2.06 per share, down from $24.5 million, or $2.38 per share, in the same period last year. The decrease in net income was primarily due to higher pre-tax compensation expenses related to liability-based awards, driven by an increase in the company’s share price. Despite this, the company experienced a 13.7% increase in revenue, reaching $424.4 million compared to $373.4 million in the third quarter of 2024, indicating strong operational performance.

The most recent analyst rating on (OPY) stock is a Hold with a $74.00 price target. To see the full list of analyst forecasts on Oppenheimer Holdings stock, see the OPY Stock Forecast page.

Oppenheimer Holdings Reports Q3 2025 Earnings Amid Market Optimism

Oppenheimer Holdings Inc. reported a net income of $21.7 million for the third quarter of 2025, a decrease from the previous year, despite a 13.7% increase in revenue driven by strong investment banking performance and record highs in assets under management. The company’s results were impacted by higher compensation expenses due to an increase in share price, but the favorable market conditions and Federal Reserve’s rate cuts contributed to positive investment banking and wealth management outcomes.

The most recent analyst rating on (OPY) stock is a Hold with a $74.00 price target. To see the full list of analyst forecasts on Oppenheimer Holdings stock, see the OPY Stock Forecast page.

Oppenheimer Holdings Reports Strong Q2 2025 Earnings

Oppenheimer Holdings Inc. reported a significant increase in its second quarter 2025 earnings, with net income rising to $21.7 million, or $2.06 per share, compared to $10.3 million, or $0.99 per share, in the same period last year. Revenue also saw a 12.9% increase, reaching $373.2 million. The company’s improved financial performance highlights the effectiveness of its strategic investments and the strength of its business operations, positioning it favorably in the competitive financial services market.

Oppenheimer Holdings Reports Strong Q2 2025 Financial Performance

On August 4, 2025, Oppenheimer Holdings Inc. released a presentation to investors highlighting their financial performance for the second quarter of 2025. The company reported a significant increase in revenue, primarily driven by higher investment banking activities and advisory fees. Net income more than doubled compared to the previous year, reaching $21.7 million, with total revenue rising to $373.2 million. The effective tax rate decreased, and both compensation and non-compensation expenses saw an increase. The company’s stockholders’ equity, book value, and tangible book value per share reached new highs, reflecting positive earnings. The announcement underscores Oppenheimer’s strong market position and growth in assets under administration and management.