Oppenheimer Holdings (OPY) AI Stock Analysis

• Market Cap: $796.36M
• Dividend Yield: 0.94%
• Average Volume (3M): 51.23K
• Price to Earnings (P/E): 9.9
• Beta (1Y): 0.90
• Revenue Growth: 13.84%
• EPS Growth: 42.61%
• Country: US
• Employees: 2,974
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 1.91
• Shares Outstanding: 10,420,884
• 10 Day Avg. Volume: 57,386
• 30 Day Avg. Volume: 51,228
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 2.59
• Enterprise Value/Revenue: 1.39
• Enterprise Value/Gross Profit: 2.83
• Enterprise Value/Ebitda: 8.16
• 1Y Price Target: $77.00
• Price Target Upside: 0.55% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 70 Outperform
• Price Target: $77.00 ▲(0.55% Upside)

Oppenheimer Holdings' overall stock score is driven by strong corporate events and attractive valuation. The company's financial performance is solid, but cash flow management needs improvement. Technical analysis indicates mixed signals, with potential for a rebound given the oversold stochastic indicator.

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 a strong financial position with improving profitability and reduced leverage. The income statement shows positive growth trends, while the balance sheet reflects financial stability. However, cash flow management remains a concern, with negative free cash flow growth indicating potential liquidity challenges.

Income Statement

Oppenheimer Holdings shows a solid performance in its income statement with a consistent revenue growth rate, reaching 2.94% in TTM. The gross profit margin improved significantly to 48.93% in TTM, indicating better cost management. The net profit margin also increased to 5.88%, reflecting improved profitability. However, the EBIT and EBITDA margins, while stable, suggest room for operational efficiency improvements.

Balance Sheet

The balance sheet reflects a strong equity position with a debt-to-equity ratio decreasing to 0.18 in TTM, indicating reduced leverage and financial risk. Return on equity improved to 10.13%, showcasing effective use of equity to generate profits. The equity ratio remains stable, suggesting a balanced asset structure. However, the company should continue to monitor its debt levels to maintain financial stability.

Cash Flow

Cash flow analysis reveals challenges with negative free cash flow growth of -125.21% in TTM, indicating potential liquidity issues. The operating cash flow to net income ratio improved to 0.52, showing better cash generation relative to net income. However, the free cash flow to net income ratio of 0.94 suggests that cash flow management needs attention to support future growth.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.49B	1.43B	1.25B	1.11B	1.39B	1.20B
Gross Profit	729.02M	468.04M	441.50M	344.55M	484.89M	404.69M
EBITDA	252.99M	231.03M	152.57M	103.81M	268.62M	217.97M
Net Income	87.57M	71.56M	30.18M	32.35M	158.96M	122.99M
Balance Sheet
Total Assets	3.69B	3.38B	2.87B	2.71B	3.04B	2.71B
Cash, Cash Equivalents and Short-Term Investments	37.62M	33.15M	28.84M	112.43M	213.76M	35.42M
Total Debt	165.85M	687.59M	945.32M	457.01M	662.91M	741.66M
Total Liabilities	2.79B	2.53B	2.09B	1.89B	2.09B	2.03B
Stockholders Equity	896.86M	850.39M	789.17M	794.23M	823.20M	685.67M
Cash Flow
Free Cash Flow	80.98M	-113.32M	-35.87M	48.18M	219.52M	-58.59M
Operating Cash Flow	86.15M	-108.17M	-18.81M	64.49M	227.79M	-54.06M
Investing Cash Flow	-182.14M	-3.84M	-15.56M	-14.14M	-6.27M	-3.94M
Financing Cash Flow	-41.13M	116.32M	-74.76M	-253.91M	84.58M	13.87M

Oppenheimer Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 76.58
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OPY, the sentiment is Positive. The current price of 76.58 is above the 20-day moving average (MA) of 75.36, above the 50-day MA of 73.48, and above the 200-day MA of 65.48, indicating a bullish trend. The MACD of 1.51 indicates Positive momentum. The RSI at 55.43 is Neutral, neither overbought nor oversold. The STOCH value of 29.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OPY.

Oppenheimer Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MC	80 Outperform	5.84B	28.28	38.39%	3.52%	42.85%	1398.33%
SF	77 Outperform	11.72B	21.64	12.86%	1.57%	8.76%	10.32%
PIPR	73 Outperform	6.21B	29.35	14.75%	1.61%	10.46%	50.47%
OPY	70 Outperform	$796.36M	9.87	10.25%	0.94%	13.84%	42.61%
SNEX	69 Neutral	4.88B	16.96	15.26%	―	53.19%	23.89%
JEF	68 Neutral	13.76B	24.99	7.32%	2.32%	1.00%	46.98%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

Oppenheimer Holdings Corporate Events

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.