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Oppenheimer Holdings
(NYSE:OPY)
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Rating:67Neutral
Price Target:
$116.00
â–²(0.19% Upside)
Action:Reiterated
Date:08/03/26
OPY scores as moderately attractive. The largest driver is decent financial performance with strong current-period cash generation, but elevated leverage and profitability/cash-flow volatility temper the outlook. Valuation is a clear positive (low P/E with a dividend), while technicals are mixed—weak short-term relative to the 20-day average but still supported by longer-term moving averages.
Positive Factors
Diversified full-service platform
A broad platform serving individuals, institutions, and corporate clients diversifies revenue across advisory, transaction, financing, and asset-based services. This mix can support client retention and recurring activity while allowing Oppenheimer to participate in multiple capital-markets and wealth-management opportunities.
Negative Factors
Higher balance-sheet leverage
The sharp increase in leverage reduces financial flexibility and raises the importance of maintaining stable earnings and liquidity. A more leveraged balance sheet can constrain capital allocation, increase sensitivity to operating volatility, and leave less capacity to absorb weaker market or client activity.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified full-service platform
A broad platform serving individuals, institutions, and corporate clients diversifies revenue across advisory, transaction, financing, and asset-based services. This mix can support client retention and recurring activity while allowing Oppenheimer to participate in multiple capital-markets and wealth-management opportunities.
Read all positive factors
Oppenheimer Holdings Key Performance Indicators (KPIs)
Any
Assets Under Management
Captures the value of assets the firm actively manages on behalf of clients, which directly produces management fees and reflects investment performance and client trust. Growing AUM supports recurring revenue and margin improvement; large outflows can quickly reduce fee income and hurt profitability.
Captures the value of assets the firm actively manages on behalf of clients, which directly produces management fees and reflects investment performance and client trust. Growing AUM supports recurring revenue and margin improvement; large outflows can quickly reduce fee income and hurt profitability.
Data provided by:
The Fly
The FlyOppenheimer Holdings (OPY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.27B
Dividend Yield1.56%
Average Volume (3M)108.52K
Price to Earnings (P/E)11.6
Beta (1Y)0.93
Revenue Growth20.97%
EPS Growth16.24%
CountryUS
Employees3,062
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)9.76
Shares Outstanding10,608,340
10 Day Avg. Volume93,350
30 Day Avg. Volume108,521
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)0.77
Price to Sales (P/S)0.46
P/FCF Ratio4.14
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Oppenheimer Holdings Business Overview & Revenue Model
Company Description
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. Th...
How the Company Makes Money
Oppenheimer makes money primarily by earning fees and commissions for facilitating financial transactions and providing advisory services across its wealth management and capital markets businesses. Key revenue streams typically include: (1) Broke...
Oppenheimer Holdings Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
63
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.80B | 1.64B | 1.43B | 1.25B | 1.11B | 1.39B |
| Gross Profit | 1.44B | 837.87M | 468.04M | 441.50M | 344.55M | 484.89M |
| EBITDA | 269.25M | 315.35M | 231.03M | 152.57M | 103.81M | 268.62M |
| Net Income | 102.85M | 148.40M | 71.56M | 30.18M | 32.35M | 158.96M |
Balance Sheet | ||||||
| Total Assets | 4.23B | 3.72B | 3.38B | 2.87B | 2.71B | 3.04B |
| Cash, Cash Equivalents and Short-Term Investments | 38.45M | 38.41M | 33.15M | 28.84M | 112.43M | 213.76M |
| Total Debt | 891.66M | 628.47M | 687.59M | 593.57M | 633.23M | 640.79M |
| Total Liabilities | 3.23B | 2.73B | 2.53B | 2.09B | 1.89B | 2.09B |
| Stockholders Equity | 983.44M | 983.82M | 850.39M | 789.17M | 794.23M | 823.20M |
Cash Flow | ||||||
| Free Cash Flow | -22.63M | 183.56M | -113.32M | -35.87M | 48.18M | 219.52M |
| Operating Cash Flow | -18.21M | 188.75M | -108.17M | -18.81M | 64.49M | 227.79M |
| Investing Cash Flow | 11.66M | -1.39M | -3.84M | -15.56M | -14.14M | -6.27M |
| Financing Cash Flow | 7.39M | -182.11M | 116.32M | -74.76M | -253.91M | 84.58M |
Oppenheimer Holdings Technical Analysis
Negative
115.78
Price Trends
115.32
Negative
108.24
Positive
96.09
Positive
Market Momentum
1.42
Positive
41.03
Neutral
28.38
Neutral
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 115.78 is below the 20-day moving average (MA) of 118.83, above the 50-day MA of 115.32, and above the 200-day MA of 96.09, indicating a neutral trend. The MACD of 1.42 indicates Positive momentum. The RSI at 41.03 is Neutral, neither overbought nor oversold. The STOCH value of 28.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OPY.
Oppenheimer Holdings Risk Analysis
Oppenheimer Holdings disclosed 34 risk factors in its most recent earnings report. Oppenheimer Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Oppenheimer Holdings Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $11.60B | 8.31 | 16.07% | 1.76% | 11.04% | 60.96% | |
72 Outperform | $3.97B | 16.99 | 71.16% | 0.66% | 22.91% | 21.48% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | $1.27B | 11.59 | 10.71% | 1.56% | 20.97% | 16.24% | |
65 Neutral | $10.42B | 13.64 | 39.83% | 1.32% | 45.68% | 59.92% | |
65 Neutral | $26.91B | 26.45 | 18.45% | 0.36% | 38.82% | -14.48% | |
60 Neutral | $11.26B | 12.76 | 8.51% | 3.38% | 29.74% | 35.56% |
* Financial Sector Average
OPY
Oppenheimer Holdings
113.13
35.00
44.80%
EVR
Evercore Partners
261.83
-97.05
-27.04%
JEF
Jefferies
47.35
-20.95
-30.67%
LPLA
LPL Financial
333.04
-5.10
-1.51%
SF
Stifel Financial
75.58
-0.13
-0.18%
PJT
PJT Partners
152.60
-34.51
-18.44%
Oppenheimer Holdings Corporate Events
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Oppenheimer Highlights Strong Second-Quarter 2026 Financial Performance
Positive
Aug 3, 2026
On August 3, 2026, Oppenheimer Holdings Inc. posted a second‑quarter 2026 investor presentation to its website, providing updated operating and financial metrics for the period ended June 30, 2026. The materials, furnished under Regulation F...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.