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Oppenheimer Holdings (OPY) AI Stock Analysis
Oppenheimer Holdings
(NYSE:OPY)
Moderate financial performance is the largest factor, tempered by weak technical momentum despite attractive valuation and positive recent corporate updates on quarterly growth.
Oppenheimer Holdings Key Performance Indicators (KPIs)
Assets Under ManagementCaptures 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.
After a sharp 2022 drawdown, AUM transitioned to steady recovery in 2023 and accelerated in 2024–25, hitting fresh highs by late‑2025. That inflection signals either meaningful net inflows, favorable market appreciation, or both—likely boosting fee income and operating leverage for Oppenheimer—but the company remains exposed to market-cycle risk unless inflows prove durable.
The FlyOppenheimer Holdings (OPY) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $914.44M
- Dividend Yield
- 2.04%
- Average Volume (3M)
- 117.46K
- Price to Earnings (P/E)
- 10.5
- Beta (1Y)
- 1.03
- Revenue Growth
- 14.18%
- EPS Growth
- 1.45%
- Country
- US
- Employees
- 2,947
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Financial - Capital Markets
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. The c...
How the Company Makes Money
Oppenheimer primarily makes money through fees and commissions generated across wealth management, investment banking, trading-related activities, and asset management. A major source is wealth management: the firm earns brokerage commissions on clie...
Oppenheimer Holdings Financial Statement Overview
Summary
Moderate financial health supported by improved balance sheet and lower debt, offset by revenue decline and cash flow volatility.
Income Statement
58NeutralBalance Sheet
75PositiveCash Flow
47Neutral| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.75B | 1.64B | 1.43B | 1.25B | 1.11B | 1.39B |
| Gross Profit | 1.69B | 837.87M | 468.04M | 441.50M | 344.55M | 484.89M |
| EBITDA | 245.77M | 315.35M | 231.03M | 152.57M | 103.81M | 268.62M |
| Net Income | 86.59M | 148.40M | 71.56M | 30.18M | 32.35M | 158.96M |
Balance Sheet | ||||||
| Total Assets | 4.09B | 3.72B | 3.38B | 2.87B | 2.71B | 3.04B |
| Cash, Cash Equivalents and Short-Term Investments | 1.44B | 38.41M | 33.15M | 28.84M | 112.43M | 213.76M |
| Total Debt | 1.39B | 628.47M | 687.59M | 593.57M | 633.23M | 640.79M |
| Total Liabilities | 3.08B | 2.73B | 2.53B | 2.09B | 1.89B | 2.09B |
| Stockholders Equity | 991.06M | 983.82M | 850.39M | 789.17M | 794.23M | 823.20M |
Cash Flow | ||||||
| Free Cash Flow | 43.76M | 183.56M | -113.32M | -35.87M | 48.18M | 219.52M |
| Operating Cash Flow | 50.72M | 188.75M | -108.17M | -18.81M | 64.49M | 227.79M |
| Investing Cash Flow | 7.96M | -1.39M | -3.84M | -15.56M | -14.14M | -6.27M |
| Financing Cash Flow | -58.96M | -182.11M | 116.32M | -74.76M | -253.91M | 84.58M |
Oppenheimer Holdings Technical Analysis
Price Trends
Market Momentum
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 84.00 is below the 20-day moving average (MA) of 106.49, below the 50-day MA of 113.84, and below the 200-day MA of 102.37, indicating a bearish trend. The MACD of -4.43 indicates Positive momentum. The RSI at 24.03 is Positive, neither overbought nor oversold. The STOCH value of 62.42 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.
Latest Risks Added
0 New RisksOppenheimer Holdings Peers Comparison
Overall Rating
SF76Outperform
EVR73Outperform
LAZ72Outperform
MC69Neutral- OPY63Neutral
JEF59Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| SF | 76Outperform | $10.01B | 8.53 | 16.46% | 1.99% | 8.19% | 51.30% |
| EVR | 73Outperform | $11.17B | 14.78 | 53.68% | 1.19% | 36.78% | 43.58% |
| LAZ | 72Outperform | $3.75B | 20.99 | 20.43% | 5.22% | 8.86% | -35.87% |
| MC | 69Neutral | $4.75B | 19.34 | 43.55% | 4.44% | 13.69% | 12.33% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| OPY | 63Neutral | $914.44M | 10.49 | 8.86% | 2.04% | 14.18% | 1.45% |
| JEF | 59Neutral | $10.59B | 11.86 | 8.81% | 3.47% | 26.48% | 29.87% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| OPY | Oppenheimer Holdings | 86.20 | 20.62 | 31.44% | |
| EVR | Evercore Partners | 290.50 | -6.47 | -2.18% | |
| JEF | Jefferies Group | 46.12 | -5.24 | -10.20% | |
| LAZ | Lazard Ltd. | 38.35 | -8.50 | -18.14% | |
| SF | Stifel Financial | 66.69 | -11.36 | -14.55% | |
| MC | Moelis | 58.59 | -2.32 | -3.82% |
Oppenheimer Holdings Corporate Events
Oppenheimer Highlights Strong Second-Quarter 2026 Financial Performance
PositiveOn 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 FD b...
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.
Date of analysis: Oct 31, 2026