Oppenheimer Holdings Inc. (NYSE: OPY) is a Financial Services company in the Financial - Capital Markets industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 12.90 | EPS (ttm) | 8.86 | Insider Own | 39.03% | Shs Outstand | 10.61M | Perf Week | -7.70% |
| Market Cap | 1.21B | Forward P/E | 50.80 | EPS next Y | 2.25 | Insider Trans | 0.00% | Shs Float | 6.07M | Perf Month | -2.45% |
| Enterprise Value | 2.07B | PEG | 0.18 | EPS next Q | - | Inst Own | - | Short Float | 1.50% | Perf Quarter | 6.16% |
| Income | 102.00M | P/S | 0.67 | EPS this Y | -90.63% | Inst Trans | - | Short Ratio | 0.73 | Perf Half Y | 36.72% |
| Sales | 1.80B | P/B | 1.22 | EPS next Y | 171.08% | ROA | 2.43% | Short Interest | 90.84K | Perf YTD | 58.11% |
| Book/sh | 93.98 | P/C | 31.91 | EPS next 5Y | 73.21% | ROE | 10.71% | 52W High | 125.88 -9.20% | Perf Year | 47.75% |
| Cash/sh | 3.58 | P/FCF | - | EPS past 3/5Y | 71.84% 6.99% | ROIC | 5.12% | 52W Low | 63.81 79.13% | Perf 3Y | 198.75% |
| Dividend Est. | 0.80 (0.70%) | EV/EBITDA | 7.65 | Sales past 3/5Y | 13.82% 6.44% | Gross Margin | 80.21% | Volatility | 5.04% 3.77% | Perf 5Y | 158.19% |
| Dividend TTM | 1.76 (1.54%) | EV/Sales | 1.15 | EPS Y/Y TTM | 39.09% | Oper. Margin | 14.61% | ATR (14) | 4.85 | Perf 10Y | 610.38% |
| Dividend Ex-Date | Aug 14, 2026 | Quick Ratio | 4.58 | Sales Y/Y TTM | 25.49% | Profit Margin | 5.72% | RSI (14) | 43.41 | Recom | 2.00 |
| Dividend Gr. 3/5Y | 42.06% 3.05% | Current Ratio | 4.58 | EPS Q/Q | 108.38% | SMA20 | -3.83% | Beta | 1.10 | Target Price | 95.00 |
| Payout | 17.84% | Debt/Eq | 0.63 | Sales Q/Q | 21.98% | SMA50 | -1.01% | Rel Volume | 1.00 | Prev Close | 113.13 |
| Employees | 3,062 | LT Debt/Eq | 0.63 | Earnings | Oct 30 | SMA200 | 18.21% | Avg Volume | 123.19K | Price | 114.30 |
| IPO Date | Oct 06, 1982 | Option/Short | No / Yes | EPS/Sales Surpr. | - | Net Debt/EBITDA | 3.17 | Volume | 122,706 | Change | 1.03% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-06-26 | Reiterated | Oppenheimer | $180 → $95 | |
| Aug-05-26 | Reiterated | Oppenheimer | $200 → $180 | |
| Dec-15-25 | Reiterated | Oppenheimer | $57 → $200 | |
| Nov-14-25 | Reiterated | Oppenheimer | $114 → $57 | |
| Dec-11-24 | Initiated | Oppenheimer | Outperform | $90 → $114 |
| May-20-22 | Reiterated | Oppenheimer | $50 → $90 | |
| May-19-22 | Reiterated | Oppenheimer | $22 → $50 | |
| May-16-22 | Reiterated | Oppenheimer | $87 → $22 | |
| May-12-22 | Reiterated | Oppenheimer | $19 → $87 | |
| May-11-22 | Reiterated | Oppenheimer | $60 → $30 |
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 company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,797 | 1,638 | 1,432 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 355 | 800 | 964 | — | — | — | — | — | — | |
| Gross Profit | 1,441 | 838 | 468 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 382 | 470 | 163 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 796 | 0 | 0 | — | — | — | — | — | — | |
| Operating Income | 262 | 367 | 305 | — | — | — | — | — | — | |
| Interest Expense | 83 | 89 | 88 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -29 | -68 | -111 | — | — | — | — | — | — | |
| Net Income Before Taxes | 150 | 211 | 106 | — | — | — | — | — | — | |
| Income Taxes | 48 | 63 | 35 | — | — | — | — | — | — | |
| Consolidated Net Income | 102 | 148 | 72 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 102 | 148 | 71 | — | — | — | — | — | — | |
| Net Income | 102 | 148 | 72 | — | — | — | — | — | — | |
| EPS (Recurring) | 9.76 | 14.13 | 6.93 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 9.76 | 14.13 | 6.93 | — | — | — | — | — | — | |
| EPS (Diluted) | 8.86 | 13.04 | 6.37 | — | — | — | — | — | — | |
| EBITDA | 270 | 315 | 231 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 12.90 | 5.54 | 10.06 | — | — | — | — | — | — | |
| Price To Sales Ratio | 0.70 | 0.49 | 0.45 | — | — | — | — | — | — | |
| Gross Margin | 80.19 | 51.16 | 32.68 | — | — | — | — | — | — | |
| Operating Margin | 14.58 | 22.41 | 21.30 | — | — | — | — | — | — | |
| Net Margin | 5.68 | 9.04 | 5.03 | — | — | — | — | — | — | |
| Shares Outstanding | 11 | 11 | 10 | — | — | — | — | — | — | |
| Market Capitalization | 1,257 | 795 | 641 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| McNAMARA DENNIS P | Secretary | Mar 02 '26 | Sale | 90.67 | 4,673 | 423,701 | 20,177 | Mar 03 |
| McNAMARA DENNIS P | Secretary | Aug 05 '25 | Sale | 73.81 | 2,000 | 147,620 | 21,766 | Aug 06 |
| Friedman Paul M | Director | Jun 10 '25 | Sale | 63.31 | 3,500 | 221,578 | 17,000 | Jun 10 |
| Friedman Paul M | Director | Jun 09 '25 | Sale | 63.32 | 3,500 | 221,621 | 20,500 | Jun 10 |
| Friedman Paul M | Director | Jun 06 '25 | Sale | 63.11 | 3,000 | 189,320 | 24,000 | Jun 09 |
| BEHRENS EVAN | Director | Aug 19 '24 | Sale | 50.78 | 750 | 38,088 | 4,125 | Aug 19 |
| McNAMARA DENNIS P | Secretary | Jul 31 '24 | Sale | 51.28 | 6,000 | 307,674 | 20,681 | Aug 01 |
| BEHRENS EVAN | Director | May 10 '24 | Sale | 43.65 | 4,125 | 180,056 | 4,875 | May 10 |
| BEHRENS EVAN | Director | Sep 01 '23 | Sale | 38.43 | 5,000 | 192,150 | 6,000 | Sep 05 |
| BEHRENS EVAN | Director | Aug 31 '23 | Sale | 38.35 | 7,500 | 287,625 | 11,000 | Sep 05 |
| McNAMARA DENNIS P | Secretary | Mar 03 '23 | Sale | 44.53 | 12,120 | 539,761 | 24,324 | Mar 06 |
| OUGHTRED A WINN | Director | Nov 03 '21 | Sale | 52.23 | 5,000 | 261,134 | 18,150 | Nov 03 |
| ALFANO JEFFREY J | CFO | May 05 '21 | Sale | 49.48 | 6,831 | 337,988 | 42,090 | May 06 |
| McNAMARA DENNIS P | Secretary | May 05 '21 | Sale | 49.39 | 3,453 | 170,542 | 34,363 | May 06 |
| McNAMARA DENNIS P | Secretary | May 04 '21 | Sale | 49.60 | 18,198 | 902,632 | 37,816 | May 06 |