Financial Services
Oppenheimer Holdings Inc.(OPY)
Live Price
Offline$107.21
-0.43% today
1Y Change
+63.03%
Window
Jun 26, 2025 โ Jun 18, 2026
- Market Cap
- $1.13B
- Revenue Growth
- +14.4%
- EPS Growth
- +103.9%
- Dividend Yield
- 1.6%
Coverage: 246 bars ยท Jun 26, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Oppenheimer Holdings Inc. (OPY) is a Financial Services stock with a market cap of $1.13B and listed on NYSE. The stock last traded around $107.21 and up 63.0% across the available one-year price window (Jun 26, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +14.4%, EPS growth of +103.9%, a dividend yield of 1.6%. What stands out right now is revenue +14.4%, EPS +103.9%, free cash flow +262.0% with operating margin 23.7% and ROIC 8.5%. The dividend is present but secondary, with a yield around 1.6%. Valuation is more restrained than many high-expectation growth names at P/E 7.6 and price/sales 0.7. Stock Foundry combines OPY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+14.4% vs +3.4% peer median
Operating Margin
Above sector median
+23.7% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 24, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +14.4% and EPS at +103.9%, with operating margin around 23.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.5% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 24, 2026 | โ | +5.4% | +3.2% | -9.3% |
2026 Jan 30, 2026 | โ | +6.0% | +10.1% | +7.6% |
2025 Oct 31, 2025 | โ | -3.9% | -2.6% | -3.5% |
Benchmark Edge
OPY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
OPY
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
OPY Max Drawdown
-21.39%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for OPY and SPY.
Company Overview
Oppenheimer Holdings Inc.
New York Stock Exchange
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.
- Leadership
- Robert Steven Lowenthal
- IPO Date
- Oct 6, 1982
- Employees
- 3.0k
- Street Address
- 85 Broad Street
- Mailing
- New York City, NY, 10004
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212-668-8000
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 7.6
- EV/EBITDA
- 5.3
- Price/Sales
- 0.7
- Price/Book
- 1.1
Growth
- Revenue
- +14.4%
- EPS
- +103.9%
- Free Cash Flow
- +262.0%
Profitability
- Gross Margin
- 52.1%
- Operating Margin
- 23.7%
- Net Margin
- 9.1%
- ROE
- 16.2%
- ROIC
- 8.5%
Balance Sheet
- Debt/Equity
- 0.64
- Current Ratio
- 5.99
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.