Symbols / OPY Stock $94.36 -0.99% Oppenheimer Holdings Inc.

Financial Services • Capital Markets • United States • NYQ
OPY (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Financial Services
Industry Capital Markets
CEO Mr. Robert Steven Lowenthal
Exch · Country NYQ · United States
Market Cap 1.01B
Enterprise Value 968.82M
Income 97.17M
Sales 1.63B
FCF (ttm) —
Book/sh 93.81
Cash/sh 136.21
Employees 2,958
Insider 10d —
IPO Oct 06, 1982
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 8.58%
P/E 11.25
Forward P/E 36.86
PEG —
P/S 0.62
P/B 1.01
P/C —
EV/EBITDA —
EV/Sales 0.59
Quick Ratio 1.18
Current Ratio 1.27
Debt/Eq 145.37
LT Debt/Eq —
EPS (ttm) 8.39
EPS next Y 2.56
EPS Growth —
Revenue Growth 23.10%
EPS Gr Q/Q —
Rev Gr Q/Q —
Earnings (next) 2026-07-31
Earnings (prior) 2018-07-27
ROA 2.62%
ROE 10.53%
ROIC —
Gross Margin 91.87%
Oper. Margin 19.16%
Profit Margin 5.96%
Shs Outstand 10.61M
Shs Float 6.07M
Insider Own 42.35%
Instit Own 40.89%
Short Float 0.41%
Short Ratio 0.38
Short Interest 28.42K
52W High 118.77
vs 52W High -20.55%
52W Low 61.26
vs 52W Low 54.03%
Beta 1.18
Impl. Vol. 52.22%
Rel Volume 0.81
Avg Volume 63.78K
Volume 51.77K
Target (mean) —
Tgt Median —
Tgt Low —
Tgt High —
# Analysts —
Recom None
Prev Close $95.30
Price $94.36
Change -0.99%
About

Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers 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, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
—
Mean price target
2. Current target
$94.36
Latest analyst target
3. DCF / Fair value
$125.85
Fallback: EPS × 15 (assumed fair P/E). No FCF data; use with …
Ratings
Current target
$94.36
Low
—
High
—
Mean
—

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2016-03-21 init Sidoti & Co. — → Buy —
2016-02-01 main Macquarie — → Outperform $21
2015-11-02 main Macquarie — → Outperform $24
2015-09-14 up Macquarie Neutral → Outperform $27
2014-11-25 init Macquarie — → Neutral $26
News
RSS: Latest OPY news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-02 MCNAMARA DENNIS P. Officer — 4,673 $90.67 $423,701
2025-11-28 LOWENTHAL ALBERT G Chairman of the Board — 178 $63.22 $11,930
2025-11-28 LOWENTHAL ROBERT S. Chief Executive Officer — 45 $63.22 $3,056
2025-08-05 MCNAMARA DENNIS P. Officer — 2,000 $73.81 $147,620
2025-06-10 FRIEDMAN PAUL M Director — 7,000 $63.31 $443,199
2025-06-06 FRIEDMAN PAUL M Director — 3,000 $63.11 $189,320
2024-11-22 LOWENTHAL ALBERT G Chief Executive Officer — 220 $40.08 $10,807
2024-11-22 LOWENTHAL ROBERT S. Director — 56 $40.08 $2,769
2024-08-19 BEHRENS EVAN Director — 750 $50.78 $38,088
2024-07-31 MCNAMARA DENNIS P. Officer — 6,000 $51.28 $307,674
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
1,638.07
+14.35%
1,432.50
+14.71%
1,248.83
+12.41%
1,110.94
Operating Revenue
1,604.25
+14.71%
1,398.58
+14.14%
1,225.30
+10.40%
1,109.83
Cost Of Revenue
1,044.35
+8.28%
964.46
+19.46%
807.32
+5.34%
766.39
Reconciled Cost Of Revenue
1,044.35
+8.28%
964.46
+19.46%
807.32
+5.34%
766.39
Gross Profit
593.72
+26.85%
468.04
+6.01%
441.50
+28.14%
344.55
Operating Expense
169.46
+3.83%
163.21
+3.74%
157.32
+8.22%
145.37
Selling General And Administration
169.46
+3.83%
163.21
+3.74%
157.32
+8.22%
145.37
General And Administrative Expense
169.46
+3.83%
163.21
+3.74%
157.32
+8.22%
145.37
Other Gand A
105.77
+6.45%
99.36
+8.80%
91.32
+6.84%
85.47
Total Expenses
1,213.81
+7.64%
1,127.67
+16.90%
964.65
+5.80%
911.76
Operating Income
424.26
+39.18%
304.83
+7.27%
284.18
+42.68%
199.18
EBITDA
335.49
+45.21%
231.03
+51.42%
152.57
+46.98%
103.81
Normalized EBITDA
335.49
+45.21%
231.03
+51.42%
152.57
+46.98%
103.81
Reconciled Depreciation
37.74
+1.22%
37.28
+0.22%
37.20
+8.13%
34.41
EBIT
297.75
+53.68%
193.75
+67.94%
115.37
+66.24%
69.40
Net Income
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Pretax Income
211.19
+99.69%
105.76
+126.12%
46.77
+2.67%
45.55
Net Non Operating Interest Income Expense
-86.56
+1.63%
-87.99
-28.27%
-68.60
-187.68%
-23.85
Interest Expense Non Operating
86.56
-1.63%
87.99
+28.27%
68.60
+187.68%
23.85
Net Interest Income
-86.56
+1.63%
-87.99
-28.27%
-68.60
-187.68%
-23.85
Interest Expense
86.56
-1.63%
87.99
+28.27%
68.60
+187.68%
23.85
Other Income Expense
-126.51
-13.89%
-111.08
+34.20%
-168.81
-30.08%
-129.78
Other Non Operating Income Expenses
-126.51
-13.89%
-111.08
+34.20%
-168.81
-30.08%
-129.78
Tax Provision
63.23
+83.23%
34.51
+109.18%
16.50
+22.72%
13.44
Tax Rate For Calcs
0.00
-8.25%
0.00
-7.56%
0.00
+19.61%
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
147.96
+107.67%
71.25
+135.36%
30.27
-5.72%
32.11
Net Income From Continuing Operation Net Minority Interest
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Net Income From Continuing And Discontinued Operation
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Net Income Continuous Operations
147.96
+107.67%
71.25
+135.36%
30.27
-5.72%
32.11
Minority Interests
0.44
+43.23%
0.31
+433.33%
-0.09
-138.59%
0.24
Normalized Income
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Net Income Common Stockholders
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Diluted EPS
13.04
+104.71%
6.37
+145.95%
2.59
+0.78%
2.57
Basic EPS
14.13
+104.49%
6.91
+145.91%
2.81
+1.44%
2.77
Basic Average Shares
10.50
+1.48%
10.35
-3.60%
10.74
-7.97%
11.67
Diluted Average Shares
11.38
+1.36%
11.23
-3.57%
11.65
-7.63%
12.61
Diluted NI Availto Com Stockholders
148.40
+107.39%
71.56
+137.11%
30.18
-6.71%
32.35
Rent And Landing Fees
63.69
-0.25%
63.85
-3.26%
66.00
+10.19%
59.90
Rent Expense Supplemental
63.69
-0.25%
63.85
-3.26%
66.00
+10.19%
59.90
Line Item Trend 2023-12-31
Total Assets
2,874.82
Current Assets
2,211.35
Cash Cash Equivalents And Short Term Investments
28.84
Cash And Cash Equivalents
28.84
Cash Financial
28.84
Receivables
1,414.43
Accounts Receivable
1,059.89
Gross Accounts Receivable
1,060.24
Allowance For Doubtful Accounts Receivable
-0.34
Other Receivables
284.70
Taxes Receivable
7.20
Prepaid Assets
78.71
Restricted Cash
689.38
Total Non Current Assets
663.47
Net PPE
184.43
Gross PPE
366.88
Accumulated Depreciation
-182.45
Properties
0.00
Machinery Furniture Equipment
63.47
Other Properties
240.27
Leases
63.13
Goodwill And Other Intangible Assets
176.50
Goodwill
142.16
Other Intangible Assets
34.34
Investments And Advances
111.77
Other Non Current Assets
190.76
Total Liabilities Net Minority Interest
2,085.58
Current Liabilities
529.00
Payables And Accrued Expenses
529.00
Payables
529.00
Accounts Payable
82.81
Other Payable
446.19
Employee Benefits
256.24
Total Tax Payable
0.00
Income Tax Payable
0.00
Total Non Current Liabilities Net Minority Interest
1,556.58
Long Term Debt And Capital Lease Obligation
593.57
Long Term Debt
410.29
Long Term Capital Lease Obligation
183.27
Non Current Deferred Liabilities
38.35
Non Current Deferred Taxes Liabilities
38.35
Other Non Current Liabilities
668.41
Stockholders Equity
789.17
Common Stock Equity
789.17
Capital Stock
0.01
Common Stock
0.01
Share Issued
10.29
Ordinary Shares Number
10.29
Treasury Shares Number
0.00
Additional Paid In Capital
31.77
Retained Earnings
756.47
Gains Losses Not Affecting Retained Earnings
0.91
Minority Interest
0.07
Other Equity Adjustments
0.91
Total Equity Gross Minority Interest
789.24
Total Capitalization
1,199.46
Working Capital
1,682.35
Invested Capital
1,199.46
Total Debt
593.57
Net Debt
381.46
Capital Lease Obligations
183.27
Net Tangible Assets
612.66
Tangible Book Value
612.66
Available For Sale Securities
111.77
Held To Maturity Securities
—
Investmentin Financial Assets
111.77
Notes Receivable
62.64
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
188.75
+274.50%
-108.17
-475.06%
-18.81
-129.17%
64.49
Cash Flow From Continuing Operating Activities
188.75
+274.50%
-108.17
-475.06%
-18.81
-129.17%
64.49
Net Income From Continuing Operations
147.96
+107.67%
71.25
+135.36%
30.27
-5.72%
32.11
Depreciation Amortization Depletion
37.74
+1.22%
37.28
+0.22%
37.20
+8.13%
34.41
Depreciation
37.07
+0.38%
36.94
-0.73%
37.20
+8.13%
34.41
Amortization Cash Flow
0.67
+90.57%
0.35
0.00
0.00
Depreciation And Amortization
37.74
+1.22%
37.28
+0.22%
37.20
+8.13%
34.41
Amortization Of Intangibles
0.67
+90.57%
0.35
0.00
0.00
Other Non Cash Items
16.53
-10.73%
18.52
+14.73%
16.14
+16.82%
13.81
Stock Based Compensation
32.20
-29.23%
45.51
+168.63%
16.94
+6.45%
15.91
Provisionand Write Offof Assets
-0.04
+67.88%
-0.14
-2640.00%
-0.01
+99.83%
-2.96
Deferred Tax
4.83
+36.10%
3.55
-45.01%
6.46
+144.18%
-14.62
Deferred Income Tax
4.83
+36.10%
3.55
-45.01%
6.46
+144.18%
-14.62
Operating Gains Losses
—
—
—
-0.23
Change In Working Capital
-50.47
+82.24%
-284.14
-125.83%
-125.82
-786.98%
-14.19
Change In Receivables
-171.37
+3.45%
-177.49
-689.56%
30.11
+197.58%
-30.85
Changes In Account Receivables
-164.66
+0.58%
-165.62
-357.74%
64.26
+542.12%
-14.53
Change In Prepaid Assets
-8.70
+56.95%
-20.20
-1890.44%
-1.01
+90.53%
-10.72
Change In Payables And Accrued Expense
180.15
+267.34%
-107.66
+64.73%
-305.23
-2987.39%
10.57
Change In Accrued Expense
23.88
-43.68%
42.41
+220.61%
13.23
+112.32%
-107.35
Change In Payable
156.27
+204.14%
-150.06
+52.88%
-318.45
-370.06%
117.92
Change In Account Payable
147.91
+188.73%
-166.68
+48.45%
-323.32
-353.93%
127.33
Change In Other Working Capital
—
—
13.23
+112.32%
-107.35
Change In Other Current Assets
-192.82
+42.85%
-337.37
-9.55%
-307.96
-302.18%
152.32
Change In Other Current Liabilities
142.26
-60.33%
358.59
-21.75%
458.28
+438.21%
-135.50
Investing Cash Flow
-1.39
+63.84%
-3.84
+75.33%
-15.56
-10.07%
-14.14
Cash Flow From Continuing Investing Activities
-1.39
+63.84%
-3.84
+75.33%
-15.56
-10.07%
-14.14
Net PPE Purchase And Sale
-5.19
-0.87%
-5.15
+69.82%
-17.06
-4.57%
-16.31
Purchase Of PPE
-5.19
-0.87%
-5.15
+69.82%
-17.06
-4.57%
-16.31
Capital Expenditure
-5.19
-0.87%
-5.15
+69.82%
-17.06
-4.57%
-16.31
Net Business Purchase And Sale
0.00
+100.00%
-2.35
+19.77%
-2.93
0.00
Purchase Of Business
0.00
+100.00%
-2.35
+19.77%
-2.93
0.00
Net Other Investing Changes
3.81
+3.99%
3.66
-17.29%
4.42
+103.50%
2.17
Financing Cash Flow
-182.11
-256.56%
116.32
+255.59%
-74.76
+70.56%
-253.91
Cash Flow From Continuing Financing Activities
-182.11
-256.56%
116.32
+255.59%
-74.76
+70.56%
-253.91
Net Issuance Payments Of Debt
-175.30
-226.07%
139.05
+14005.00%
-1.00
+98.76%
-80.45
Issuance Of Debt
—
252.10
—
—
Repayment Of Debt
0.00
+100.00%
-113.05
-11205.00%
-1.00
+98.76%
-80.45
Long Term Debt Issuance
—
—
—
—
Long Term Debt Payments
0.00
+100.00%
-113.05
-11205.00%
-1.00
+90.87%
-10.95
Net Long Term Debt Issuance
0.00
+100.00%
-113.05
-11205.00%
-1.00
+90.87%
-10.95
Short Term Debt Issuance
—
252.10
—
—
Short Term Debt Payments
—
—
0.00
+100.00%
-69.50
Net Short Term Debt Issuance
-175.30
-169.54%
252.10
0.00
+100.00%
-69.50
Net Common Stock Issuance
-2.98
+68.77%
-9.54
+72.78%
-35.05
+42.08%
-60.51
Common Stock Payments
-2.98
+68.98%
-9.60
+72.66%
-35.12
+42.07%
-60.64
Common Stock Dividend Paid
-7.58
-10.66%
-6.84
-6.09%
-6.45
+8.40%
-7.04
Cash Dividends Paid
-7.58
-10.66%
-6.84
-6.09%
-6.45
+8.40%
-7.04
Repurchase Of Capital Stock
-2.98
+68.98%
-9.60
+72.66%
-35.12
+42.07%
-60.64
Net Other Financing Charges
3.75
+159.03%
-6.34
+80.33%
-32.26
+69.54%
-105.91
Changes In Cash
5.25
+21.78%
4.32
+103.95%
-109.13
+46.39%
-203.56
Beginning Cash Position
33.15
+14.96%
28.84
-79.10%
137.97
-59.60%
341.52
End Cash Position
38.41
+15.85%
33.15
+14.96%
28.84
-79.10%
137.97
Free Cash Flow
183.56
+261.99%
-113.32
-215.94%
-35.87
-174.44%
48.18
Interest Paid Supplemental Data
86.91
-2.12%
88.80
+29.82%
68.40
+199.86%
22.81
Income Tax Paid Supplemental Data
46.14
+116.91%
21.27
+3.38%
20.58
-45.15%
37.51
Change In Income Tax Payable
11.68
+194.65%
3.96
+195.96%
-4.13
+56.09%
-9.41
Change In Tax Payable
11.68
+194.65%
3.96
+195.96%
-4.13
+56.09%
-9.41
Common Stock Issuance
0.00
-100.00%
0.06
-14.67%
0.07
-40.94%
0.13
Interest Paid CFF
—
—
—
0.00
Issuance Of Capital Stock
0.00
-100.00%
0.06
-14.67%
0.07
-40.94%
0.13
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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