Oppenheimer/$OPY
1D1W1MYTD1Y5YMAX
Capital at risk
About Oppenheimer
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
- Ticker
- $OPY
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 3,062
- Headquarters
- New York, United States
- Website
- www.oppenheimer.com
Oppenheimer Metrics
BasicAdvanced
$1.2B
12.55
$9.01
1.08
$1.76
0.71%
Price and volume
Market cap
$1.2B
Beta
1.08
52-week high
$125.88
52-week low
$63.81
Average daily volume
115K
Dividend rate
$1.76
Financial strength
Current ratio
1.245
Quick ratio
1.156
Long term debt to equity
0.119
Total debt to equity
1.479
Dividend payout ratio (TTM)
17.84%
Profitability
Gross margin (TTM)
92.12%
Net profit margin (TTM)
5.99%
Operating margin (TTM)
22.18%
Effective tax rate (TTM)
31.75%
Revenue per employee (TTM)
$560,000
Management effectiveness
Return on assets (TTM)
2.59%
Return on equity (TTM)
10.82%
Valuation
Price to earnings (TTM)
12.554
Price to revenue (TTM)
0.698
Price to book
1.23
Price to tangible book (TTM)
1.5
Price to free cash flow (TTM)
-133.183
Free cash flow yield (TTM)
-0.75%
Free cash flow per share (TTM)
-0.849
Dividend yield (TTM)
1.56%
Forward dividend yield
0.71%
Growth
Revenue change (TTM)
22.53%
Earnings per share change (TTM)
16.91%
3-year revenue growth (CAGR)
13.06%
10-year revenue growth (CAGR)
7.39%
3-year earnings per share growth (CAGR)
49.64%
10-year earnings per share growth (CAGR)
45.90%
3-year dividend per share growth (CAGR)
8.20%
10-year dividend per share growth (CAGR)
5.62%
Bulls say / Bears say
Second-quarter revenue rose 21.9% year on year to $454.9 million, while net income increased 26.2% to $27.4 million. Both Wealth Management and Capital Markets contributed to the stronger quarter. (PR Newswire)
Wealth Management reached record assets under management of $59.4 billion and assets under administration of $154.7 billion. The larger fee-paying asset base helped advisory fees rise 15.9%, giving the firm a stronger recurring revenue platform. (PR Newswire, Oppenheimer)
Capital Markets returned to profitability in the second quarter, with pre-tax income of $22.5 million versus a $3.9 million loss a year earlier. Investment banking revenue nearly doubled, helped by advisory fees, while equities sales and trading also grew strongly. (PR Newswire, MarketScreener)
Reported first-half net income fell to $6.8 million from $52.3 million, despite revenue growth. The main setback was a $70 million pre-tax accrual for settling cash-sweep litigation, which shows that legal and conduct issues can overwhelm otherwise solid operations. (Oppenheimer Holdings, PR Newswire)
Compensation costs rose 28.5% in the second quarter, including a $24.9 million expense linked to financial-adviser stock appreciation rights. The revised programme will take several years to work through, so strong share-price gains can continue to depress reported margins. (Oppenheimer Holdings, PR Newswire)
Recent growth benefited from unusually favourable markets and elevated volatility, while lower interest rates reduced bank-deposit sweep income by 12.9%. A market reversal, weaker deal activity or further rate changes could therefore hit trading, investment-banking and wealth-management revenue at the same time. (PR Newswire, Oppenheimer Holdings)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.
Oppenheimer Financial Performance
Revenues and expenses
Upcoming events
No upcoming events
Funds containing Oppenheimer
AllEURGBP
Fund name | Fund size | $OPY weighting |
|---|---|---|
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.01% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.01% |
SPDR MSCI All Country World IM€SPYI | €7.5B | 0.00% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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