Oppenheimer/$OPY
1D1W1M3M6MYTD1Y5YMAX
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
$923M
9.57
$9.01
1.08
$1.76
0.93%
Price and volume
Market cap
$923M
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)
9.565
Price to revenue (TTM)
0.532
Price to book
0.94
Price to tangible book (TTM)
1.15
Price to free cash flow (TTM)
-101.479
Free cash flow yield (TTM)
-0.99%
Free cash flow per share (TTM)
-0.849
Dividend yield (TTM)
2.04%
Forward dividend yield
0.93%
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
Assets under management reached a record US$59.6bn in Q3, supporting recurring advisory fees; Wealth Management revenue rose 2.5% year on year despite weaker retail trading. Most of the AUM increase came from market gains, rather than net inflows. (PR Newswire)
Adjusted nine-month net income rose to US$114.1m from US$88.1m a year earlier, pointing to stronger underlying earnings despite the reported Q3 decline. The adjusted figure excludes the US$70m cash-sweep settlement charge and stock-linked advisor compensation, so it is not equivalent to statutory profit. (PR Newswire)
Stockholders’ equity reached a record US$991.1m at September-end, and the company said it had ample liquidity and capital. That financial capacity gives it room to invest in its businesses and pursue growth opportunities. (PR Newswire)
Q3 revenue fell 10.0% year on year and net income dropped to US$5.5m from US$21.7m. Capital Markets revenue fell 29.7%, swinging the segment from a US$12.3m pre-tax profit to a US$9.9m loss as deal activity and trading softened. (PR Newswire)
The company recorded a US$70m pre-tax charge to settle cash-sweep litigation, depressing first-half reported net income to US$6.8m from US$52.3m a year earlier. The payment was placed in escrow, making this a substantial hit to shareholder earnings even though the settlement addresses the claim. (SEC)
Compensation linked to the share price remains a source of earnings volatility: Oppenheimer booked US$21m of stock-appreciation-rights expense in Q3 as its share price rose. The company says the revised award formula will take several years to reduce the impact fully. (PR Newswire)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
Oppenheimer Financial Performance
Revenues and expenses
Upcoming events
Funds containing Oppenheimer
Fund name | Fund size | $OPY weighting |
|---|---|---|
SPDR MSCI USA Small Cap Value Weighted$USSC | $1.1B | 0.02% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | $3.2B | 0.01% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | $3.2B | 0.01% |
Xtrackers MSCI World Small Cap$XSWC | $183M | 0.00% |
SPDR MSCI All Country World IM€SPYI | $7.7B | 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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