Oppenheimer/$OPY

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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

Primary listing

NYSE

Industry

Capital Markets

Employees

2,993

ISIN

US6837971042

Oppenheimer Metrics

BasicAdvanced
$702M
9.89
$6.74
1.08
$0.72
1.08%

Bulls say / Bears say

Oppenheimer Holdings reported a net income of $30.7 million and revenue of $367.8 million for Q1 2025, driven by increased advisory fees and transaction-based commissions. (TipRanks)
The company achieved record highs in stockholders’ equity and book value per share despite a decrease in assets under management. (TipRanks)
Oppenheimer's strategic focus on wealth management and capital markets continues to strengthen its industry positioning. (TipRanks)
Despite strong financial performance, Oppenheimer faces profitability challenges and negative free cash flow, raising concerns about its financial health. (TipRanks)
The company's stock appears undervalued with a reasonable dividend yield, but technical indicators suggest potential short-term stability with medium-term caution. (TipRanks)
Recent corporate events, including leadership changes, may introduce uncertainty and impact the company's growth trajectory. (TipRanks)
Data summarised monthly by Lightyear AI. Last updated on 10 Jul 2025.

Oppenheimer Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%
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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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