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Oppenheimer Holdings, Inc. OPY

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Get access to target analyst prices, predictions, compound annual growth rates and more than four years of historical data.

Insider Decisions

Total sells
0.42
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy
Sell 1
Insider Ownership
43.13%

Capital & Financial Ratios

Market Cap
1,210.00
Revenue
1,797.04
Net Income
102.41
Free Cash Flow
(10.13)
Net Debt
(196.72)
Current Ratio
1.20
Debt/Equity
0.00
P/E ratio
11.80
P/S ratio
0.69
P/B ratio
1.24
Past 5Y EPS Growth
10.76%
This Y EPS Growth
Next Y EPS Growth
Next 5Y EPS Growth
15.00%
in millions of $

Dividends

Payout Ratio
0.23
Annual Dividend Rate
0.60
Annual Dividend Yield
1.93%
total individual payouts
2026 0.58
2025 0.72
2024 0.66
2023 0.60
2022 0.60
2021 0.54
2020 0.48
2019 0.46
2018 0.44
2017 0.44
2016 0.44
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 113.38 132.06 146.01 196.72
Receivables 1,344.59 1,510.34 1,675.05 1,868.00
Inventory 795.31 1,108.21 1,250.80 1,532.56
Other
2,315.92 2,818.54 3,129.83 3,650.76
2023 2024 2025 Q'26
Payables 813.99 677.42 865.29 1,116.50
ST’ Debt
Other 672.06 1,030.65 1,172.90 1,233.94
1,751.29 2,317.08 2,523.40 3,054.33
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 445.10 454.88
’25 367.83 373.18 424.44 472.63
1,638.07
’24 353.14 330.59 373.35 375.42
1,432.50
’23 321.68 306.19 312.67 308.29
1,248.83
’22 266.03 237.22 294.11 313.58
1,110.94
’21 373.28 340.29 315.34 365.12
1,394.04
’20 234.77 264.73 276.26 422.91
1,198.67
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (189.98) (55.02)
’25 (91.74) 40.07 63.42 177.00
188.75
’24 (79.05) (115.27) 11.43 74.71
(108.17)
’23 (86.12) (64.69) 66.59 65.42
(18.81)
’22 (152.15) (79.22) 148.27 147.60
64.49
’21 7.27 12.87 115.05 92.60
227.79
’20 (241.02) 225.11 (132.47) 94.32
(54.06)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (189.98) (57.05)
’25 (93.42) 38.94 62.22 175.82
183.56
’24 (79.31) (116.67) 11.21 71.45
(113.32)
’23 (89.65) (70.89) 63.85 60.83
(35.87)
’22 (154.64) (79.04) 138.95 142.91
48.18
’21 6.27 7.13 114.27 91.84
219.52
’20 (242.35) 223.28 (133.02) 93.50
(58.59)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (1.93) 2.38
’25 2.72 1.91 1.90 6.51
13.04
’24 2.37 0.92 2.16 0.92
6.37
’23 1.22 (0.85) 1.21 0.98
2.59
’22 0.69 (0.32) 0.37 1.87
2.57
’21 2.91 2.28 1.92 4.61
11.70
’20 0.58 1.34 1.19 6.17
9.30

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 28.41 32.82 36.93 49.26
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 50.14 49.32 70.25 79.99
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,912 2,942 3,018 2,947
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.38 0.42 0.47 0.56
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,110.94 1,248.83 1,432.50 1,638.07
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 97.70% 98.00% 98.07% 98.30%
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 45.55 46.77 105.76 211.19
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.10% 3.75% 7.38% 12.89%
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 32.11 30.27 71.25 147.96
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.40 53.39 55.58 54.50
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 95.23 116.32 138.41 155.96
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 2.77 2.81 6.91 14.13
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.53 (1.75) (10.45) 17.97
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.40) (1.59) (0.50) (0.49)
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.13 (3.34) (10.95) 17.48
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 68.14 73.51 82.16 94.93
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.67 10.74 10.35 10.50
Shares
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.24 14.44 9.28 5.12
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.46 0.36 0.46 0.46
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.64 0.56 0.78 0.76
PB Ratio
‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.55 0.96 0.98 0.91
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.79 (33.22) (12.36) 8.12
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 64.49 (18.81) (108.17) 188.75
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (16.31) (17.06) (5.15) (5.19)
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.18 (35.87) (113.32) 183.56
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 614.86 564.63 501.46 606.43
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 316.43 112.66
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 100.78 (0.72) (132.06) (146.01)
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 794.96 789.24 850.40 997.03
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.12% 1.08% 2.29% 4.18%
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.90% 22.52% 26.52% 31.16%
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.99% 3.81% 8.73% 16.07%
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Oppenheimer Holdings (OPY), a nimble mid-cap player in brokerage, asset management, and investment banking, has carved out resilient growth through market storms, boosting revenue 67% to $1.43 billion by 2024 while keeping headcount flat at 3,000 and driving per-employee productivity to a stellar $475,000. This efficiency shines in its high-beta sensitivity to trading volumes and fees, with surges during the 2020-2021 retail frenzy and SPAC boom contrasting 2022’s bear-market dip—yet rebounds in 2023-2024 highlight operational grit amid rising rates and equity softness.

Profitability tells a wilder tale: EBT margins swung from 16% peaks to 4% troughs before clawing back to 7.4% in 2024, backed by a fortress balance sheet—debt slashed 88%, net cash position, and book value per share up 114%. Valuation looks cheap at 9x trailing P/E and 0.46x P/S, with shares hitting all-time highs on M&A whispers, but insider selling and lumpy free cash flow add caution.

Analysts forecast a brutal 2025 trough with massive revenue drops and losses, pricing in downside risks from high rates, fintech competition, and recessions—yet OPY’s 26% ROIC, deleveraging savvy, and history of post-crisis rebounds suggest a coiled spring for re-rating if markets stabilize. Is this a value trap or a hidden gem waiting for the dip? Dive into the full analysis for the charts, projections, and strategic edge.

Oppenheimer Holdings, Inc. (OPY) Latest News

News by impact score

Fine-tune

4 Sep

3 , 1:09 PM
Oppenheimer Holdings appoints new public finance leaders to strengthen its municipal finance position and competitive edge. Division leadership changes may affect municipal finance operations and competitive positioning with limited overall trajectory impact.

3 Aug

4 , 1:43 PM
Oppenheimer Holdings reports strong earnings with positive effects felt across all sectors. Strong earnings signal major positive shifts in financial performance and market positioning for Oppenheimer Holdings.

31 Jul

3 , 8:00 AM
Oppenheimer Holdings Inc. reported its second quarter 2026 earnings. Quarterly earnings data directly informs investor views on financial results and near-term valuation.

3 , 8:00 AM
Oppenheimer Holdings Inc. reported its second quarter 2026 earnings results. Quarterly earnings data can shift near-term stock price and investor views on performance.

11 Jun

3 , 1:53 PM
Oppenheimer Holdings initiates first-ever coverage of SpaceX with a bullish outlook. New bullish SpaceX coverage expands Oppenheimer research offerings and may lift its market visibility.

3 , 10:39 AM
Oppenheimer Holdings launches Wall Street's first coverage of SpaceX with a bullish outlook on the private space firm. First-ever SpaceX coverage start strengthens Oppenheimer research visibility and may lift near-term sentiment.

19 May

3 www.thestreet.com, 12:37 AM
Oppenheimer issued targeted ratings and price targets on leading stocks including major tech names, outlining specific buy and sell calls amid shifting market conditions. Analyst calls on big stocks can lift firm visibility and short-term trading activity but do not alter core operations or long-term trajectory.

15 May

4 Simply Wall St., 9:16 AM
Oppenheimer Holdings (OPY) swung from profit to loss and introduced a new incentive plan, raising questions about changes to its investment case. Profit-to-loss shift directly threatens financial performance and investor confidence, while new incentive plan signals major strategic adjustments.

5 May

4 www.marketbeat.com, 12:02 AM
Oppenheimer Holdings shareholders approved charter amendments and a dividend increase at the AGM, while the CEO highlighted record 2025 results. Dividend hike and record results announcement signal strong financial health, likely enhancing investor sentiment and market performance.

1 May

4 CNW Group, 8:00 AM
Oppenheimer Holdings Inc. reports first quarter 2026 earnings. Quarterly earnings reports significantly affect financial performance, stock price, and investor sentiment for OPY.

13 Apr

4 Simply Wall St., 5:05 PM
Oppenheimer Holdings, Inc. (OPY) leadership shuffle hints at a deeper pivot in growth strategy amid questions on strategic direction. Leadership changes signal major strategic pivot in growth, likely significantly impacting OPY's trajectory and market performance.

8 Apr

3 PR Newswire, 6:00 AM
Oppenheimer Holdings Inc. (OPY) appointed Bill Farmer as Managing Director and Head of Aerospace & Defense Technology Investment Banking. Appointing a dedicated head for aerospace and defense technology investment banking bolsters OPY's sector-specific expertise and deal flow potential amid growing demand.

24 Mar

3 PR Newswire, 6:00 AM
Oppenheimer Holdings, Inc. (OPY) appoints Chris DeFalco and John Hyland as co-heads of Equity Capital Markets. Leadership appointments in Equity Capital Markets strengthen key investment banking operations with moderate impact on performance.

25 Feb

3 The Wall Street Journal, 8:00 PM
Wall Street traders are aggressively capitalizing on chaos surrounding tariff refunds at Oppenheimer Holdings, Inc. (OPY). Tariff refund chaos attracts trader activity to OPY, likely influencing short-term market sentiment and trading volumes without fundamentally altering long-term trajectory.

13 Feb

4 MT Newswires, 12:00 PM
Oppenheimer Holdings, Inc. analysts predict that International Flavors & Fragrances (IFF) is set for a volume-driven recovery. The firm highlights IFF's strategic initiatives and market positioning as key factors that could enhance its performance in the coming quarters. The analysis suggests that IFF's focus on innovation and operational efficiency will play a crucial role in driving growth and improving margins, positioning the company favorably in the competitive landscape. Strategic initiatives and market positioning are expected to significantly enhance IFF's performance and investor sentiment.

11 Feb

3 Insider Monkey24/7 Wall St.Motley FoolBarchartMotley Fool24/7 Wall St.Motley FoolGOBankingRates, 7:44 PM
Oppenheimer Holdings, Inc. has raised its price target for Walmart Inc. in anticipation of a strong fourth quarter performance. The firm expects Walmart to benefit from various factors contributing to solid sales and earnings growth, reflecting confidence in the retailer's operational strategies and market positioning. The price target increase indicates a moderately noticeable influence on Walmart's financial performance, which could indirectly affect Oppenheimer's market sentiment.

3 Simply Wall St., 6:11 AM
Modine Manufacturing is experiencing a shift in narrative due to new targets and growth in data centers. The company is focusing on expanding its market presence and adapting to changing industry demands, which could enhance its competitive positioning. Analysts are optimistic about Modine's potential to capitalize on these trends, suggesting a positive outlook for its future performance. Modine's strategic focus on data center growth and new targets may moderately influence its financial performance and competitive positioning.

10 Feb

3 MT Newswires, 3:11 PM
Apollo Global's Q4 performance exceeded expectations, driven by strong performance income, according to Oppenheimer. The results indicate a positive trend for Apollo, reflecting effective management and strategic investments that may influence market sentiment and investor confidence. The performance of Apollo Global could moderately influence Oppenheimer's market positioning and financial performance.

9 Feb

3 Simply Wall St., 11:08 AM
Recent analyst revisions have positively influenced the investment outlook for Littelfuse (LFUS), highlighting potential growth opportunities and improved market sentiment. Analysts are adjusting their forecasts based on the company's performance and market conditions, suggesting a favorable trajectory for LFUS moving forward. Analyst revisions may moderately influence market sentiment and financial performance for Littelfuse, but the overall effect is expected to be balanced by other factors.

8 Feb

4 Simply Wall St., 7:07 AM
Oppenheimer Holdings, Inc. is set to announce its upcoming dividend, which has garnered positive attention from investors. The company has a history of consistent dividend payments, reflecting its financial stability and commitment to returning value to shareholders. Analysts highlight the potential for future growth and the importance of dividends in attracting long-term investors. The upcoming dividend is seen as a key indicator of the company's ongoing performance and market confidence. The upcoming dividend announcement is likely to significantly influence investor sentiment and the company's market performance.

3 Simply Wall St., 12:07 PM
Recent target shifts are impacting ESAB's market narrative, suggesting potential changes in strategic direction and competitive positioning. Analysts are closely monitoring these developments as they could influence investor sentiment and market dynamics in the welding and cutting industry. The shifts in targets may moderately influence ESAB's competitive positioning and market performance.

5 Feb

4 Insider Monkey, 10:41 AM
Oppenheimer Holdings, Inc. has raised its price target for Amazon.com, Inc. due to accelerating momentum in Amazon Web Services (AWS) and margin expansion. The firm highlights AWS's strong performance as a key driver for this adjustment, indicating confidence in Amazon's growth trajectory and profitability improvements. The increase in AWS momentum and margin expansion is likely to significantly impact Amazon's future performance and investor sentiment.

4 Simply Wall St., 3:11 AM
Analysts believe Wix.com (WIX) has a competitive advantage due to its evolving AI capabilities, which are expected to enhance user experience and drive growth. The company's focus on integrating AI into its platform positions it favorably in the market, potentially attracting more customers and increasing revenue. As Wix continues to innovate and adapt to technological advancements, its strategic direction may lead to improved market performance. Wix's advancements in AI are likely to significantly impact its competitive positioning and market dynamics.

2 Feb

4 , 9:12 AM
Oppenheimer Holdings, Inc. highlights strong demand in the automotive and AI sectors as key drivers for Monolithic Power Systems, Inc. (MPWR). This demand is expected to enhance MPWR's market position and financial performance, reflecting positively on Oppenheimer's outlook. Strong automotive and AI demand is likely to significantly impact Monolithic Power Systems' performance and investor sentiment.

30 Jan

4 Associated Press FinanceAssociated Press FinanceMT Newswires, 8:20 AM
Oppenheimer Holdings, Inc. (OPY) reported its Q4 earnings, showcasing a notable performance with increased revenues and profits compared to the previous quarter. The firm highlighted growth in its investment banking and asset management segments, contributing to a positive outlook for the upcoming fiscal year. Analysts expressed optimism regarding the company's strategic initiatives and market positioning, which may enhance its competitive edge moving forward. The earnings report indicates significant growth in key business areas, suggesting a positive shift in the company's trajectory and investor sentiment.

4 PR Newswire, 8:00 AM
Oppenheimer Holdings Inc. reported its fourth quarter and full year 2025 earnings, highlighting a significant increase in revenue and net income compared to the previous year. The firm attributed this growth to strong performance in its investment banking and asset management divisions. Additionally, Oppenheimer announced plans for strategic investments aimed at enhancing its service offerings and expanding its market presence. The company remains optimistic about future growth prospects despite potential market volatility. The reported earnings and strategic investments indicate a significant impact on future performance and market positioning.

3 MT Newswires, 11:27 AM
Oppenheimer Holdings, Inc. has indicated that E.l.f. Beauty is likely to exceed fiscal Q3 earnings forecasts. The firm anticipates strong performance driven by robust sales and effective marketing strategies, positioning E.l.f. Beauty favorably in the competitive beauty market. Analysts expect the company's growth trajectory to continue, bolstered by innovative product launches and expanding market presence. E.l.f. Beauty's anticipated strong performance may moderately influence Oppenheimer's market sentiment and financial outlook.

29 Jan

3 Insider Monkey, 1:49 PM
Barclays has provided insights on Aptiv PLC (APTV), highlighting its strategic initiatives and market positioning. The analysis focuses on Aptiv's performance in the automotive technology sector, emphasizing its potential for growth and innovation. Barclays' evaluation reflects on the company's ability to adapt to market changes and its competitive advantages in the industry. Aptiv's strategic initiatives may moderately influence its competitive positioning and financial performance.

23 Jan

4 Insider Monkey, 5:19 AM
Oppenheimer Holdings, Inc. has increased its target for QXO, Inc. due to the company's promising mergers and acquisitions pipeline. This strategic move reflects Oppenheimer's confidence in QXO's growth potential and market positioning, suggesting a positive outlook for both firms. The strategic investment in QXO's M&A pipeline is likely to significantly impact Oppenheimer's future performance and investor sentiment.

21 Jan

4 MT Newswires, 11:05 AM
Oppenheimer has expressed a positive outlook on Commvault Systems, citing its potential for growth driven by product innovation. The firm believes that advancements in Commvault's offerings could enhance its competitive position and market performance, leading to increased investor interest. Product innovation at Commvault is expected to significantly impact its competitive positioning and market dynamics.

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