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Oppenheimer Holdings, Inc.

OPY Financial Capital Markets

Oppenheimer Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.6 billion, up 14.4% from fiscal 2024.

Revenue
−10.0%
EPS
−74.8%
Free cash flow
+106.7%

Quarter to September 2026, against a year earlier

90.85 2.70 +3.06%
Market cap
$935.4M
P/E
10.7×
Fwd P/E
−1.8×
Dividend yield
0.87%
F-score
8/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 0.42
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — 1 — — — — — — — —
Insider Ownership 43.04%

Capital & Financial Ratios $m

Size
Market Cap 935.41
Revenue ttm 1,754.61
Net income ttm 86.10
Free cash flow ttm 56.18
Net debt Q (169.94)
Valuation
P/E 10.69
Forward P/E (1.83) (negative: loss-making)
Price / sales 0.54
Forward P/S Powerpack
Price / FCF 16.86
Price / book 0.94
Financial health
Current ratio Q 1.21
Debt / equity Q 0.00
Interest coverage Q 2.94
Growth
Revenue growth Q −10.00% (below 0%: shrinking)
Operating income growth Q −25.20% (below 0%: shrinking)
EPS, this year —
EPS, next year A —
Revenue, next year A −96.46% (below 0%: weak)
EPS, past 5 yrs +6.99%
EPS, next 5 yrs A +15.00% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 71.85%
10-year low 10-year high
P/S against its own 10 years 92.78%
10-year low 10-year high
P/B against its own 10 years 94.02%
10-year low 10-year high

Dividends

Yield
0.87%
Annual rate
0.76
Payout ratio
10.2%
Growth, 2018–26
+3.51%/yr
  1. 0.44 ’18
  2. 0.46 ’19 +5
  3. 0.48 ’20 +4
  4. 0.54 ’21 +13
  5. 0.60 ’22 +11
  6. 0.60 ’23 +0
  7. 0.66 ’24 +10
  8. 0.72 ’25 +9
  9. 0.58 ’26 −19
paid change on the year, %

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 113 132 146 170
Receivables 1,345 1,510 1,675 1,895
Inventory 795 1,108 1,251 1,404
Other — — — —
2,316 2,819 3,130 3,522
2023 2024 2025 Q'26
Payables 814 677 865 1,148
ST’ Debt — — — —
Other 672 1,031 1,173 1,141
1,751 2,317 2,523 2,908

Compound Annual Growth %

10y 5y 3y
Sales 6.20% 6.45% 13.82%
Cash Flow 0.00% 0.00% 43.04%
Earnings 54.13% 3.83% 66.16%
Book Value 6.62% 7.78% 7.84%

Earnings Trends EPS, adjusted, against the consensus

Q4 FY14 Estimate 0.36 Actual 0.19

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY14 0.36 0.19 Miss by 0.17

EPS $

Mar Jun Sep Dec Year
’26 (1.93) 2.38 0.47 — —
’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
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 445 455 382 — —
’25 368 373 424 473 1,638
’24 353 331 373 375 1,432
’23 322 306 313 308 1,249
’22 266 237 294 314 1,111
’21 373 340 315 365 1,394
’20 235 265 276 423 1,199
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (190) (55) 132 — —
’25 (92) 40 63 177 189
’24 (79) (115) 11 75 (108)
’23 (86) (65) 67 65 (19)
’22 (152) (79) 148 148 64
’21 7 13 115 93 228
’20 (241) 225 (132) 94 (54)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (190) (57) 129 — —
’25 (93) 39 62 176 184
’24 (79) (117) 11 71 (113)
’23 (90) (71) 64 61 (36)
’22 (155) (79) 139 143 48
’21 6 7 114 92 220
’20 (242) 223 (133) 94 (59)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 858 920 958 1,033 1,199 1,394 1,111 1,249 1,432 1,638 1,755 +7.5% — — — —
Gross margin, % 97.07 97.44 97.60 97.87 98.08 98.40 97.70 98.00 98.07 98.30 98.39 +1.2 pt
EBT (22) 20 45 75 169 225 46 47 106 211 127 n/m
EBT margin, % (2.55) 2.12 4.68 7.25 14.10 16.11 4.10 3.75 7.38 12.89 7.25 +15.4 pt
Net income 0 23 29 53 123 159 32 30 71 148 86 +88.6%
Per share, $
Per share, $ Revenue 64.16 69.48 72.32 80.08 94.81 110.27 95.23 116.32 138.41 155.96 163.84 +10.4%
Earnings (0.09) 1.72 2.18 4.10 9.73 12.57 2.77 2.81 6.91 14.13 8.22 n/m
Cash flow (5.00) (1.22) 12.72 6.13 (4.28) 18.02 5.53 (1.75) (10.45) 17.97 6.01 n/m
Capex (0.43) (0.42) (0.68) (0.78) (0.36) (0.65) (1.40) (1.59) (0.50) (0.49) (0.76) +1.6%
Free cash flow (5.43) (1.64) 12.04 5.36 (4.63) 17.36 4.13 (3.34) (10.95) 17.48 5.25 n/m
Book value 38.40 39.55 41.16 45.93 54.23 65.28 68.14 73.51 82.16 94.93 93.77 +10.6%
Shares, m 13 13 13 13 13 13 12 11 10 11 11 (2.6%)
Valuation, ×
Valuation, × P/E 0.00 15.29 11.72 6.69 3.20 3.68 15.24 14.44 9.28 5.12 10.69 8.5
P/S 0.29 0.38 0.35 0.34 0.33 0.42 0.46 0.36 0.46 0.46 0.54 0.4
P/B 0.49 0.67 0.62 0.60 0.58 0.71 0.64 0.56 0.78 0.76 0.94 0.6
EV/Sales 0.32 0.50 0.40 0.36 0.34 0.22 0.37 0.35 0.45 0.44 — 0.4
EV/FCF (3.74) (21.16) 2.38 5.47 (6.82) 1.37 8.54 (12.21) (5.66) 3.96 — (2.8)
Cash, $m
Cash, $m Operating cash flow (67) (16) 169 79 (54) 228 64 (19) (108) 189 64 n/m
Capex (6) (6) (9) (10) (5) (8) (16) (17) (5) (5) (8) (1.1%)
Free cash flow (73) (22) 159 69 (59) 220 48 (36) (113) 184 56 n/m
Balance, $m
Balance, $m Working capital 366 389 446 436 424 759 615 565 501 606 614 +5.8%
Net debt 22 108 40 22 5 (285) (102) (1) (132) (146) (170) n/m
Shareholders’ equity 513 524 545 593 686 825 795 789 850 997 1,004 +7.7%
Returns, %
Returns, % ROA (0.05) 0.98 1.24 2.25 4.75 5.52 1.12 1.08 2.29 4.18 2.19 +4.2 pt
ROIC 13.63 15.98 20.52 21.36 23.54 39.86 17.97 22.52 26.52 31.16 31.72 +17.5 pt
ROE (0.22) 4.40 5.40 9.31 19.24 21.04 3.99 3.81 8.73 16.07 9.00 +16.3 pt
People
People Employees 3,098 2,992 2,976 2,971 2,908 2,913 2,912 2,942 3,018 2,947 — (0.6%)
Revenue/emp, $m 0.28 0.31 0.32 0.35 0.41 0.48 0.38 0.42 0.47 0.56 — +8.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Oppenheimer Holdings, Inc. vs peers in Capital Markets (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
TOP TOP Financial Group Limited $1.5B 301× — −57.15% (below 0%: shrinking) −94.80% (below 0%: shrinking) −218.07% (below 0%: shrinking) 83.63% 12.41% Compare
SBET Sharplink Inc $1.4B — (loss-making) — (loss-making) +1,553.95% (above 0%: growing) n/m −339.59% (below 0%: shrinking) 97.76% (3,413.02%) Compare
PWP Perella Weinberg Partners $1.3B 30.2× — (loss-making) +52.68% (above 0%: growing) +144.44% (above 0%: growing) +23.10% (above 0%: growing) 30.37% 13.90% Compare
GOLD Gold.com Inc. $1.1B 12.0× 10.9× −11.29% (below 0%: shrinking) n/m −434.55% (below 0%: shrinking) 2.74% 0.00% Compare
OPY Oppenheimer Holdings, Inc. $935.4M 10.7× — (loss-making) −10.00% (below 0%: shrinking) −74.76% (below 0%: shrinking) +106.70% (above 0%: growing) 97.98% 16.73%
TIGR UP Fintech Holding Limited $650.0M 5.9× 8.5× +31.39% (above 0%: growing) −4.35% (below 0%: shrinking) +74,003.85% (above 0%: growing) 96.29% 42.98% Compare
CD Chaince Digital Holdings Inc. $647.9M — (loss-making) — −40.84% (below 0%: shrinking) n/m +175.88% (above 0%: growing) 48.06% (325.71%) Compare
XRPN Evernorth Holdings Inc. $592.1M — — — — — — — Compare
BTGO BitGo Holdings, Inc. $559.5M — (loss-making) — (loss-making) +143.96% (above 0%: growing) n/m −401.80% (below 0%: shrinking) 0.85% (0.40%) Compare
Median of peers $870.0M 21.1× — +31.39% −4.35% −218.07% 48.06% 0.00%

All 97 Capital Markets stocks →

Pay and ownership Proxy statement filed 13 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 10.86m 9.82m 246.00
2024 2.49m 1.49m 238.00
2023 4.76m 4.68m 164.00
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Oppenheimer Holdings, Inc. (OPY) Latest News

30 Oct

Impact 3 · · CNW Group
Impact 3 · · PR Newswire

29 Oct

Impact 3 · · TIKR
Impact 3 · · TIKR

25 Oct

Impact 3 · · Simply Wall St.

23 Oct

Impact 3 · · MT Newswires

21 Oct

Impact 3 · · Investing.com

14 Oct

Impact 3 · · Simply Wall St.
Impact 3 · · Simply Wall St.

13 Oct

Impact 3 · · TIKR

9 Oct

Impact 4 · · TIKR

25 Sep

Impact 3 ·

4 Sep

Impact 3 ·

3 Aug

Impact 4 ·

31 Jul

Impact 3 ·
Impact 3 ·

11 Jun

Impact 3 ·
Impact 3 ·

19 May

Impact 3 · · TheStreet

15 May

Impact 4 · · Simply Wall St.

5 May

Impact 4 · · MarketBeat

1 May

Impact 4 · · CNW Group

13 Apr

Impact 4 · · Simply Wall St.

8 Apr

Impact 3 · · PR Newswire

24 Mar

Impact 3 · · PR Newswire

25 Feb

Impact 3 · · The Wall Street Journal

13 Feb

Impact 4 · · MT Newswires

11 Feb

Impact 3 · · Insider Monkey24/7 Wall St.Motley FoolBarchartMotley Fool24/7 Wall St.Motley FoolGOBankingRates
Impact 3 · · Simply Wall St.

10 Feb

Impact 3 · · MT Newswires
stockrow.com/OPY · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com