OPY logo

OPPENHEIMER HOLDINGS-CL A

OPYNYSE
πŸ† #1999 by market capEarnings Oct 30US Equity
$113.15β–² $1.46 (+1.29%)
Market closed Β· at close
1hβ€”
24hβ–² 1.3%
7dβ–Ό 2.3%
14dβ–² 3.0%
30dβ–Ό 2.6%
1yβ–² 55.5%
🏦Market Cap
$1.20B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+18.5%
Healthy
πŸ“ŠGross Margin
98.5%
High
πŸ’΅FCF Margin
16.1%
Healthy
βš–οΈP/S Ratio
0.7x
Cheap
Otter Score
66
Fair

Trading Snapshot

Day Range
$111.53 – $113.64
52-Week Range
$63.81 – $123.24
Volume
$3.50B
Avg Volume
$3.08B
Shares Outstanding
10.6M
Next Earnings
Sep 24, 2026

Fundamentals Snapshot

Annual Revenue
$1.64B
Last Q Revenue
$455M
P/E Ratio
12.3
P/S Ratio
0.7x
EPS (TTM)
$8.35
Dividend Yield
1.51%

Why Investors Own OPY

  • βœ“High-growth profile β€” revenue up +49.4% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 34% gross margin and 28% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$1.64Bβ–² +56.4% YoY
Gross Margin (TTM)
34.0%β–² +3.9% YoY
Operating Income (TTM)
$446Mβ–² +56.4% YoY
Free Cash Flow (TTM)
$460Mβ–² +56.4% YoY

About OPPENHEIMER HOLDINGS-CL A

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
66/100

Analyst Price Target

β“˜
Average Target
$137.93
β–² +21.9% Upside
High Target$172.56
Low Target$105.87
Based on 16 analysts

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