OPY logo

OPPENHEIMER HOLDINGS-CL A

OPYNYSE
πŸ† #2314 by market capEarnings Oct 30US Equity
$118.34β–Ό $0.36 (βˆ’0.30%)
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24hβ–Ό 0.3%
7dβ–² 2.8%
14dβ–² 4.8%
30dβ–Ό 0.5%
ytdβ–² 62.3%
1yβ–² 55.9%
🏦Market Cap
$1.26B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+14.3%
Healthy
πŸ“ŠGross Margin
80.2%
High
πŸ’΅FCF Margin
-1.3%
Thin
βš–οΈP/S Ratio
0.7x
Cheap
Otter Score
76
Good

Trading Snapshot

Day Range
$116.65 – $118.85
52-Week Range
$63.81 – $125.88
Volume
$3.50B
Avg Volume
$3.08B
Shares Outstanding
10.6M
Next Earnings
Nov 12, 2026

Fundamentals Snapshot

Annual Revenue
$1.64B
Last Q Revenue
$455M
P/E Ratio
12.3
P/S Ratio
0.7x
EPS (TTM)
$9.60
Dividend Yield
1.47%
Dilution (1yr)
+0.3%

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.

OPY logo

OPPENHEIMER HOLDINGS-CL A

OPY
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$1.6Bβ–² +14.4% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
51.1%β–² +56.5% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$367Mβ–² +20.6% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$184Mβ–Ό βˆ’262.0% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
11.4Mβ–² +0.3% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$590Mβ–² +$64M YoY
StockOtter Β· stockotter.space

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

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Good
76/100

Analyst Ratings

β“˜
Consensus
Buy
5 analysts
Strong Buy2
Buy2
Hold1
Sell0
Strong Sell0
Ratings as of Dec 2021

Latest News & Updates

BenzingaΒ·1d ago

FuelCell Energy Stock Surges Following Oppenheimer Initiation: What Investors Need to Know

FuelCell Energy Inc. (NASDAQ:FCEL) shares are trading higher Tuesday morning as Wall Street initiated coverage with an aggressive price target tied to accelerating AI data center power demand.

BenzingaΒ·2d ago

'An AI Operating System, Not a Chatbot': Oppenheimer Hails Microsoft's Enterprise Advantage

Microsoft Corp. (NASDAQ:MSFT) remained in focus Monday as investors weighed broader market pressure against the company's push to turn Copilot into a larger workplace platform and revenue engine.

GlobeNewsWireΒ·7d ago

Coherus Oncology Retains Oppenheimer & Co. to Market Legacy BioSimilar Assets

- Oppenheimer Initiates a Robust Process with Global Reach for the Benefit of Shareholders - - Oppenheimer Initiates a Robust Process with Global Reach for the Benefit of Shareholders -

GeekWireΒ·19d ago

From OK grades to Dartmouth Hall of Fame: Remitly's Matt Oppenheimer on his β€˜strengths and shadows'

The co-founder and chairman of the Seattle fintech giant was inducted into the Ivy League school's Entrepreneur Hall of Fame, which honors alumni who have made lasting positive impacts through their ventures.

Defense WorldΒ·19d ago

Oppenheimer (NYSE:OPY) Hits New 1-Year High – What’s Next?

Oppenheimer Holdings, Inc. (NYSE: OPY - Get Free Report)'s stock price reached a new 52-week high on Wednesday. The company traded as high as $125.88 and last traded at $123.2220, with a volume of 97508 shares changing h

Business WireΒ·20d ago

MVB Financial Corp. to Attend the Oppenheimer Fintech Leaders Conference

FAIRMONT, W.Va.--(BUSINESS WIRE)-- #banking--MVB Financial Corp. (NASDAQ: MVBF) (β€œMVB Financial,” β€œMVB” or the β€œCompany”), the holding company for MVB Bank, Inc. (β€œMVB Bank”), today announced that it will participate in