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OPY

NEUTRAL
$114.48 Live
Oppenheimer Holdings Inc. · NYSE
$59.55 52W Range $118.77
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$1.23B
P/E
8.78
ROE
16.0%
Profit margin
9.6%
Debt/Equity
1.23
Dividend yield
0.63%

AI Analysis

AI-powered fundamental assessment

Confidence
80%
OPY presents a complex profile where deep value metrics conflict with deteriorating forward-looking indicators. The company maintains a stable health profile with a Piotroski F-Score of 6/9 and trades significantly below both its Graham Number ($165.9) and Intrinsic Value ($384.68). However, a critical divergence exists between the trailing P/E (8.78) and the Forward P/E (44.72), suggesting a projected collapse in earnings. Combined with a very bearish technical trend (10/100) and insider selling, the current price reflects a market that is pricing in a significant earnings contraction despite historical growth.

Key Strengths

Significant undervaluation relative to Graham Number ($165.9) and Intrinsic Value
Strong historical growth with YoY earnings growth of 588.50%
Healthy ROE of 16.02% and strong operating margins (35.22%)
Stable financial health as indicated by a Piotroski F-Score of 6/9
Low trailing P/E ratio (8.78) compared to sector averages

Key Risks

Severe earnings contraction implied by the jump from 8.78 Trailing P/E to 44.72 Forward P/E
Highly bearish technical trend (10/100) suggesting a potential price reversal
Exposure to high market volatility and macroeconomic risks inherent in capital markets
Bearish insider sentiment with net selling activity
Low dividend yield (0.63%) providing little downside protection
AI Fair Value Estimate
Based on comprehensive analysis
$160.0
+39.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
62
Strong
Value
90
Future
30
Past
85
Health
65
Dividend
40
AI Verdict
Value Trap Warning
Key drivers: Deep discount to Graham Number, Alarming Forward P/E expansion, Bearish technicals, Stable Piotroski score
Confidence
85%
Value
90/100

Ref P/E 8.78, Graham Number $165.9

Positives
  • Price is well below Graham Number
  • Low Price/Book (1.22)
  • Low Price/Sales (0.79)
Watchpoints
  • Forward P/E suggests current value is based on unsustainable earnings
Future
30/100

Ref Forward P/E and Technical Trend

Positives
  • Strong recent revenue growth (27.8%)
Watchpoints
  • Forward P/E of 44.72 indicates expected earnings drop
  • Technical trend is extremely bearish
Past
85/100

Ref 1Y/3Y/5Y Price Performance

Positives
  • Massive 1Y price change (+98.6%)
  • Exceptional YoY earnings growth
Watchpoints
  • Historical earnings volatility seen in quarterly track record
Health
65/100

Ref Piotroski F-Score

Positives
  • Piotroski F-Score 6/9 (Stable)
  • Current Ratio 1.29
Watchpoints
  • Debt/Equity of 1.23 is moderate but requires monitoring
Dividend
40/100

Ref Yield 0.63%, Payout 5.52%

Positives
  • Very low payout ratio (5.52%) suggests dividend is safe
Watchpoints
  • Low yield (0.63%) is unattractive for income investors

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$114.48

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OPY and closest competitors.

Updated 2026-04-30
OPY
Oppenheimer Holdings Inc.
Primary
5Y
+150.0%
3Y
+219.4%
1Y
+98.6%
6M
+68.3%
1M
+28.4%
1W
+1.8%
BTG
BitGo Holdings, Inc.
Peer
5Y
-40.6%
3Y
-40.6%
1Y
-40.6%
6M
-40.6%
1M
+7.9%
1W
-4.4%
PEB
Peoples Bancorp Inc.
Peer
5Y
+32.9%
3Y
+61.6%
1Y
+33.3%
6M
+24.4%
1M
+10.5%
1W
+1.8%
JFR
Nuveen Floating Rate Income Fund
Peer
5Y
+32.9%
3Y
+31.9%
1Y
+4.9%
6M
+0.4%
1M
+4.0%
1W
-0.8%
NMZ
Nuveen Municipal High Income Opportunity Fund
Peer
5Y
-6.7%
3Y
+16.8%
1Y
+4.3%
6M
-0.2%
1M
-1.3%
1W
-1.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
8.78
Forward P/E
44.72
PEG Ratio
N/A
P/B Ratio
1.22
P/S Ratio
0.79
EV/Revenue
0.66
EV/EBITDA
N/A
Market Cap
$1.23B

Profitability

Profit margins and return metrics

Profit Margin 9.56%
Operating Margin 35.22%
Gross Margin 91.39%
ROE 16.02%
ROA 4.17%

Growth

Revenue and earnings growth rates

Revenue Growth +27.8%
Earnings Growth +588.5%
Q/Q Revenue Growth +25.89%
Q/Q Earnings Growth +593.1%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.23
Moderate
Current Ratio
1.29
Good
Quick Ratio
1.21
Good
Cash/Share
$135.35

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.5B
Gross Margin
43.7%
Op. Margin
34.4%
Net Margin
15.7%
Total Assets
$3.7B
Liabilities
$2.7B
Equity
$1.0B
Debt/Equity
2.77x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-01
$N/A
2018-07-27
$0.63
+34.0% surprise
2018-04-27
$0.48
+50.0% surprise
2018-02-01
$0.88
+28.2% surprise

Financial Services Sector Comparison

Comparing OPY against 975 companies in the Financial Services sector (156 bullish, 425 neutral, 394 bearish)
P/E Ratio
8.78
This Stock
vs
34.86
Sector Avg
-74.8% (Discount)
Return on Equity (ROE)
16.02%
This Stock
vs
0.29%
Sector Avg
+5380.7% (Excellent)
Profit Margin
9.56%
This Stock
vs
88.25%
Sector Avg
-89.2% (Weaker)
Debt to Equity
1.23
This Stock
vs
1.32
Sector Avg
-6.5% (Lower)
Revenue Growth
27.8%
This Stock
vs
33.02%
Sector Avg
-15.8% (Slower)
Current Ratio
1.29
This Stock
vs
3.69
Sector Avg
-64.9% (Weaker)

Similar Companies

Peer comparison within the same industry

OPY Oppenheimer Holdings Inc.
NEUTRAL
Mkt Cap
$1.2B
P/E
8.8
ROE
16.0%
Price
$114.48
BTGO BitGo Holdings, Inc.
BEARISH
Mkt Cap
$1.2B
P/E
-
ROE
-4.6%
Price
$10.69
 Compare with OPY
PEBO Peoples Bancorp Inc.
NEUTRAL
Mkt Cap
$1.2B
P/E
11.5
ROE
9.2%
Price
$34.74
 Compare with OPY
JFR Nuveen...
BEARISH
Mkt Cap
$1.2B
P/E
21.9
ROE
6.1%
Price
$7.45
 Compare with OPY
NMZ Nuveen...
BEARISH
Mkt Cap
$1.2B
P/E
48.5
ROE
2.1%
Price
$10.18
 Compare with OPY

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MCNAMARA DENNIS P.
Officer
Sell
2026-03-02
4,673 shares · $423,701
LOWENTHAL ALBERT G
Chairman of the Board
Buy
2025-11-28
178 shares · $11,930
LOWENTHAL ROBERT S.
Chief Executive Officer
Buy
2025-11-28
45 shares · $3,056
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-27

OPY announced its financial results for the first quarter of 2026.

DEF 14A
DEF 14A
2026-03-13

OPY filed a definitive proxy statement (DEF 14A) on March 13, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

10-K
10-K
2026-02-26

Oppenheimer Holdings Inc. (OPY) is a middle-market investment bank and full-service broker-dealer providing retail brokerage, investment banking, and asset management services across global offices. The company's financial results are subject to significant market risks, including fluctuations in asset values, interest rates, and global economic conditions. Additional material risks include exposure to trade policies, sanctions, and broader macroeconomic volatility.

8-K
8-K
2026-02-02

OPY filed an 8-K on February 2, 2026, likely to announce its financial results for the fourth quarter and full fiscal year 2025.

8-K
8-K
2026-01-30

OPY filed an 8-K on January 30, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2025-12-12
8-K
8-K
2025-11-03

OPY filed an 8-K on November 3, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-31

OPY filed an 8-K on October 31, 2025, likely to report its third-quarter financial results.

10-Q
10-Q
2025-10-31

OPY filed its 10-Q on October 31, 2025. While specific financial highlights were not provided in the excerpt, the filing includes a dedicated section for risk factors under Item 1A.

8-K
8-K
2025-08-04

OPY filed an 8-K on August 4, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-08-01
10-Q
10-Q
2025-08-01
8-K
8-K
2025-05-06
8-K
8-K
2025-04-28
10-Q
10-Q
2025-04-25
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning OPY from our newsroom.

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