OPY Share Price | Oppenheimer Holdings, Inc. Stock Analysis & Recommendation

Q: What does Oppenheimer Holdings, Inc. do?

Overview:Oppenheimer Holdings, Inc. is a middle-market investment bank and service broker-dealer operating in the Capital Markets industry.Financial Snapshot:Most recent Net Sales: 368 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 31 Million (Quarterly Results - Mar 2025) Market-cap: USD 644.00 Million (Micro Cap)Key Metrics:P/E: 9.00 Dividend Yield: 0.89% Debt Equity: -999,999.00 Return on Equity: 8.73% Price to Book: 0.74Contact Details:Address: 85 Broad St Fl 22, NEW YORK NY: 10004-2434 Tel: 1 212 8254331 Fax: 1 302 6365454 Website: https://www.oppenheimer.com

Q: Is Oppenheimer Holdings, Inc. overvalued or undervalued?

As of 30 June 2025, the valuation grade for Oppenheimer Holdings, Inc. moved from fair to attractive, indicating a positive shift in its valuation outlook. The company is currently considered undervalued, supported by a P/E ratio of 9, a Price to Book Value of 0.76, and an EV to EBITDA ratio of 2.64. In comparison to peers, Oppenheimer's P/E ratio is significantly lower than Piper Sandler Cos. at 35.80 and Moelis & Co. at 31.63, both of which are deemed expensive.Oppenheimer's strong performance is further highlighted by its PEG ratio of 0.11, suggesting robust growth relative to its price. The company has outperformed the S&P 500 across multiple periods, with a year-to-date return of 24.59% compared to the S&P 500's 12.22%, and a one-year return of 59.41% versus 17.14% for the index. This performance reinforces the narrative that Oppenheimer Holdings is positioned favorably in the market.

Q: Is Oppenheimer Holdings, Inc. technically bullish or bearish?

As of 3 October 2025, the technical trend for Oppenheimer Holdings, Inc. has changed from bullish to mildly bullish. The weekly MACD is mildly bearish, while the monthly MACD remains bullish, indicating mixed signals across time frames. The daily moving averages are mildly bullish, and the Bollinger Bands show a bullish stance on the weekly and mildly bullish on the monthly. However, the KST is mildly bearish on the weekly and bullish on the monthly, and the OBV is mildly bearish on the monthly. Overall, the current technical stance is mildly bullish, driven primarily by the daily moving averages and monthly MACD.In terms of performance, Oppenheimer has underperformed the S&P 500 over the past week and month, but it has outperformed the index significantly over the year and longer periods, with a 1Y return of 45.85% compared to the S&P 500's 17.82%.

Results Declared: Oppenheimer Holdings, Inc. has declared results on 01 May 2026! Click here to unlock the latest financial performance

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

4.92 k

Shareholding (Mar 2026)

FII

2.66%

Held by 35 FIIs

DII

82.35%

Held by 15 DIIs

Promoter

0.00%

How big is Oppenheimer Holdings, Inc.?

22-Jun-2025

As of Jun 18, Oppenheimer Holdings, Inc. has a market capitalization of 644.00 million, with net sales of 1,442.64 million and a net profit of 76.17 million over the latest four quarters. The balance sheet shows shareholder's funds of 850.39 million and total assets of 3,433.32 million.

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What does Oppenheimer Holdings, Inc. do?

22-Jun-2025

Oppenheimer Holdings, Inc. is a middle-market investment bank and broker-dealer in the Capital Markets industry, with recent net sales of $368 million and a net profit of $31 million. The company has a market cap of $644 million and key metrics include a P/E ratio of 9.00 and a dividend yield of 0.89%.

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Who are in the management team of Oppenheimer Holdings, Inc.?

22-Jun-2025

As of March 2022, the management team of Oppenheimer Holdings, Inc. includes Chairman and CEO Albert Lowenthal, Lead Independent Director Paul Friedman, and Independent Directors Robert Lowenthal, Evan Behrens, Timothy Dwyer, and William Ehrhardt. They are responsible for the company's strategic direction and governance.

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Is Oppenheimer Holdings, Inc. overvalued or undervalued?

20-Sep-2025

As of June 30, 2025, Oppenheimer Holdings, Inc. is considered undervalued with an attractive valuation grade, supported by a low P/E ratio of 9, a Price to Book Value of 0.76, and strong performance metrics, including a year-to-date return of 24.59% compared to the S&P 500's 12.22%.

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Is Oppenheimer Holdings, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, Oppenheimer Holdings, Inc. has a mildly bullish technical stance, with mixed signals across time frames, while underperforming the S&P 500 recently but significantly outperforming it over the past year with a 1Y return of 45.85%.

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Compare Oppenheimer Holdings, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.18%

The company has declared Positive results for the last 3 consecutive quarters

With ROE of 8.73%, it has a attractive valuation with a 0.76 Price to Book Value

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 886 Million (Small Cap)

P/E

6.00

Industry P/E

Dividend Yield

1.79%

Debt Equity

-999,999.00

Return on Equity

15.08%

Price to Book

0.90

Revenue and Profits:

Net Sales:

445 Million

(Quarterly Results - Mar 2026)

Net Profit:

-21 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

3.37%

6 Months

40.73%

1 Year

56.9%

2 Years

125.52%

3 Years

154.66%

4 Years

195.79%

5 Years

87.63%

Oppenheimer Holdings, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

6.45%

EBIT Growth (5y)

10.02%

EBIT to Interest (avg)

9.13

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

30.56%

Dividend Payout Ratio

5.52%

Pledged Shares

Institutional Holding

41.39%

ROCE (avg)

23.27%

ROE (avg)

11.18%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.90

EV to EBIT

2.97

EV to EBITDA

2.72

EV to Capital Employed

0.90

EV to Sales

0.54

PEG Ratio

0.06

Dividend Yield

1.79%

ROCE (Latest)

30.27%

ROE (Latest)

15.08%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Bullish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Mar 2026

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 22 Schemes (14.98%)

Foreign Institutions

Held by 35 Foreign Institutions (2.66%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val2": "0.00",
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        "Dec'25",
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          "chgp": "45.24%",
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          "val1": "86.60",
          "val2": "88.00",
          "chgp": "-1.59%",
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Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ

Mar'26

Dec'25

Change(%)

Net Sales

445.10

472.20

-5.74%

Operating Profit (PBDIT) excl Other Income

1.10

135.60

-99.19%

Interest

18.70

20.10

-6.97%

Exceptional Items

0.00

Consolidate Net Profit

-20.60

73.90

-127.88%

Operating Profit Margin (Excl OI)

-18.70%

267.00%

-28.57%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Mar 2026 is -5.74% vs 11.26% in Dec 2025

Consolidated Net Profit

QoQ Growth in quarter ended Mar 2026 is -127.88% vs 240.55% in Dec 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

1,638.20

1,429.40

14.61%

Operating Profit (PBDIT) excl Other Income

335.50

231.00

45.24%

Interest

86.60

88.00

-1.59%

Exceptional Items

0.00

Consolidate Net Profit

148.00

71.20

107.87%

Operating Profit Margin (Excl OI)

181.80%

135.50%

4.63%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 14.61% vs 14.46% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 107.87% vs 134.98% in Dec 2024

All Annual Results

Company CV

About Oppenheimer Holdings, Inc.

Oppenheimer Holdings, Inc.

Capital Markets

Oppenheimer Holdings Inc. is a middle-market investment bank and service broker-dealer. The Company is engaged in a range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, trust services, and investment advisory and asset management services. Its segments are Private Client, which provides financial services in the United States; Asset Management, which offers investment advisory services to its retail and institutional clients; Capital Markets, includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading; Commercial Mortgage Banking, engaged in the business of originating and servicing Federal Housing Administration insured multifamily and healthcare facility loans and securitizing these loans into Government National Mortgage Association mortgage-backed securities.

Company Coordinates

Company Details

85 Broad St Fl 22 , NEW YORK NY : 10004-2434

Tel: 1 212 8254331

https://www.oppenheimer.com

Registrar Details