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Oppenheimer Holdings, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US6837971042
USD
92.48
29.41 (46.63%)

Feb 06

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

90.9893.04

52 Week

49.2693.04
Valuation
Technical
Day's Volume

CASH

12.83 k

Shareholding (Sep 2025)

FII

2.59%

Held by 33 FIIs

DII

83.88%

Held by 14 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.

As of Jun 18, Oppenheimer Holdings, Inc. has a market capitalization of 644.00 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the company reported net sales of 1,442.64 million and a net profit of 76.17 million for the latest four quarters.<BR><BR>As of Dec 24, 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%.

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

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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.

As of March 2022, the management team of Oppenheimer Holdings, Inc. includes the following individuals:<BR><BR>- Mr. Albert Lowenthal, who serves as the Chairman of the Board and Chief Executive Officer.<BR>- Mr. Paul Friedman, who is the Lead Independent Director.<BR>- Mr. Robert Lowenthal, who is a Director.<BR>- Mr. Evan Behrens, who is an Independent Director.<BR>- Mr. Timothy Dwyer, who is also an Independent Director.<BR>- Mr. William Ehrhardt, who serves as an Independent Director. <BR><BR>This team plays a crucial role in guiding 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%.

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.<BR><BR>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.

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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%.

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.<BR><BR>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%.

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Compare Oppenheimer Holdings, Inc. with Similar Stocks

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iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard

1

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

 
2

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

3

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

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 831 Million (Small Cap)

stock-summary
P/E

9.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

1.91%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

9.21%

stock-summary
Price to Book

0.90

Revenue and Profits:
Net Sales:
373 Million
(Quarterly Results - Jun 2025)
Net Profit:
22 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
55.59%
0%
55.59%
6 Months
46.24%
0%
46.24%
1 Year
97.27%
0%
97.27%
2 Years
134.66%
0%
134.66%
3 Years
166.9%
0%
166.9%
4 Years
86.56%
0%
86.56%
5 Years
311.57%
0%
311.57%

Oppenheimer Holdings, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
7.59%
EBIT Growth (5y)
15.70%
EBIT to Interest (avg)
9.13
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
30.56%
Dividend Payout Ratio
10.36%
Pledged Shares
0
Institutional Holding
41.34%
ROCE (avg)
23.27%
ROE (avg)
11.18%

Valuation key factors

Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
0.76
EV to EBIT
3.14
EV to EBITDA
2.64
EV to Capital Employed
0.75
EV to Sales
0.43
PEG Ratio
0.11
Dividend Yield
0.87%
ROCE (Latest)
23.76%
ROE (Latest)
8.73%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Bullish
Bullish
OBV
Mildly Bullish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Sep 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 20 Schemes (13.53%)

Foreign Institutions

Held by 33 Foreign Institutions (2.59%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 1.47% vs -0.84% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -29.32% vs 186.92% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
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          "field": "Net Sales",
          "val1": "373.20",
          "val2": "367.80",
          "chgp": "1.47%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "64.20",
          "val2": "72.10",
          "chgp": "-10.96%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "22.50",
          "val2": "21.40",
          "chgp": "5.14%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "21.70",
          "val2": "30.70",
          "chgp": "-29.32%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "146.70%",
          "val2": "170.70%",
          "chgp": "-2.40%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
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    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 14.46% vs 12.40% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 134.98% vs -5.61% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
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          "val2": "1,248.80",
          "chgp": "14.46%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "231.00",
          "val2": "152.60",
          "chgp": "51.38%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "88.00",
          "val2": "68.60",
          "chgp": "28.28%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "71.20",
          "val2": "30.30",
          "chgp": "134.98%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "135.50%",
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          "chgp": "4.31%",
          "chgp_class": "positive"
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]

Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary

Jun'25
Mar'25
Change(%)
Net Sales
373.20
367.80
1.47%
Operating Profit (PBDIT) excl Other Income
64.20
72.10
-10.96%
Interest
22.50
21.40
5.14%
Exceptional Items
0.00
0.00
Consolidate Net Profit
21.70
30.70
-29.32%
Operating Profit Margin (Excl OI)
146.70%
170.70%
-2.40%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 1.47% vs -0.84% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -29.32% vs 186.92% in Mar 2025

All Quarterly Resultsstock-summary

Annual Results Snapshot (Consolidated) - Dec'24stock-summary

Dec'24
Dec'23
Change(%)
Net Sales
1,429.40
1,248.80
14.46%
Operating Profit (PBDIT) excl Other Income
231.00
152.60
51.38%
Interest
88.00
68.60
28.28%
Exceptional Items
0.00
0.00
Consolidate Net Profit
71.20
30.30
134.98%
Operating Profit Margin (Excl OI)
135.50%
92.40%
4.31%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 14.46% vs 12.40% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 134.98% vs -5.61% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Oppenheimer Holdings, Inc. stock-summary
stock-summary
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 stock-summary
Company Details
85 Broad St Fl 22 , NEW YORK NY : 10004-2434
stock-summary
Tel: 1 212 8254331
stock-summary
https://www.oppenheimer.com
stock-summary
Registrar Details
Stock List
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