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OPY

Oppenheimer Holdings Inc

Feb 06 • 04:00PM ET

92.48

+1.95 2.15 %

Financial • Capital Markets • USA • NYSE

Peers: MS GS RJF SCHW AMTD LPLA SF EVR MC LAZ

| Held by: AVUV VTI FNDA VXF BSVO KCE SCHA DFAT AVSC DFAS

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Index	-	P/E	7.10	EPS (ttm)	13.03	Insider Own	44.02%	Shs Outstand	10.52M	Perf Week	10.06%
Market Cap	963.72M	Forward P/E	-	EPS next Y	-	Insider Trans	0.00%	Shs Float	5.89M	Perf Month	26.88%
Enterprise Value	2.34B	PEG	-	EPS next Q	-	Inst Own	38.47%	Short Float	0.59%	Perf Quarter	37.51%
Income	148.40M	P/S	0.59	EPS this Y	-	Inst Trans	-1.04%	Short Ratio	0.76	Perf Half Y	31.47%
Sales	1.64B	P/B	0.99	EPS next Y	-	ROA	2.33%	Short Interest	0.03M	Perf YTD	27.93%
Book/sh	93.81	P/C	25.17	EPS next 5Y	-	ROE	16.18%	52W High	91.83 0.71%	Perf Year	39.87%
Cash/sh	3.67	P/FCF	16.36	EPS past 3/5Y	71.93% 6.98%	ROIC	13.89%	52W Low	48.61 90.24%	Perf 3Y	100.33%
Dividend Est.	-	EV/EBITDA	9.43	Sales past 3/5Y	13.82% 6.45%	Gross Margin	98.30%	Volatility	5.68% 4.03%	Perf 5Y	159.89%
Dividend TTM	0.71 (0.77%)	EV/Sales	1.43	EPS Y/Y TTM	104.58%	Oper. Margin	18.18%	ATR (14)	3.49	Perf 10Y	544.91%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	1.17	Sales Y/Y TTM	14.71%	Profit Margin	9.06%	RSI (14)	75.04	Recom	1.00
Dividend Gr. 3/5Y	6.27% 8.45%	Current Ratio	1.17	EPS Q/Q	591.08%	SMA20	14.71%	Beta	1.16	Target Price	37.00
Payout	5.52%	Debt/Eq	1.43	Sales Q/Q	27.44%	SMA50	23.39%	Rel Volume	1.19	Prev Close	90.53
Employees	3018	LT Debt/Eq	0.15	Earnings	-	SMA200	33.34%	Avg Volume	45.95K	Price	92.48
IPO	Oct 06, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	54,559	Change	2.15%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-21-16	Initiated	Sidoti	Buy	$22
Sep-14-15	Upgrade	Macquarie	Neutral → Outperform

Jan-30-26 08:20AM	Oppenheimer: Q4 Earnings Snapshot (Associated Press Finance) +10.26%
Jan-17-26 06:03AM	Markets Climb Wall-of-Worry: Oppenheimer Sees Resilience Driving 2026 and Suggests 2 Stocks to Buy (TipRanks)
Jan-06-26 08:38AM	Why the S&P 500 Could Hit 7700 in 2026 (Barrons.com)
Jan-05-26 02:49PM	The S&P 500 Bull Run Is 3 Years Old. 2026 Could Bring a New Round of Gains. (Barrons.com)
Dec-24-25 06:30AM	Spruce Biosciences initiated with an Outperform at Oppenheimer (TipRanks)
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Dec-12-25 08:00AM	OPPENHEIMER HOLDINGS INC. DECLARES SPECIAL DIVIDEND (PR Newswire)
Dec-10-25 06:20PM	Why Dyne Therapeutics Stock Was a Big Winner on Wednesday (Motley Fool)
06:07PM	Analyst revamps S&P 500 target through 2026 (TheStreet)
Dec-08-25 06:00AM	Oppenheimer & Co. Inc. Strengthens Equities and Biotech Research Teams with Addition of Kostas Biliouris, Ph.D. (PR Newswire)
Nov-26-25 11:00AM	Oppenheimer Thinks Investors Are Missing Out on IBM Stock (Barchart)
Nov-21-25 10:34AM	IBM: Oppenheimer initiates coverage with Outperform rating on software-led growth (Investing.com)
Nov-17-25 07:37PM	Is Nvidias AI boom already priced in? Oppenheimer doesnt think so (TheStreet)
06:00AM	Oppenheimer & Co. Inc. Appoints Keith Peterson As Head of Cash Equity Sales and Trading (PR Newswire)
Nov-03-25 10:51AM	Oppenheimer adds Costco back to Top Pick status (Investing.com)
Oct-31-25 08:00AM	Oppenheimer Holdings Inc. Reports Third Quarter 2025 Earnings (PR Newswire)
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Oct-29-25 06:00AM	Oppenheimer Announces the Appointment of Public Finance Banker Guy T. Logan as Managing Director, Head of Infrastructure & Mid-Atlantic Region (PR Newswire)
Oct-17-25 12:09PM	Jefferies Stock Is Upgraded. Concerns Over First Brands Bankruptcy Are Overblown, Say Analysts. (Barrons.com)
Oct-06-25 06:00AM	Oppenheimer Appoints James Yoo Managing Director in Healthcare Equity Capital Markets Investment Banking (PR Newswire)
Oct-03-25 12:56PM	Netflix stock defended at Oppenheimer amid recent underperformance (Investing.com)
Sep-30-25 06:00AM	Oppenheimer Expands Custody and Prime Services (CAPS) Platform to Meet Growing Demand from Emerging Managers (PR Newswire)
Sep-17-25 05:00AM	OPPENHEIMER EXPANDS GLOBAL CREDIT TEAM (PR Newswire)
Aug-05-25 09:00AM	David Wright Joins Oppenheimer As Managing Director in the Pacific Northwest (PR Newswire)
Aug-01-25 08:00AM	Oppenheimer Holdings Inc. Reports Second Quarter 2025 Earnings (PR Newswire)
Jul-30-25 06:05AM	Can These 2 Monster Growth Stocks Hit New Highs? Heres What Oppenheimer Thinks (TipRanks)
Jul-28-25 08:42AM	Oppenheimer lifts S&P 500 target back to 7,100 (Investing.com)
Jul-14-25 06:00AM	Oppenheimer Appoints Jon Hudson As Managing Director and Co-head of Healthcare Services Investment Banking (PR Newswire)
Jun-30-25 02:33PM	Wall Street Backs Los Angeles Wildfire Lawsuits, Chasing Billions (Bloomberg)
May-01-25 07:02PM	Why Caterpillar Stock Crawled Higher on Thursday (Motley Fool)
Apr-25-25 08:00AM	Oppenheimer Holdings Inc. Reports First Quarter 2025 Earnings (PR Newswire)
Apr-15-25 01:41PM	Nvidia, Broadcom, and Marvell Lead Oppenheimer's Top Semiconductor Picks (GuruFocus.com)
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Mar-25-25 06:00AM	Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director (PR Newswire)
Mar-19-25 12:55PM	GBI Integrates With Oppenheimer to Offer Wealth Management Clients Seamless Access to Precious Metals (PR Newswire)
Mar-12-25 05:00AM	Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities (PR Newswire)
Mar-10-25 06:00AM	OPPENHEIMER & CO. INC. APPOINTS GILBERT DYCHIAO AS CO-HEAD OF INVESTMENT BANKING (PR Newswire) -5.14%
Jan-31-25 08:00AM	Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2024 Earnings (PR Newswire) -5.10%
Jan-15-25 12:24PM	Oppenheimer's Top 2025 Semiconductor Picks: AI and Data Center Growth Lead the Charge (GuruFocus.com)
Dec-17-24 06:00AM	Oppenheimer Announces Expansion of Emerging Markets Desk (PR Newswire)
Dec-10-24 10:48AM	Christopher Nolan on Interstellars cosmic success 10 years later (Associated Press Finance)
Dec-04-24 09:00AM	Craig Schneider Joins Oppenheimer As Regional Director of Michigan (PR Newswire)
Nov-25-24 10:31AM	Target reinstated as Top Pick at Oppenheimer, shares rise (Investing.com)
Nov-14-24 09:03AM	Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s (PR Newswire)
Nov-13-24 12:30PM	Oppenheimer Concludes 20th Annual Professionals Alliance Group (PAG) Conference (PR Newswire)
Oct-29-24 10:27AM	Oppenheimer Holdings Reports Strong Q3 2024 Financial Performance (TipRanks)
Oct-25-24 08:00AM	Oppenheimer Holdings Inc. Reports Third Quarter 2024 Earnings (PR Newswire) +11.44%
Oct-15-24 06:00AM	Oppenheimer Hires Christian Baetz As Managing Director, Consumer Investment Banking (PR Newswire)
Oct-01-24 06:00AM	Oppenheimer Names Todd Wiggins Regional Director of Dallas-Fort Worth Region (PR Newswire)
Sep-23-24 06:00AM	Oppenheimer Expands Presence in Tennessee with the Opening of its Memphis Office (PR Newswire)
Sep-19-24 09:00AM	OPPENHEIMER HOLDINGS INC. ANNOUNCES REDEMPTION OF $113 MILLION OF 5.50% SENIOR SECURED NOTES DUE 2025 (PR Newswire)
Sep-10-24 07:00AM	Oppenheimer Names Aaron Stowell Managing Director and Branch Manager of Atlanta Office (PR Newswire)
Sep-03-24 06:00AM	Mark J. Hovanic Joins Oppenheimer as Executive Director and Branch Manager (PR Newswire)
Aug-13-24 06:00AM	Oppenheimer Kicks Off its Third Annual Next-Gen Peer-to-Peer Forum (PR Newswire)
Jul-26-24 08:43AM	Oppenheimer Turns To Profit In Q2 - Quick Facts (RTT News) -8.63%
08:00AM	Oppenheimer Holdings Inc. Reports Second Quarter 2024 Earnings (PR Newswire)
Jul-15-24 06:55AM	Oppenheimer adds new hires to its debt team (Private Banker International)
06:00AM	Oppenheimer Announces Additions to the High Yield and Distressed Debt Team (PR Newswire)
Jul-11-24 06:00AM	Oppenheimer & Co. Inc. Appoints Andreas Argyrides As Executive Director and Senior Analyst Covering the Biotechnology Sector (PR Newswire)
Jul-09-24 06:00AM	Oppenheimer & Co. Inc. Appoints Rayna Kumar As Managing Director and Senior Analyst Covering the Fintech Sector (PR Newswire)
Jun-24-24 06:00AM	Oppenheimer Hires Kunal Bhatia As Managing Director, Healthcare Investment Banking (PR Newswire)
Jun-04-24 06:00AM	Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin (PR Newswire)
May-13-24 11:51AM	Oppenheimer Expands Technology Investment Banking Group with Addition of Yogesh Amle (PR Newswire)
May-10-24 07:02PM	Insider Sale: Director Evan Behrens Sells Shares of Oppenheimer Holdings Inc (OPY) (GuruFocus.com)
May-08-24 06:00AM	Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew (PR Newswire)
May-06-24 08:00AM	3 Stocks With the Potential to Make You an Overnight Millionaire (InvestorPlace)
Apr-29-24 03:35PM	S&P 500 Companies' Latest Quarterly Results Mixed so Far, Oppenheimer Says (MT Newswires)
Apr-26-24 01:53PM	OPY Stock Earnings: Oppenheimer Hldgs Reported Results for Q1 2024 (InvestorPlace)
10:51AM	Oppenheimer Holdings Inc. Reports Substantial Earnings Growth in Q1 2024 (GuruFocus.com)
09:20AM	Oppenheimer Holdings Inc. Reports First Quarter 2024 Earnings (PR Newswire)
Apr-25-24 08:25AM	--Oppenheimer Adjusts Vertiv Holdings Price Target to $98 From $96 (MT Newswires)
Apr-03-24 06:00AM	Oppenheimer & Co. Inc. Appoints William Bird Director of Equity Research (PR Newswire)
Mar-29-24 06:27AM	Japan finally screens 'Oppenheimer', with trigger warnings, unease in Hiroshima (Reuters)
Mar-19-24 11:22AM	US CFTC hits U.S. Bank, Oppenheimer with fines over record keeping failures (Reuters)
11:17AM	UPDATE 2-US CFTC hits U.S. Bank, Oppenheimer with fines over record keeping failures (Reuters)
Mar-12-24 04:01PM	Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region (PR Newswire)
Mar-11-24 07:38PM	UPDATE 2-Sunday's Oscars viewership hits four-year high on ABC (Reuters)
07:31PM	Oscars get audience bump from 'Barbie' and 'Oppenheimer,' but ratings aren't quite a blockbuster (Associated Press Finance)
06:40AM	Oppenheimer Oscars Glory Could Finally Provide Boost to Comcast Stock (Barrons.com)
04:49AM	Hiroshima residents hope 'Oppenheimer' Oscars draw attention to A-bomb reality (Reuters)
Mar-10-24 10:14PM	UPDATE 1-Christopher Nolan wins best director Oscar for 'Oppenheimer' (Reuters)
10:11PM	UPDATE 1-Cillian Murphy wins best actor Oscar for 'Oppenheimer' (Reuters)
10:06PM	Emily Blunt and Florence Pugh Defy Gravity in Elevated Sleeves and More Oppenheimer Cast Looks on Oscars 2024 Red Carpet (WWD)
Mar-09-24 06:13PM	Oppenheimer Honored at Saint Laurent and Vanity Fair Party, With Cillian Murphy, Hailey Bieber, Zoë Kravitz and Channing Tatum (WWD)
Mar-07-24 08:00PM	Atom bomb survivor hopes Japan debut of 'Oppenheimer' will stoke nuclear debate (Reuters)
06:00AM	Langley's bet on 'Oppenheimer' may bring Oscars gold to Universal (Reuters)
Mar-04-24 04:14PM	Dune: Part Two passes Oppenheimer opening weekend at domestic box office with $82.5 million (CNN Business)
08:00AM	Oppenheimer Holdings Inc. Announces Share Repurchase Program (PR Newswire)
Feb-13-24 06:00AM	Oppenheimer & Co. Inc. Announces 34th Annual Healthcare Life Sciences Conference (PR Newswire)
Feb-09-24 01:27PM	SEC Text Messaging Probe Results in Another $81 Million in Penalties for Wall Street Firms (Barrons.com)
Feb-08-24 06:00AM	Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett (PR Newswire)
Jan-26-24 08:44AM	Oppenheimer Holdings Inc (OPY) Reports Mixed Financial Results Amid Regulatory Settlements (GuruFocus.com)
08:00AM	Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2023 Earnings (PR Newswire)
Jan-25-24 05:14PM	American Express earnings, PCE data: What to Watch (Yahoo Finance Video)
06:00AM	IN CASE YOU MISSED ITSchedule of Reuters features from this week (Reuters)
Jan-23-24 09:19AM	UPDATE 4-Atomic bomb blockbuster 'Oppenheimer' leads Oscar nominations (Reuters)
Jan-16-24 06:00AM	Oppenheimer Names Elizabeth Coolidge Head of Public Finance (PR Newswire)
Jan-07-24 06:20PM	UPDATE 5-'Oppenheimer' triumphs at Golden Globes as Hollywood parties again (Reuters)
Dec-29-23 12:00AM	Year in a word: Barbenheimer (Financial Times)
Dec-19-23 02:15PM	The 10 Best Invesco Mutual Funds to Buy Now (TheStreet.com)
Dec-07-23 10:23AM	Oppenheimer to be released in Japan after delay following Barbenheimer controversy (CNN Business)
Dec-06-23 09:53PM	'Oppenheimer' to screen in Japan next year after nuclear controversy (Reuters)
01:52PM	Wikipedia releases its top 25 most-viewed pages of 2023 (CNN Business)

Oppenheimer Holdings, Inc. engages as a middle-market investment bank and full-service broker-dealer. It operates through the following segments: Private Client, Asset Management, Capital Markets, and Corporate/Other. The Private Client segment consists of commissions and a proportionate amount of fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees, net contributions from stock loan activities and financing activities, and direct expenses. The Asset Management segment consists of fee income earned on AUM from investment management services of Oppenheimer Asset Management Inc. The Capital Markets segment offers investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance, and municipal trading. The Corporate/Other segment pertains to legal, compliance, accounting, and internal audit activities. The company was founded in 1881 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McNAMARA DENNIS P	Secretary	Aug 05 '25	Sale	73.81	2,000	147,620	21,766	Aug 06 11:16 AM
PAUL M. FRIEDMAN LIVING TRUST	Director	Jun 10 '25	Proposed Sale	63.31	3,500	221,578		Jun 10 05:44 PM
Friedman Paul M	Director	Jun 09 '25	Sale	63.32	3,500	221,621	20,500	Jun 10 05:27 PM
Friedman Paul M	Director	Jun 10 '25	Sale	63.31	3,500	221,578	17,000	Jun 10 05:27 PM
PAUL M. FRIEDMAN LIVING TRUST	Director	Jun 09 '25	Proposed Sale	63.32	3,500	221,621		Jun 09 05:12 PM
Friedman Paul M	Director	Jun 06 '25	Sale	63.11	3,000	189,320	24,000	Jun 09 04:03 PM
PAUL M. FRIEDMAN LIVING TRUST	Director	Jun 06 '25	Proposed Sale	63.11	3,000	189,320		Jun 06 04:24 PM

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OPY

Oppenheimer Holdings Inc

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