NEW: We've expanded Stock Detail, Screener, and Maps with new data

Stock Detail, Screener:
3, 5, 10-Year Performance
EV/EBITDA, EV/Sales
Dividend Growth (1, 3, 5 Years)
EPS & Sales Growth (3 Years)

Maps:
All from Screener plus:
ROA, ROE, ROIC
Quick & Current Ratios
LT Debt and Debt to Equity Ratios
Gross, Operating, and Net Margins

OPY

Oppenheimer Holdings Inc

Jul 01 • 01:25PM ET

67.46

Dollar change +1.69
Percentage change 2.56	%

Financial • Capital Markets • USA • NYSE

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

| Held by: VTI AVUV VXF DWAS FNDA AVSC FDM DFAT BSVO DFAS

Scroll to Statements

Index	-	P/E	9.98	EPS (ttm)	6.76	Insider Own	45.51%	Shs Outstand	10.43M	Perf Week	4.11%
Market Cap	703.28M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.21%	Shs Float	5.74M	Perf Month	3.32%
Enterprise Value	2.08B	PEG	-	EPS next Q	-	Inst Own	35.94%	Short Float	0.99%	Perf Quarter	13.12%
Income	76.16M	P/S	0.49	EPS this Y	-	Inst Trans	2.28%	Short Ratio	0.97	Perf Half Y	3.40%
Sales	1.44B	P/B	0.81	EPS next Y	-	ROA	2.20%	Short Interest	0.06M	Perf YTD	5.25%
Book/sh	82.87	P/C	19.16	EPS next 5Y	-	ROE	9.10%	52W High	73.12 -7.75%	Perf Year	42.94%
Cash/sh	3.52	P/FCF	-	EPS past 3/5Y	-18.34% 10.76%	ROIC	7.53%	52W Low	47.39 42.34%	Perf 3Y	90.07%
Dividend Est.	-	EV/EBITDA	8.81	Sales past 3/5Y	0.84% 6.70%	Gross Margin	95.36%	Volatility	2.63% 2.51%	Perf 5Y	260.50%
Dividend TTM	0.72 (1.07%)	EV/Sales	1.44	EPS Y/Y TTM	81.40%	Oper. Margin	13.76%	ATR (14)	1.83	Perf 10Y	156.62%
Dividend Ex-Date	May 09, 2025	Quick Ratio	1.17	Sales Y/Y TTM	12.68%	Profit Margin	5.28%	RSI (14)	67.52	Recom	1.00
Dividend Gr. 3/5Y	6.92% 7.49%	Current Ratio	1.17	EPS Q/Q	14.77%	SMA20	5.58%	Beta	1.19	Target Price	37.00
Payout	10.36%	Debt/Eq	1.62	Sales Q/Q	4.16%	SMA50	7.71%	Rel Volume	0.36	Prev Close	65.77
Employees	3018	LT Debt/Eq	0.16	Earnings	Apr 25 BMO	SMA200	11.57%	Avg Volume	58.33K	Price	67.46
IPO	Oct 06, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	13,023	Change	2.56%

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

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)
Mar-25-25 06:00AM	Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director (PR Newswire)
12:55PM	Loading…
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)
12:30PM	Loading…
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)
06:00AM	Loading…
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)
Dec-05-23 05:13PM	ChatGPT, Oppenheimer and Indian entertainment top the most-viewed Wikipedia pages in 2023 (CNN Business)
04:19PM	Taylor Swift and Oppenheimer were highly searched topics on Wikipedia, but one search topped them all in 2023 (TheStreet.com)
12:44PM	These are the things people searched most on Wikipedia this year (TheStreet.com)
Dec-04-23 06:00AM	Oppenheimer Appoints Richard Jasen As Head of Technology & Consumer Private Capital (PR Newswire)
Nov-06-23 12:05PM	New Nashville Office Expands with Recruitment of Jon Sanders (PR Newswire)
Oct-27-23 09:59AM	Oppenheimer Holdings Inc (OPY) Reports Q3 2023 Earnings with a 206.7% Increase in Net Income (GuruFocus.com)
08:00AM	Oppenheimer Holdings Inc. Reports Third Quarter 2023 Earnings (PR Newswire)
Oct-23-23 09:00AM	Oppenheimer & Co. Inc. Hires William Bird As Head of Thematic Research (PR Newswire)
Oct-04-23 06:00AM	Oppenheimer Expands Healthcare Investment Banking Team with Addition of Matt Jackson (PR Newswire)
Oct-02-23 06:00AM	Oppenheimer & Co. Inc. Announces Key Additions to Equity Trading (PR Newswire)
Sep-28-23 06:00AM	OPPENHEIMER HIRES RUPERT SADLER AS MANAGING DIRECTOR, SOFTWARE INVESTMENT BANKING (PR Newswire)
Sep-27-23 06:00AM	Oppenheimer & Co. Inc. Gathers Select Roster of Innovative Companies for Sustainability Summit: Innovating Climate Solutions (PR Newswire)
Sep-13-23 06:00AM	Oppenheimer Announces Brand Relaunch (PR Newswire)
Sep-07-23 06:00AM	Oppenheimer & Co. Inc. Announces Hiring of Distressed Debt Team (PR Newswire)
Sep-06-23 10:42AM	How $2.2 Billion Barbenheimer Movie Haul Relates To Mortgage Biz (The Basis Point)
Aug-08-23 06:00AM	Oppenheimer & Co. Inc. Gathers Innovators for 26th Annual Technology, Internet & Communications Conference (PR Newswire)
Aug-06-23 05:13PM	Barbie Rakes in $1 Billion in Global Box Office Ticket Sales (Barrons.com)
Aug-05-23 08:06AM	Be Sure To Check Out Oppenheimer Holdings Inc. (NYSE:OPY) Before It Goes Ex-Dividend (Simply Wall St.)
Aug-03-23 01:11PM	Oppenheimer star Matt Damon used his first big paycheck to pay for his moms Ph.D. program. Heres what the films other stars spent theirs on (Fortune)
Aug-01-23 06:04AM	Barbenheimer backlash in Japan is so strong over nuclear bomb reference, Warner Bros. Japan had to tell the U.S. division to stop posting about it (Fortune)
Jul-31-23 06:01AM	Oppenheimer Holdings (NYSE:OPY) Has Announced A Dividend Of $0.15 (Simply Wall St.) -5.81%
Jul-28-23 08:00AM	Oppenheimer Holdings Inc. Reports Second Quarter 2023 Earnings (PR Newswire)
Jul-27-23 04:35PM	Oppenheimer Isnt Just a Story About the Past. The Lessons for Todays U.S.-China Conflict. (Barrons.com)
Jul-26-23 04:57PM	Barbenheimer gives Valley's Harkins Theatres one of its best box office weekends (American City Business Journals)
Jul-25-23 11:52AM	IMAX's Oppenheimer Breaks Records With $35 Million Global Debut (Zacks)
06:00AM	Oppenheimer Hires Sean Minnihan As Head of Fintech (PR Newswire)

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
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
BEHRENS EVAN	Director	Aug 19 '24	Sale	50.78	750	38,088	4,125	Aug 19 04:18 PM
McNAMARA DENNIS P	Secretary	Jul 31 '24	Sale	51.28	6,000	307,674	20,681	Aug 01 09:42 AM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

OPY

Oppenheimer Holdings Inc

Upgrade your FINVIZ experience