OPY

Oppenheimer Holdings Inc

110.62

Jul 21 • 02:07PM ET +2.41 (2.23%)

Financial Capital Markets USA Small NYSE

Peers: SF JEF LPLA PJT LAZ MC RJF VIRT EVR HLI

| Held by: AVUV VTI VXF BSVO FNDA DFMC KCE FESM DFAS DFAT

Index	-
Market Cap	1.17B
Enterprise Value	2.58B
Income	97.17M
Sales	1.71B
Book/sh	88.95
Cash/sh	3.26
Dividend Est.	-
Dividend TTM	0.74 (0.67%)
Dividend Ex-Date	May 15, 2026
Dividend Gr. 3/5Y	6.27% 8.45%
Payout	5.52%
Employees	2947
IPO	Oct 06, 1982

P/E	13.23
Forward P/E	-
PEG	-
P/S	0.68
P/B	1.24
P/C	33.92
P/FCF	15.72
EV/EBITDA	9.74
EV/Sales	1.50
Quick Ratio	1.19
Current Ratio	1.19
Debt/Eq	1.49
LT Debt/Eq	0.12
Option/Short	Yes / Yes

EPS (ttm)	8.36
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	71.91% 6.98%
Sales past 3/5Y	13.82% 6.45%
EPS Y/Y TTM	26.40%
Sales Y/Y TTM	18.88%
EPS Q/Q	-171.13%
Sales Q/Q	21.01%
Earnings	-
EPS/Sales Surpr.	- -

Insider Own	43.08%
Insider Trans	-0.10%
Inst Own	39.72%
Inst Trans	3.53%
ROA	2.60%
ROE	10.65%
ROIC	9.10%
Gross Margin	96.25%
Oper. Margin	13.22%
Profit Margin	5.67%
SMA20	-0.58%
SMA50	7.17%
SMA200	27.62%
Trades

Shs Outstand	10.61M
Shs Float	6.09M
Short Float	1.46%
Short Ratio	0.87
Short Interest	0.09M
52W High	123.24 -10.24%
52W Low	62.97 75.67%
Volatility	4.97% 4.71%
ATR (14)	4.82
RSI (14)	51.79
Beta	1.08
Rel Volume	1.73
Avg Volume	102.21K
Volume	127,925

Perf Week	-6.48%
Perf Month	3.18%
Perf Quarter	-2.57%
Perf Half Y	34.79%
Perf YTD	53.02%
Perf Year	56.80%
Perf 3Y	167.02%
Perf 5Y	163.49%
Perf 10Y	648.93%
Recom	1.00
Target Price	37.00
Prev Close	108.21
Price	110.62
Change	2.23%

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

Today 09:07AM	Oppenheimer Picks Apple, Amazon, Alphabet as Top Stock Buys (GuruFocus.com)
Jul-20-26 06:00AM	Oppenheimer Expands Institutional Derivatives Platform with Senior Team Additions (PR Newswire)
Jun-18-26 12:37PM	SPCX Bull Case Strengthens Oppenheimer Raises SpaceX Target, Sees More Upside After Cursor Deal (Stocktwits)
Jun-16-26 02:52PM	Oppenheimer Picks Alphabet, Dumps Meta in Highest-Conviction Stock Picks (GuruFocus.com)
Jun-11-26 08:15PM	Tesla-SpaceX Merger Speculation Heats Up As Analysts Clash Ahead Of SpaceX IPO (Stocktwits)
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02:51PM	Why Oppenheimer Analysts Are Bullish on SpaceX, the 'East India Company of Space' (Investopedia)
01:53PM	Oppenheimer launches first coverage of SpaceX with bullish outlook (Reuters Videos)
12:32PM	Oppenheimer slaps Outperform rating on SpaceX, $190 price target ahead of market debut (Yahoo Finance)
10:39AM	Oppenheimer launches Wall Street's first coverage of SpaceX with bullish outlook (Reuters)
07:32AM	Oppenheimer sees little strategic case for Tesla-SpaceX merger (Investing.com)
Jun-01-26 02:12AM	DG Stock Wades Through Cautious Wall Street Ahead Of Q1 Earnings As 'K-Shaped' Economy Risks Loom (Stocktwits)
May-18-26 09:08AM	NYSE Content Update: Exchange Turns 234 Ahead of U.S. Semiquincentennial (PR Newswire)
May-13-26 11:09AM	Wall Street Is Starting To Warm Up To Snowflake Again (GuruFocus.com)
May-04-26 11:00AM	Oppenheimer lifts Airbnb rating, sees organic revenue levers materializing (Investing.com) -7.71%
May-01-26 08:09AM	Oppenheimer: Q1 Earnings Snapshot (Associated Press) -6.70%
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08:00AM	Oppenheimer Holdings Inc. Reports First Quarter 2026 Earnings (PR Newswire)
Apr-24-26 06:36PM	OPPENHEIMER HOLDINGS INC. Settles "Cash Sweep" Litigation (PR Newswire) -8.00% +5.45%
Apr-09-26 06:00AM	Oppenheimer Adds David Fleming to Private Client Division Leadership Team (PR Newswire)
Apr-08-26 06:00AM	Oppenheimer Names Bill Farmer Managing Director, Head of Aerospace & Defense Technology Investment Banking (PR Newswire) +5.63%
Mar-31-26 09:00AM	Oppenheimer Expands Municipal Capital Markets Platform with Three Managing Director Hires (PR Newswire)
Mar-24-26 06:00AM	Oppenheimer Appoints Chris DeFalco And John Hyland As Co-Heads Of Equity Capital Markets (PR Newswire)
Mar-17-26 06:00AM	Oppenheimer Names Eric Nortman Head of Debt Private Placements (PR Newswire)
Mar-16-26 07:42AM	Equities face rising correction risk, Goldmans Oppenheimer warns (Investing.com)
Mar-07-26 06:50AM	Goldman Sachs Sees Market Warning Signs But Likes These 2 Stocks (TipRanks)
Mar-06-26 10:20AM	CoreWeave is building a gigawatt-sized engine for an AI future, says Oppenheimer (Investing.com)
Mar-04-26 11:23AM	Goldmans top strategist warns stocks are flashing the same warning signs as before the 2008 financial crisis (Fortune)
Mar-01-26 05:37PM	Spruce Biosciences Touts MPS IIIB Data, Targets Q4 BLA Submission at Oppenheimer Conference (MarketBeat)
Feb-28-26 12:35PM	Keros Therapeutics Touts Rinvatercept DMD Trial Start, Eyes ALS Phase II Talks at Oppenheimer Conference (MarketBeat)
09:02AM	Elastic price target lowered to $85 from $100 at Oppenheimer (TipRanks)
08:57AM	Sweetgreen price target lowered to $9 from $10 at Oppenheimer (TipRanks)
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Feb-26-26 05:53AM	Design Therapeutics Highlights GeneTAC Pipeline, FA Data Timeline and DM1 Dosing Plans at Oppenheimer Conference (MarketBeat)
04:32AM	Cardiff Oncology Spotlights Onvansertib Data at Oppenheimer: 72% ORR in RAS-Mutant mCRC (MarketBeat)
Feb-25-26 08:00PM	Wall Street Traders Are Pouncing on the Tariff Refund Chaos (The Wall Street Journal)
05:25PM	Adagene Spotlights ADG126+KEYTRUDA Data, Late-Line MSS-CRC Focus in Oppenheimer Conference Talk (MarketBeat)
03:29PM	Aldeyra Therapeutics CEO Highlights Reproxalap Ahead of March 16 FDA Decision at Oppenheimer Conference (MarketBeat)
01:25PM	Oracle Stock Jumps on Top Analyst Ugrade -- Oppenheimer Sees $185 Target (GuruFocus.com)
12:52PM	Oracle Upgraded to Buy at Oppenheimer After Selloff (GuruFocus.com)
06:00AM	Oppenheimer Appoints Vien Le As Managing Director (PR Newswire)
Feb-16-26 07:38AM	Are Wall Street Analysts Bullish on PNC Financial Services Stock? (Barchart)
Feb-11-26 08:12AM	Satellos price target raised to $40 from $5 at Oppenheimer (TipRanks)
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)
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)
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)
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)

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.

Executive ChairmanMr. Albert Grinsfelder Lowenthal

CEOMr. Robert Steven Lowenthal

Executive VP & CFOMr. Brad Michael Watkins CPA

Senior MD and Global Head of Fixed Income BusinessMr. Peter J. Albano

Executive VPMr. Dennis Patrick McNamara Esq.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McNAMARA DENNIS P	Secretary	Mar 02 '26	Sale	90.67	4,673	423,701	20,177	Mar 03 12:40 PM
McNAMARA DENNIS P	Secretary	Aug 05 '25	Sale	73.81	2,000	147,620	21,766	Aug 06 11:16 AM

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OPY

Oppenheimer Holdings Inc

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