VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
OPY
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
OPYOppenheimer Holdings Inc.
$113.97$1.2B
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders

OPY logoOppenheimer Holdings Inc.(OPY)Earnings, Financials & Key Ratios

OPY•NYSE
$115.47
8.9× P/E·Price updated Jul 6, 2026
SectorFinancial ServicesIndustryCapital MarketsSub-IndustryWealth Management Platforms
AboutOppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.Show more
  • EBITDA$405M+18.5%
  • Net Income$148M+107.4%
  • EPS (Diluted)13.04+104.7%
  • Gross Margin51.15%+56.5%
  • EBITDA Margin24.74%+3.6%
  • Operating Margin22.43%+5.4%
  • Net Margin9.06%+81.4%
  • ROE16.07%+84.1%

OPY Price & Volume

Oppenheimer Holdings Inc. (OPY) stock price & volume — 10-year historical chart

Loading chart...

Cyclical Revenue Volatility Strains Operational Profitability

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Working capital liquidity volatility

Key Thesis Takeaways

  • Oppenheimer Holdings faces significant fundamental headwinds as its capital markets business model exhibits extreme sensitivity to market cycles, evidenced by a sharp revenue contraction to $445.1M in 2026Q1.
  • While the firm maintains low capital intensity with CapEx/Revenue ratios consistently below 1.5%, the lack of consistent operating leverage and reliance on volatile transactional income creates substantial earnings risk.
  • Investors should monitor the firm's ability to manage liquidity, as the recent surge in debt-to-equity to 1.47 in 2026Q1 suggests a reactive approach to capital management during periods of market stress.

Verdict Logic

the firm's inability to maintain consistent profitability, underscored by a 2026Q1 net loss of $20.6M and a precarious cash position of only $34.6M, suggests significant downside risk for shareholders.

OPY Growth Metrics

Oppenheimer Holdings Inc. (OPY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years6.2%
5 Years6.45%
3 Years13.82%
TTM-

Profit CAGR

10 Years54.13%
5 Years3.83%
3 Years66.16%
TTM27.59%

EPS CAGR

10 Years57.37%
5 Years6.99%
3 Years71.84%
TTM24.3%

Return on Capital

10 Years11.38%
5 Years12.33%
3 Years12.27%
Last Year11.95%

OPY Recent Earnings

Oppenheimer Holdings Inc. (OPY) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
Q2 2026Latest
May 1, 2026
Metric
Actual
Est
EPS
$4.21
—
Rev
$445M
—
Q1 2026
Jan 30, 2026
Metric
Actual
Est
EPS
$6.51
—
Rev
$473M
—
Q4 2025
Oct 31, 2025
Metric
Actual
Est
EPS
$1.90
—
Rev
$424M
—
Q3 2025
Aug 1, 2025
Metric
Actual
Est
EPS
$1.91
—
Rev
$373M
—
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 1, 2026
$4.21
$445M
Q1 2026Jan 30, 2026
$6.51
$473M
Q4 2025Oct 31, 2025
$1.90
$424M
Q3 2025Aug 1, 2025
$1.91
$373M
Based on last 12 quarters of dataView full earnings history →

Latest OPY News

Recent stock market news and headlines for Oppenheimer Holdings Inc. (OPY)

24/7 Wall Street·Jun 24, 2026
An Oppenheimer Analyst Thinks SpaceX Could Be Worth $10 Trillion in Five Years

Tim Horan, Oppenheimer's satellite and AI infrastructure analyst, went on CNBC Monday to defend a price target that sounds absurd until you back into the math.

24/7 Wall Street·Jun 18, 2026
SpaceX Headed for $250 or Wildly Overvalued: Oppenheimer and Michael Burry Disagree

The smart money on SpaceX (NASDAQ:SPCX) stock is openly split.

Peers Comparison

Key metrics vs top competitors for Oppenheimer Holdings Inc. (OPY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
OPY logoOPYOppenheimer Holdings Inc.Current
$115.47$1.22B8.8614.35%9.06%16.07%0.57%
SF logoSFStifel Financial Corp.
$75.09$11.52B12.776.94%13.55%15.14%—
PIPR logoPIPRPiper Sandler Companies
$72.94$5.2B18.4228.55%14.09%18.77%—
MC logoMCMoelis & Company
$71.94$5.35B24.4726.98%14.46%35.15%—
HLI logoHLIHoulihan Lokey, Inc.
$142.45$9.84B22.909.55%16.26%18.57%—
LAZ logoLAZLazard Ltd
$43.28$4.26B19.943.25%8.48%29.43%—

Compare OPY vs Peers

Oppenheimer Holdings Inc. (OPY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs SF

Most directly comparable listed peer for OPY.

Scale Benchmark

vs MS

Larger-name benchmark to compare OPY against a more recognizable public peer.

Peer Set

Compare Top 5

vs SF, PIPR, MC, HLI

OPY SEC Filings & Documents

Oppenheimer Holdings Inc. (OPY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 5, 2026·SEC

Material company update

May 4, 2026·SEC

Material company update

Apr 27, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 26, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Mar 1, 2024·SEC

10-Q Quarterly Reports

6
FY 2025

Oct 31, 2025·SEC

FY 2025

Aug 1, 2025·SEC

FY 2025

Apr 25, 2025·SEC

Get notified when OPY posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

OPY Frequently Asked Questions

Oppenheimer Holdings Inc. (OPY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Oppenheimer Holdings Inc.'s revenue?

Oppenheimer Holdings Inc. (OPY) reported $1.72B in revenue for fiscal year 2025.

How fast is Oppenheimer Holdings Inc. growing?

Oppenheimer Holdings Inc. (OPY) grew revenue by 14.4% over the past year. This is steady growth.

Is OPY profitable?

Yes, Oppenheimer Holdings Inc. (OPY) is profitable, generating $97.2M in net income for fiscal year 2025 (9.1% net margin).

Dividend & Returns
Does OPY pay dividends?

Yes, Oppenheimer Holdings Inc. (OPY) pays a dividend with a yield of 0.57%. This makes it attractive for income-focused investors.

What is OPY's return on equity?

Oppenheimer Holdings Inc. (OPY) has a return on equity (ROE) of 16.1%. This is reasonable for most industries.

What is Oppenheimer Holdings Inc.'s free cash flow?

Oppenheimer Holdings Inc. (OPY) generated $73.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in OPY back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →