Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc.
Your view on OPY
Overview
What the company does, where it operates, and who runs it.
About Oppenheimer Holdings Inc.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Robert Steven Lowenthal
- Headquarters
- 85 Broad Street, New York City, NY, US
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Robert Steven Lowenthal
- Headquarters
- 85 Broad Street, New York City, NY, US
Oppenheimer 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.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Oppenheimer Holdings Inc., and the rating behind it. OPY last traded at $103.09, 10.6× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Oppenheimer Holdings Inc.. Starting points for Oppenheimer Holdings Inc.: P/E 10.6, EPS $9.60, beta 1.10 — an Financial - Capital Markets name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Oppenheimer Holdings Inc.. Oppenheimer Holdings Inc. paid $1.76 per share over the last year — a 1.7% yield at the current $103.09 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Oppenheimer Holdings Inc.. Trailing twelve-month EPS for Oppenheimer Holdings Inc. stands at $9.60. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Oppenheimer Holdings Inc.. Oppenheimer Holdings Inc. has reported as a listed company since 1982. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Oppenheimer Holdings Inc. valued side by side against its closest peers. Oppenheimer Holdings Inc. is measured against Financial - Capital Markets peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Oppenheimer Holdings Inc., and how their positions are changing. At a $1.09B market value, institutional positions materially move Oppenheimer Holdings Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Oppenheimer Holdings Inc. executives and directors. Shares of Oppenheimer Holdings Inc. have traded between $49.26 and $79.99 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Oppenheimer Holdings Inc.. Oppenheimer Holdings Inc. is a $1.09B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Oppenheimer Holdings Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Oppenheimer Holdings Inc.. Coverage tracks Oppenheimer Holdings Inc. within Financial - Capital Markets (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.