
Oppenheimer Holdings Inc.
OPYNYSEFinancial ServicesFinancial - Capital Markets
Previous close
$115.99
+$4.24 · +3.79%
OPY company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
82
Deep Value
Momentum
61
Gaining
Sentiment
52
Mixed
Risk resilience
64
Moderate Risk
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
AI-generated, informational only, and not investment advice.
Company profile
Company websiteHeadquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Robert Steven Lowenthal
- Listed since
- Oct 6, 1982
- Employees
- 3,062
Market position
Day range
Current $115.99
52-week range
Current $115.99
- Open
- $112.52
- Previous close
- $111.75
- Volume
- 102.96K
- 0.95× average
- Average volume
- 108.49K
- Average daily volume
- Market cap
- 1.23B USD
- Beta
- 1.08
- Market reference 1
- 50-day average
- $111.37
- +4.15% above average
- 200-day average
- $91.9971
- +26.08% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 1.35B USD
- EV / EBITDA
- 4.28×
- Earnings yield
- 19.55%
- Free cash flow yield
- 24.18%
Profitability & efficiency
- Return on equity
- 15.08%
- Return on assets
- 3.99%
- Return on invested capital
- 8.02%
Financial health
- Current ratio
- 5.99×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 1.64B USD | 1.43B USD | 1.25B USD | 1.11B USD | 1.39B USD |
| Cost of goods sold | 800.2M USD | 964.46M USD | 807.32M USD | 766.39M USD | 909.15M USD |
| Gross profit | 837.87M USD | 468.04M USD | 441.5M USD | 344.55M USD | 484.89M USD |
| Selling, general, and administrative | 470.37M USD | 163.21M USD | 157.32M USD | 145.37M USD | 140.59M USD |
| Operating expenses | 470.37M USD | 163.21M USD | 157.32M USD | 145.37M USD | 140.59M USD |
| Interest expense | 88.59M USD | 87.99M USD | 68.6M USD | 23.85M USD | 9.86M USD |
| Depreciation and amortization | 37.74M USD | 37.29M USD | 37.21M USD | 34.41M USD | 34.12M USD |
| Operating income | 367.5M USD | 304.83M USD | 284.18M USD | 199.18M USD | 344.3M USD |
| Net income | 148.4M USD | 71.56M USD | 30.18M USD | 32.35M USD | 158.96M USD |
Company facts updated Aug 24, 2026.
Earnings
- Latest fiscal-year EPS
- 13.04
- FY2025 · +104.71% year over year
- Latest fiscal-year revenue
- 1.64B USD
- FY2025 · +14.35% year over year
Annual EPS trend
Reported history and fiscal-year consensus
Annual revenue trend
Reported history and fiscal-year consensus
ETFs holding OPY
Funds reporting this stock among their holdings, ordered by reported position size.
Avantis U.S. Small Cap Value ETFAVUV35.16M0.11%31.27B USD0.25%$126.45+0.66%
Vanguard Morningstar Total Stock Market ETFVTI32.41M0.00%2.3T USD0.03%$378.24+0.44%
Vanguard Extended Market ETFVXF7.52M0.01%93.7B USD0.05%$245.53+0.82%
Fidelity Enhanced Small Cap ETFFESM6.08M0.09%6.03B USD0.28%$47.94+0.80%
EA Bridgeway Omni Small-Cap Value ETFBSVO5.82M0.24%1.71B USD0.47%$29.62+0.85%
Schwab Fundamental U.S. Small Company Index ETFFNDA4.47M0.05%9.26B USD0.25%$37.73+0.75%
U.S. Micro Cap Portfolio ETFDFMC4.16M0.05%8.06B USD0.43%$60.95+0.73%
Dimensional - US Targeted Value ETFDFAT3.92M0.03%14.66B USD0.28%$71.67+0.67%
Avantis U.S. Small Cap Value ETFAVUV- Market value
- 35.16M
- Weight
- 0.11%
- AUM
- 31.27B USD
- Expense ratio
- 0.25%
- Price / 1D
- $126.45+0.66%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 32.41M
- Weight
- 0.00%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
Vanguard Extended Market ETFVXF- Market value
- 7.52M
- Weight
- 0.01%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
Fidelity Enhanced Small Cap ETFFESM- Market value
- 6.08M
- Weight
- 0.09%
- AUM
- 6.03B USD
- Expense ratio
- 0.28%
- Price / 1D
- $47.94+0.80%
EA Bridgeway Omni Small-Cap Value ETFBSVO- Market value
- 5.82M
- Weight
- 0.24%
- AUM
- 1.71B USD
- Expense ratio
- 0.47%
- Price / 1D
- $29.62+0.85%
Schwab Fundamental U.S. Small Company Index ETFFNDA- Market value
- 4.47M
- Weight
- 0.05%
- AUM
- 9.26B USD
- Expense ratio
- 0.25%
- Price / 1D
- $37.73+0.75%
U.S. Micro Cap Portfolio ETFDFMC- Market value
- 4.16M
- Weight
- 0.05%
- AUM
- 8.06B USD
- Expense ratio
- 0.43%
- Price / 1D
- $60.95+0.73%
Dimensional - US Targeted Value ETFDFAT- Market value
- 3.92M
- Weight
- 0.03%
- AUM
- 14.66B USD
- Expense ratio
- 0.28%
- Price / 1D
- $71.67+0.67%
Continue in GoAI
Research OPYresearch.disclaimer