Oppenheimer Holdings Inc. logo

Oppenheimer Holdings Inc.

OPY

NYSEFinancial ServicesFinancial - Capital Markets

Previous close

$115.99

+$4.24 · +3.79%

Aug 21, 4:00 PM ET

OPY company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

82

Deep Value

Momentum

61

Gaining

Sentiment

52

Mixed

Risk resilience

64

Moderate Risk

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Company profile

Company website

Headquartered 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 / TTM

Valuation & 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.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends56%37%17%-2%Gross margin, FY2021: 34.78%Gross margin, FY2022: 31.01%Gross margin, FY2023: 35.35%Gross margin, FY2024: 32.67%Gross margin, FY2025: 51.15%Operating margin, FY2021: 24.70%Operating margin, FY2022: 17.93%Operating margin, FY2023: 22.76%Operating margin, FY2024: 21.28%Operating margin, FY2025: 22.43%Net margin, FY2021: 11.40%Net margin, FY2022: 2.91%Net margin, FY2023: 2.42%Net margin, FY2024: 5.00%Net margin, FY2025: 9.06%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 34.78%. Gross margin FY2022 31.01%. Gross margin FY2023 35.35%. Gross margin FY2024 32.67%. Gross margin FY2025 51.15%. Operating margin FY2021 24.70%. Operating margin FY2022 17.93%. Operating margin FY2023 22.76%. Operating margin FY2024 21.28%. Operating margin FY2025 22.43%. Net margin FY2021 11.40%. Net margin FY2022 2.91%. Net margin FY2023 2.42%. Net margin FY2024 5.00%. Net margin FY2025 9.06%.

Income trends

Revenue

1.64B USD+14.35%

Operating income

367.5M USD+20.56%

Net income

148.4M USD+107.39%
Income trends across reported periods1.8B USD1.16B USD512.55M USD−130.61M USDRevenue, FY2021: 1.39B USDRevenue, FY2022: 1.11B USDRevenue, FY2023: 1.25B USDRevenue, FY2024: 1.43B USDRevenue, FY2025: 1.64B USDOperating income, FY2021: 344.3M USDOperating income, FY2022: 199.18M USDOperating income, FY2023: 284.18M USDOperating income, FY2024: 304.83M USDOperating income, FY2025: 367.5M USDNet income, FY2021: 158.96M USDNet income, FY2022: 32.35M USDNet income, FY2023: 30.18M USDNet income, FY2024: 71.56M USDNet income, FY2025: 148.4M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 1.39B USD. Revenue FY2022 1.11B USD. Revenue FY2023 1.25B USD. Revenue FY2024 1.43B USD. Revenue FY2025 1.64B USD. Operating income FY2021 344.3M USD. Operating income FY2022 199.18M USD. Operating income FY2023 284.18M USD. Operating income FY2024 304.83M USD. Operating income FY2025 367.5M USD. Net income FY2021 158.96M USD. Net income FY2022 32.35M USD. Net income FY2023 30.18M USD. Net income FY2024 71.56M USD. Net income FY2025 148.4M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.64B USD1.43B USD1.25B USD1.11B USD1.39B USD
Cost of goods sold800.2M USD964.46M USD807.32M USD766.39M USD909.15M USD
Gross profit837.87M USD468.04M USD441.5M USD344.55M USD484.89M USD
Selling, general, and administrative470.37M USD163.21M USD157.32M USD145.37M USD140.59M USD
Operating expenses470.37M USD163.21M USD157.32M USD145.37M USD140.59M USD
Interest expense88.59M USD87.99M USD68.6M USD23.85M USD9.86M USD
Depreciation and amortization37.74M USD37.29M USD37.21M USD34.41M USD34.12M USD
Operating income367.5M USD304.83M USD284.18M USD199.18M USD344.3M USD
Net income148.4M USD71.56M USD30.18M USD32.35M USD158.96M 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

ReportedConsensus forecast
Annual EPS trend14.099.95.711.52FY21FY22FY23FY24FY25

Annual revenue trend

Reported history and fiscal-year consensus

ReportedConsensus forecast
Annual revenue trend1.69B1.48B1.27B1.06BFY21FY22FY23FY24FY25

ETFs holding OPY

Funds reporting this stock among their holdings, ordered by reported position size.

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