Oppenheimer (OPY) Stock Price, News & Analysis

Company Overview

Oppenheimer (NYSE: OPY) is a diversified financial services firm that provides a wide range of investment banking, wealth management, asset management and equity research services. The firm caters to high-net-worth individuals, corporations, institutions and municipalities across the globe. With a network of offices in North America, Europe and Asia, Oppenheimer combines local market expertise with access to global capital markets.

In its wealth management division, Oppenheimer offers personalized financial planning, portfolio management and retirement solutions. The investment banking unit delivers mergers and acquisitions advisory, capital raising in equity and debt markets, and strategic advisory services. Its asset management arm designs mutual funds, separate accounts and alternative investment products, while the fixed income group provides bond underwriting, trading and market making. Oppenheimer’s equity research team covers sectors such as technology, healthcare, energy and financial services, supplying clients with in-depth analysis and market insights.

Headquartered in New York City, Oppenheimer maintains regional offices in major financial centers including London, Toronto and Hong Kong. The firm’s clientele spans private investors seeking tailored wealth strategies to institutional investors and corporate issuers accessing capital markets. Through a combination of client-focused advisory and execution capabilities, Oppenheimer aims to deliver integrated financial solutions that address evolving market needs.

Founded in 1950, the organization has evolved through strategic acquisitions and organic growth to become a nationally recognized broker-dealer and investment adviser. Oppenheimer Holdings Inc. is led by President and Chief Executive Officer Joseph O’Donnell Jr., who brings decades of industry experience to the firm. Guided by a commitment to integrity and client service, Oppenheimer continues to build on its longstanding heritage in the financial services sector.

Key Stats

• Today's Range: $69.97 to $72.35
• 50-Day Range: $61.79 to $71.83
• 52-Week Range: $47.39 to $73.12
• Volume: 71,769 shs
• Average Volume: 38,952 shs
• Market Capitalization: $755.65 million
• P/E Ratio: 10.69
• Dividend Yield: 1.00%
• Price Target: N/A
• Consensus Rating: N/A

Oppenheimer Stock Analysis - MarketRank™

Oppenheimer scored higher than 65% of companies evaluated by MarketBeat, and ranked 478th out of 933 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for Oppenheimer.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Oppenheimer is 10.69, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.50.

Price to Earnings Ratio vs. Sector

The P/E ratio of Oppenheimer is 10.69, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 19.15.

Price to Book Value per Share Ratio

Oppenheimer has a P/B Ratio of 0.87. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.18% of the float of Oppenheimer has been sold short.

Short Interest Ratio / Days to Cover

Oppenheimer has a short interest ratio ("days to cover") of 1.2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Oppenheimer has recently increased by 19.75%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Oppenheimer pays a meaningful dividend of 1.02%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Oppenheimer has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of Oppenheimer is 10.71%. This payout ratio is at a healthy, sustainable level, below 75%.

Sustainability and ESG

• Score: 3.8 / 5
• Environmental Score: -2.31

Percentage of Shares Shorted

1.18% of the float of Oppenheimer has been sold short.

Short Interest Ratio / Days to Cover

Oppenheimer has a short interest ratio ("days to cover") of 1.2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Oppenheimer has recently increased by 19.75%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 1.9 / 5
• News Sentiment: 0.37

News Sentiment

Oppenheimer has a news sentiment score of 0.37. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.91 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 12 news articles for Oppenheimer this week, compared to 9 articles on an average week.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Oppenheimer insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $221,620.00 in company stock.

Percentage Held by Insiders

34.25% of the stock of Oppenheimer is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

Only 32.26% of the stock of Oppenheimer is held by institutions.

OPY Stock Analysis - Frequently Asked Questions

How have OPY shares performed this year?

Oppenheimer's stock was trading at $64.09 at the start of the year. Since then, OPY shares have increased by 12.1% and is now trading at $71.83.

How were Oppenheimer's earnings last quarter?

Oppenheimer Holdings, Inc. (NYSE:OPY) released its quarterly earnings results on Friday, April, 25th. The financial services provider reported $2.72 EPS for the quarter. The financial services provider earned $367.83 million during the quarter. Oppenheimer had a net margin of 5.26% and a trailing twelve-month return on equity of 9.03%.

Who are Oppenheimer's major shareholders?

Oppenheimer's top institutional investors include NorthCrest Asset Manangement LLC (0.08%). Insiders that own company stock include Dennis P Mcnamara, Paul M Friedman and Evan Behrens.
View institutional ownership trends.

How do I buy shares of Oppenheimer?

Shares of OPY stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Oppenheimer own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Oppenheimer investors own include American Water Works (AWK), Waste Connections (WCN), Humana (HUM), The RMR Group (RMR), Voyager Therapeutics (VYGR), iShares Micro-Cap ETF (IWC) and DiamondRock Hospitality (DRH).

Company Calendar

• Last Earnings: 4/25/2025
• Record date for 5/23 Dividend: 5/09/2025
• Ex-Dividend for 5/23 Dividend: 5/09/2025
• Dividend Payable: 5/23/2025
• Today: 7/18/2025
• Next Earnings (Estimated): 7/25/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST BKRS
• Sub-Industry: Investment Banking & Brokerage
• Current Symbol: NYSE:OPY
• CIK: 791963
• Web: www.oppenheimer.com
• Phone: (212) 668-8000
• Fax: 212-943-8728
• Employees: 3,018
• Year Founded: 1950

Profitability

• EPS (Trailing Twelve Months): $6.72
• Trailing P/E Ratio: 10.52
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: $71.56 million
• Net Margins: 5.26%
• Pretax Margin: 7.58%
• Return on Equity: 9.03%
• Return on Assets: 2.24%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 1.22
• Quick Ratio: 0.72

Sales & Book Value

• Annual Sales: $1.43 billion
• Price / Sales: 0.52
• Cash Flow: $12.85 per share
• Price / Cash Flow: 5.50
• Book Value: $82.31 per share
• Price / Book: 0.86

Miscellaneous

• Outstanding Shares: 10,520,000
• Free Float: 6,920,000
• Market Cap: $743.55 million
• Optionable: Optionable
• Beta: 1.20