Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc.

OPY·NYSE

$94.32

-1.2%
Financial ServicesFinancial - Capital Markets

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.

At a Glance

Live Snapshot
Market Cap$1.00B
EPS14.1300
P/E Ratio6.68
Earnings Date07/31/2026
8.02%
Return on Invested Capital
15%
3Y+10.0%
5Y-9.0%
10Y+157.0%
15.08%
Return on Equity
79%
3Y+270.0%
5Y-16.0%
10Y-6736.0%
3.99%
Return on Assets
88%
3Y+235.0%
5Y-12.0%
10Y-7782.0%
Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc. Management Team

OPY · NYSE
MR

Mr. Robert Steven Lowenthal

Chief Executive Officer, President & Director

Compensation

$7,308,200

Born 1976(Age 50)
male
MA

Mr. Albert Grinsfelder Lowenthal

Executive Chairman

Compensation

$1,008,200

Born 1945(Age 81)
male
MD

Mr. Dennis Patrick McNamara Esq.

Executive Vice President, General Counsel & Secretary

Compensation

$760,000

Born 1961(Age 65)
male
MS

Mr. Sean Minnihan

Head of Financial Technology Investment Banking

Born 1969(Age 57)
male
MR

Mr. Robin Graham

Head of Technology Investment Banking

male
MM

Mr. Manuel Rodriguez

Head of the Latin America Investment Banking Group

male
MD

Mr. Douglas Thornley Siegel

MD & Chief Compliance Officer

male
MR

Mr. Rupert Sadler

Managing Director in Technology Investment Banking Group

male
MB

Mr. Bryan Edward McKigney

President of Oppenheimer Asset Management Inc

Compensation

$1,202,200

Born 1959(Age 67)
male
MP

Mr. Peter J. Albano

Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc.

Compensation

$2,552,450

male
opy

Oppenheimer Holdings Inc. Insider Positioning

OPY · NYSE

During the last 12 months, insiders have sold $1.20M worth of OPY shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

4.7K

423.70K

Net Activity

-424K

-$424K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

12.0K

780.14K

Net Activity

-780K

-$780K

Top Buyers

No buying activity

Top Sellers

1
FPM

Friedman Paul M

Director

10.0K shares3 transactions

$633K

2
MDP

Mcnamara Dennis P

Officer: Secretary

6.7K shares2 transactions

$571K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.20M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

SEC Filings

OPY - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

March 13, 2026
May 04, 2026
2026
DEF 14A

DEF 14A 2025

N/A

March 14, 2025
May 05, 2025
2025
DEF 14A

DEF 14A 2024

N/A

March 15, 2024
May 06, 2024
2024
DEF 14A

DEF 14A

N/A

March 17, 2023
March 17, 2023
 
DEF 14A

DEF 14A 2022

N/A

March 18, 2022
May 09, 2022
2022
DEF 14A

DEF 14A 2021

N/A

March 19, 2021
May 11, 2021
2021
DEF 14A

DEF 14A 2020

N/A

March 20, 2020
May 11, 2020
2020
DEF 14A

DEF 14A 2019

N/A

March 22, 2019
May 13, 2019
2019
DEF 14A

DEF 14A 2018

N/A

March 23, 2018
May 14, 2018
2018
DEF 14A

DEF 14A 2017

N/A

March 24, 2017
May 08, 2017
2017
Showing 1 to 10 of 22 filings