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Financial Services - Financial - Capital Markets - NYSE - US
$ 59.93
0.167 %
$ 613 M
Market Cap
9.33
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one OPY stock under the base case scenario is HIDDEN Compared to the current market price of 59.9 USD, Oppenheimer Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart OPY

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FINANCIALS
1.25 B REVENUE
12.41%
0 OPERATING INCOME
0.00%
30.2 M NET INCOME
-6.01%
-18.8 M OPERATING CASH FLOW
-29.17%
-15.6 M INVESTING CASH FLOW
-10.07%
-74.8 M FINANCING CASH FLOW
70.56%
373 M REVENUE
12.94%
87.4 M OPERATING INCOME
131.07%
24.5 M NET INCOME
138.73%
11.4 M OPERATING CASH FLOW
103.70%
-79.9 M INVESTING CASH FLOW
-41.56%
-25.8 M FINANCING CASH FLOW
-21.11%
Balance Sheet Decomposition Oppenheimer Holdings Inc.
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Current Assets 94 K
Cash & Short-Term Investments 28.8 M
Receivables 1.41 B
Other Current Assets -1.44 B
Non-Current Assets 663 M
Long-Term Investments 0
PP&E 184 M
Other Non-Current Assets 479 M
Current Liabilities 256 M
Accounts Payable 82.8 M
Short-Term Debt 0
Other Current Liabilities 173 M
Non-Current Liabilities 1.56 B
Long-Term Debt 296 M
Other Non-Current Liabilities 1.26 B
EFFICIENCY
Earnings Waterfall Oppenheimer Holdings Inc.
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Revenue 1.25 B
Cost Of Revenue 807 M
Gross Profit 442 M
Operating Expenses 1.13 B
Operating Income 0
Other Expenses -30.2 M
Net Income 30.2 M
RATIOS
35.35% GROSS MARGIN
35.35%
0.00% OPERATING MARGIN
0.00%
2.42% NET MARGIN
2.42%
3.82% ROE
3.82%
1.03% ROA
1.03%
0.00% ROIC
0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Oppenheimer Holdings Inc.
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Net Income 30.2 M
Depreciation & Amortization 37.2 M
Capital Expenditures -17.1 M
Stock-Based Compensation 16.9 M
Change in Working Capital 0
Others 64.3 M
Free Cash Flow -35.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Oppenheimer Holdings Inc.
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Wall Street analysts predict an average 1-year price target for OPY of $53.6 , with forecasts ranging from a low of $19 to a high of $90 .
OPY Lowest Price Target Wall Street Target
19 USD -68.30%
OPY Average Price Target Wall Street Target
53.6 USD -10.56%
OPY Highest Price Target Wall Street Target
90 USD 50.18%
4. DIVIDEND ANALYSIS
0.35% DIVIDEND YIELD
0.18 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Oppenheimer Holdings Inc.
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Sold
0-3 MONTHS
38.1 K USD 1
3-6 MONTHS
308 K USD 1
6-9 MONTHS
180 K USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
2 months ago
Aug 19, 2024
Sell 38.1 K USD
BEHRENS EVAN
Director
- 750
50.7839 USD
3 months ago
Jul 31, 2024
Sell 308 K USD
McNAMARA DENNIS P
Secretary
- 6000
51.279 USD
6 months ago
May 10, 2024
Sell 180 K USD
BEHRENS EVAN
Director
- 4125
43.6499 USD
1 year ago
Aug 31, 2023
Sell 96.2 K USD
BEHRENS EVAN
Director
- 2500
38.49 USD
1 year ago
Aug 31, 2023
Sell 191 K USD
BEHRENS EVAN
Director
- 5000
38.28 USD
1 year ago
Sep 01, 2023
Sell 192 K USD
BEHRENS EVAN
Director
- 5000
38.43 USD
1 year ago
Mar 03, 2023
Sell 445 K USD
McNAMARA DENNIS P
Secretary
- 10000
44.54 USD
1 year ago
Mar 03, 2023
Sell 94.4 K USD
McNAMARA DENNIS P
Secretary
- 2120
44.51 USD
3 years ago
Nov 03, 2021
Sell 261 K USD
OUGHTRED A WINN
Director
- 5000
52.2267 USD
3 years ago
May 04, 2021
Sell 1.34 M USD
ALFANO JEFFREY J
CFO
- 26913
49.6362 USD
3 years ago
May 05, 2021
Sell 338 K USD
ALFANO JEFFREY J
CFO
- 6831
49.4786 USD
3 years ago
May 04, 2021
Sell 120 K USD
McNAMARA DENNIS P
Secretary
- 2441
49.0043 USD
3 years ago
May 04, 2021
Sell 313 K USD
McNAMARA DENNIS P
Secretary
- 6303
49.693 USD
3 years ago
May 04, 2021
Sell 313 K USD
McNAMARA DENNIS P
Secretary
- 6303
49.693 USD
3 years ago
May 04, 2021
Sell 157 K USD
McNAMARA DENNIS P
Secretary
- 3151
49.693 USD
3 years ago
May 05, 2021
Sell 171 K USD
McNAMARA DENNIS P
Secretary
- 3453
49.3896 USD
5 years ago
Sep 18, 2019
Sell 310 K USD
OUGHTRED A WINN
Director
- 10000
31.02 USD
5 years ago
Feb 08, 2019
Bought 26.5 K USD
LOWENTHAL ALBERT G
CEO
+ 1007
26.33 USD
8 years ago
May 19, 2016
Bought 13.7 K USD
Dwyer Timothy Martin
Director
+ 1000
13.74 USD
8 years ago
May 13, 2016
Bought 13.7 K USD
Dwyer Timothy Martin
Director
+ 1000
13.74 USD
8 years ago
May 11, 2016
Bought 27.8 K USD
Dwyer Timothy Martin
Director
+ 2000
13.91 USD
13 years ago
Dec 29, 2010
Sell 27.2 K USD
CRYSTAL RICHARD
Director
- 1000
27.2318 USD
13 years ago
Dec 29, 2010
Sell 27.2 K USD
CRYSTAL RICHARD
Director
- 1000
27.18 USD
13 years ago
Dec 21, 2010
Sell 26.8 K USD
CRYSTAL RICHARD
Director
- 1000
26.85 USD
13 years ago
Dec 22, 2010
Sell 26.8 K USD
CRYSTAL RICHARD
Director
- 1000
26.85 USD
14 years ago
Oct 06, 2010
Sell 88 K USD
MCARTHUR KENNETH W
Director
- 3100
28.4 USD
14 years ago
Oct 06, 2010
Sell 49 K USD
MCARTHUR KENNETH W
Director
- 1749
28 USD
14 years ago
Oct 07, 2010
Sell 4.22 K USD
MCARTHUR KENNETH W
Director
- 151
27.92 USD
14 years ago
Sep 21, 2010
Sell 26.3 K USD
CRYSTAL RICHARD
Director
- 1000
26.3 USD
14 years ago
Sep 21, 2010
Sell 26.5 K USD
CRYSTAL RICHARD
Director
- 1000
26.48 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.23 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.234 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.245 USD
14 years ago
Dec 23, 2009
Sell 82.5 K USD
CRYSTAL RICHARD
Director
- 2500
33.0076 USD
15 years ago
Nov 18, 2009
Sell 29.7 K USD
CRYSTAL RICHARD
Director
- 1000
29.7 USD
15 years ago
Nov 19, 2009
Sell 30 K USD
CRYSTAL RICHARD
Director
- 1000
30 USD
15 years ago
Aug 11, 2009
Sell 28.2 K USD
CRYSTAL RICHARD
Director
- 1000
28.2 USD
15 years ago
Aug 11, 2009
Sell 14.1 K USD
CRYSTAL RICHARD
Director
- 500
28.21 USD
15 years ago
Aug 12, 2009
Sell 29 K USD
CRYSTAL RICHARD
Director
- 1000
29 USD
16 years ago
Sep 12, 2008
Bought 25.6 K USD
KEEHNER MICHAEL
Director
+ 1000
25.58 USD
16 years ago
Jun 27, 2008
Bought 28.4 K USD
EHRHARDT WILLIAM
Director
+ 1000
28.45 USD
16 years ago
Jun 26, 2008
Bought 27.8 K USD
McNAMARA DENNIS P
Assistant Secretary
+ 1000
27.75 USD
16 years ago
Mar 04, 2008
Sell 103 K USD
CRYSTAL RICHARD
Director
- 2300
44.85 USD
17 years ago
Aug 06, 2007
Sell 1.11 M USD
BITOUE JOHN L
Director
- 25000
44.5 USD
17 years ago
Aug 02, 2007
Sell 410 K USD
McNAMARA DENNIS P
Assistant Secretary
- 7500
54.7 USD
17 years ago
Aug 02, 2007
Sell 108 K USD
LOWENTHAL ALBERT G
Chairman & CEO
- 2000
54.17 USD
17 years ago
Aug 03, 2007
Sell 433 K USD
LOWENTHAL ALBERT G
Chairman & CEO
- 8000
54.13 USD
17 years ago
Jul 05, 2007
Sell 282 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 5000
56.31 USD
17 years ago
May 31, 2007
Sell 89.2 K USD
LOWENTHAL ALBERT G
Chairman and CEO
- 2000
44.58 USD
17 years ago
May 30, 2007
Sell 102 K USD
ROBERTS ELAINE K
President and Treasurer
- 2424
42.05 USD
17 years ago
May 31, 2007
Sell 64.6 K USD
ROBERTS ELAINE K
President and Treasurer
- 1500
43.1 USD
17 years ago
May 31, 2007
Sell 88.1 K USD
ROBERTS ELAINE K
President and Treasurer
- 2000
44.04 USD
17 years ago
May 25, 2007
Sell 168 K USD
ROBERTS ELAINE K
President and Treasurer
- 4000
42.12 USD
17 years ago
May 29, 2007
Sell 87.3 K USD
ROBERTS ELAINE K
President and Treasurer
- 2076
42.05 USD
17 years ago
May 04, 2007
Sell 12.3 K USD
MCARTHUR KENNETH W
Director
- 300
41 USD
17 years ago
May 03, 2007
Sell 123 K USD
MCARTHUR KENNETH W
Director
- 3000
41 USD
17 years ago
Jan 09, 2007
Sell 167 K USD
BITOUE JOHN L
Director
- 5000
33.33 USD
17 years ago
Jan 10, 2007
Sell 660 K USD
BITOUE JOHN L
Director
- 20000
33.0177 USD
17 years ago
Jan 04, 2007
Sell 100 K USD
WINBERG BURTON
Director
- 3000
33.35 USD
17 years ago
Jan 04, 2007
Sell 66.9 K USD
WINBERG BURTON
Director
- 2000
33.45 USD
17 years ago
Jan 04, 2007
Sell 57 K USD
WINBERG BURTON
Director
- 1700
33.5 USD
17 years ago
Jan 05, 2007
Sell 464 K USD
WINBERG BURTON
Director
- 13900
33.35 USD
17 years ago
Dec 29, 2006
Sell 133 K USD
OUGHTRED A WINN
SECRETARY
- 4000
33.29 USD
17 years ago
Dec 29, 2006
Sell 267 K USD
OUGHTRED A WINN
SECRETARY
- 8000
33.4005 USD
17 years ago
Dec 29, 2006
Sell 133 K USD
OUGHTRED A WINN
SECRETARY
- 4000
33.29 USD
17 years ago
Dec 27, 2006
Sell 169 K USD
OUGHTRED A WINN
SECRETARY
- 5200
32.56 USD
17 years ago
Dec 28, 2006
Sell 327 K USD
OUGHTRED A WINN
SECRETARY
- 9800
33.37 USD
17 years ago
Dec 28, 2006
Sell 20 K USD
CRYSTAL RICHARD
Director
- 600
33.36 USD
18 years ago
Nov 17, 2006
Sell 33.6 K USD
CRYSTAL RICHARD
Director
- 1000
33.55 USD
18 years ago
Nov 02, 2006
Sell 33.3 K USD
CRYSTAL RICHARD
Director
- 1000
33.3 USD
18 years ago
Nov 03, 2006
Sell 32.9 K USD
CRYSTAL RICHARD
Director
- 1000
32.9 USD
18 years ago
Nov 03, 2006
Sell 32.9 K USD
CRYSTAL RICHARD
Director
- 1000
32.88 USD
18 years ago
Sep 01, 2006
Sell 381 K USD
BITOUE JOHN L
Director
- 12700
30.0295 USD
18 years ago
Aug 29, 2006
Sell 6.03 K USD
BITOUE JOHN L
Director
- 200
30.15 USD
18 years ago
Aug 24, 2006
Sell 60.7 K USD
BITOUE JOHN L
Director
- 2000
30.3575 USD
18 years ago
Aug 25, 2006
Sell 154 K USD
BITOUE JOHN L
Director
- 5100
30.1873 USD
18 years ago
Aug 28, 2006
Sell 150 K USD
BITOUE JOHN L
Director
- 5000
30.0914 USD
19 years ago
Jun 20, 2005
Bought 2.23 K USD
OUGHTRED A WINN
Secretary
+ 100
22.33 USD
19 years ago
Jun 20, 2005
Bought 22.5 K USD
OUGHTRED A WINN
Secretary
+ 1000
22.5 USD
19 years ago
Jun 16, 2005
Bought 4.47 K USD
OUGHTRED A WINN
Secretary
+ 200
22.34 USD
19 years ago
Apr 29, 2005
Bought 20.2 K USD
CRYSTAL RICHARD
Director
+ 1000
20.19 USD
7. News
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns NEW YORK , Nov. 14, 2024 /PRNewswire/ -- Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, today announced a partnership with Oppenheimer & Co., Inc., a premier U.S. wealth management and investment banking firm. Pontera, a fintech on a mission to help Americans retire better, has partnered with Oppenheimer, a top 10 US brokerage. prnewswire.com - 3 days ago
Oppenheimer Concludes 20th Annual Professionals Alliance Group (PAG) Conference Event Gathered CPAs and Other Trusted Industry Professionals with Select Group of Oppenheimer Advisors, Investment Managers and Senior Leadership to Collaborate on Strategies to Deliver Enhanced Client Service PAG Referral and Partnership Program Model Enables Accounting Firms and Others to Access Oppenheimer's Wealth Management, Capital Markets, and Investment Banking Capabilities NEW YORK , Nov. 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading wealth management and investment banking firm, and subsidiary of Oppenheimer Holdings (NYSE: OPY) — today announced the completion of its 20th annual Professionals Alliance Group (PAG) Conference. The event, held November 12-13 at the firm's New York headquarters, brought together a select group of Oppenheimer's financial advisors, investment managers and senior leadership with Certified Public Accounting firms and other trusted industry partners to discuss macro trends and strategies to best serve clients. prnewswire.com - 3 days ago
Oppenheimer's Brian Nagel on Home Depot Q3 results: Largely a weather-driven sales upside Brian Nagel, Oppenheimer senior analyst, joins 'Squawk Box' to break down Home Depot's Q3 earnings results. youtube.com - 5 days ago
Vor Bio price target lowered to $8 from $10 at Oppenheimer Oppenheimer analyst Matthew Biegler lowered the firm's price target on Vor Bio to $8 from $10 and keeps an Outperform rating on the shares following the Q3 report. The firm cites updated spending estimates based on guidance from management for the target. It acknowledges Vor's "financial overhang," but still views the company as a "deeply discounted innovator in the biotech sector." https://thefly.com - 1 week ago
Call of the Day: Oppenheimer raises bank targets The Investment Committee debate the big bank names. youtube.com - 1 week ago
Oppenheimer Holdings: Mid-Market Prevailing In Capital Markets, Solid All Around Oppenheimer's earnings report show strength in mid-market capital markets franchise as well as solid growth in the rest of its AUM and commission based businesses. Risk taking in public markets has driven the bulk of the company's performance, and capital markets did well despite the lack of major PE activity. OPY looks attractive in terms of valuation, with forward multiples below 10x, making it cheaper compared to peers like Lazard, which trades at around 20x. seekingalpha.com - 3 weeks ago
Oppenheimer Holdings Inc. Reports Third Quarter 2024 Earnings NEW YORK , Oct. 25, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $24.5 million or $2.38 basic earnings per share for the third quarter of 2024, compared with net income of $13.9 million or $1.32 basic earnings per share for the third quarter of 2023. Revenue for the third quarter of 2024 was $373.4 million, an increase of 19.4%, compared to revenue of $312.7 million for the third quarter of 2023. prnewswire.com - 3 weeks ago
Oppenheimer Hires Christian Baetz As Managing Director, Consumer Investment Banking NEW YORK , Oct. 15, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Christian Baetz joined the firm as a Managing Director in the firm's Consumer Investment Banking Group. He will be based out of Oppenheimer's New York office and report to Michael Cella, Managing Director and Group Head of U.S. Consumer Investment Banking. prnewswire.com - 1 month ago
Oppenheimer downgrades Microsoft: OpenAI losses are not properly priced in Timothy Horan, Oppenheimer managing director and senior analyst, joins 'Money Movers' to discuss the firm's downgrade of Microsoft's stock. youtube.com - 1 month ago
Perspective Therapeutics to Participate at the Oppenheimer Targeted Radiopharmaceutical Therapies in Oncology Summit & JonesResearch Virtual Radiopharma Day SEATTLE, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Perspective Therapeutics, Inc. (“Perspective” or the “Company”) (NYSE AMERICAN: CATX), a radiopharmaceutical company that is pioneering advanced treatment applications for cancers throughout the body, today announced that its senior management will participate in panel discussions and company presentations at the Oppenheimer Targeted Radiopharmaceutical Therapies in Oncology Summit in New York, NY on October 8, 2024 and the JonesResearch Virtual Radiopharma Day on October 29, 2024. globenewswire.com - 1 month ago
Oppenheimer Names Todd Wiggins Regional Director of Dallas-Fort Worth Region Industry Veteran to Bring His Experience Leading, Attracting, and Retaining Advisors to His New Location NEW YORK , Oct. 1, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") – a leading wealth manager, investment bank, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced that Todd Wiggins has been named the Regional Director of its Dallas-Fort Worth Region. Wiggins joined Oppenheimer in 2016 and has served as Managing Director of Investments and Branch Manager in the firm's Atlanta office. prnewswire.com - 1 month ago
Nike has to get back on its product innovation game, says Oppenheimer's Brian Nagel Brian Nagel, Oppenheimer Senior Analyst, joins 'Closing Bell: Overtime' to discuss his look ahead to Nike next week. youtube.com - 1 month ago
8. Profile Summary

Oppenheimer Holdings Inc. OPY

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COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 613 M
Dividend Yield 0.35%
Description 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.
Contact 85 Broad Street, New York, NY, 10004 https://www.oppenheimer.com
IPO Date Oct. 6, 1982
Employees 2951
Officers Mr. Brad Michael Watkins CPA Executive Vice President & Chief Financial Officer Mr. Bryan Edward McKigney President of Oppenheimer Asset Management Inc Mr. Peter J. Albano Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. Mr. Manuel Rodriguez Head of the Latin America Investment Banking Group Mr. Robin Graham Head of Technology Investment Banking Mr. Albert Grinsfelder Lowenthal Chairman & Chief Executive Officer Mr. Robert Steven Lowenthal President, Senior Managing Director, Head of Oppenheimer & Co. Inc.'s Investment and Director Mr. Douglas Thornley Siegel MD & Chief Compliance Officer Mr. Rupert Sadler Managing Director in Technology Investment Banking Group Mr. Sean Minnihan Head of Financial Technology Investment Banking