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Financial Services - Financial - Capital Markets - NYSE - US
$ 52.05
-1.94 %
$ 543 M
Market Cap
8.17
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OPY stock under the worst case scenario is HIDDEN Compared to the current market price of 52 USD, Oppenheimer Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OPY stock under the base case scenario is HIDDEN Compared to the current market price of 52 USD, Oppenheimer Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one OPY stock under the best case scenario is HIDDEN Compared to the current market price of 52 USD, Oppenheimer Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart OPY

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$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.0$55.0$55.0$50.0$50.0$45.0$45.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
1.43 B REVENUE
14.71%
0 OPERATING INCOME
0.00%
71.2 M NET INCOME
136.08%
-108 M OPERATING CASH FLOW
-475.06%
-3.84 M INVESTING CASH FLOW
75.33%
116 M FINANCING CASH FLOW
255.59%
375 M REVENUE
0.55%
0 OPERATING INCOME
0.00%
10.7 M NET INCOME
-56.22%
74.7 M OPERATING CASH FLOW
0.47%
-4.29 M INVESTING CASH FLOW
91.33%
-69.5 M FINANCING CASH FLOW
-169.26%
Balance Sheet Oppenheimer Holdings Inc.
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Current Assets 2.73 B
Cash & Short-Term Investments 33.2 M
Receivables 1.58 B
Other Current Assets 1.11 B
Non-Current Assets 655 M
Long-Term Investments 92.6 M
PP&E 172 M
Other Non-Current Assets 391 M
46.70 %32.95 %5.08 %11.55 %Total Assets$3.4b
Current Liabilities 446 M
Accounts Payable 65.8 M
Short-Term Debt 0
Other Current Liabilities 380 M
Non-Current Liabilities 2.09 B
Long-Term Debt 688 M
Other Non-Current Liabilities 1.4 B
15.01 %27.15 %55.24 %Total Liabilities$2.5b
EFFICIENCY
Earnings Waterfall Oppenheimer Holdings Inc.
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Revenue 1.43 B
Cost Of Revenue 964 M
Gross Profit 468 M
Operating Expenses 468 M
Operating Income 0
Other Expenses -71.2 M
Net Income 71.2 M
2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m001b(964m)468m(468m)071m71mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
32.67% GROSS MARGIN
32.67%
0.00% OPERATING MARGIN
0.00%
5.00% NET MARGIN
5.00%
8.41% ROE
8.41%
2.12% ROA
2.12%
0.00% ROIC
0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Oppenheimer Holdings Inc.
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250m250m200m200m150m150m100m100m50m50m00(50m)(50m)(100m)(100m)(150m)(150m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 71.2 M
Depreciation & Amortization 37.3 M
Capital Expenditures -5.15 M
Stock-Based Compensation 45.5 M
Change in Working Capital -284 M
Others 78.4 M
Free Cash Flow -113 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 $79.5 , with forecasts ranging from a low of $22 to a high of $114 .
OPY Lowest Price Target Wall Street Target
22 USD -57.73%
OPY Average Price Target Wall Street Target
79.5 USD 52.74%
OPY Highest Price Target Wall Street Target
114 USD 119.02%
Price
Max Price Target
Min Price Target
Average Price Target
12012011011010010090908080707060605050404030302020May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.28% DIVIDEND YIELD
0.18 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.601.601.401.401.201.201.001.000.800.800.600.600.400.400.200.200.000.000.110.110.110.110.110.120.120.150.150.150.180.110.110.110.110.110.120.120.150.150.150.110.110.110.110.120.120.150.150.150.180.110.440.110.440.110.440.110.440.120.460.120.4811.390.150.6011.450.150.630.150.330.180.182015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Oppenheimer Holdings Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
346 K USD 2
9-12 MONTHS
180 K USD 1
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
7. News
BofA, Oppenheimer latest on Wall St to slash S&P 500's annual target BofA Global Research and Oppenheimer Asset Management on Monday became the latest Wall Street research firms to cut their year-end targets for the S&P 500 index to below the 6,000 mark in response to risks from a deepening global trade war. reuters.com - 1 week ago
Oppenheimer's Brian Nagel: Trade 'safe havens' have been abolished by new tariffs Brian Nagel, Oppenheimer analyst, joins CNBC's 'Squawk on the Street' to discuss how companies can adapt their supply chains to account for new tariffs, whether it's feasible for companies to actually move their manufacturing to the U.S., and more. youtube.com - 1 week ago
Regulus Therapeutics to Present at the 2025 Oppenheimer Innovation on the Island Biotech Summit SAN DIEGO , April 2, 2025 /PRNewswire/ -- Regulus Therapeutics Inc. (Nasdaq: RGLS), a biopharmaceutical company focused on the discovery and development of innovative medicines targeting microRNAs (the "Company" or "Regulus"), today announced that Jay Hagan, CEO, will participate in a presentation at the 2025 Oppenheimer Innovation on the Island Biotech Summit on Wednesday, April 9 th at 11:32 a.m. ET. The live event and replay of the presentation will be available under "Events and Presentations" through the investor relations section of the Company's website at https://ir.regulusrx.com/events and archived for 90 days following the presentation date. prnewswire.com - 2 weeks ago
Lululemon's Q4 results is another indicator consumer spending is slowing: Oppenheimer's Brian Nagel Brian Nagel, Oppenheimer & Co. senior equity research analyst, joins 'Squawk Box' to break down Lululemon's quarterly earnings results. youtube.com - 2 weeks ago
Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director NEW YORK , March 25, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. — a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Ranjot Singh has joined the Firm as a Managing Director in its Technology Investment Banking Group. He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking. prnewswire.com - 3 weeks ago
Oppenheimer downgrades Goldman Sachs: Here's what you need to know The Investment Committee reveal their strategy in financials after Goldman Sachs catches a downgrade today. youtube.com - 4 weeks ago
Oppenheimer Downgrades Goldman, Says M&A Rebound ‘Delayed or Cancelled' The M&A bounce investors expected after U.S. President Donald Trump's return to the White House and hopes for light-touch regulation haven't happened, and one brokerage firm on Wednesday downgraded its rating on Wall Street giant Goldman Sachs (GS). investopedia.com - 4 weeks ago
GBI Integrates With Oppenheimer to Offer Wealth Management Clients Seamless Access to Precious Metals Oppenheimer Clients Can Now Invest in Gold, Silver, and Other Physical Precious Metals Through GBI's Integrated Platform NEW YORK , March 19, 2025 /PRNewswire/ -- GBI, the leading institutional platform for physical precious metals investments, today announced its strategic integration with Oppenheimer & Co. Inc., a leading investment bank and wealth management firm. Through this integration, Oppenheimer's clients will be able to diversify their portfolios by seamlessly investing in gold, silver, and other precious metals through GBI's cutting-edge GBI Platform, fully integrated into Oppenheimer's suite of wealth management services. prnewswire.com - 4 weeks ago
Integra LifeSciences to Present at the Oppenheimer 35th Annual Healthcare MedTech & Services Conference PRINCETON, N.J., March 13, 2025 (GLOBE NEWSWIRE) -- Integra LifeSciences Holdings Corporation (NASDAQ: IART), a leading global medical technology company, announced today that Mojdeh Poul, chief executive officer and Lea Knight, chief financial officer will present at the 35th Annual Oppenheimer Healthcare MedTech & Services Conference on March 17, 2025 at 10:00am ET. globenewswire.com - 1 month ago
Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities LONDON , March 12, 2025 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced senior investment bankers in London. They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business. prnewswire.com - 1 month ago
Community Health Systems Announces Participation in the Oppenheimer 35th Annual Healthcare MedTech & Services Conference FRANKLIN, Tenn.--(BUSINESS WIRE)--Community Health Systems, Inc. (NYSE:CYH) today announced that management will participate in the Oppenheimer 35th Annual Healthcare MedTech & Services Conference to be held March 17 – 20, 2025, in a virtual format. The presentation will begin at 10:40 a.m. Eastern time, 9:40 a.m. Central time, on Tuesday, March 18, 2025, and will be available to investors via a live audio webcast. A link to the broadcast can be found at the investor relations section of th. businesswire.com - 1 month ago
OPPENHEIMER & CO. INC. APPOINTS GILBERT DYCHIAO AS CO-HEAD OF INVESTMENT BANKING NEW YORK , March 10, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced a significant appointment within its Investment Banking management team. Gilbert Dychiao, Managing Director and Head of the Financial Institutions Group, will now also serve as Co-Head of Investment Banking. prnewswire.com - 1 month ago
8. Profile Summary

Oppenheimer Holdings Inc. OPY

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COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 543 M
Dividend Yield 0.28%
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 2977
Officers Mr. Robert Steven Lowenthal President & Director Mr. Manuel Rodriguez Head of the Latin America Investment Banking Group Mr. Sean Minnihan Head of Financial Technology Investment Banking Mr. Robin Graham Head of Technology Investment Banking Mr. Albert Grinsfelder Lowenthal Chairman & Chief Executive Officer Mr. Douglas Thornley Siegel MD & Chief Compliance Officer Mr. Rupert Sadler Managing Director in Technology Investment Banking Group Mr. Bryan Edward McKigney President of Oppenheimer Asset Management Inc Mr. Dennis Patrick McNamara Esq. Executive Vice President, General Counsel & Secretary Mr. Peter J. Albano Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc.