Oppenheimer Holdings Inc.
NYSE:OPY · New York Stock Exchange
+$0.16 today
Vol 0.08M · Avg 0.08M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
15.1%
avg 7.9%
ROIC
8.0%
avg 7.6%
ROA
4.0%
avg 2.0%
Analysis
ROE is currently the strongest return metric at 15.1% versus its period average of 7.9%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Robert Steven Lowenthal | Chief Executive Officer, President & Director | $8.51M | — | 50 | $305,000.00 | 2.88% |
Peter J. Albano | Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. | $2.80M | — | — | $5,900.00 | 0.06% |
Albert Grinsfelder Lowenthal | Executive Chairman | $2.51M | — | 81 | $305,000.00 | 2.88% |
Bryan Edward McKigney | President of Oppenheimer Asset Management Inc | $1.20M | — | 67 | — | — |
Brad Michael Watkins | Executive Vice President & Chief Financial Officer | $1.15M | — | 44 | $20,000.00 | 0.19% |
Dennis Patrick McNamara | Executive Vice President, General Counsel & Secretary | $760,000.00 | — | 65 | $20,177.00 | 0.19% |
Douglas Thornley Siegel | MD & Chief Compliance Officer | — | — | — | — | — |
Manuel Rodriguez | Head of the Latin America Investment Banking Group | — | — | — | — | — |
Robin Graham | Head of Technology Investment Banking | — | — | — | — | — |
Sean Minnihan | Head of Financial Technology Investment Banking | — | — | 57 | — | — |
Rupert Sadler | Managing Director in Technology Investment Banking Group | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
2
$571,320.91
Net Sentiment
$571,320.91
Net selling
Most Active
McNAMARA DENNIS P
2 transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| Mar 2, 2026 | McNAMARA DENNIS P Direct | Sell | 4.7K | $90.67 | $423,700.91 | |
| Aug 5, 2025 | McNAMARA DENNIS P Direct | Sell | 2.0K | $73.81 | $147,620.00 |
Analysis
Insiders reported 0 buys worth $0.00 and 2 sells worth $571,320.91 over the last 12 months. That adds up to net selling of $571,320.91. McNAMARA DENNIS P was the most active insider with 2 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | +24.8% (13yr)1 analysts |
| Revenue | N/A | N/A | -2.0% | +0.1% (13yr)1 analysts |
| Net Income | N/A | N/A | N/A | +22.8% (13yr)1 analysts |
| EBIT | N/A | N/A | -9.3% | -1.0% (13yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at -2.0% over three years. Forward estimates point to EPS at +24.8% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages OPY?
Oppenheimer Holdings Inc. (OPY) lists 11 active executives. The top listed executive is Albert Grinsfelder Lowenthal, Executive Chairman.
Are OPY insiders buying or selling?
Recent insider activity shows net selling of $6.04M.
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