Oppenheimer Holdings Inc
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 64.20 $ to 124.70 $ · Last price: 119.80 $ (As of: September 25, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/25/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Capital Markets
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Oppenheimer Holdings Inc OPY | 1.3 | 13.3 | 7.7 | 92.1 | 17.6 | 14.4 | 58.6 |
| Morgan Stanley MS | 309.6 | 17.0 | 0.0 | 87.6 | 40.6 | 11.5 | 26.3 |
| Goldman Sachs Group Inc GS | 276.0 | 17.1 | 0.0 | 82.1 | 38.6 | -1.4 | 20.0 |
| Charles Schwab Corp SCHW | 170.1 | 20.2 | 0.0 | 97.5 | 49.4 | 6.5 | 5.8 |
| Interactive Brokers Group Inc IBKR | 151.3 | 38.5 | 3.4 | 93.0 | 76.8 | 9.8 | 39.9 |
| Robinhood Markets Inc HOOD | 108.8 | 57.8 | 50.1 | 91.9 | 38.5 | 51.6 | -2.7 |
| Nomura Holdings Inc NMR | 29.5 | 12.0 | 0.0 | 78.0 | 30.8 | 5.6 | 38.0 |
| LPL Financial Holdings Inc LPLA | 25.4 | 27.4 | 12.1 | 29.9 | 11.1 | 37.2 | -6.3 |
| Circle Internet Group, Inc. CRCL | 24.2 | – | 42.9 | 22.0 | 6.5 | 63.9 | -28.6 |
| Median of companies shown | 108.8 | 18.6 | 3.4 | 87.6 | 38.5 | 11.5 | 20.0 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 858 | 117 | -1 | -0.09 | -67 | 511 | 2,237 |
| 2017 | 920 | 162 | 23 | 1.67 | -16 | 524 | 2,439 |
| 2018 | 958 | 192 | 29 | 2.05 | 169 | 545 | 2,240 |
| 2019 | 1,033 | 210 | 53 | 3.82 | 79 | 593 | 2,465 |
| 2020 | 1,199 | 260 | 123 | 9.31 | -54 | 686 | 2,714 |
| 2021 | 1,394 | 344 | 159 | 11.70 | 228 | 823 | 3,043 |
| 2022 | 1,111 | 199 | 32 | 2.57 | 64 | 794 | 2,714 |
| 2023 | 1,249 | 284 | 30 | 2.59 | -19 | 789 | 2,875 |
| 2024 | 1,433 | 305 | 72 | 6.37 | -108 | 850 | 3,383 |
| 2025 | 1,638 | 368 | 148 | 12.99 | 189 | 984 | 3,722 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q3 | 2.17 | 79.40 | 373 | 19.40 | 6.60 | 11 | 11 |
| 2024: Q4 | 0.92 | -41.00 | 375 | 21.80 | 2.90 | 75 | 72 |
| 2025: Q1 | 2.72 | 14.80 | 368 | 4.20 | 8.30 | -92 | -93 |
| 2025: Q2 | 1.91 | 106.70 | 373 | 12.90 | 5.80 | 40 | 39 |
| 2025: Q3 | 1.90 | -12.60 | 424 | 13.70 | 5.10 | 63 | 62 |
| 2025: Q4 | 6.49 | 605.50 | 473 | 25.90 | 15.70 | 177 | 176 |
| 2026: Q1 | -1.93 | -171.10 | 445 | 21.00 | -4.60 | -204 | -204 |
| 2026: Q2 | 3.98 | 108.40 | 455 | 21.90 | 6.00 | -55 | -57 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 3 of our scanner strategies — each hit links to the scanner.
Growth
Quality & Balance Sheet
Momentum & Trend
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Valuation
What is priced in?
Free cash flow over the past twelve months is negative, which rules out a serious reverse calculation. Any growth rate only makes a negative cash flow more negative; no present value comes out of it. What the price reflects here is therefore not a stream of cash flows, but the expectation that there will be one at all.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 13.8%
- More than 10% revenue growth is expected for the coming year no data
- Share count grows by less than 3% a year -3.2%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 25.6%
- Gross margin at 40% or higher and without meaningful erosion 51.2%
- Goodwill from acquisitions does not grow faster than revenue 3.9%
- Net debt below twice EBITDA 1.9 x EBITDA
- Operating cash flow covers the profits of the last three years -188 m
- Return on capital at 15% or higher, or up versus two years ago 11.4%
- Insiders hold at least 10% or are net buyers 42.4%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
6/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 7.5%
- Exp. sales growth 3Y > 5% –
- EBIT growth 10Y > 5% 13.6%
- Exp. EBIT growth 3Y > 5% –
- Net debt < 4x EBIT 1.6x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 42.1%
- Return on equity > 15% 18.4%
- ROCE > 15% 11.4%
- Expected return > 10% –
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
The company
About the Company
Oppenheimer Holdings Inc. ist als Investmentbank für den Mid-Market und als Full-Service-Broker-Dealer tätig. Das Unternehmen bietet Brokerage-Dienstleistungen für Unternehmensaktien und -anleihen, Geldmarktinstrumente, börsengehandelte Optionen, Kommunalanleihen, Investmentfonds, börsengehandelte Fonds, bestimmte Edelmetalle und Unit Investment Trusts; Finanz- und Vermögensplanungsdienstleistungen sowie Lombardkredit-Dienstleistungen. Das Unternehmen bietet zudem Vermögensverwaltungsdienstleistungen an, darunter separat verwaltete Konten, verwaltete Konten für Investmentfonds, diskretionäre Portfoliomanagementprogramme, nicht-diskretionäre Anlageberatungs- und Beratungsdienstleistungen, alternative Investments, Programme zur Portfolioverbesserung sowie institutionelle Portfoliomanagementstrategien und -lösungen für steuerpflichtige festverzinsliche Wertpapiere, außerdem steuerpflichtige und steuerfreie Rentenportfolios und -strategien. Darüber hinaus bietet es Investmentbanking-Dienstleistungen an, wie strategische Beratungsdienstleistungen und Kapitalmarktprodukte; Fusions- und Übernahmedienstleistungen, Eigenkapitalmarkt-, Fremdkapitalmarkt-, Schuldenberatungs- und Restrukturierungs- sowie Fondsplatzierungsdienstleistungen; sowie institutionellen Aktienverkauf und -handel, Aktienresearch, Aktienderivate und Indexoptionen, Wandelanleihen, ereignisorientierten Verkauf und Handel sowie Portfolio- und elektronischen Handel, außerdem Verwahrungs-, Clearing- und Prime-Services. Ferner bietet das Unternehmen institutionellen Verkauf und Handel mit festverzinslichen Wertpapieren, Rentenresearch, Public Finance und Kommunalanleihen-Handelsdienstleistungen sowie Eigenhandels- und Anlagetätigkeiten. Zusätzlich bietet es Underwriting-, Market-Making-, Treuhand- und Diskontdienstleistungen sowie einen cloudbasierten Finanzmarkt an. Das Unternehmen bedient vermögende Privatpersonen und Familien, Führungskräfte von Unternehmen, öffentliche und private Unternehmen, Institutionen und Konzerne, Regierungen, Finanzsponsoren sowie in- und ausländische Investoren. Das Unternehmen wurde 1881 gegründet und hat seinen Hauptsitz in New York, New York.
- Employees
- 3,062
- Headquarters
- New York, NY
- Address
- 85 Broad Street, 10004 New York, United States
- Phone
- 212 668 8000
- Website
- oppenheimer.com
- IPO Date
- 08/16/1993
- ISIN
- US6837971042
Management
| Name | Title | Birth Year |
|---|---|---|
| Albert Grinsfelder Lowenthal | Executive Chairman | 1945 |
| Robert Steven Lowenthal | CEO, President & Director | 1976 |
| Brad Michael Watkins CPA | Executive VP & CFO | 1982 |
| Peter J. Albano | Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. | – |
| Dennis Patrick McNamara Esq. | Executive VP, General Counsel & Secretary | 1961 |
| Douglas Thornley Siegel | MD & Chief Compliance Officer | – |
| Manuel Rodriguez | Head of the Latin America Investment Banking Group | – |
| Rupert Sadler | Managing Director in Technology Investment Banking Group | – |
| Sean Minnihan | Head of Financial Technology Investment Banking | 1969 |
| Robin Graham | Head of Technology Investment Banking | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.