Oppenheimer Holdings Inc.

OPY • Financial - Capital Markets

$122.89

▼ -1.85 (-1.48%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$1.41B

Crecimiento

—

Flujo de caja

3/5

Tendencia

Mostly stable

Evidencia

Márgenes estables o en mejora · 9.1%Crecimiento positivo de ingresos · 9.1%Flujo de caja libre positivo · 17.48Múltiplo de ganancias razonable · 5.12Nivel de deuda manejable · 0.64

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$122.89

Change-1.48%

Shares Out11.48M

Market Cap$1.41B

Enterprise Value$1.51B

52W Range63.81 - 123.24

Beta1.06

P/E13.72

P/S0.79

P/B1.43

P/FCF5.93

EV/Sales0.84

Price$122.89

Change-1.48%

Shares Out11.48M

Market Cap$1.41B

Enterprise Value$1.51B

52W Range63.81 - 123.24

Beta1.06

P/E13.72

P/S0.79

P/B1.43

P/FCF5.93

EV/Sales0.84

EV/EBITDA7.94

EV/FCF6.36

Earnings Yield7.29%

FCF Yield16.87%

Dividend Yield1.24%

Gross Margin51.15%

Oper. Margin22.43%

Profit Margin9.06%

Debt/Eq0.64

Current Ratio5.99

Quick Ratio5.99

Target$95.00

Target Upside-22.70%

Target Median$95.00

Target Range95.00 - 95.00

Volume201.55K

Avg Volume108.33K

EPS Surprise1.04

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

72/100

Fortaleza financiera

Deuda, caja, estabilidad

79/100

Potencial de crecimiento

Ingresos y expansión

63/100

Atractivo del precio

Barata o cara hoy

95/100

Por qué este puntaje▼

Márgenes estables o en mejora · 9.1%Crecimiento positivo de ingresos · 9.1%Flujo de caja libre positivo · 17.48Múltiplo de ganancias razonable · 5.12Nivel de deuda manejable · 0.64Liquidez saludable · 5.99

Analyst view

Analyst sentiment and price target

OPY

Analyst sentiment

Based on 2 analyst votes · 2026-09-05

100/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-02

Bajo

$200.00

Promedio

$200.00

Mediana

$200.00

Alto

$200.00

Resumen de la compañía

IPO: 10/6/1982

Industria: Financial - Capital Markets

P/B i: 1.43

Deuda / Patrimonio i: 0.64

Margen operativo: 22.43%

Margen neto: 9.06%

ROE i: -

ROIC: -

Salud financiera

Puntaje16 / 20

Deuda / Patrimonio: 0.64

Ratio corriente: 5.99

Ratio rápido: 5.99

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

⚠ 1 venta interna de alto volumen detectada

Lowenthal Robert S

Transacción: 05/08/2026

COMPRA

Cambio

+100,000

Precio

Not reported

Presentación

05/11/2026

Tipo

COMPRA

McNAMARA DENNIS P

Transacción: 02/06/2026

COMPRA

Cambio

+2,000

Precio

Not reported

Presentación

05/11/2026

Tipo

COMPRA

Watkins Brad M

Transacción: 02/06/2026

COMPRA

Cambio

+2,000

Precio

Not reported

Presentación

05/11/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Lowenthal Robert S	COMPRA	+100,000	Not reported	05/08/2026	05/11/2026
McNAMARA DENNIS P	COMPRA	+2,000	Not reported	02/06/2026	05/11/2026
Watkins Brad M	COMPRA	+2,000	Not reported	02/06/2026	05/11/2026
Lowenthal Robert S	COMPRA	+100,000	Not reported	02/06/2026	05/11/2026
LOWENTHAL ALBERT G	COMPRA	+40,000	Not reported	02/06/2026	05/11/2026
McNAMARA DENNIS P	VENTA	-4,673	$90.67	03/02/2026	03/03/2026
ROTH R LAWRENCE	COMPRA	+1,400	Not reported	02/26/2026	03/03/2026
Glasser Teresa	COMPRA	+1,400	Not reported	02/26/2026	03/03/2026
Friedman Paul M	COMPRA	+1,400	Not reported	02/26/2026	02/27/2026
Kanter Stacy J.	COMPRA	+1,400	Not reported	02/26/2026	02/27/2026
BEHRENS EVAN	COMPRA	+1,400	Not reported	02/26/2026	02/27/2026
Dwyer Timothy Martin	COMPRA	+1,400	Not reported	02/26/2026	02/27/2026
Spaulding Suzanne	COMPRA	+1,400	Not reported	02/26/2026	02/27/2026
LOWENTHAL ALBERT G	OTRO	0	Not reported	12/31/2025	02/09/2026
Lowenthal Robert S	OTRO	0	Not reported	12/31/2025	02/09/2026
McNAMARA DENNIS P	VENTA	-5,000	Not reported	01/28/2026	01/29/2026
McNAMARA DENNIS P	COMPRA	+3,084	Not reported	01/28/2026	01/29/2026
LOWENTHAL ALBERT G	VENTA	-110,000	Not reported	01/28/2026	01/29/2026
LOWENTHAL ALBERT G	COMPRA	+55,725	Not reported	01/28/2026	01/29/2026
Lowenthal Robert S	VENTA	-75,000	Not reported	01/28/2026	01/29/2026

Sobre la compañía

Oppenheimer Holdings Inc.

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.

Fuente - Link

Competidores

AMRK AMTB AXG CCBG DEFT GEMI HTB MFH NBN VEL

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Oppenheimer Welcomes Joel Berry II and Expands North Carolina Private Client Team Focused on Advising Athletes

Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. Led by Tanner G.

PRNewsWire

Oppenheimer Hires Bruce Rideaux and Promotes Lauren Carter As Public Finance Business Continues to Expand

Senior Personnel Moves Strengthen Leadership and Add Specialized Capabilities in Key Areas of the Municipal Market Head of Public Finance Elizabeth (Beth) Coolidge Elected to MSRB Board, Underscoring Strength of Oppenheimer's Public Finance Franchise NEW YORK, Aug. 24, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the hiring of Bruce Rideaux as a Managing Director in Public Finance and the promotion of Lauren Carter to Head of Negotiated Underwriting, continuing the firm's expansion of its Public Finance and Municipal Capital Markets businesses. Rideaux, who is based in Dallas, brings 20 years of experience advising on large, complex project financings and public-private partnerships in Texas, with expertise in the transportation sector.

PRNewsWire

Oppenheimer Hosts Fifth Annual Next-Gen Peer-to-Peer Forum

Approximately 60 Financial Advisors Representing $7.2 Billion in Client Assets Gather in New York City Annual Program Reflects Oppenheimer's Continued Investment in the Development and Long-Term Success of Its Next Generation of Advisors NEW YORK, Aug. 19, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), recently hosted its fifth annual Next-Gen Peer-to-Peer Forum in New York City, bringing together approximately 60 Financial Advisors from across the country. Held at One World Trade Center overlooking Lower Manhattan, the program gave attendees an opportunity to exchange ideas, discuss common challenges and learn from one another.

PRNewsWire

People Incorporated (PPLI) Presents at Oppenheimer 29th Annual Technology, Internet & Communications Conference Transcript

Seeking Alpha

Rush Street Interactive to Participate at the Oppenheimer 29th Annual Technology, Internet & Communications Conference

CHICAGO, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Rush Street Interactive, Inc. (NYSE: RSI) (“RSI”), a leading online casino and sports betting company in the United States and the rest of the Americas, today announced that management will participate in a fireside chat at the 29th Annual Oppenheimer Technology, Internet & Communications Conference on Wednesday, August 12 at 2:05 p.m. Eastern Time.

GlobeNewsWire

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2020-01-31	0.8	1.84	1.04
2019-10-25	0.63	0.29	-0.34
2019-07-26	0.53	0.89	0.36
2019-04-26	0.54	0.81	0.27
2018-07-27	0.47	0.63	0.16
2018-04-27	0.32	0.48	0.16
2018-02-01	0.69	0.85	0.16
2017-10-27	0.16	0.57	0.41
2017-07-28	0.16	-0.1	-0.26
2017-04-28	0.1	-0.4	-0.5
2017-01-27	0.08	-0.18	-0.26
2016-10-28	-0.12	-0.08	0.04