Stocks · Financial Services · Financial - Capital Markets
Oppenheimer Holdings Inc. OPY
$120.13 +0.55% Close, Oct 2, 2026 · NYSE · Market cap $1.27B
Strong trendHigh risk
Next earnings report: Oct 30, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Operating margin narrowed to 14.6% from 22.3% a year earlier.
- Net debt is 3.2× EBITDA, a high level of leverage.
- The shares trade at 13.6× trailing earnings, higher than 86% of the company's own readings over the past five years.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 22%
- EPS growth (TTM, YoY)Bottom 44%
- FCF growth (TTM, YoY)Bottom 5%
- Revenue growth, 3-year CAGRBottom 47%
- Revenue growth accelerationTop 29%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 29%
- Gross marginTop 14%
- Operating marginBottom 32%
- Cash conversion (OCF / net income)Bottom 13%
- Accruals (lower is better)Bottom 16%
- Net debt / EBITDA (lower is better)Bottom 33%
- Interest coverTop 25%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 44%
- Free-cash-flow yieldBottom 13%
- EBITDA / enterprise valueTop 17%
- Sales / enterprise valueTop 13%
- P/E vs own 5-year history (lower is better)Bottom 19%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 4%
- 6-month returnTop 9%
- 1-year return vs S&P 500Top 3%
- Distance from 52-week highTop 21%
- Trend checklist (0–4)Top 11%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Upside to consensus price targetBottom 2%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 18%
- Maximum drawdown, 3 yearsBottom 48%
- Beta vs S&P 500 (lower is better)Bottom 24%
- Net debt / EBITDA (lower is better)Bottom 33%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 18.5% | 20.6% | ↑ |
| EPS growth (YoY) | 24.3% | 14.5% | ↓ |
| Gross margin | 33.5% | 80.2% | ↑ |
| Operating margin | 22.3% | 14.6% | ↓ |
| FCF margin | 1.9% | -1.3% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 20.6% | 18.5% | ↑ | Top 22% |
| EPS growth (TTM, YoY) | 14.5% | 24.3% | ↓ | Bottom 44% |
| Gross margin | 80.2% | 33.5% | ↑ | Top 14% |
| Operating margin | 14.6% | 22.3% | ↓ | Bottom 32% |
| Net margin | 5.7% | 5.9% | ↓ | — |
| Free-cash-flow margin | -1.3% | 1.9% | ↓ | — |
| Return on invested capital | 5.1% | — | Top 29% | |
| Revenue growth, 3-year CAGR | 13.8% | — | Bottom 47% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- -0.18×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- 2.9%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 2.7%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -7.2 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 3.17×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 3.2×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.44%
- Net buyback yield (TTM)
- 0.18%
- Shareholder yield
- 1.62%
- Share count change, 1 year
- +1.2%
- Share count change, 3-year CAGR
- +1.4%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 31, 2026).
Earnings and expectations
Earnings momentum
- Average 2-day reaction, last 8
- +0.4%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $95.00
- Target vs current price
- -20.9%
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 31, 2026 | — | -3.7% | +3.2% | +8.4% | — |
| May 1, 2026 | — | -6.7% | -17.0% | -19.9% | -2.3% |
| Jan 30, 2026 | — | +10.3% | +18.8% | +13.2% | +43.2% |
| Oct 31, 2025 | — | +0.7% | -2.4% | -1.8% | +8.6% |
| Aug 1, 2025 | — | -3.3% | -6.0% | -5.6% | -8.1% |
| Apr 25, 2025 | — | -0.6% | +1.6% | +8.5% | +23.2% |
| Jan 31, 2025 | — | -5.1% | -6.4% | -9.0% | -19.8% |
| Oct 25, 2024 | — | +11.4% | +16.4% | +26.7% | +48.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 31, 2026 | $3.98 | — | — | $454.9M |
| May 1, 2026 | $4.21 | — | — | $445.1M |
| Jan 30, 2026 | $6.51 | — | — | $472.6M |
| Oct 31, 2025 | $1.90 | — | — | $424.4M |
| Aug 1, 2025 | $1.91 | — | — | $373.2M |
| Apr 25, 2025 | $2.72 | — | — | $367.8M |
| Jan 31, 2025 | $0.92 | — | — | $375.4M |
| Oct 25, 2024 | $2.16 | — | — | $373.4M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 13.6× | 9.5× | 86th | Top 44% |
| P/E (forward) | 144.7× | — | — | — |
| EV / EBITDA | 7.9× | — | — | Top 17% |
| EV / Sales | 1.18× | — | — | Top 13% |
| Free-cash-flow yield | -1.78% | — | — | Bottom 13% |
| Earnings yield | 7.38% | — | — | Top 44% |
P/E over the past five years
Range 3.4× – 16.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +65.6%
- Earnings per share growth (TTM)
- +14.5%
- Change in P/E multiple
- +27.1%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 7
- Days above the 200-day average
- 215
- 50-day average slope (20 days)
- +2.7%
- 200-day average slope (20 days)
- +5.4%
- Distance from 50-day average
- +3.1%
- Distance from 200-day average
- +20.9%
- RSI (14)
- 54.3
- Relative volume
- 1.51×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 36.9%
- Volatility vs own 5-year history
- 74th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.94
- Correlation with S&P 500
- 0.42
- Current drawdown from 1-year high
- -3.7%
- Maximum drawdown, 3 years
- -29.6%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 16, 2021 | Oct 11, 2022 | -47.9% | 333 days | 448 days (Jul 25, 2024) |
| Jan 24, 2025 | Apr 8, 2025 | -29.6% | 51 days | 72 days (Jul 23, 2025) |
| Apr 22, 2026 | May 28, 2026 | -21.4% | 25 days | 30 days (Jul 13, 2026) |
| Sep 18, 2025 | Nov 18, 2025 | -19.6% | 43 days | 40 days (Jan 16, 2026) |
| Jul 25, 2024 | Oct 10, 2024 | -17.9% | 54 days | 17 days (Nov 4, 2024) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $1.27B
- P/E (TTM)
- 13.6
- EPS, diluted (TTM)
- $8.86
- Revenue (TTM)
- $1.80B
- Dividend yield
- 1.47%
- 52-week range
- $63.81 – $125.88
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.39B | $1.11B | $1.25B | $1.43B | $1.64B |
| Gross profit | $484.9M | $344.5M | $441.5M | $468.0M | $837.9M |
| Operating income | $344.3M | $199.2M | $284.2M | $304.8M | $367.5M |
| Net income | $159.0M | $32.4M | $30.2M | $71.6M | $148.4M |
| EPS (diluted) | $11.70 | $2.57 | $2.59 | $6.37 | $13.04 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $373.4M | $375.4M | $367.8M | $373.2M | $424.4M | $472.6M | $445.1M | $454.9M |
| Net income | $24.5M | $10.7M | $30.7M | $21.7M | $21.7M | $74.4M | -$20.6M | $27.4M |
| EPS (diluted) | $2.17 | $0.94 | $2.72 | $1.91 | $1.90 | $6.51 | -$1.93 | $2.38 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $227.8M | $64.5M | -$18.8M | -$108.2M | $188.8M |
| Capital expenditure | -$8.3M | -$16.3M | -$17.1M | -$5.1M | -$5.2M |
| Free cash flow | $219.5M | $48.2M | -$35.9M | -$113.3M | $183.6M |
| Dividends paid | -$19.4M | -$7.0M | -$6.5M | -$6.8M | -$7.6M |
| Net share buybacks | $118.8M | -$60.5M | -$35.0M | -$9.5M | -$3.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $38.5M
- Total assets
- $4.23B
- Total liabilities
- $3.23B
- Total debt
- $891.7M
- Net debt
- $853.2M
- Shareholders’ equity
- $983.4M
As of Jun 30, 2026 (filed Jul 31, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 14, 2026 | $0.20 | Aug 28, 2026 |
| May 15, 2026 | $0.20 | May 29, 2026 |
| Feb 13, 2026 | $0.18 | Feb 27, 2026 |
| Dec 26, 2025 | $1.00 | Jan 9, 2026 |
| Nov 14, 2025 | $0.18 | Nov 28, 2025 |
| Aug 15, 2025 | $0.18 | Aug 29, 2025 |
| May 9, 2025 | $0.18 | May 23, 2025 |
| Feb 14, 2025 | $0.18 | Feb 28, 2025 |
Short interest
- Shares sold short
- 98,180
- Days to cover
- 1.00
- Change vs previous report
- +8.1%
FINRA short interest, settlement date Sep 15, 2026.