OPY

Oppenheimer Holdings Inc

OPY, USA

Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. It offers 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, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, the company offers underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. 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 Y

https://www.oppenheimer.com

Stock Price

$ 0.00

0% increase compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
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Showing 2 of 10

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

9.04

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very Low

0.90

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

2.36 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

0.57 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very High

14.66 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

3.15

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 42.10% of the total shares of Oppenheimer Holdings Inc

1.

Jb Capital Partners LP

(4.7902%)

since

2025/06/30

2.

Dimensional Fund Advisors, Inc.

(4.6605%)

since

2025/06/30

3.

Vanguard Group Inc

(3.9512%)

since

2025/06/30

4.

Greenwich Wealth Management LLC

(2.9058%)

since

2025/06/30

5.

Vanguard Total Stock Mkt Idx Inv

(2.7126%)

since

2025/07/31

6.

American Century Companies Inc

(2.4245%)

since

2025/06/30

7.

Avantis US Small Cap Value ETF

(2.0654%)

since

2025/08/30

8.

BlackRock Inc

(1.5977%)

since

2025/06/30

9.

RBF LLC

(1.5684%)

since

2025/06/30

10.

DFA US Small Cap Value I

(1.344%)

since

2025/07/31

11.

Royce & Associates, LP

(0.9057%)

since

2025/06/30

12.

Morgan Stanley - Brokerage Accounts

(0.8544%)

since

2025/06/30

13.

Arrowstreet Capital Limited Partnership

(0.7211%)

since

2025/06/30

14.

TCW Group Inc

(0.6971%)

since

2025/06/30

15.

Boston Partners Global Investors, Inc

(0.6719%)

since

2025/06/30

16.

Geode Capital Management, LLC

(0.6453%)

since

2025/06/30

17.

DFA US Targeted Value I

(0.6394%)

since

2025/07/31

18.

Vanguard Institutional Extnd Mkt Idx Tr

(0.6275%)

since

2025/07/31

19.

Bridgeway Capital Management, LLC

(0.5321%)

since

2025/06/30

20.

DFA US Small Cap I

(0.527%)

since

2025/07/31

21.

Royce Micro Cap Trust

(0.525%)

since

2025/06/30

22.

Fort Hoosac Management, LLC

(0.5228%)

since

2025/06/30

23.

Millennium Management LLC

(0.5108%)

since

2025/06/30

24.

Investor Resources Group LLC

(0.4695%)

since

2025/06/30

25.

Profit Inv Mgt (PIM) Profit Sm Cap Eq

(0.4695%)

since

2025/06/30

26.

Boston Partners Small Cap Value II Inv

(0.4344%)

since

2025/06/30

27.

JPMorgan Chase & Co

(0.4262%)

since

2025/06/30

28.

Two Sigma Advisers, LLC

(0.422%)

since

2025/06/30

29.

DFA US Micro Cap I

(0.4213%)

since

2025/07/31

30.

Charles Schwab Investment Management Inc

(0.3954%)

since

2025/06/30

31.

Bridgeway Omni Small-Cap Value N

(0.3754%)

since

2025/06/30

32.

Bridgeway Omni Small-Cap Value

(0.3754%)

since

2025/06/30

33.

Fidelity Extended Market Index

(0.3099%)

since

2025/07/31

34.

Schwab Fundamental U.S. Small CompanyETF

(0.3015%)

since

2025/08/30

35.

Fisher US Small Cap Opportunities

(0.2919%)

since

2025/06/30

36.

Royce Micro-Cap Invmt

(0.2644%)

since

2025/06/30

37.

Avantis US Small Cap Equity ETF

(0.2188%)

since

2025/08/30

38.

Dimensional US Targeted Value ETF

(0.1985%)

since

2025/08/29

39.

American Beacon Small Cp Val R5

(0.1634%)

since

2025/08/31

40.

Dimensional US Small Cap ETF

(0.1614%)

since

2025/08/29

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2025-12-31

EPS Estimate

—

Latest Release

Date

2025-09-30

EPS Actual

1.9

EPS Estimate

0

EPS Difference

1.9

Surprise Percent

null%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Strong Deep Value(7)
Defensive
Moderately Defensive(5.5)
Dividend
Decent Dividend Payer(3.5)
Economic Moat
Wide Moat Company(6.3)
GARP
Fair GARP(3.5)
Growth
Moderate Growth(4)
Momentum
Moderate Momentum(4)
Net Net
Not Undervalued (Net-Net)(2.5)
Quality
Moderate Quality(5)
Value
Undervalued(7)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.