Stock Scorecard
Stock Summary for Oppenheimer Holdings Inc - Class A (OPY) - $98.58 as of 5/5/2026 5:13:15 AM EST
Total Score
17 out of 30
Safety Score
61 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for OPY
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for OPY
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for OPY
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for OPY
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for OPY (61 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 2 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 4 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for OPY
Financial Details for OPY
Company Overview |
|
|---|---|
| Ticker | OPY |
| Company Name | Oppenheimer Holdings Inc - Class A |
| Country | USA |
| Description | Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | CAPITAL MARKETS |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | 7/31/2026 |
Stock Price History |
|
| Last Day Price | 98.58 |
| Price 4 Years Ago | 40.04 |
| Last Day Price Updated | 5/5/2026 5:13:15 AM EST |
| Last Day Volume | 151,852 |
| Average Daily Volume | 76,446 |
| 52-Week High | 118.77 |
| 52-Week Low | 58.31 |
| Last Price to 52 Week Low | 69.06% |
Valuation Measures |
|
| Trailing PE | 8.19 |
| Industry PE | 28.48 |
| Sector PE | 23.78 |
| 5-Year Average PE | 8.66 |
| Free Cash Flow Ratio | 30.24 |
| Industry Free Cash Flow Ratio | 5.64 |
| Sector Free Cash Flow Ratio | 22.47 |
| Current Ratio Most Recent Quarter | 1.43 |
| Total Cash Per Share | 3.26 |
| Book Value Per Share Most Recent Quarter | 93.81 |
| Price to Book Ratio | 1.16 |
| Industry Price to Book Ratio | 2.83 |
| Sector Price to Book Ratio | 2.20 |
| Price to Sales Ratio Twelve Trailing Months | 0.68 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.55 |
| Sector Price to Sales Ratio Twelve Trailing Months | 5.53 |
| Analyst Buy Ratings | N/A |
| Analyst Strong Buy Ratings | N/A |
Share Statistics |
|
| Total Shares Outstanding | 10,607,600 |
| Market Capitalization | 1,045,697,208 |
| Institutional Ownership | 38.94% |
Dividends |
|
| Ex-Dividend Date | 5/15/2026 |
| Previous Dividend Amount | 0.1800 |
| Current Dividend Amount | 0.2000 |
| Total Years Dividend Increasing | 2 |
| Trailing Annual Dividend Rate | 1.54 |
| Trailing Annual Dividend Yield | 1.56% |
| Forward Annual Dividend Rate | 0.80 |
| Forward Annual Dividend Yield | 0.81% |
| 5-Year Dividend Payments Count | 23 |
| 3-Year Average Dividend Yield | 1.00% |
| 5-Year Average Dividend Yield | 1.27% |
| 1-Year Dividend Growth Rate Percentage | 11.11% |
| 3-Year Dividend Growth Rate Percentage | 5.41% |
| 5-Year Dividend Growth Rate Percentage | 7.46% |
| All-Time Dividend Growth Rate Percentage | 2.52% |
| Dividend Payout Ratio | 12.79% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 588.00% |
| Annual Earnings Growth | 107.39% |
| Reported EPS 12 Trailing Months | 12.04 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 13.02 |
| Net Income Twelve Trailing Months | 148,403,000 |
| Net Income Past Year | 148,403,000 |
| Net Income Prior Year | 71,557,000 |
| Quarterly Revenue Growth YOY | 27.80% |
| 5-Year Revenue Growth | 6.45% |
| Operating Margin Twelve Trailing Months | 35.20% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 34,601,000 |
| Total Cash Past Year | 38,405,000 |
| Total Cash Prior Year | 33,150,000 |
| Net Cash Position Most Recent Quarter | -438,938,000 |
| Net Cash Position Past Year | -435,134,000 |
| Long Term Debt Past Year | 473,539,000 |
| Long Term Debt Prior Year | 514,268,000 |
| Total Debt Most Recent Quarter | 473,539,000 |
| Equity to Debt Ratio Past Year | 0.68 |
| Equity to Debt Ratio Most Recent Quarter | 0.67 |
| Total Stockholder Equity Past Year | 983,823,000 |
| Total Stockholder Equity Prior Year | 850,395,000 |
| Total Stockholder Equity Most Recent Quarter | 952,426,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 73,372,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 6.92 |
| Free Cash Flow Past Year | 183,559,000 |
| Free Cash Flow Prior Year | -113,316,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | False |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 4.62 |
| MACD Signal | 5.62 |
| 20-Day Bollinger Lower Band | 66.02 |
| 20-Day Bollinger Middle Band | 88.69 |
| 20-Day Bollinger Upper Band | 111.36 |
| Beta | 1.13 |
| RSI | 51.22 |
| 50-Day SMA | 56.42 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 51.44 |
System |
|
| Modified | 5/5/2026 5:13:17 AM EST |