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OPY 
Oppenheimer Holdings Inc (OPY)
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Upturn Advisory Summary
12/03/2025: OPY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 42.54% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 696.68M USD | Price to earnings Ratio 9.85 | 1Y Target Price 37 |
Price to earnings Ratio 9.85 | 1Y Target Price 37 | ||
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 46.89 - 72.70 | Updated Date 06/29/2025 |
52 Weeks Range 46.89 - 72.70 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.09% | Basic EPS (TTM) 6.72 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.61% | Operating Margin (TTM) 20.03% |
Management Effectiveness
Return on Assets (TTM) 2.23% | Return on Equity (TTM) 9.1% |
Valuation
Trailing PE 9.85 | Forward PE - | Enterprise Value 1551872513 | Price to Sales(TTM) 0.51 |
Enterprise Value 1551872513 | Price to Sales(TTM) 0.51 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA 6.58 | Shares Outstanding 10425800 | Shares Floating 5935642 |
Shares Outstanding 10425800 | Shares Floating 5935642 | ||
Percent Insiders 42.21 | Percent Institutions 37.52 |
Upturn AI SWOT
Oppenheimer Holdings Inc
Company Overview
History and Background
Oppenheimer Holdings Inc. traces its roots back to 1880. Over the years, it has evolved from a brokerage firm into a diversified financial services company. It has grown through organic expansion and acquisitions, adapting to changing market dynamics.
Core Business Areas
- Wealth Management: Provides financial planning, investment advice, and asset management services to high-net-worth individuals, families, and institutions.
- Investment Banking: Offers underwriting, mergers and acquisitions advisory, and capital markets services to corporations and institutions.
- Capital Markets: Engages in trading, research, and sales of equity and fixed-income securities.
Leadership and Structure
Oppenheimer Holdings Inc. is led by Robert Lowinger as Chairman and Albert G. Lowenthal as CEO. The organizational structure includes various divisions overseeing wealth management, investment banking, and capital markets activities.
Top Products and Market Share
Key Offerings
- Financial Advisory Services: Provides personalized financial advice and planning to clients. Market share data is not publicly available at a granular level for specific advisory products. Competitors include Morgan Stanley, Merrill Lynch, and independent advisory firms. Revenue not available by product.
- Underwriting: Assists companies in raising capital through the issuance of stocks and bonds. Market share data is not publicly available but tracked as part of overall investment banking league tables. Competitors include Goldman Sachs, JP Morgan, and BofA Securities. Revenue not available by product.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, economic cycles, and technological advancements. The industry is facing increasing competition from fintech companies and evolving investor preferences.
Positioning
Oppenheimer Holdings Inc. occupies a mid-tier position in the financial services industry, competing with larger firms and specialized boutiques. Its competitive advantages include its client relationships and personalized service.
Total Addressable Market (TAM)
The global financial services market is estimated to be in the trillions of dollars. Oppenheimer Holdings Inc. captures a small portion, and positioning relative to TAM is dependent on their specific areas of focus and expertise.
Upturn SWOT Analysis
Strengths
- Established client base
- Diversified business model
- Experienced management team
- Strong regional presence
Weaknesses
- Smaller scale compared to larger competitors
- Limited global reach
- Dependence on market conditions
- Lower brand recognition than competitors
Opportunities
- Expansion into new markets
- Adoption of new technologies
- Strategic acquisitions
- Growing demand for financial advisory services
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- MS
- UBS
- RJF
Competitive Landscape
Oppenheimer Holdings Inc. competes with larger, more established firms and specialized boutiques. It needs to differentiate itself through client service and expertise.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by market conditions, acquisitions, and organic expansion.
Future Projections: Future projections are subject to analyst estimates and market conditions and will vary.
Recent Initiatives: Recent strategic initiatives are subject to change and corporate strategy.
Summary
Oppenheimer Holdings Inc. is a diversified financial services firm with an established client base. Its strengths lie in its wealth management and investment banking services, but it faces challenges from larger competitors and market volatility. The company's growth depends on its ability to expand into new markets and adopt new technologies and keep up with regulatory changes. Overall the company has average ratings and it needs to carefully plan for the future.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates
- SEC Filings
Disclaimers:
Data is based on available information and may not be entirely comprehensive. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oppenheimer Holdings Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-08-16 | CEO, President & Director Mr. Robert Steven Lowenthal | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2974 | Website https://www.oppenheimer.com |
Full time employees 2974 | Website https://www.oppenheimer.com | ||
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
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