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OPY 
Oppenheimer Holdings Inc (OPY)
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Upturn Advisory Summary
10/31/2025: OPY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 42.56% | 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 10/31/2025 |
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 1881. Founded by Henry Oppenheimer, it has evolved from a brokerage firm to a diversified financial services company through organic growth and strategic acquisitions.
Core Business Areas
- Private Client: Provides financial advisory services, wealth management, brokerage, and investment products to individual investors.
- Asset Management: Offers investment management services to institutions and high-net-worth individuals.
- Capital Markets: Provides investment banking, equity research, and trading services to corporate and institutional clients.
Leadership and Structure
The company is led by Robert Lowinger, CEO. Its organizational structure is comprised of its three core business segments: Private Client, Asset Management, and Capital Markets, each headed by senior management.
Top Products and Market Share
Key Offerings
- Financial Advisory Services: Includes personalized investment advice, financial planning, and retirement planning services. Market share within the broader financial advisory sector is difficult to precisely pinpoint but is estimated to be small single digits. Competitors include major brokerage firms like Morgan Stanley, Merrill Lynch, and independent RIAs.
- Investment Banking Services: Provides underwriting, mergers and acquisitions advisory, and private placements. Market share in investment banking varies by deal size and industry sector but would be below 1%. Competitors include bulge-bracket firms like Goldman Sachs and JP Morgan Chase, as well as middle-market investment banks.
Market Dynamics
Industry Overview
The financial services industry is subject to market volatility, regulatory changes, and technological disruption. Key trends include increased demand for personalized financial advice, the rise of fintech, and growing competition among financial institutions.
Positioning
Oppenheimer Holdings Inc. is a mid-sized player in the financial services industry, known for its strong private client business and regional presence. Its competitive advantages include personalized service and experienced financial advisors.
Total Addressable Market (TAM)
The global financial services market is valued in the trillions of USD. Oppenheimer Holdings Inc. is positioned to capture a portion of this TAM through its various service offerings and target client base.
Upturn SWOT Analysis
Strengths
- Experienced financial advisors
- Strong private client relationships
- Diversified business model
- Established brand name
Weaknesses
- Smaller scale compared to larger competitors
- Limited international presence
- Dependence on market conditions
- Higher exposure to reputational risk
Opportunities
- Expansion into new geographic markets
- Strategic acquisitions
- Increased demand for wealth management services
- Technological advancements
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- MS
- UBS
- GS
- JPM
- RJF
Competitive Landscape
Oppenheimer Holdings Inc. faces intense competition from larger, more established firms. Its advantages include personalized service and a focus on specific market niches.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by organic growth and strategic acquisitions.
Future Projections: Analyst estimates vary, but suggest continued growth driven by wealth management and capital markets activities.
Recent Initiatives: Recent initiatives include investments in technology and expansion of its private client business.
Summary
Oppenheimer Holdings Inc. is a mid-sized financial services firm with a strong private client business. It faces competition from larger firms and needs to adapt to changing market conditions. Growth opportunities exist through strategic acquisitions and technological advancements. The company needs to carefully manage regulatory and reputational risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice.
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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