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Upturn AI SWOT - About
OPY 
Oppenheimer Holdings Inc (OPY)
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Upturn Advisory Summary
08/29/2025: OPY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 46.12% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 1950 when it was founded as a brokerage firm. Over the decades, it evolved into a full-service investment bank and wealth management firm. Key milestones include expanding its services into asset management, capital markets, and investment banking.
Core Business Areas
- Wealth Management: Provides financial planning, investment advisory, and brokerage services to high-net-worth individuals, families, and institutions.
- Investment Banking: Offers advisory services on mergers and acquisitions, underwriting, and capital raising for corporations and institutions.
- Asset Management: Manages assets for institutional and individual clients through various investment strategies.
Leadership and Structure
Robert Lowinger is the Chairman and CEO. The organizational structure consists of several divisions, each responsible for a core business area. The company operates under a hierarchical structure with regional and functional heads reporting to senior management.
Top Products and Market Share
Key Offerings
- Financial Planning & Investment Advisory: Comprehensive financial planning and investment advice, with client assets under advisement being a key metric. Market share in wealth management is competitive, with firms like Merrill Lynch and Morgan Stanley as competitors. Revenue contribution is significant, although specific data is proprietary.
- Underwriting Services: Underwriting of debt and equity securities. Competitors include Goldman Sachs and JPMorgan Chase. Market share varies by deal size and sector, and specific data is highly sensitive and not publicly disseminated.
- M&A Advisory: Advising companies on mergers, acquisitions, and divestitures. Competitors include Houlihan Lokey and Lazard. Market share varies based on deal flow. Revenue is deal-dependent.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory changes, and evolving client needs. Technological advancements and macroeconomic conditions significantly influence market dynamics.
Positioning
Oppenheimer Holdings Inc. is a mid-sized player, leveraging its expertise in specific sectors and client relationships to compete effectively. It distinguishes itself through personalized service and specialized knowledge. Its competitive advantage lies in its established client base and targeted expertise.
Total Addressable Market (TAM)
The TAM for wealth management and investment banking is estimated to be in the trillions of dollars globally. Oppenheimer is positioned to capture a small portion of this TAM, focusing on specific market segments and niches.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced professionals
- Established brand reputation
- Diversified service offerings
Weaknesses
- Smaller scale compared to larger competitors
- Higher reliance on market conditions
- Limited global presence
- Vulnerability to regulatory changes
Opportunities
- Expanding wealth management services
- Growing demand for M&A advisory
- Technological advancements
- Strategic acquisitions
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- MS
- GS
- JPM
- HLI
Competitive Landscape
Oppenheimer Holdings Inc. faces intense competition from larger, more established players. Its advantages include specialized expertise and strong client relationships. Its disadvantages include smaller scale and limited global presence.
Major Acquisitions
Sander O'Neill + Partners
- Year: 2014
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded its financial institutions group.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by strategic acquisitions, organic growth in wealth management, and strong performance in investment banking.
Future Projections: Future growth is expected to be moderate, driven by continued expansion in wealth management and strategic acquisitions.
Recent Initiatives: Recent initiatives include expanding wealth management services, focusing on technology investments, and expanding geographic reach.
Summary
Oppenheimer Holdings is a mid-sized financial services firm with a diversified service offering, but it faces challenges from larger competitors. Strong client relationships and specialized expertise are key strengths, while smaller scale and regulatory changes pose potential risks. Expanding wealth management and pursuing strategic acquisitions represent growth opportunities. The company should focus on leveraging its strengths to navigate the competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Financial performance data is based on available information and may be subject to change. Please consult with a financial advisor before making any investment decisions.
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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