OPY 📈 Oppenheimer Holdings - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6837971042

OPY: Investment, Brokerage, Asset Management, Wealth Planning, Investment Banking

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, 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. 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 York. Web URL: https://www.oppenheimer.com

Additional Sources for OPY Stock

OPY Stock Overview

Market Cap in USD 654m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 1993-08-16

OPY Stock Ratings

Growth 5y 72.9%
Fundamental 27.3%
Dividend 52.5%
Rel. Strength Industry 73
Analysts -
Fair Price Momentum 70.13 USD
Fair Price DCF -

OPY Dividends

Dividend Yield 12m 1.06%
Yield on Cost 5y 2.70%
Annual Growth 5y 5.46%
Payout Consistency 94.3%

OPY Growth Ratios

Growth Correlation 3m 87.4%
Growth Correlation 12m 89%
Growth Correlation 5y 61.2%
CAGR 5y 20.59%
CAGR/Mean DD 5y 1.12
Sharpe Ratio 12m 1.50
Alpha 27.62
Beta 1.03
Volatility 31.92%
Current Volume 42k
Average Volume 20d 36.8k
What is the price of OPY stocks?
As of December 22, 2024, the stock is trading at USD 62.45 with a total of 42,030 shares traded.
Over the past week, the price has changed by -0.46%, over one month by +3.74%, over three months by +23.83% and over the past year by +57.04%.
Is Oppenheimer Holdings a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Oppenheimer Holdings is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 27.29 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OPY as of December 2024 is 70.13. This means that OPY is currently undervalued and has a potential upside of +12.3% (Margin of Safety).
Is OPY a buy, sell or hold?
Oppenheimer Holdings has no consensus analysts rating.
What are the forecast for OPY stock price target?
According to ValueRays Forecast Model, OPY Oppenheimer Holdings will be worth about 75.7 in December 2025. The stock is currently trading at 62.45. This means that the stock has a potential upside of +21.28%.
Issuer Forecast Upside
Wallstreet Target Price 37 -40.8%
Analysts Target Price 37 -40.8%
ValueRay Target Price 75.7 21.3%