(OPY) Oppenheimer Holdings - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6837971042
OPY: Investment, Brokerage, Asset Management, Wealth Planning, Investment Banking
Oppenheimer Holdings Inc. is a multinational investment bank and full-service broker-dealer with a presence in the Americas, Europe, the Middle East, and Asia, providing a wide range of financial services to its clients. The company's brokerage services encompass 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. Additionally, it offers financial and wealth planning services, as well as margin lending services, to help clients manage their financial assets and achieve their investment goals.
The company's asset management services are designed to cater to the diverse needs of its clients, including high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. These services include 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. Furthermore, the company offers taxable and non-taxable fixed income portfolios and strategies to help clients optimize their investment returns and manage risk.
Oppenheimer Holdings Inc. also provides investment banking services, including strategic advisory services and capital markets products, to help clients navigate complex financial transactions and achieve their strategic objectives. The company's investment banking services encompass merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services. Moreover, it offers institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading services to institutional clients. The company's fixed income sales and trading, fixed income research, public finance, and municipal trading services are also designed to meet the needs of institutional clients.
In addition to its brokerage, asset management, and investment banking services, Oppenheimer Holdings Inc. provides underwriting, market-making, trust, and discount services to its clients. The company also offers proprietary trading and investment activities, as well as a cloud-based financial market platform, to provide clients with access to a wide range of financial products and services. With a history dating back to 1881, Oppenheimer Holdings Inc. is headquartered in New York, New York, and is listed on the New York Stock Exchange under the ticker symbol OPY. The company's website can be accessed at https://www.oppenheimer.com, and its ISIN is US6837971042, with a GICS Sub Industry classification of Investment Banking & Brokerage.
Additional Sources for OPY Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
OPY Stock Overview
Market Cap in USD | 668m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 1993-08-16 |
OPY Stock Ratings
Growth 5y | 75.8% |
Fundamental | 6.43% |
Dividend | 30.4% |
Rel. Strength Industry | 25.1 |
Analysts | - |
Fair Price Momentum | 68.70 USD |
Fair Price DCF | - |
OPY Dividends
Dividend Yield 12m | 0.89% |
Yield on Cost 5y | 2.16% |
Annual Growth 5y | -14.91% |
Payout Consistency | 94.5% |
OPY Growth Ratios
Growth Correlation 3m | 63.5% |
Growth Correlation 12m | 93.6% |
Growth Correlation 5y | 61.6% |
CAGR 5y | 21.65% |
CAGR/Max DD 5y | 0.47 |
Sharpe Ratio 12m | 1.59 |
Alpha | 40.24 |
Beta | 1.05 |
Volatility | 29.86% |
Current Volume | 15.6k |
Average Volume 20d | 20.3k |
As of February 23, 2025, the stock is trading at USD 63.03 with a total of 15,559 shares traded.
Over the past week, the price has changed by -3.79%, over one month by -12.60%, over three months by +2.83% and over the past year by +62.64%.
Neither. Based on ValueRay Fundamental Analyses, Oppenheimer Holdings is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 6.43 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 February 2025 is 68.70. This means that OPY is currently overvalued and has a potential downside of 9%.
Oppenheimer Holdings has no consensus analysts rating.
According to ValueRays Forecast Model, OPY Oppenheimer Holdings will be worth about 77.6 in February 2026. The stock is currently trading at 63.03. This means that the stock has a potential upside of +23.18%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 37 | -41.3% |
Analysts Target Price | 37 | -41.3% |
ValueRay Target Price | 77.6 | 23.2% |