OPY

Oppenheimer Holdings Inc Financials Security Brokers, Dealers & Flotation Companies Russell 3000
$86.20Close $904.0MMarket cap $63.01 – $124.7452-week range Jan 29, 2027Next report · estimated

Highlights

Cautions

  • Not in an uptrend 4 of 8 trend conditions
  • Lagging the market RS 32 · weaker than 68% of stocks over 12 months
  • Far from its high 31% below its 52-week high
  • Earnings shrinking EPS −75% year on year

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Oct 30, 2026
Off 12-month high 31%
1wk down 14.7% price change
1mo down 26.9% price change
12-month return up 27% market up 11% · its own up 17%
F-score — — Not assessed
Altman Z — Unknown
P/E 6.1× price / earnings
PEG 0.06 P/E / EPS growth
P/B 0.9× price / book
Earnings yield — EBIT / enterprise value
Cheaper than — of the market · not assessed
Revenue growth up 16% year on year
EPS growth down 75% latest quarter · -100 pts
Sales growth down 9% latest quarter · -33 pts
ROE up 16% return on equity
Free cash margin —
D/E — long-term debt / equity
Net debt / EBITDA —
Interest cover —EBIT / interest
Piotroski tests

Repair signals

  • FCF turned positive ($-113M → $184M)

Trade setup

ATR% 6.0% $5.19 a day · 2×ATR $75.83
RS 32 / 99 vs the universe
Trend 4 / 8 trend template
Relative volume 2.4× vs 50-day average
Up/down volume 1.03 50 sessions
Implied move — no scheduled report
Trend template · 4 of 8
  • Price above the 150 and 200-day averages: fails
  • 150-day average above the 200-day: passes
  • 200-day average rising for a month: passes
  • 50-day average above the 150 and 200-day: passes
  • Price above the 50-day average: fails
  • At least 30% above the 52-week low: passes
  • Within 25% of the 52-week high: fails
  • RS rank 70 or higher: fails

Screen verdict

Did not qualify for any screen.

Warning signs

none flagged
  • No restatement or impairment
  • Equity positive
  • No material dilution
  • Margins and revenue not shrinking
Last reported Oct 30, 2026
Last shock Oct 30, 2026-20% in one session2.3× volumeon results0% since

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $1.4B +16% on FY2024
$0 $2B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $1.1B FY2021 · $1.3B FY2022 · $1.0B FY2023 · $1.1B FY2024 · $1.2B FY2025 · $1.4B
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $148.4M +107% on FY2024
$0 $200M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $123.0M FY2021 · $159.0M FY2022 · $32.4M FY2023 · $30.2M FY2024 · $71.6M FY2025 · $148.4M
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Net 10%
0% 20% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Net 11% FY2021 · Net 12% FY2022 · Net 3% FY2023 · Net 3% FY2024 · Net 6% FY2025 · Net 10%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology
  • Cash
  • Long-term debt
$0 $250M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $35.4M · Long-term debt $123.8M FY2021 · Cash $213.8M · Long-term debt $124.1M FY2022 · Cash $112.4M · Long-term debt $113.4M FY2023 · Cash $28.8M · Long-term debt $112.7M FY2024 · Cash $33.1M · Long-term debt $0 FY2025 · Cash $38.4M
Shares outstanding Shares in issue at the year's end. A rising count means each share owns a smaller slice of the company (stock pay, share sales); a falling one, buybacks. The chart's scale is fitted to the count, so a small change looks large: read the percentage. Methodology 10.49m
10.49m 10.29m FY20 FY21 FY22 FY23 FY24 FY25 FY2020 FY2021 FY2022 FY2023 · 10.29m FY2024 · 10.33m FY2025 · 10.49m
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue $1.1B $1.3B $1.0B $1.1B $1.2B $1.4B
Operating income $169.0M $224.6M $45.6M $46.8M $105.8M $211.2M
Net income $123.0M $159.0M $32.4M $30.2M $71.6M $148.4M
Net margin 11% 12% 3% 3% 6% 10%
Earnings per share $9.30 $11.70 $2.57 $2.59 $6.37 $13.04
Cash $35.4M $213.8M $112.4M $28.8M $33.1M $38.4M
Long-term debt $123.8M $124.1M $113.4M $112.7M $0 —
Shareholders' equity $685.7M $823.2M $794.2M $789.2M $850.4M $983.8M
Shares outstanding — — — 10.29m 10.33m 10.49m

Filings

SEC EDGAR
FiledReportPeriod to Lag
Oct 30, 2026 Quarterly ↗ Sep 30, 2026 30d
Jul 31, 2026 Quarterly ↗ Jun 30, 2026 31d
May 1, 2026 Quarterly ↗ Mar 31, 2026 31d
Feb 26, 2026 Annual ↗ Dec 31, 2025 57d
Oct 31, 2025 Quarterly ↗ Sep 30, 2025 31d
Aug 1, 2025 Quarterly ↗ Jun 30, 2025 32d
Apr 25, 2025 Quarterly ↗ Mar 31, 2025 25d
Feb 27, 2025 Annual ↗ Dec 31, 2024 58d
Oct 25, 2024 Quarterly ↗ Sep 30, 2024 25d
Jul 26, 2024 Quarterly ↗ Jun 30, 2024 26d
Apr 26, 2024 Quarterly ↗ Mar 31, 2024 26d
Mar 1, 2024 Annual ↗ Dec 31, 2023 61d

Current reports

FiledDisclosed
Oct 30, 2026 Results ↗
Aug 3, 2026 Regulation FD ↗
Jul 31, 2026 Results ↗
May 5, 2026 Charter or bylaws · Shareholder vote ↗
May 4, 2026 Regulation FD ↗
May 1, 2026 Results ↗
Apr 27, 2026 Material agreement ↗
Feb 2, 2026 Regulation FD ↗
Jan 30, 2026 Results ↗
Dec 12, 2025 Other events ↗
Nov 3, 2025 Regulation FD ↗
Oct 31, 2025 Results ↗