OPYNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
OPPENHEIMER HOLDINGS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$99.96−0.57 (-0.57%)
Close on Oct 19, 2026
- Market cap
- $1.15B
- P/E (TTM)
- 11.3
- Dividend yield
- 0.72%
Oppenheimer statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Security Brokers, Dealers & Flotation Companies companies for comparison
Valuation
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Market Cap | $1.07B | $689.15M |
| Enterprise Value | $1.05B | $509.37M |
| PE Ratio | 11.32 | 18.26 |
| PS Ratio | 0.60 | 3.16 |
| PB Ratio | 1.09 | 1.50 |
| P/TBV Ratio | 1.33 | 1.47 |
Enterprise value
| Measure | Oppenheimer | Industry median |
|---|---|---|
| EV / Sales | 0.58 | 2.19 |
| EV / EBITDA | 6.97 | 14.83 |
| EV / EBIT | 6.97 | 18.34 |
Income (trailing twelve months)
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Revenue | $1.80B | $858.37M |
| Operating Income | $150.05M | $7.74M |
| Pretax Income | $150.05M | $269.30M |
| Net Income | $102.85M | $33.63M |
| EBITDA | $150.05M | $72.05M |
| EPS (Diluted) | $8.83 | $2.27 |
Margins
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Operating Margin | 8.35% | 18.8% |
| Pretax Margin | 8.35% | 22.3% |
| Profit Margin | 5.72% | 14.5% |
| EBITDA Margin | 8.35% | 21.9% |
| FCF Margin | -0.50% | 20.1% |
Returns
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Return on Equity (ROE) | 10.9% | 14.5% |
| Return on Assets (ROA) | 2.60% | 2.25% |
| Return on Invested Capital (ROIC) | 11.4% | 4.03% |
Growth
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 20.6% | 15.2% |
| Net Income Growth (YoY) | 17.5% | 7.71% |
| EPS Growth (YoY) | 14.2% | 15.0% |
| FCF Growth (YoY) | -131.9% | 2.56% |
| Revenue Growth (3Y CAGR) | 13.8% | 11.9% |
| Revenue Growth (5Y CAGR) | 6.45% | 9.48% |
| EPS Growth (3Y CAGR) | 71.8% | 11.0% |
| EPS Growth (5Y CAGR) | 6.99% | 9.30% |
Balance sheet
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $38.45M | $64.64M |
| Net Cash (Debt) | $38.45M | $37.55M |
| Net Cash Per Share | $3.59 | $1.55 |
| Equity (Book Value) | $983.44M | $505.81M |
| Book Value Per Share | $91.84 | $17.04 |
| Tangible Book Value | $805.12M | $210.80M |
Cash flow (trailing twelve months)
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Operating Cash Flow | -$4.58M | $11.08M |
| Capital Expenditures | -$4.42M | -$11.81M |
| Free Cash Flow | -$9.00M | $313.40M |
| FCF Per Share | -$0.84 | $1.29 |
Efficiency
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Asset Turnover | 0.45 | 0.25 |
| Revenue Per Employee | $609.79K | $1.00M |
| Profits Per Employee | $34.90K | $145.56K |
| Employee Count | 2,947 | 700 |
Dividends and yields
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Earnings Yield | 9.61% | 3.34% |
| FCF Yield | -0.84% | 6.26% |
| Dividend Yield | 0.72% | 1.85% |
| Buyback Yield | 0.22% | 1.19% |
| Shareholder Yield | 0.94% | 1.82% |
| Dividend Per Share | $0.72 | $1.40 |
| Dividend Growth (YoY) | 9.09% | 5.80% |
| Years of Dividend Growth | 2 | 2 |
| Payout Ratio | 17.8% | 36.7% |
Shares
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Shares Outstanding | 10,708,000 | 40,199,800 |
| Shares Change (YoY) | -0.65% | 0.87% |
| Float | 10,069,700 | 26,811,250 |
| Shares Held by Insiders | 5.96% | 0.00% |
| Shares Held by Institutions | 41.7% | 36.9% |
Taxes
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Income Tax | $47.64M | $39.89M |
| Effective Tax Rate | 31.7% | 21.6% |
Scores
| Measure | Oppenheimer | Industry median |
|---|---|---|
| Graham Number | $135.08 | $40.68 |
| Graham Upside | 35.1% | -34.6% |
| Altman Z-Score | 1.05 | 9.82 |
| Piotroski F-Score | 5 | 5 |
Calculated by StockData from Oppenheimer's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.