Oppenheimer Holdings Inc (OPY) stock
OPYNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 13/3020% below fair value
$91.45+0.37 (+0.41%)
Close on Nov 11, 2026Market cap $979.54MP/E 12.4Yield 0.79%
Oppenheimer statistics
99 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Jan 29, 2027 (estimated, before the open)
- Last ex-dividend date
- Aug 14, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 11, 2026
Valuation ratiosIndustry
- P/TBV Ratio
- 1.20
- 1.28
- P/OCF Ratio
- 15.22
- 12.52
Enterprise valuationIndustry
- EV / Sales
- 0.54
- 2.37
- EV / EBIT
- 7.51
- 17.99
- EV / FCF
- 16.64
- 12.62
Share statisticsIndustry
- Shares Change (YoY)
- -0.73%
- 1.07%
- Float
- 10M
- 27M
- Shares Held by Insiders
- 5.96%
- 0.00%
- Shares Held by Institutions
- 41.7%
- 36.4%
Short sellingIndustry
- Short Interest
- 110,264
- –
- Short Interest Change
- 22.6%
- -1.74%
- Short % of Float
- 1.09%
- 2.13%
- Short % of Shares Outstanding
- 1.03%
- 1.55%
- Days to Cover
- 1.07
- 2.11
Stock price statisticsIndustry
- 52-Week High
- $125.88
- –
- 52-Week Low
- $63.81
- –
- 20-Day Moving Average
- $96.86
- –
- 50-Day Moving Average
- $109.42
- –
- 200-Day Moving Average
- $103.03
- –
- Average True Range (14)
- $4.65
- –
- Price Change (1 Week)
- -0.45%
- -1.97%
- Price Change (1 Month)
- -14.5%
- -7.40%
- Price Change (3 Months)
- -20.6%
- -0.48%
- Price Change (6 Months)
- -3.06%
- -6.39%
- Price Change (YTD)
- 26.5%
- -14.9%
- Price Change (1 Year)
- 35.1%
- -4.49%
- Price Change (3 Years)
- 139.7%
- 54.6%
- Price Change (5 Years)
- 73.2%
- 14.9%
- Price Change (10 Years)
- 468.0%
- 140.3%
- Average Volume (10 Days)
- 115,449
- –
- Average Volume (20 Days)
- 101,444
- –
- Average Volume (90 Days)
- 116,278
- –
- Relative Volume
- 0.46
- 0.72
- Relative Strength Index (14)
- 38.8
- 42.8
- Volatility (1 Year)
- 44.8%
- 44.2%
- Beta (5 Years)
- 0.83
- 0.79
MarginsIndustry
- Pretax Margin
- 7.25%
- 21.3%
- EBITDA Margin
- 7.25%
- 20.7%
- FCF Margin
- 3.27%
- 20.7%
Returns on capitalIndustry
- Return on Equity (ROE)
- 9.06%
- 12.7%
- Return on Assets (ROA)
- 2.19%
- 2.30%
- Return on Invested Capital (ROIC)
- 9.38%
- 3.82%
GrowthIndustry
- Revenue Growth (YoY)
- 13.9%
- 13.5%
- Net Income Growth (YoY)
- 2.15%
- 11.1%
- EPS Growth (YoY)
- -0.94%
- 12.8%
- FCF Growth (YoY)
- -27.5%
- 17.6%
- Revenue Growth (3Y CAGR)
- 13.8%
- 11.9%
- Revenue Growth (5Y CAGR)
- 6.45%
- 9.20%
- EPS Growth (3Y CAGR)
- 71.8%
- 11.0%
- EPS Growth (5Y CAGR)
- 6.99%
- 8.95%
EfficiencyIndustry
- Asset Turnover
- 0.44
- 0.25
- Revenue Per Employee
- $595.39K
- $1.01M
- Profits Per Employee
- $29.38K
- $139.30K
- Employee Count
- 2,947
- 700
- WACC
- 9.01%
- 8.74%
Income statement (TTM)Industry
- Pretax Income
- $127.21M
- $253.40M
Balance sheetIndustry
- Net Cash (Debt)
- $38.01M
- $40.09M
- Net Cash Per Share
- $3.55
- $1.63
- Equity (Book Value)
- $991.06M
- $543.32M
- Book Value Per Share
- $92.53
- $17.46
- Tangible Book Value
- $812.91M
- $241.17M
Cash flow (TTM)Industry
- Capital Expenditures
- -$6.96M
- -$14.21M
- FCF Per Share
- $5.36
- $2.16
Dividends and yieldsIndustry
- Earnings Yield
- 8.84%
- 3.98%
- FCF Yield
- 5.86%
- 6.06%
- Dividend Yield
- 0.79%
- 1.65%
- Buyback Yield
- 0.24%
- 1.82%
- Shareholder Yield
- 1.02%
- 2.88%
- Dividend Per Share
- $0.72
- $1.40
- Dividend Growth (YoY)
- 9.09%
- 5.80%
- Years of Dividend Growth
- 2
- 2
- Payout Ratio
- 21.5%
- 36.3%
- FCF Payout Ratio
- 32.4%
- 25.6%
Taxes and interestIndustry
- Income Tax
- $41.10M
- $37.71M
- Effective Tax Rate
- 32.3%
- 21.3%
Scores and fair valueIndustry
- Graham Number
- $124.12
- $43.92
- Graham Upside
- 35.7%
- -37.9%
- Altman Z-Score
- 1.05
- 12.19
- Piotroski F-Score
- 5
- 5
- Lynch Fair Value
- $51.75
- –
- Lynch Upside
- -43.4%
- -23.5%
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.
| Period | OPY | S&P 500 | Difference | OPY per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -19.7% | -2.4% | −17.3 pts | ||
| 3 months | -19.0% | -1.2% | −17.9 pts | ||
| Year to date | +27.3% | +12.3% | +15.0 pts | ||
| 1 year | +34.4% | +12.4% | +21.9 pts | ||
| 3 years | +150.5% | +78.8% | +71.7 pts | +35.8% | +21.4% |
| 5 years | +90.6% | +75.2% | +15.4 pts | +13.8% | +11.9% |
| 10 years | +606.4% | +311.1% | +295.3 pts | +21.6% | +15.2% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
0M OPY shares were sold short on Oct 30, 2026, up 22.6% from the previous report, or 1.09% of the shares available to trade. At recent volumes it would take 1.1 days to buy them back. Over the last 20 sessions, 46.9% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 110,264 | +22.6% | 103,154 | 1.1 |
| Oct 15, 2026 | 89,946 | -8.8% | 115,547 | 1.0 |
| Sep 30, 2026 | 98,599 | +0.4% | 136,540 | 1.0 |
| Sep 15, 2026 | 98,180 | +8.1% | 108,806 | 1.0 |
| Aug 31, 2026 | 90,844 | +25.8% | 116,256 | 1.0 |
| Aug 14, 2026 | 72,188 | -8.4% | 124,933 | 1.0 |
| Jul 31, 2026 | 78,803 | -11.8% | 128,772 | 1.0 |
| Jul 15, 2026 | 89,307 | +0.4% | 139,227 | 1.0 |
| Jun 30, 2026 | 88,916 | +17.0% | 130,199 | 1.0 |
| Jun 15, 2026 | 76,022 | +48.7% | 109,952 | 1.0 |
| May 29, 2026 | 51,125 | +18.3% | 72,944 | 1.0 |
| May 15, 2026 | 43,219 | +52.1% | 69,851 | 1.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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