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OPY
Oppenheimer Holdings Inc.
110.55
1 x 109.45
1 x 112.88
bid
ask
+
0.00
0.00%
1 @ 04:00 PM
110.52 -0.03 (0.03%)
Ytd52.93%
1y54.64%
day range
63.81
52 week range
123.24
OpenPrev Close110.55LowHighMkt Cap1.17B
Vol0.00Avg Vol104.02KEPS14.53P/E7.61Forward P/E10.81
Beta1.07Short Ratio0.74Inst. Own41.01%Dividend0.80Div Yield0.73
Ex Div Date05-15Earning07-3150-d Avg103.22200-d Avg86.951yr Est37.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-07-312026-060N/AN/AN/A
2026-05-012026-0304.21N/AN/A
2026-01-302025-1206.51N/AN/A
2025-10-312025-0901.9N/AN/A
2025-08-012025-0601.91N/AN/A
2025-04-252025-0302.72N/AN/A
Upgrade / Downgrade
DateFirmActionFromTo
2016-03-21Sidoti & Co.UpgradeBuy
2016-02-01MacquarieUpgradeOutperform
2015-11-02MacquarieUpgradeOutperform
2015-09-14MacquarieUpgradeNeutralOutperform
2014-11-25MacquarieUpgradeNeutral
Profile
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also 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, it provides 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, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.
Insider Holder
DateNameRelationQuantityDescription
2024-08-18BEHRENS EVANDirector4.13KSale
2025-06-09FRIEDMAN PAUL MDirector0.00Sale
2025-11-27LOWENTHAL ALBERT GChairman of the Board0.00Purchase
2025-11-27LOWENTHAL ROBERT S.Chief Executive Officer0.00Purchase
2026-03-01MCNAMARA DENNIS P.Officer20.18KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Jb Capital Partners LP503.95K0.004.71%
2026-03-30Dimensional Fund Advisors, Inc.497.03K0.004.64%
2025-12-30Vanguard Group Inc437.94K0.004.09%
2026-03-30Vanguard Capital Management, LLC391.23K0.003.65%
2026-03-30American Century Companies Inc352.79K0.003.29%
2026-03-30BlackRock Inc187.07K0.001.75%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Avantis US Small Cap Value ETF314.16K0.002.93%
2026-06-29Vanguard Total Stock Mkt Idx Inv303.94K0.002.84%
2026-05-30DFA US Small Cap Value I129.44K0.001.21%
2026-06-29Royce Micro-Cap Trust79.81K0.000.75%
2026-04-29Boston Partners Small Cap Value II Inv76.26K0.000.71%
2026-06-29Vanguard Institutional Extnd Mkt Idx Tr70.41K0.000.66%
Dividend
DividendDate
0.22026-05-15
0.182026-02-13
12025-12-26
0.182025-11-14
0.182025-08-15
0.182025-05-09