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OPY
Oppenheimer Holdings Inc.
111.84
100 x undefined
100 x undefined
bid
ask
+
6.30
5.97%
100 @ 04:00 PM
112.00 +0.16 (0.14%)
Ytd54.71%
1y68.10%
102.11
day range
112.10
63.81
52 week range
118.77
Open105.71Prev Close105.54Low102.11High112.10Mkt Cap1.20B
Vol229.33KAvg Vol92.80KEPS8.39P/E13.33Forward P/E41.16
Beta1.09Short Ratio0.83Inst. Own40.88%Dividend0.80Div Yield0.77
Ex Div Date05-15Earning07-3150-d Avg101.46200-d Avg84.561yr Est37.00
Earning
DateForEstimateReportedSurprisesurprise %
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
2025-01-312024-1200.92N/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 LP503.95K53.10M4.75%
2026-03-30Dimensional Fund Advisors LP497.03K52.37M4.69%
2026-03-30Vanguard Capital Management LLC391.23K41.22M3.69%
2026-03-30American Century Companies Inc352.79K37.17M3.33%
2026-03-30Blackrock Inc.187.07K19.71M1.76%
2026-03-30Royce & Associates LP170.08K17.92M1.60%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund312.74K32.95M2.95%
2026-05-30American Century ETF Trust-Avantis U.S. Small Cap Value ETF303.38K31.96M2.86%
2026-04-29DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio126.22K13.30M1.19%
2026-03-30ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc75.97K8.00M0.72%
2026-03-30RBB Fund, Inc.-Boston Partners Small Cap Value Fund II76.87K8.10M0.72%
2026-04-29DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio69.67K7.34M0.66%
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