OPPENHEIMER HOLDINGS INC (OPY)
Financials · Middle-market investment banking and wealth management · NYSE
A historic middle-market investment bank and full-service broker-dealer serving high-net-worth clients and institutions through wealth management, investment banking, and institutional trading.
What OPPENHEIMER HOLDINGS INC does
Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer with roots dating to 1881. Through its subsidiaries, the firm provides retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The company operates a wealth management network of 924 financial advisors across 88 U.S. offices, with $143.3 billion in client assets under administration as of December 31, 2025.
Themes: ["wealth management / retail advisory","investment banking","institutional sales and trading","asset management","fixed income","equities brokerage","trust and fiduciary services"]
Fundamentals
- Price$115.12 as of 2026-07-10 close
- Market cap$1.2B as of 2026-07-12
- 1-year return+72.1% as of 2026-07-10 close
- P/E12.57 as of 2026-07-12
- Net margin+5.7% as of 2026-07-12
- Gross margin+98.5% as of 2026-07-12
- ROE+10.4% as of 2026-07-12
- Debt / equity1.56 as of 2026-07-12
- Revenue growth (YoY)+18.5% as of 2026-07-12
- Revenue CAGR (3y)+13.8% SEC XBRL
- Beta1.09 as of 2026-07-12
Dividend: yield +0.7%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Litigation and settlement liabilities, including $70 million accrual for \"cash sweep\" program litigation settlement in Q1 2026","Exposure to market volatility affecting commissions, advisory fees, and principal trading revenues","Concentration risk in wealth management client base and reliance on financial advisor productivity and retention"]
Competitors & peers
- Raymond James Financial (RJF)
- Piper Sandler Companies (PIPR)
- Stifel Financial (SF)
- LPL Financial (LPLA)
- Waddell & Reed Financial (WDR)
- Edward Jones (private)
- Merrill Lynch / Bank of America (BAC)
- Morgan Stanley (MS)
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.