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OPY · Oppenheimer Holdings Inc

Track OPY — free
$123.29 -0.54 (-0.44%) At close · Sep 11
Market Cap
$1.32B
Shares
10.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$123.29 Open$125.44 Day$121.58–125.44 52W close$64.23–124.74 Avg vol 30d120K Short int91K · 0.8% float · 1.0d Short vol67% DataJan 2020–Sep 2026 Filing10-Q · Jul 31

Up next

filed Jul 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.80B
Trailing 12 months
Net income (TTM)
$102.85M
Trailing 12 months
Revenue growth YoY
+21.9%
Year over year
Operating margin
8.3%
Trailing 12 months
P / E (TTM)
13.9
Trailing earnings · reciprocal yield 7.2%
FCF yield
-0.7%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
1.4%
Trailing 12 months
Shares change YoY
+1.2%
Year over year · more shares
Price change (1Y)
+59.2%
Trailing year
Short interest
0.8%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +29%
above
Price vs 50-day avg +7%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 98%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +7%
trailing
6-month return +48%
trailing
YTD return +71%
this year
Relative strength +30%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $115 › 200d $96 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +23 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.85% of float · ▲ +25.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
121 holders — near 3-yr high, broad support
Squeeze score 48
elevated · 0–100
Fundamentals
Excellent
Revenue growth +14%
Y/Y
EPS growth +105%
Y/Y
Free cash flow $183.6M
Valuation P/E 13.9
below peers
Balance sheet $33.2M
net cash
Quant / Vol
risk profile
Moderate
Volatility 38%
annualized · 1-yr
Max drawdown −21%
past year
ATR 3.4%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+29% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
98% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $115 › 200d $96 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +23 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.85% of float · ▲ +25.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
121 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $64 Now $123 · 98% Range high $125
vs 200-day avg +29% vs 50-day avg +7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
OPY
Oppenheimer Holdings Inc
this stock
$1.32B +70.5% +14.4% 13.9 0.8%
MS
Morgan Stanley
$336.70B +20.8% +5.5% 17.3 0.9%
GS
Goldman Sachs Group Inc
$299.67B +17.1% +8.9% 15.9 2.4%
SCHW
Schwab Charles Corp
$185.47B +7.3% +22.0% 19.5 1.2%
HOOD
Robinhood Markets, Inc.
$101.21B -0.5% +51.6% 49.8 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
121
% held
41.3%
Net QoQ
+183.6K sh
Top holder
DIMENSIONAL FUND ADVISORS…
Held Float
View
Held by Funds
Fund positions
108
View
Short & Settlement
Short Interest Rising
Shares short
90.8K
Days to cover
1.0d
Change
+18.7K sh
View
Short Volume
Short vol %
67%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
10
Value
$1.1K
As of
Aug 7, 2026
View
Off-Exchange
Off-exchange %
40.0%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$1.6B
Net income (FY)
$148.4M
EPS diluted
$13.04
View
Buybacks
Authorized
shares 518.0K
Remaining
shares 451.6K
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 3, 2026
This year
12
View
Proposed Sales
Value
$221.6K
Shares
3.5K
Filed
Jun 10, 2025
View

Performance

5D 20D 120D MTD YTD
OPY -1.2% +7.0% +47.7% +3.8% +70.6%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY 0.0% +8.8% +29.8% +4.2% +58.5%

Capital returns

Latest dividend
$0.20 / share · ex Aug 14, 2026
Raised 11.1%
Paid (TTM)
$1.76 / share · 5 payouts
Dividend yield (TTM, derived)
1.43%
Buyback program · as of Jun 30, 2026
Authorized
shares 518,000
Spent (derived)
shares 66,399
Remaining
shares 451,601
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 791963 CUSIP 683797104 13F (30d) 47 filings 47 filers Visit website Investor relations