OPY · Oppenheimer Holdings Inc
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended 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 NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted Earnings Per Share (Basic) (Non-GAAP) non-GAAP | $4.46 | 1Q-26 | — |
| Adjusted Earnings Per Share (Diluted) (Non-GAAP) non-GAAP | $4.21 | 1Q-26 | — |
| Assets Under Administration (billions) | 139.8B | 1Q-26 | — |
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| Assets Under Management (billions) | 54.1B | 1Q-26 | — |
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| Compensation Ratio | 61.4% | 1Q-26 | — |
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| Financial advisor headcount | 932 | 1Q-26 | — |
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| Pre-Tax Margin | 17.2% | 1Q-26 | — |
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| Tangible Book Value Per Share | $72.28 | 1Q-26 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OPY
this stock
Oppenheimer Holdings Inc
|
$1.20B | +55.0% | +14.4% | 13.3 | 0.8% |
|
MS
Morgan Stanley
|
$333.72B | +19.8% | +5.5% | 19.2 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$304.84B | +18.2% | +8.9% | 18.9 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$184.30B | +6.4% | -9.3% | 21.1 | 1.3% |
|
HOOD
Robinhood Markets, Inc.
|
$83.53B | -18.0% | +51.6% | 45.0 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OPY | +3.4% | +6.4% | +25.8% | +6.0% | +55.1% |
| SPY | -1.0% | 0.0% | +7.4% | -0.8% | +8.6% |
| vs SPY | +4.4% | +6.4% | +18.4% | +6.8% | +46.4% |
Capital returns
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.