OPY · Oppenheimer Holdings Inc
Price & Indicators
Up next
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 Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings per share (Basic) (Non-GAAP) non-GAAP | $4.27 | 2Q-26 | — |
|
|
|||
| Adjusted earnings per share (Diluted) (Non-GAAP) non-GAAP | $3.98 | 2Q-26 | — |
|
|
|||
| AUA (billions) | 154.7B | 2Q-26 | — |
|
|
|||
| AUM (billions) | 59.4B | 2Q-26 | — |
|
|
|||
| Cash sweep balances (billions) | 2.8B | 2Q-26 | — |
| Compensation ratio | 60.3% | 2Q-26 | — |
|
|
|||
| Financial advisor headcount | 934 | 2Q-26 | — |
|
|
|||
| Non-compensation ratio | 19.3% | 2Q-26 | — |
| Pre-tax margin | 20.4% | 2Q-26 | — |
|
|
|||
| Tangible book value per share | $75.19 | 2Q-26 | — |
|
|
|||
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$1.24B | +57.5% | +14.4% | 13.1 | 0.7% |
|
MS
Morgan Stanley
|
$342.71B | +20.7% | +5.5% | 17.6 | 0.8% |
|
GS
Goldman Sachs Group Inc
|
$297.48B | +16.2% | +8.9% | 15.8 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$192.99B | +11.0% | +22.0% | 20.3 | 1.2% |
|
HOOD
Robinhood Markets, Inc.
|
$86.11B | -15.3% | +51.6% | 42.4 | 3.7% |
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 | -0.8% | +3.0% | +26.0% | +6.8% | +57.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -0.4% | +0.1% | +14.5% | +3.8% | +44.7% |
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.