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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›OPY

OPY

OPPENHEIMER HOLDINGS INC

Next earnings Jul 30, 2026

Last earnings -6.7% on 2026-05-01

Buy
$105.12
▲ +0.27%
$105.12▲ +66.46%
over 1Y
L $63.12EODHDH $115.68
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.3%
1W-5.5%
1M+14.4%
3M+20.4%
YTD+45.3%
1Y+66.5%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Buy
Quality
A
Valuation
Undervalued
Filings
Clean
Buy
Conviction
Horizon
Medium (3–12mo)
Street · 5 analysts
Buy

Revenue grew 15.9% YoY.

Revenue (FY2025) $1.42B · FY2025

The read

Quality fundamentals and an attractive price line up (~371% below fair value) — the rarer case where both the business and the entry look good.

OPPENHEIMER HOLDINGS INC shows $1.42B in FY2025 revenue (+15.9% YoY), a 10.4% net margin, and 15.1% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$1.32B$1.05B$1.07B$1.23B$1.42B
Gross profit—————
Operating income$225M$45.6M$46.8M$106M$211M
Net income$159M$32.4M$30.2M$71.6M$148M
Diluted EPS$11.70$2.57$2.59$6.37$13.04
Net margin12.1%3.1%2.8%5.8%10.4%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)0.08
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)17.0%
Free cash flow$184M
Total debt$0.00
Net cash$38.4M
Piotroski F-Score6/6

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Charter / bylaws change2026-05-05
  2. 8-K Reg FD disclosure2026-05-04
  3. 8-K Earnings results2026-05-01
  4. 10-Q Quarterly report2026-05-01
  5. 8-K Material agreement2026-04-27
  6. DEF 14A Proxy statement2026-03-13
  7. 10-K Annual report2026-02-26
  8. 8-K Reg FD disclosure2026-02-02
  9. 8-K Earnings results2026-01-30

Recent filings

all on EDGAR ↗
11-KPeriod ending 2025-12-312026-06-05open ↗4Period ending 2026-02-062026-05-11open ↗4Period ending 2026-02-062026-05-11open ↗4Period ending 2026-02-062026-05-11open ↗4Period ending 2026-02-062026-05-11open ↗8-KPeriod ending 2026-05-042026-05-05open ↗8-KPeriod ending 2026-05-042026-05-04open ↗8-KPeriod ending 2026-05-012026-05-01open ↗10-QPeriod ending 2026-03-312026-05-01open ↗8-KPeriod ending 2026-04-242026-04-27open ↗DEF 14APeriod ending 2026-05-042026-03-13open ↗4Period ending 2026-02-262026-03-03open ↗

Quality score

A
ValueGrowthProfitHealthMom.
ValueA+
GrowthA
ProfitabilityB
Financial healthA-
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✓Net margin above 10%
  • ✓Return on equity above 15%
  • ✓P/E below 25

Fair value est.

$495.52

Undervalued +371% vs price

cheapfair valueexpensive

Modified Graham: EPS $13.04 × (8.5 + 1.5 × 22.0% growth) × 1.00 quality = 38.0× multiple. An estimate, not a price target.

Revenue
$1.42B
+15.9% YoY
Net margin
10.4%
ROE
15.1%
P/E
8.1

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$1.42B+15.9%
Net income$148M+107.4%
Operating income$211M+99.7%
Diluted EPS$13.04+104.7%
Cash & equivalents$38.4M+15.9%
Total assets$3.72B+10.0%
Total liabilities$2.73B+7.6%
Stockholders' equity$984M+15.7%
Op.: 14.8%L/E: 2.77x

Frequently asked

Is OPPENHEIMER HOLDINGS INC (OPY) a buy?
OPY currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Revenue grew 15.9% YoY.
What is OPY's fair value?
A Modified-Graham model based on OPY's SEC fundamentals estimates a fair value of about $495.52. It is an estimate from reported earnings, not a price target.
Is OPY overvalued or undervalued?
Against a Modified-Graham fair-value estimate, OPY currently appears undervalued relative to its SEC-grounded earnings power.
What is OPPENHEIMER HOLDINGS INC's quality score?
OPY scores 83.52941176470587/100 (grade A) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0000791963, latest 10-Q filed 2026-05-01) · EODHD · as of 6/28/2026, 7:11:01 AM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-03-02
McNAMARA DENNIS P
Secretary
Sell4.67K @ $90.67$424K
2026-02-26
Glasser Teresa
Director
Acquired (J)1.40K
2026-02-26
ROTH R LAWRENCE
Director
Acquired (J)1.40K
2026-02-26
Spaulding Suzanne
Director
Acquired (J)1.40K

Dividends

Quarterly
Yield (TTM)
1.7%
Annual / share
$1.74
Last ex-date
2026-05-15
Last amount
$0.20
ex 2026-05-15paid 2026-05-29$0.20
ex 2026-02-13paid 2026-02-27$0.18
ex 2025-12-26paid 2026-01-09$1.00
ex 2025-11-14paid 2025-11-28$0.18
ex 2025-08-15paid 2025-08-29$0.18
ex 2025-05-09paid 2025-05-23$0.18

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-01—▼ -6.70%8-K ↗
2026-01-30—▲ +10.26%8-K ↗
2025-10-31—▲ +0.74%8-K ↗
2025-08-01—▼ -3.34%8-K ↗
2025-04-25—▼ -0.63%8-K ↗
2025-01-31—▼ -5.10%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Congressional trades

all activity →

Disclosed under the STOCK Act

2015-05-14Raúl M. GrijalvaBuy$1.00K–$15.0KPTR ↗

Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.

Recent news

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nasdaq.com· 2026-06-18
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finance.yahoo.com· 2026-06-17

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score84 vs 67
Revenue growth15.9% vs 7.1%
Net margin10.4% vs 10.5%
Return on equity15.1% vs 12.3%
P/E8.1 vs 25.5

News sentiment

EODHD · 29d
Bullish
+0.17
vs typical · 44 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.