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Oppenheimer Holdings Inc.NYSEFinancial Services
$90.95+1.52%OpenMarket Cap: $964.8M

As of 2026-04-06

Valuation

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P/E (TTM)

6.50

PEG

0.06

P/B

0.97

P/S

0.59

EV/EBITDA

4.77

DCF Value

$76.00

FCF Yield

19.0%

Div Yield

1.9%

Margins & Returns

Gross Margin

52.1%

Operating Margin

23.7%

Net Margin

9.1%

ROE

16.2%

ROA

4.2%

ROIC

8.5%

Financials

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PeriodRevenueNet IncomeEPS
Q4 2025$472.6M$74.4M$6.51
FY 2025$1.64B$148.4M$13.04
Q3 2025$424.4M$21.7M$1.90
Q2 2025$373.2M$21.7M$1.91

Trading Activity

Insider Trades

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Glasser Teresadirector
SellTue Mar 03
ROTH R LAWRENCEdirector
SellTue Mar 03
McNAMARA DENNIS Pofficer: Secretary
SellTue Mar 03
Spaulding Suzannedirector
SellFri Feb 27
Dwyer Timothy Martindirector
SellFri Feb 27

Company Info

Sector

Financial Services

Industry

Country

US

Exchange

NYSE

Beta

1.13

Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.

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