📊 OPY Key Takeaways
Is Oppenheimer Holdings Inc. (OPY) a Good Investment?
Oppenheimer Holdings demonstrates strong financial health with a debt-free balance sheet, robust free cash flow generation of $183.6M, and solid profitability margins (9.1% net margin, 15.1% ROE). However, the 15% revenue growth coupled with only 0.3% net income growth raises concerns about margin compression that require near-term monitoring.
Why Buy Oppenheimer Holdings Inc. Stock? OPY Key Strengths
- Zero long-term debt with 0.00x debt-to-equity ratio provides exceptional financial flexibility
- Strong free cash flow of $183.6M (11.2% FCF margin) demonstrates cash generation capability
- Solid profitability metrics: 9.1% net margin, 12.9% operating margin, 15.1% ROE
- Double-digit revenue growth of 15% YoY reflects strong business activity
OPY Stock Risks: Oppenheimer Holdings Inc. Investment Risks
- Net income growth of only 0.3% YoY despite 15% revenue growth indicates margin compression concerns
- Disproportionate EPS growth (104.7%) driven primarily by share buybacks rather than earnings growth
- Low absolute cash position of $38.4M relative to $3.7B asset base
- Business dependent on financial markets volatility and trading volumes
Key Metrics to Watch
- Operating margin trend and expense control relative to revenue growth
- Net income growth rate acceleration or deceleration
- Free cash flow sustainability and capital allocation
- Operating expense ratio as percentage of revenue
Oppenheimer Holdings Inc. (OPY) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
OPY Profit Margin, ROE & Profitability Analysis
OPY vs Finance Sector: How Oppenheimer Holdings Inc. Compares
How Oppenheimer Holdings Inc. compares to Finance sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Oppenheimer Holdings Inc. Stock Overvalued? OPY Valuation Analysis 2026
Based on fundamental analysis, Oppenheimer Holdings Inc. has mixed fundamental signals relative to the Finance sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Oppenheimer Holdings Inc. Balance Sheet: OPY Debt, Cash & Liquidity
OPY Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Oppenheimer Holdings Inc.'s revenue has shown modest growth of 8% over the 5-year period. The most recent EPS of $2.59 reflects profitable operations.
OPY Revenue Growth, EPS Growth & YoY Performance
OPY Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $316.6M | $21.7M | $1.90 |
| Q2 2025 | $283.9M | $10.3M | $0.92 |
| Q1 2025 | $302.6M | $26.1M | $2.37 |
| Q3 2024 | $275.2M | $13.9M | $1.21 |
| Q2 2024 | $257.5M | $5.2M | $0.44 |
| Q1 2024 | $278.7M | $14.6M | $1.22 |
| Q3 2023 | $272.5M | $4.5M | $0.37 |
| Q2 2023 | $238.6M | -$3.9M | $-0.32 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Oppenheimer Holdings Inc. Dividends, Buybacks & Capital Allocation
OPY SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Oppenheimer Holdings Inc. (CIK: 0000791963)
📋 Recent SEC Filings
| Date | Form | Document | Action |
|---|---|---|---|
| Mar 13, 2026 | DEF 14A | tm261410-3_def14a.htm | View → |
| Mar 3, 2026 | 4 | xslF345X05/wk-form4_1772559643.xml | View → |
| Mar 3, 2026 | 4 | xslF345X05/wk-form4_1772559621.xml | View → |
| Mar 3, 2026 | 4 | xslF345X05/wk-form4_1772559601.xml | View → |
| Feb 27, 2026 | 4 | xslF345X05/wk-form4_1772208705.xml | View → |
❓ Frequently Asked Questions about OPY
What is the AI rating for OPY?
Oppenheimer Holdings Inc. (OPY) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.
What are OPY's key strengths?
Claude: Zero long-term debt with 0.00x debt-to-equity ratio provides exceptional financial flexibility. Strong free cash flow of $183.6M (11.2% FCF margin) demonstrates cash generation capability.
What are the risks of investing in OPY?
Claude: Net income growth of only 0.3% YoY despite 15% revenue growth indicates margin compression concerns. Disproportionate EPS growth (104.7%) driven primarily by share buybacks rather than earnings growth.
What is OPY's revenue and growth?
Oppenheimer Holdings Inc. reported revenue of $1.6B.
Does OPY pay dividends?
Oppenheimer Holdings Inc. pays dividends, with $7.6M distributed to shareholders in the trailing twelve months.
Where can I find OPY SEC filings?
Official SEC filings for Oppenheimer Holdings Inc. (CIK: 0000791963) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is OPY's EPS?
Oppenheimer Holdings Inc. has a diluted EPS of $13.04.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is OPY a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Oppenheimer Holdings Inc. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is OPY stock overvalued or undervalued?
Valuation metrics for OPY: ROE of 15.1% (sector avg: 12%), net margin of 9.1% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.
Should I buy OPY stock in 2026?
Our dual AI analysis gives Oppenheimer Holdings Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is OPY's free cash flow?
Oppenheimer Holdings Inc.'s operating cash flow is $188.8M, with capital expenditures of $5.2M. FCF margin is 11.2%.
How does OPY compare to other Finance stocks?
Vs Finance sector averages: Net margin 9.1% (avg: 25%), ROE 15.1% (avg: 12%), current ratio N/A (avg: 1.2).