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Oppenheimer Holdings Inc. (OPY) Stock Fundamental Analysis & AI Rating 2026

OPY NYSE Security Brokers, Dealers & Flotation Companies DE CIK: 0000791963
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 OPY Key Takeaways

Revenue: $1.6B
Net Margin: 9.1%
Free Cash Flow: $183.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $13.04
AI Rating: BUY with 72% confidence
Oppenheimer Holdings Inc. (OPY) receives a BUY rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.6B, net profit margin of 9.1%, and return on equity (ROE) of 15.1%, Oppenheimer Holdings Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete OPY stock analysis for 2026.

Is Oppenheimer Holdings Inc. (OPY) a Good Investment?

Claude

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

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
  • + 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

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
  • ! 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

Claude
  • * 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

Revenue
$1.6B
Net Income
$148.4M
EPS (Diluted)
$13.04
Free Cash Flow
$183.6M
Total Assets
$3.7B
Cash Position
$38.4M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

OPY Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 12.9%
Net Margin 9.1%
ROE 15.1%
ROA 4.0%
FCF Margin 11.2%

OPY vs Finance Sector: How Oppenheimer Holdings Inc. Compares

How Oppenheimer Holdings Inc. compares to Finance sector averages

Net Margin
OPY 9.1%
vs
Sector Avg 25.0%
OPY Sector
ROE
OPY 15.1%
vs
Sector Avg 12.0%
OPY Sector
Current Ratio
OPY 0.0x
vs
Sector Avg 1.2x
OPY Sector
Debt/Equity
OPY 0.0x
vs
Sector Avg 2.0x
OPY Sector

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.

Return on Equity
15.1%
Sector avg: 12%
Net Profit Margin
9.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

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

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
73.2%
Interest Coverage
4.97x
Long-term Debt
$0.0

OPY Revenue & Earnings Growth: 5-Year Financial Trend

OPY 5-year financial data: Year 2021: Revenue $1.3B, Net Income $53.0M, EPS $3.82. Year 2022: Revenue $1.3B, Net Income $123.0M, EPS $9.30. Year 2023: Revenue $1.1B, Net Income $159.0M, EPS $11.70. Year 2024: Revenue $1.2B, Net Income $32.4M, EPS $2.57. Year 2025: Revenue $1.4B, Net Income $30.2M, EPS $2.59.
Revenue
Net Income
EPS (right axis)

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

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.2%
Free cash flow / Revenue

OPY Quarterly Earnings & Performance

Quarterly financial performance data for Oppenheimer Holdings Inc. including revenue, net income, and earnings per share.
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

Operating Cash Flow
$188.8M
Cash generated from operations
Stock Buybacks
$3.0M
Shares repurchased (TTM)
Capital Expenditures
$5.2M
Investment in assets
Dividends Paid
$7.6M
Returned to shareholders

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).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI