Oppenheimer Holdings, Inc.
OPY
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Oppenheimer Holdings is well-positioned in the capital markets industry, leveraging its strong operational margins and revenue growth to compete effectively against larger firms.
- In Q2 2026, Oppenheimer reported a revenue increase of 2% compared to the previous quarter, reaching $455 million.
- The company achieved a gross margin of 30.7% in Q2 2026, although slightly down from 32.1% in Q1 2026.
- The high debt-to-equity ratio of 147.915 raises concerns about financial stability and risk management in a volatile market.
- Oppenheimer's net income turned negative in Q1 2026, reporting a loss of $20.578 million, indicating potential operational challenges.
- The forward P/E ratio of 47.10 suggests that the stock may be overvalued relative to its earnings growth potential.
Fundamentals
| Market cap | $1.25B | Enterprise value | $1.01B | Trailing P/E | 12.92 | Forward P/E | 45.48 |
| PEG | — | Price / book | 1.27 | Beta | 1.10 | Dividend yield | 0.69% |
| Revenue growth | 24.1% | Earnings growth | 24.6% | Gross margin | 92.1% | Operating margin | 17.6% |
| Profit margin | 6.0% | ROE | 10.8% | ROA | 2.6% | Debt / equity | 1.48 |
| Current ratio | 1.25 | Free cash flow | — | Analyst recommendation | none | Mean target | — |
| 52w high | $125.88 | 52w low | $63.81 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $455M | $445M | $473M | $424M | $373M |
| Op margin | 21.2% | 22.6% | 34.4% | 20.1% | 22.9% |
| Net income | $27.4M | -$20.6M | $74.4M | $21.7M | $21.7M |
| Gross margin | 30.7% | 32.1% | 43.7% | 30.0% | 34.0% |
| Gross profit | $140M | $143M | $206M | $127M | $127M |
| Operating income | $96.4M | $100M | $163M | $85.5M | $85.3M |
- Revenue +2% vs prior quarter ($455M vs $445M).
- Gross margin 30.7% (was 32.1% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $1.6B | $1.4B | $1.2B | $1.1B |
| Op margin | 25.9% | 21.3% | 22.8% | 17.9% |
| Net income | $148M | $71.6M | $30.2M | $32.4M |
| Gross margin | 36.2% | 32.7% | 35.4% | 31.0% |
| Gross profit | $594M | $468M | $442M | $345M |
| Operating income | $424M | $305M | $284M | $199M |
Headlines — positive tone
• [OK · fundamentals] Global Payments (GPN) Upgrade Puts Fair Value Back In Focus
News
2026-10-09 · Global Payments (GPN) Upgrade Puts Fair Value Back In Focus
2026-10-08 · Marvell Stocks Fall 2% as $90 Billion AI Target Tests Credibility
2026-10-07 · Faeth Therapeutics' PIK-201 Readout to Serve as Major Inflection Point, Oppenheimer Says
2026-10-07 · Marvell Shows Bullish Tone at Investor Day, Oppenheimer Says
2026-10-06 · Oppenheimer Spots S&P 500 Signal Unseen in 15 Years
2026-10-06 · Vylor Offers Pure Play Genetics Compounder, Oppenheimer Says
2026-10-05 · Top power technology stocks for selective trading, says Oppenheimer
2026-10-04 · Oppenheimer Says AI Software Spending Is Shifting Towards Measurable Returns
2026-10-03 · Cavco Industries (CVCO) Stock Sees Fair Value Lift As Analysts Weigh Growth And Valuation
2026-10-02 · SPX Shows Increasingly 'Attractive' Valuation, Oppenheimer Says
2026-10-02 · Modine Advances Pure-Play Transformation, Sees Revenue Upside, Oppenheimer Says
2026-10-01 · Oppenheimer backs FuelCell's AI power bet, but orders are the test
Price (daily)
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