Oppenheimer Holdings-cl A (OPY)

$37.19

-0.18

(-0.48%)

Market is closed - opens 7 PM, 18 Apr 2024

Insights on Oppenheimer Holdings-cl A

  • Decreasing Revenue

    Revenue is down for the last 2 quarters, 312.66M → 308.28M (in $), with an average decrease of 1.4% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 2 quarters, 13.86M → 11.1M (in $), with an average decrease of 19.9% per quarter

  • Vs SCHW

    In the last 1 year, Charles Schwab Corp., The has given 34.3% return, outperforming this stock by 36.9%

  • Vs IBKR

    In the last 3 years, Interactive Brokers Group, Inc. has given 12.0% return, outperforming this stock by 28.7%

Performance

  • $37.05
    $37.87
    $37.19
    downward going graph

    0.38%

    Downside

    Day's Volatility :2.17%

    Upside

    1.8%

    downward going graph
  • $32.57
    $41.91
    $37.19
    downward going graph

    12.42%

    Downside

    52 Weeks Volatility :22.29%

    Upside

    11.26%

    downward going graph

Returns

PeriodOppenheimer Holdings-cl ASector (Financials)Index (Russel 2000)
3 Months
-3.95%
6.3%
0.0%
6 Months
4.06%
19.8%
0.0%
1 Year
-2.62%
19.0%
-1.5%
3 Years
-17.7%
12.1%
-21.8%

Highlights

Market Capitalization
390.8M
Book Value
$76.72
Dividend Share
0.6
Dividend Yield
1.6%
Earnings Per Share (EPS)
2.59
PE Ratio
14.43
PEG Ratio
12.0
Wall Street Target Price
37.0
Profit Margin
2.56%
Operating Margin TTM
22.82%
Return On Assets TTM
1.08%
Return On Equity TTM
3.76%
Revenue TTM
1.2B
Revenue Per Share TTM
109.92
Quarterly Revenue Growth YOY
-4.3%
Gross Profit TTM
976.1M
Diluted Eps TTM
2.59
Quarterly Earnings Growth YOY
-0.47
EPS Estimate Current Year
0.0
EPS Estimate Next Year
0.0
EPS Estimate Current Quarter
0.0
EPS Estimate Next Quarter
0.0

Analyst Recommendation

Buy
    80%Buy
    20%Hold
    0
    0%Sell
Based on 5 Wall street analysts offering stock ratings for Oppenheimer Holdings-cl A(by analysts ranked 0 to 5 stars)
Based on 5 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
4
4
4
Hold
1
1
1
Sell
00
00
00

Analyst Forecast

What analysts predicted

Downside of 0.51%

Current $37.19
Target $37.00

Company Financials

FY18Y/Y Change
Revenue
958.2M
↑ 4.11%
Net Income
28.9M
↑ 26.63%
Net Profit Margin
3.02%
↑ 0.54%
FY19Y/Y Change
Revenue
1.0B
↑ 7.85%
Net Income
53.0M
↑ 83.28%
Net Profit Margin
5.12%
↑ 2.1%
FY20Y/Y Change
Revenue
1.2B
↑ 15.99%
Net Income
123.0M
↑ 132.26%
Net Profit Margin
10.26%
↑ 5.14%
FY21Y/Y Change
Revenue
1.4B
↑ 16.3%
Net Income
159.0M
↑ 29.25%
Net Profit Margin
11.4%
↑ 1.14%
FY22Y/Y Change
Revenue
1.1B
↓ 20.31%
Net Income
32.4M
↓ 79.65%
Net Profit Margin
2.91%
↓ 8.49%
FY23Y/Y Change
Revenue
1.2B
↑ 12.41%
Net Income
30.2M
↓ 6.71%
Net Profit Margin
2.42%
↓ 0.49%
Q3 FY22Q/Q Change
Revenue
294.1M
↑ 23.98%
Net Income
4.5M
↓ 195.76%
Net Profit Margin
1.54%
↑ 3.53%
Q4 FY22Q/Q Change
Revenue
313.6M
↑ 6.62%
Net Income
22.4M
↑ 395.86%
Net Profit Margin
7.15%
↑ 5.61%
Q1 FY23Q/Q Change
Revenue
321.7M
↑ 2.58%
Net Income
14.6M
↓ 34.78%
Net Profit Margin
4.54%
↓ 2.61%
Q2 FY23Q/Q Change
Revenue
306.2M
↓ 4.82%
Net Income
-9.4M
↓ 164.31%
Net Profit Margin
-3.07%
↓ 7.61%
Q3 FY23Q/Q Change
Revenue
312.7M
↑ 2.12%
Net Income
13.9M
↓ 247.46%
Net Profit Margin
4.43%
↑ 7.5%
Q4 FY23Q/Q Change
Revenue
308.3M
↓ 1.4%
Net Income
11.1M
↓ 19.92%
Net Profit Margin
3.6%
↓ 0.83%
FY18Y/Y Change
Total Assets
2.2B
↓ 8.13%
Total Liabilities
1.7B
↓ 11.47%
FY19Y/Y Change
Total Assets
2.5B
↑ 10.02%
Total Liabilities
1.9B
↑ 10.44%
FY20Y/Y Change
Total Assets
2.7B
↑ 10.11%
Total Liabilities
2.0B
↑ 8.34%
FY21Y/Y Change
Total Assets
3.0B
↑ 12.14%
Total Liabilities
2.1B
↑ 3.06%
FY22Y/Y Change
Total Assets
2.7B
↓ 10.81%
Total Liabilities
1.9B
↓ 9.39%
FY23Y/Y Change
Total Assets
2.9B
↑ 7.67%
Total Liabilities
2.1B
↑ 12.64%
Q3 FY22Q/Q Change
Total Assets
2.9B
↓ 2.21%
Total Liabilities
2.0B
↓ 2.77%
Q4 FY22Q/Q Change
Total Assets
2.7B
↓ 4.96%
Total Liabilities
1.9B
↓ 3.16%
Q1 FY23Q/Q Change
Total Assets
2.9B
↑ 7.58%
Total Liabilities
2.1B
↑ 10.55%
Q2 FY23Q/Q Change
Total Assets
3.1B
↑ 5.9%
Total Liabilities
2.3B
↑ 8.8%
Q3 FY23Q/Q Change
Total Assets
3.0B
↓ 3.78%
Total Liabilities
2.2B
↓ 4.74%
Q4 FY23Q/Q Change
Total Assets
2.9B
↓ 1.77%
Total Liabilities
2.1B
↓ 1.69%
FY18Y/Y Change
Operating Cash Flow
168.6M
↓ 1144.68%
Investing Cash Flow
-8.2M
↑ 111.82%
Financing Cash Flow
-117.9M
↓ 3733.11%
FY19Y/Y Change
Operating Cash Flow
79.1M
↓ 53.05%
Investing Cash Flow
-8.3M
↑ 1.38%
Financing Cash Flow
-82.0M
↓ 30.46%
FY20Y/Y Change
Operating Cash Flow
-54.1M
↓ 168.31%
Investing Cash Flow
-3.9M
↓ 52.54%
Financing Cash Flow
13.9M
↓ 116.93%
FY21Y/Y Change
Operating Cash Flow
227.8M
↓ 521.37%
Investing Cash Flow
-6.3M
↑ 59.02%
Financing Cash Flow
84.6M
↑ 509.64%
FY22Y/Y Change
Operating Cash Flow
64.5M
↓ 71.69%
Investing Cash Flow
-14.1M
↑ 125.58%
Financing Cash Flow
-253.9M
↓ 400.2%
Q3 FY22Q/Q Change
Operating Cash Flow
148.3M
↓ 287.15%
Investing Cash Flow
-9.3M
↓ 778.31%
Financing Cash Flow
-138.6M
↓ 306.52%
Q4 FY22Q/Q Change
Operating Cash Flow
147.6M
↓ 0.45%
Investing Cash Flow
-14.1M
↑ 51.68%
Financing Cash Flow
-170.8M
↑ 23.25%
Q1 FY23Q/Q Change
Operating Cash Flow
-86.1M
↓ 158.35%
Investing Cash Flow
-3.0M
↓ 78.95%
Financing Cash Flow
7.0M
↓ 104.12%
Q2 FY23Q/Q Change
Operating Cash Flow
-64.7M
↓ 24.89%
Investing Cash Flow
-6.2M
↑ 108.43%
Financing Cash Flow
69.9M
↑ 894.43%
Q3 FY23Q/Q Change
Operating Cash Flow
66.6M
↓ 202.93%
Investing Cash Flow
-10.3M
↑ 66.19%
Financing Cash Flow
-63.7M
↓ 191.05%

Technicals Summary

Sell

Neutral

Buy

Oppenheimer Holdings-cl A is currently not in a favorable trading position ( SELL ) according to technical analysis indicators.

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Oppenheimer Holdings-cl A
Oppenheimer Holdings-cl A
-0.29%
4.06%
-2.62%
-17.7%
46.07%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
1.2%
31.78%
28.9%
41.2%
99.03%
Morgan Stanley
Morgan Stanley
2.41%
20.3%
0.26%
12.56%
89.44%
Charles Schwab Corp., The
Charles Schwab Corp., The
7.57%
39.85%
34.26%
10.05%
59.17%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
5.08%
33.76%
20.96%
17.73%
96.16%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
0.81%
23.41%
25.95%
41.34%
105.08%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Oppenheimer Holdings-cl A
Oppenheimer Holdings-cl A
14.43
14.43
12.0
0.0
0.04
0.01
0.02
76.72
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
37.85
37.85
2.58
6.56
0.22
0.02
0.0
33.48
Morgan Stanley
Morgan Stanley
17.21
17.21
3.06
6.41
0.09
0.01
0.04
55.5
Charles Schwab Corp., The
Charles Schwab Corp., The
30.57
30.57
1.19
3.42
0.12
0.01
0.01
23.23
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
15.45
15.45
3.14
34.86
0.08
0.01
0.03
318.23
Raymond James Financial, Inc.
Raymond James Financial, Inc.
15.25
15.25
1.34
9.73
0.17
0.02
0.01
51.33
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Oppenheimer Holdings-cl A
Oppenheimer Holdings-cl A
Buy
$390.8M
46.07%
14.43
2.56%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
Buy
$44.8B
99.03%
37.85
13.58%
Morgan Stanley
Morgan Stanley
Buy
$145.0B
89.44%
17.21
16.95%
Charles Schwab Corp., The
Charles Schwab Corp., The
Buy
$133.5B
59.17%
30.57
26.14%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
Buy
$130.1B
96.16%
15.45
20.15%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
Buy
$25.6B
105.08%
15.25
14.72%

Institutional Holdings

  • Dimensional Fund Advisors, Inc.

    4.93%
  • Jb Capital Partners LP

    4.53%
  • Greenwich Wealth Management LLC

    2.92%
  • Vanguard Group Inc

    2.60%
  • BlackRock Inc

    1.94%
  • RBF LLC

    1.64%

Corporate Announcements

  • Oppenheimer Holdings-cl A Dividends March,2024

    In the quarter ending March,2024. Oppenheimer Holdings-cl A has declared dividend of $0.15

    Read More

Company Information

with more than 3,500 investment professionals located throughout north america, the u.k., israel and asia, oppenheimer is one of the global leaders in the financial community. we provide the resources of a full-service global financial institution and the level of service normally associated with highly focused specialty firms, delivering knowledgeable sector specific, senior-level attention that leads to top quality advice and execution. we offer a broad range of financial services, including wealth management, investment banking and asset management to corporate clients, institutional investors, families and individuals. oppenheimer’s wealth management professionals provide private client services to high net worth individuals throughout the country. with a distribution network of approximately 1,400 financial advisors in over 90 branches, we are one of the largest independent u.s. investment banks on the basis of our number of registered representatives. our investment banking platf

Organization
Oppenheimer Holdings-cl A
Employees
2903
CEO
Mr. Albert Grinsfelder Lowenthal
Industry
Finance

FAQs