$37.19
Insights on Oppenheimer Holdings-cl A
Revenue is down for the last 2 quarters, 312.66M → 308.28M (in $), with an average decrease of 1.4% per quarter
Netprofit is down for the last 2 quarters, 13.86M → 11.1M (in $), with an average decrease of 19.9% per quarter
In the last 1 year, Charles Schwab Corp., The has given 34.3% return, outperforming this stock by 36.9%
In the last 3 years, Interactive Brokers Group, Inc. has given 12.0% return, outperforming this stock by 28.7%
0.38%
Downside
Day's Volatility :2.17%
Upside
1.8%
12.42%
Downside
52 Weeks Volatility :22.29%
Upside
11.26%
Period | Oppenheimer Holdings-cl A | Sector (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% |
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 |
What analysts predicted
Downside of 0.51%
FY18 | Y/Y Change | |
---|---|---|
Revenue | 958.2M | ↑ 4.11% |
Net Income | 28.9M | ↑ 26.63% |
Net Profit Margin | 3.02% | ↑ 0.54% |
FY19 | Y/Y Change | |
---|---|---|
Revenue | 1.0B | ↑ 7.85% |
Net Income | 53.0M | ↑ 83.28% |
Net Profit Margin | 5.12% | ↑ 2.1% |
FY20 | Y/Y Change | |
---|---|---|
Revenue | 1.2B | ↑ 15.99% |
Net Income | 123.0M | ↑ 132.26% |
Net Profit Margin | 10.26% | ↑ 5.14% |
FY21 | Y/Y Change | |
---|---|---|
Revenue | 1.4B | ↑ 16.3% |
Net Income | 159.0M | ↑ 29.25% |
Net Profit Margin | 11.4% | ↑ 1.14% |
FY22 | Y/Y Change | |
---|---|---|
Revenue | 1.1B | ↓ 20.31% |
Net Income | 32.4M | ↓ 79.65% |
Net Profit Margin | 2.91% | ↓ 8.49% |
FY23 | Y/Y Change | |
---|---|---|
Revenue | 1.2B | ↑ 12.41% |
Net Income | 30.2M | ↓ 6.71% |
Net Profit Margin | 2.42% | ↓ 0.49% |
Q3 FY22 | Q/Q Change | |
---|---|---|
Revenue | 294.1M | ↑ 23.98% |
Net Income | 4.5M | ↓ 195.76% |
Net Profit Margin | 1.54% | ↑ 3.53% |
Q4 FY22 | Q/Q Change | |
---|---|---|
Revenue | 313.6M | ↑ 6.62% |
Net Income | 22.4M | ↑ 395.86% |
Net Profit Margin | 7.15% | ↑ 5.61% |
Q1 FY23 | Q/Q Change | |
---|---|---|
Revenue | 321.7M | ↑ 2.58% |
Net Income | 14.6M | ↓ 34.78% |
Net Profit Margin | 4.54% | ↓ 2.61% |
Q2 FY23 | Q/Q Change | |
---|---|---|
Revenue | 306.2M | ↓ 4.82% |
Net Income | -9.4M | ↓ 164.31% |
Net Profit Margin | -3.07% | ↓ 7.61% |
Q3 FY23 | Q/Q Change | |
---|---|---|
Revenue | 312.7M | ↑ 2.12% |
Net Income | 13.9M | ↓ 247.46% |
Net Profit Margin | 4.43% | ↑ 7.5% |
Q4 FY23 | Q/Q Change | |
---|---|---|
Revenue | 308.3M | ↓ 1.4% |
Net Income | 11.1M | ↓ 19.92% |
Net Profit Margin | 3.6% | ↓ 0.83% |
FY18 | Y/Y Change | |
---|---|---|
Total Assets | 2.2B | ↓ 8.13% |
Total Liabilities | 1.7B | ↓ 11.47% |
FY19 | Y/Y Change | |
---|---|---|
Total Assets | 2.5B | ↑ 10.02% |
Total Liabilities | 1.9B | ↑ 10.44% |
FY20 | Y/Y Change | |
---|---|---|
Total Assets | 2.7B | ↑ 10.11% |
Total Liabilities | 2.0B | ↑ 8.34% |
FY21 | Y/Y Change | |
---|---|---|
Total Assets | 3.0B | ↑ 12.14% |
Total Liabilities | 2.1B | ↑ 3.06% |
FY22 | Y/Y Change | |
---|---|---|
Total Assets | 2.7B | ↓ 10.81% |
Total Liabilities | 1.9B | ↓ 9.39% |
FY23 | Y/Y Change | |
---|---|---|
Total Assets | 2.9B | ↑ 7.67% |
Total Liabilities | 2.1B | ↑ 12.64% |
Q3 FY22 | Q/Q Change | |
---|---|---|
Total Assets | 2.9B | ↓ 2.21% |
Total Liabilities | 2.0B | ↓ 2.77% |
Q4 FY22 | Q/Q Change | |
---|---|---|
Total Assets | 2.7B | ↓ 4.96% |
Total Liabilities | 1.9B | ↓ 3.16% |
Q1 FY23 | Q/Q Change | |
---|---|---|
Total Assets | 2.9B | ↑ 7.58% |
Total Liabilities | 2.1B | ↑ 10.55% |
Q2 FY23 | Q/Q Change | |
---|---|---|
Total Assets | 3.1B | ↑ 5.9% |
Total Liabilities | 2.3B | ↑ 8.8% |
Q3 FY23 | Q/Q Change | |
---|---|---|
Total Assets | 3.0B | ↓ 3.78% |
Total Liabilities | 2.2B | ↓ 4.74% |
Q4 FY23 | Q/Q Change | |
---|---|---|
Total Assets | 2.9B | ↓ 1.77% |
Total Liabilities | 2.1B | ↓ 1.69% |
FY18 | Y/Y Change | |
---|---|---|
Operating Cash Flow | 168.6M | ↓ 1144.68% |
Investing Cash Flow | -8.2M | ↑ 111.82% |
Financing Cash Flow | -117.9M | ↓ 3733.11% |
FY19 | Y/Y Change | |
---|---|---|
Operating Cash Flow | 79.1M | ↓ 53.05% |
Investing Cash Flow | -8.3M | ↑ 1.38% |
Financing Cash Flow | -82.0M | ↓ 30.46% |
FY20 | Y/Y Change | |
---|---|---|
Operating Cash Flow | -54.1M | ↓ 168.31% |
Investing Cash Flow | -3.9M | ↓ 52.54% |
Financing Cash Flow | 13.9M | ↓ 116.93% |
FY21 | Y/Y Change | |
---|---|---|
Operating Cash Flow | 227.8M | ↓ 521.37% |
Investing Cash Flow | -6.3M | ↑ 59.02% |
Financing Cash Flow | 84.6M | ↑ 509.64% |
FY22 | Y/Y Change | |
---|---|---|
Operating Cash Flow | 64.5M | ↓ 71.69% |
Investing Cash Flow | -14.1M | ↑ 125.58% |
Financing Cash Flow | -253.9M | ↓ 400.2% |
Q3 FY22 | Q/Q Change | |
---|---|---|
Operating Cash Flow | 148.3M | ↓ 287.15% |
Investing Cash Flow | -9.3M | ↓ 778.31% |
Financing Cash Flow | -138.6M | ↓ 306.52% |
Q4 FY22 | Q/Q Change | |
---|---|---|
Operating Cash Flow | 147.6M | ↓ 0.45% |
Investing Cash Flow | -14.1M | ↑ 51.68% |
Financing Cash Flow | -170.8M | ↑ 23.25% |
Q1 FY23 | Q/Q Change | |
---|---|---|
Operating Cash Flow | -86.1M | ↓ 158.35% |
Investing Cash Flow | -3.0M | ↓ 78.95% |
Financing Cash Flow | 7.0M | ↓ 104.12% |
Q2 FY23 | Q/Q Change | |
---|---|---|
Operating Cash Flow | -64.7M | ↓ 24.89% |
Investing Cash Flow | -6.2M | ↑ 108.43% |
Financing Cash Flow | 69.9M | ↑ 894.43% |
Q3 FY23 | Q/Q Change | |
---|---|---|
Operating Cash Flow | 66.6M | ↓ 202.93% |
Investing Cash Flow | -10.3M | ↑ 66.19% |
Financing Cash Flow | -63.7M | ↓ 191.05% |
Sell
Neutral
Buy
Oppenheimer Holdings-cl A is currently not in a favorable trading position ( SELL ) according to technical analysis indicators.
Company Name | 1 Month | 6 Month | 1 Year | 3 Years | 5 Years |
---|---|---|---|---|---|
Oppenheimer Holdings-cl A | -0.29% | 4.06% | -2.62% | -17.7% | 46.07% |
Interactive Brokers Group, Inc. | 1.2% | 31.78% | 28.9% | 41.2% | 99.03% |
Morgan Stanley | 2.41% | 20.3% | 0.26% | 12.56% | 89.44% |
Charles Schwab Corp., The | 7.57% | 39.85% | 34.26% | 10.05% | 59.17% |
Goldman Sachs Group, Inc., The | 5.08% | 33.76% | 20.96% | 17.73% | 96.16% |
Raymond James Financial, Inc. | 0.81% | 23.41% | 25.95% | 41.34% | 105.08% |
Company Name | P/E Ratio | P/B Ratio | PEG Ratio | EPS | ROE | ROA | Div Yield | BVPS |
---|---|---|---|---|---|---|---|---|
Oppenheimer Holdings-cl A | 14.43 | 14.43 | 12.0 | 0.0 | 0.04 | 0.01 | 0.02 | 76.72 |
Interactive Brokers Group, Inc. | 37.85 | 37.85 | 2.58 | 6.56 | 0.22 | 0.02 | 0.0 | 33.48 |
Morgan Stanley | 17.21 | 17.21 | 3.06 | 6.41 | 0.09 | 0.01 | 0.04 | 55.5 |
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 | 15.45 | 15.45 | 3.14 | 34.86 | 0.08 | 0.01 | 0.03 | 318.23 |
Raymond James Financial, Inc. | 15.25 | 15.25 | 1.34 | 9.73 | 0.17 | 0.02 | 0.01 | 51.33 |
Company Name | Analyst View | Market Cap | 5 Years Return % | PE Ratio | Profit Margin |
---|---|---|---|---|---|
Oppenheimer Holdings-cl A | Buy | $390.8M | 46.07% | 14.43 | 2.56% |
Interactive Brokers Group, Inc. | Buy | $44.8B | 99.03% | 37.85 | 13.58% |
Morgan Stanley | Buy | $145.0B | 89.44% | 17.21 | 16.95% |
Charles Schwab Corp., The | Buy | $133.5B | 59.17% | 30.57 | 26.14% |
Goldman Sachs Group, Inc., The | Buy | $130.1B | 96.16% | 15.45 | 20.15% |
Raymond James Financial, Inc. | Buy | $25.6B | 105.08% | 15.25 | 14.72% |
Dimensional Fund Advisors, Inc.
Jb Capital Partners LP
Greenwich Wealth Management LLC
Vanguard Group Inc
BlackRock Inc
RBF LLC
In the quarter ending March,2024. Oppenheimer Holdings-cl A has declared dividend of $0.15
Read Morewith 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 |