Oppenheimer Holdings Inc. (OPY) Stock Price & Analysis
Oppenheimer Holdings Inc. (OPY) closed at USD 102.14 on Thursday, October 15, 2026, down 0.83% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 103; the Oct 15, 2026 session ranged USD 98.5–102.5 on volume of 99,194 shares. Market capitalization is $1.09B, with a 52-week range of USD 63.81–125.88 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OPY.md
Key facts (OPY)
- 1 of 80 tracked superinvestors hold OPY (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: None.
- Total return with dividends: 1Y +57.3% vs S&P 500 +18.1%; 5Y +123.3% vs S&P 500 +85.1%.
- Next earnings: 2026-10-30, EPS estimate USD —, revenue estimate $0K.
Superinvestors (SEC 13F-HR, Q2 2026) (OPY)
1 of 80 tracked investors hold OPY. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.02% | $2.8M | Reduced -0.5% |
Analysts (OPY)
Consensus None.
Total return (dividends reinvested) (OPY)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +57.3% | +123.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +57.5% | +17.4% |
| Volatility (annualized) | 38.9% | 32.4% |
| Max drawdown | -21.2% (Apr 2026→May 2026) | -43.3% (Nov 2021→Oct 2022) |
Key Statistics (as of October 16, 2026 at 05:20 UTC)
| Price | USD 102.14 |
|---|---|
| Change | ▼ 0.83% (down) |
| Previous Close | USD 103 |
| Open | USD 102 |
| Day Range | USD 98.5 – 102.5 |
| 52-Week Range | USD 63.81 – 125.88 |
| Volume | 99,194 shares |
| Market Cap | $1.09B |
| Exchange | NYQ |
Technical Analysis (OPY)
Nexqual's technical model rates OPY "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:20 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 26.85 (oversold) |
| vs SMA50 | Below (USD 116.7) |
| MACD | -2.94 (negative) |
Analyst Ratings (OPY)
Wall Street analysts rate OPY "None", per Nexqual as of October 16, 2026 at 05:20 UTC.
| Consensus Rating | None |
|---|
Earnings (OPY)
| Next Earnings Date | 2026-10-30 |
|---|
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2018-06-30 | USD 0.63 vs est 0.47 ▲ beat |
| 2018-03-31 | USD 0.48 vs est 0.32 ▲ beat |
| 2017-12-31 | USD 0.88 vs est 0.69 ▲ beat |
| 2017-09-30 | USD 0.53 vs est 0.16 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financials & Fundamentals (OPY)
| Total Revenue | $1.72B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +24.10% |
| Gross Margin | +92.12% |
| Operating Margin | +17.60% |
| Profit Margin | +5.99% |
| ROE | +10.82% |
| Debt / Equity | 1.48 |
| Current Ratio | 1.25 |
| Total Cash | $1.73B |
| Total Debt | $1.47B |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financial Health Score (OPY)
Nexqual rates Oppenheimer Holdings Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:20 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 92%, operating 18% |
| Balance Sheet | Mixed — $1.73B cash vs $1.47B debt, net cash position |
| Cash Flow | N/A — Not meaningful for banks and lenders: lending and trading move operating cash flow by billions each year (SEC industry: Security Brokers, Dealers & Flotation Companies) |
| Efficiency | Mixed — ROE 11%, ROA 2.6% |
Ownership (OPY)
| Insider Ownership | +42.35% |
|---|---|
| Institutional Ownership | +42.98% |
| Shares Outstanding | 10.61M |
| Float | 6.07M |
| Short % of Float | +1.41% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Leadership (OPY)
Oppenheimer Holdings Inc. is led by Robert Steven Lowenthal (age 49), CEO, President & Director, per Nexqual as of October 16, 2026 at 05:20 UTC.
| CEO, President & Director | Robert Steven Lowenthal (age 49) |
|---|---|
| Executive Chairman | Albert Grinsfelder Lowenthal (age 80) |
| Executive VP & CFO | Brad Michael Watkins (age 43) |
| Managing Director in Technology Investment Banking Group | Rupert Sadler |
Major Backers & Investors (OPY)
Notable institutional backers of Oppenheimer Holdings Inc. include American Century Companies Inc, JB Capital Partners LP, DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio, according to Nexqual as of October 16, 2026 at 05:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 6.66% |
| JB Capital Partners LP | 4.75% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 2.36% |
| Royce & Associates LP | 1.6% |
| RBF Capital, LLC | 1.54% |
| Boston Partners | 1.49% |
| Morgan Stanley | 1.01% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.15% |
| Dimensional Fund Advisors | 4.9% |
| BlackRock | 1.92% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LAZ | Lazard, Inc. | USD 36.16 | ▼ 0.99% |
| MC | Moelis & Company | USD 55.32 | ▼ 1.9% |
| PIPR | Piper Sandler Companies | USD 64.57 | ▲ 1.1% |
| VIRT | Virtu Financial, Inc. | USD 57.41 | ▲ 2.63% |
| BGC | BGC Group, Inc. | USD 11.6 | ▼ 0.34% |
| MKTX | MarketAxess Holdings, Inc. | USD 164.54 | ▲ 0.05% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:20 UTC. This page is informational and not investment advice.
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