Oppenheimer Holdings Inc. (OPY)
Financials · NYQ
Price as at 1 Oct 2026, 22:09 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Oppenheimer Holdings Inc. trades at $119.47, which is 107% below the $247.06 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 54 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 14.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
OPY dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.200 | 1 |
| 2025 | $1.72 | 5 |
| 2024 | $0.660 | 4 |
| 2023 | $0.600 | 4 |
| 2022 | $0.600 | 4 |
| 2021 | $1.54 | 5 |
| 2020 | $1.48 | 5 |
| 2019 | $0.460 | 4 |
| 2018 | $0.440 | 4 |
| 2017 | $0.440 | 4 |
| 2016 | $0.440 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
About Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
OPY passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$6.61M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.98M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$5.95M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$3.73M · 0.0% of book
- Polen Capital, POLEN CAPITAL MANAGEMENT LLC$2.83M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
OPY peers
The largest companies in the same industry (Capital Markets), then in the same sector.
- NMR Nomura Holdings, Inc.
- LPLA LPL Financial Holdings Inc.
- IREN IREN Limited
- EVR Evercore Inc.
- HUT Hut 8 Corp.
- SF Stifel Financial Corporation
- SOL.AX WHSP Holdings Limited
- BMNR Bitmine Immersion Technologies, Inc.
Every financials company we cover is on the Financials hub.
Common questions
Is Oppenheimer Holdings Inc. (OPY) undervalued?
Against our fair value estimate of $247.06, OPY at $119.47 is 107% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own OPY?
10 of the institutions we track reported a position in OPY in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is OPY's P/E ratio?
OPY trades at 14.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Oppenheimer Holdings Inc. (OPY) pay a dividend?
Yes. Oppenheimer Holdings Inc. yields 0.67% at the current share price. It has paid $1.38 per share over the trailing twelve months. It has paid a dividend in each of the last 31 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its OPY data?
Fundamentals for OPY come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 22:09 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for OPY, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.