OPYFinancial Services · Capital MarketsTicker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 66 of 100 as at 29 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Oppenheimer Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (95): The shares have been drifting up relative to others.
Accruals (17): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on OPY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Mar 2016 | Sidoti & Co. | Initiates | Buy | — |
| 1 Feb 2016 | Macquarie | Maintains | Outperform | — |
| 2 Nov 2015 | Macquarie | Maintains | Outperform | — |
| 14 Sept 2015 | Macquarie | Upgrade | Outperform | — |
| 25 Nov 2014 | Macquarie | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
OPY appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Oppenheimer Holdings, Inc. returned +60.3% against +13.1% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 53% of US stocks
Cheaper than 76% of US stocks
Cheaper than 65% of US stocks
Cheaper than 56% of US stocks
Higher than 73% of US stocks
Higher than 64% of US stocks
Higher than 35% of US stocks
Higher than 76% of US stocks
Higher than 62% of US stocks
Higher than 65% of US stocks
Higher than 63% of US stocks
Higher than 68% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Oppenheimer Holdings, Inc. has a market value of $1.1B and an enterprise value of $906.2M.
Revenue in the twelve months to 30 June 2026: $1.8B. The latest quarter grew 24.1% year on year.
Net income over the same four quarters: $102.4M, a 5.7% net margin.
Diluted earnings per share, trailing twelve months: $8.86.
Free cash flow in the twelve months to 30 June 2026: −$9.0M.
Oppenheimer Holdings, Inc. spent $2.3M on share buybacks and $18.3M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 11.9×; forward P/E: 41.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.75%, paying out 8% of earnings.
Oppenheimer Holdings, Inc. employs 3,062 people — $587K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Oppenheimer Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Oppenheimer Holdings reported third-quarter 2026 net income of $5.5 million, or $0.52 per basic share, compared with $21.7 million, or $2.06 per basic share, a year earlier. Revenue was $382.0 million, down 10.0% from $424.4 million in the third quarter of 2025.
Why it matters — OPY watchers may note the year-over-year declines in both reported net income and revenue.
Oppenheimer & Co. announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. The addition expands Oppenheimer's North Carolina private client team and strengthens its work advising athletes and participants in the evolving NIL landscape.
Why it matters — OPY watchers would care because this hiring signals Oppenheimer's continued investment in its wealth-management business and its growth in the athlete and NIL advisory segment.
Oppenheimer & Co. announced the hiring of Bruce Rideaux as Managing Director in Public Finance and the promotion of Lauren Carter to Head of Negotiated Underwriting, continuing the expansion of its Public Finance and Municipal Capital Markets businesses. Additionally, Head of Public Finance Elizabeth (Beth) Coolidge was elected to the MSRB board.
Why it matters — The senior personnel moves and Coolidge's MSRB board election signal strengthening and expansion of Oppenheimer's Public Finance franchise, a key area for OPY stakeholders to watch.
Oppenheimer & Co. Inc., a subsidiary of Oppenheimer Holdings Inc., hosted its fifth annual Next-Gen Peer-to-Peer Forum in New York City. Approximately 60 financial advisors representing $7.2 billion in client assets gathered at One World Trade Center to exchange ideas and discuss common challenges.
Why it matters — The program reflects Oppenheimer's continued investment in developing and supporting the long-term success of its next generation of advisors, which could support future business growth.
The article presents Oppenheimer Holdings as a preferred pick, noting the company delivered a strong return and grew across all its segments despite Q2 dealmaking snags and market volatility. It also mentions that higher rates could favor its high-margin sweep deposit income as an incoming consideration.
Why it matters — For OPY watchers, the piece highlights the company's broad-based growth and resilience amid a difficult dealmaking environment, reinforcing confidence in its performance.
Of the 1 analysts covering Oppenheimer Holdings, Inc., 1 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Oppenheimer Holdings, Inc. 66 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, Oppenheimer Holdings, Inc. ranks 66 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (95 of 100).
No analyst covering Oppenheimer Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for OPY are extrapolating price history, which says nothing about the business.
Oppenheimer Holdings, Inc. returned +60.3% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Oppenheimer Holdings Inc. Class A Common Stock represents Oppenheimer Holdings Inc., a middle-market investment bank and full-service broker-dealer.
The most recent item we track (PRNewsWire, 30 Oct 2026): "Oppenheimer Holdings Inc. Reports Third Quarter 2026 Earnings". Oppenheimer Holdings reported third-quarter 2026 net income of $5.5 million, or $0.52 per basic share, compared with $21.7 million, or $2.06 per basic share, a year earlier. Revenue was $382.0 million, down 10.0% from $424.4 million in the third quarter of 2025.
Oppenheimer Holdings Inc. Class A Common Stock represents Oppenheimer Holdings Inc., a middle-market investment bank and full-service broker-dealer. Oppenheimer Holdings serves clients through brokerage, investment banking, research, trading, trust, and asset management services, with activities spanning retail securities brokerage, institutional sales and trading, corporate and public finance, market-making, and wealth planning. Its brokerage platform covers a broad range of products, including corporate equity and debt securities, options, municipal bonds, mutual funds, exchange-traded funds, precious metals, and unit investment trusts. The company operates primarily in the financial services sector and supports individual investors, institutions, and corporate clients through integrated advisory and transaction services. Headquartered in New York, Oppenheimer Holdings Inc. focuses on delivering securities and capital markets services across multiple client segments.
CEO Mr. Robert Steven Lowenthal · 3,062 employees · United States · https://www.oppenheimer.com
