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OPPENHEIMER HOLDINGS INC (OPY)

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.

Sector: Security Brokers, Dealers & Flotation Companies

Industry: Financial - Capital Markets

Oppenheimer Holdings Inc. logo

Oppenheimer Holdings Inc.

NYSE:OPYFinancial Services
-0.96%$101.08
AH Close$101.08+0.00%vs close
Mkt Cap$1.08B
Float6.09M
O/S10.71M
Inst Own41.1%
SI1.6%
Div Yield1.74%
Dilution
Historical Data
DateOpenHighLowCloseVolume
Key Metrics
Market Cap$1.08B
Enterprise Value--
P/E Ratio--
Est. Net Cash/Share--
Institutional Ownership41.09%

based on 10.71M shares outstanding

SectorFinancial Services
IndustryFinancial - Capital Markets
ExchangeNYSE
CountryUSUS
IPO Date-
Shares Outstanding10.71M
Float6.09M
Company Overview

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia.

The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally.

Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings.

Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading.

The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.

Leadership

Albert G. Lowenthal

Chairman of the Board of Directors

Brad M. Watkins

Executive Vice President and Chief Financial Officer

Robert S. Lowenthal

President and Chief Executive Officer

Robert Steven Lowenthal

Chief Executive Officer, President & Director

Employees

3K+

Country

US

Sector

Financial Services

Website

oppenheimer.com

Analyst Coverage
Analyst Coverage
ConsensusBuy
Price Target (median, last 90d)
$95.00-6.0%
Low $95High $95
Ratings Distribution
BUY
2
HOLD
0
SELL
0
TOTAL2
Insider Trading
InsiderTypeShares
Lowenthal Robert S profile photoLowenthal Robert SOther100.0K
McNAMARA DENNIS P profile photoMcNAMARA DENNIS PSale4.7K
Dwyer Timothy Martin profile photoDwyer Timothy MartinOther1.4K
Spaulding Suzanne profile photoSpaulding SuzanneOther1.4K
Glasser Teresa profile photoGlasser TeresaOther1.4K
Kanter Stacy J. profile photoKanter Stacy J.Other1.4K
Shareholders
41.1%
Institutional
(124)
4.6%
Insiderⓘ
(9)
0.0%
5%+ Owners
(0)
54.3%
Unattributed (incl. retail)ⓘ
Institutional41.1%
Insider4.6%
Unattributed (incl. retail)54.3%
Sources: 13F, Form 4, 13D/13GO/S: 10.7M · as of 30 Jun 2026 · SEC cover page
Insiders & Institutional Holders
52-Week Range
$63.81$125.88
$101.08(60th percentile)
Volume
Average Daily Volume106.62K
69.66K today vs 106.62K avg(-35%)

30d Avg

106.62K

60d Avg

114.28K

90d Avg

121.31K

Earnings
Dividend History
TTM Yield
1.74%
Paid quarterly
Annual (LTM)
$1.76
Latest
$0.2000
Aug 14, 26
5Y Growth
+35.17%
per year
Compliance Status
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