Oppenheimer Holdings Inc.

$113.54 ▲ 1.52%

2026-04-21 08:40:00

Explore Oppenheimer Holdings Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$1.21 B

Current Price

$113.54

52W High / Low

$117.19 / $54.98

Stock P/E

8.15

Book Value

$93.81

Dividend Yield

0.63%

ROCE

13.21%

ROE

16.02%

Face Value

—

EPS

$13.04

Exp Qtr EPS

—

Sector

Financial Services

Industry

Capital Markets

Employees

2,906

Beta

1.13

Debt / Equity

123.26

Current Ratio

1.29

Quick Ratio

5.99

Forward P/E

41.06

Price / Sales

0.73

Enterprise Value

$918.35 M

EV / EBITDA

—

EV / Revenue

0.59

Rating

None

Target Price

—

EPS Forecast (FY)

—

ABOUT

Oppenheimer Holdings Inc. In essence, conducts operations as a middle-market investment bank and full-service broker-dealer. In essence, it delivers a broad range of 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. In essence, this organization also delivers 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 essence, in addition, it delivers a broad range of 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 delivers a broad range of custody, clearing, and prime services. In essence, further, This organization delivers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. In essence, additionally, it delivers a broad range of underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. In essence, this organization caters to high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. In essence, this organization was founded in 1881 and is headquartered in New York, New York. ROE at 16.18% based on the latest available annual data. ROCE at 13.21% using operating income and capital employed. Debt to equity stands at 0.64x. Operating margin is 35.22% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Healthy return on equity.
Efficient use of capital employed.
Short-term liquidity looks comfortable.
Strong operating margin profile.
Valuation is not stretched on P/E basis.
Meaningful dividend yield is available.

Cons

Some data points may be missing or delayed because the source is not an official exchange feed.

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Quarterly Results

Figures shown in M / B

	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024
Sales	472.63 M	424.44 M	373.18 M	367.82 M	375.42 M
Operating Profit	162.73 M	85.46 M	85.28 M	90.79 M	69.33 M
Net Profit	74.36 M	21.71 M	21.67 M	30.66 M	10.73 M
EPS in Rs	7.01	2.05	2.04	2.89	1.01

Profit & Loss

Figures shown in M / B

	2025	2024	2023	2022
Sales	1.64 B	1.43 B	1.25 B	1.11 B
Operating Profit	424.26 M	304.83 M	284.18 M	199.18 M
Net Profit	148.4 M	71.56 M	30.18 M	32.35 M
EPS in Rs	13.99	6.75	2.85	3.05

Balance Sheet

Figures shown in M / B

	2025	2024	2023	2022
Total Assets	3.72 B	3.38 B	2.87 B	2.71 B
Total Liabilities	2.73 B	2.53 B	2.09 B	1.89 B
Equity	983.82 M	850.39 M	789.17 M	794.23 M
Current Assets	3.06 B	2.73 B	2.21 B	1.86 B
Current Liabilities	510.6 M	445.88 M	529 M	791.97 M

Cash Flow

Last available yearly cash flow history

	2025	2024	2023	2022
Operating CF	188.75 M	-108.17 M	-18.81 M	64.49 M
Investing CF	-1.39 M	-3.84 M	-15.56 M	-14.14 M
Financing CF	-182.11 M	116.32 M	-74.76 M	-253.91 M
Free CF	183.56 M	-113.32 M	-35.87 M	48.18 M
Capex	-5.19 M	-5.15 M	-17.06 M	-16.31 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2025	2024	2023	2022
Revenue Growth %	14.35%	14.71%	12.41%	—
Earnings Growth %	107.39%	137.11%	-6.71%	—
Profit Margin %	9.06%	5%	2.42%	2.91%
Operating Margin %	25.9%	21.28%	22.76%	17.93%
Gross Margin %	36.25%	32.67%	35.35%	31.01%
EBITDA Margin %	20.48%	16.13%	12.22%	9.34%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2026-02-13	$0.18
2025-12-26	$1
2025-11-14	$0.18
2025-08-15	$0.18
2025-05-09	$0.18
2025-02-14	$0.18
2024-11-08	$0.18
2024-08-09	$0.18
2024-05-09	$0.15
2024-02-08	$0.15
2023-11-09	$0.15
2023-08-10	$0.15
2023-05-11	$0.15
2023-02-09	$0.15
2022-11-09	$0.15
2022-08-11	$0.15
2022-05-12	$0.15
2022-02-10	$0.15
2021-12-23	$1
2021-11-10	$0.15

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.	Mutual Fund	0.05 M	$4.44 M	0%	2026-02-28
American Century ETF Trust-Avantis U.S. Small Cap Value ETF	Mutual Fund	0.25 M	$22.78 M	0.02%	2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio	Mutual Fund	0.12 M	$11.16 M	0.01%	2026-01-31
RBB Fund, Inc.-Boston Partners Small Cap Value Fund II	Mutual Fund	0.08 M	$6.99 M	0.01%	2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio	Mutual Fund	0.07 M	$6.27 M	0.01%	2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio	Mutual Fund	0.05 M	$4.94 M	0.01%	2026-01-31
JB Capital Partners LP	Institutional	0.5 M	$45.83 M	0.05%	2025-12-31
Dimensional Fund Advisors LP	Institutional	0.49 M	$44.53 M	0.05%	2025-12-31
Vanguard Group Inc	Institutional	0.44 M	$39.83 M	0.04%	2025-12-31
American Century Companies Inc	Institutional	0.32 M	$29.1 M	0.03%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	Mutual Fund	0.3 M	$27.32 M	0.03%	2025-12-31
Blackrock Inc.	Institutional	0.18 M	$16.03 M	0.02%	2025-12-31
RBF Capital, LLC	Institutional	0.16 M	$14.89 M	0.02%	2025-12-31
Greenwich Wealth Management Llc	Institutional	0.13 M	$11.37 M	0.01%	2025-12-31
Millennium Management Llc	Institutional	0.11 M	$10.44 M	0.01%	2025-12-31