Assessing Oppenheimer Holdings (OPY) Valuation After Recent Share Price Pullback
Oppenheimer Holdings (OPY) stock has experienced mixed performance recently, with a 9% decline over the past month, but a 29.21% year-to-date return and 50.07% 1-year return. The company appears undervalued based on its P/E ratio of 10.3x compared to peers and the broader US market, despite strong earnings growth. However, a Discounted Cash Flow model suggests the stock might be overvalued, presenting conflicting signals for investors.
How (OPY) Movements Inform Risk Allocation Models
This article analyzes Oppenheimer Holdings Inc. Class A (OPY) stock movements using AI models to inform risk allocation. It highlights divergent sentiment, indicating choppy conditions, and presents three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles. The analysis also provides multi-timeframe signal analysis with support and resistance levels for near-term, mid-term, and long-term horizons.
NYSE Content Update: Exchange Turns 234 Ahead of U.S. Semiquincentennial
The New York Stock Exchange (NYSE) celebrated its 234th anniversary, coinciding with a daily pre-market update featuring insights from Laura Diorio. Investors are currently focused on upcoming earnings reports from Nvidia and various retail giants, alongside developments in the Middle East. Intercontinental Exchange (NYSE: ICE) Founder, Chairman + CEO Jeff Sprecher highlighted the intertwined history of the U.S. and his company.
Oppenheimer Holdings, Inc. Class A Common Stock (DE) (NY: OPY)
This article provides recent news headlines related to Oppenheimer Holdings, Inc. Class A Common Stock (NYSE: OPY), alongside its current stock price and performance. It compiles a list of financial news articles from various sources, covering broader market trends, specific company analyses, and analyst recommendations that may be relevant to OPY or the financial sector. The content includes links to articles discussing S&P 500 stocks, tech stocks, blue-chip investments, and dividend stocks.
Trading Systems Reacting to (OPY) Volatility
Oppenheimer Holdings Inc. (NYSE: OPY) is showing divergent sentiment across all horizons, suggesting choppy conditions. The article highlights an exceptional 45.8:1 risk-reward setup targeting a 13.2% gain versus 0.3% risk. Three distinct trading strategies are provided: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis for near-term, mid-term, and long-term outlooks.
Oppenheimer (NYSE: OPY) awards 2,000 restricted shares to secretary
Oppenheimer Holdings (NYSE: OPY) secretary Dennis P. McNamara was granted 2,000 restricted shares of Class A non-voting common stock on February 6, 2026, as a compensation-related award. These shares will vest on February 5, 2031, provided he remains continuously employed by the company. Following this transaction, his direct holdings of this Class A non-voting common stock totaled 11,500 shares.
OPPENHEIMER (NYSE: OPY) CFO awarded 2,000 restricted Class A shares
Oppenheimer Holdings Inc. (NYSE: OPY) CFO Brad M. Watkins was awarded 2,000 restricted Class A non-voting common shares on February 6, 2026. These shares are scheduled to vest on February 5, 2031, provided he remains continuously employed by the company. Following this award, Watkins' total reported holdings in this class of shares amount to 20,000.
Oppenheimer (NYSE: OPY) chair receives 40,000 restricted Class A shares
Oppenheimer Holdings Inc. (NYSE: OPY) chairman Albert G. Lowenthal was awarded 40,000 restricted Class A non-voting common shares on February 6, 2026. These shares will vest on the earlier of February 5, 2031, a change of control, or his death. This grant increased his direct holdings in this class of stock to 267,500 shares, and the transaction did not involve any open-market buying or selling.
Oppenheimer (NYSE: OPY) CEO receives 200,000 restricted Class A non-voting shares
Oppenheimer Holdings Inc. CEO Robert S. Lowenthal was granted two awards of restricted Class A non-voting common stock totaling 200,000 shares. These compensation awards, dated February 6, 2026, and May 8, 2026, were reported at $0.00 per share and are subject to vesting conditions. Following these transactions, Lowenthal's direct holdings of this restricted stock increased to 305,000 shares.
Three Days Left To Buy Oppenheimer Holdings Inc. (NYSE:OPY) Before The Ex-Dividend Date
Oppenheimer Holdings Inc. (NYSE:OPY) is set to trade ex-dividend in the next three days, with a payment of US$0.20 per share. The company has a trailing dividend yield of 0.8% and a very low payout ratio of 7.8% of its profits, suggesting sustainability. However, its earnings per share have been flat over the past five years, leading to a middling outlook for dividend growth.
Oppenheimer Holdings (OPY) Is Down 17.0% After Q1 Loss Despite Higher Revenue And Maintained Dividend
Oppenheimer Holdings (OPY) reported a Q1 2026 net loss of US$20.58 million, a significant swing from a net income of US$30.66 million in the prior year, despite higher revenue of US$445.1 million. The loss was primarily attributed to a US$70 million legal settlement. Despite this, the company maintained its quarterly dividend of US$0.20 per share, indicating a continued focus on returning cash to shareholders.
Oppenheimer Highlights Q1 Revenue Growth, Raises Dividend Payout
Oppenheimer Holdings (OPY) reported a 21% year-over-year revenue increase in Q1 2026, reaching $445.1 million, driven by strong growth in investment banking fees and advisory fees. Despite a net loss due to significant legal and stock appreciation rights expenses, adjusted earnings per share were positive, reflecting underlying strength. The company also raised its quarterly dividend by 11.1% to $0.20 per share, signaling confidence in its financial trajectory.
Oppenheimer Holdings Inc. Reports Third Quarter 2024 Earnings
Oppenheimer Holdings Inc. has reported its Third Quarter 2024 Earnings, as announced via a press release distributed through Quantisnow. Quantisnow, a platform for retail investors, aggregates real-time market data, including SEC filings, analyst ratings, and press releases. The report is part of a series of recent activities by Oppenheimer, including various SEC filings and new appointments within its leadership and investment banking teams.
Oppenheimer Holdings (NYSE:OPY) - Stock Analysis
Oppenheimer Holdings (NYSE:OPY) is currently trading at US$96.39, which is 71% overvalued according to Simply Wall St's fair value estimate of US$56.36. The company reported a Q1 2026 net loss of $20.6 million, primarily due to a legal settlement accrual and stock appreciation rights expense, despite strong revenue growth from Wealth Management and Capital Markets. Oppenheimer Holdings announced an increased quarterly dividend of $0.20 per share, payable on May 29, 2026.
Record 2025 results, Q1 loss detailed at Oppenheimer (NYSE: OPY) meeting
Oppenheimer Holdings Inc. announced that Class B stockholders approved all proposals at its 2026 annual meeting, including electing directors and ratifying auditors. The company reported record revenue and net income for 2025, driven by strong wealth management and investment banking. However, Q1 2026 saw a net loss due to a $70 million "cash sweep" class action litigation settlement and a $22.3 million stock appreciation rights expense, despite adjusted diluted EPS remaining profitable at $4.21.
Oppenheimer (NYSE: OPY) posts Q1 2026 loss on $70M legal accrual
Oppenheimer Holdings Inc. (NYSE: OPY) reported a net loss of $20.6 million for Q1 2026, primarily due to a $70.0 million pre-tax accrual for a "cash sweep" class action litigation settlement and a $22.3 million expense from stock appreciation rights. This loss occurred despite a strong 21.0% year-over-year revenue growth to $445.1 million, driven by a 105.2% jump in investment banking fees and higher commissions and advisory fees. Excluding these one-time charges, adjusted diluted EPS would have been $4.21, and the company's board increased the quarterly dividend by 11.1% to $0.20 per share, signaling confidence in its underlying financial health and capital levels.
Oppenheimer posts 1Q-26 investor slides showing $445.1M revenue, $20.6M net loss, adjusted EPS $4.46
Oppenheimer released its 1Q-26 investor presentation, reporting $445.1 million in revenue, a 21.0% increase year-over-year, alongside a net loss of $20.6 million. The company announced an adjusted EPS of $4.46 and increased its quarterly dividend by 11.1% to $0.20 per share, despite incurring significant legal and stock appreciation rights accruals. The firm also detailed its assets under administration and management, and stockholder equity.
How Oppenheimer Holdings Inc. Class A (de) (OPY) Affects Rotational Strategy Timing
This article analyzes Oppenheimer Holdings Inc. Class A (OPY) using AI models to determine its effect on rotational strategy timing. It identifies near-term strong sentiment, mid-term neutrality, and a long-term positive bias, noting elevated downside risk. The analysis provides specific trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels.
OPPENHEIMER HOLDINGS INC 1Q 2026: Revenue $445.1M, EPS ($1.93) — 10-Q Summary
Oppenheimer Holdings Inc. reported its first-quarter 2026 results, showing a 21% year-over-year revenue increase to $445.1 million, primarily driven by strong investment banking fees and capital markets activity. Despite this growth, the company recorded a net loss of $20.58 million and a diluted EPS of ($1.93) for the quarter. Business highlights included significant growth in advisory fees, an increase in wealth management AUM and AUA, and resolution of class-action litigation with a $70 million accrual.
[8-K] OPPENHEIMER HOLDINGS INC Reports Material Event
Oppenheimer Holdings Inc. reported a significant net loss of $20.6 million, or $(1.93) per share, in the first quarter of 2026 despite total revenue increasing by 21.0% to $445.1 million. This loss was primarily driven by a $70 million pre-tax legal accrual for a "cash sweep" program litigation settlement and a $22.3 million expense related to liability-based stock appreciation rights. Excluding these items, adjusted net income rose to $47.5 million, and the company's Board of Directors increased the quarterly dividend by 11.1% to $0.20 per share, reflecting confidence in underlying performance and capital strength.
Oppenheimer Holdings Inc. Reports First Quarter 2026 Earnings
Oppenheimer Holdings Inc. reported a net loss of $20.6 million or $(1.93) per share for Q1 2026, primarily due to a $70 million legal accrual and a $22.3 million employee compensation expense. Despite the GAAP loss, adjusted net income, excluding these exceptional items, rose to $47.5 million or $4.46 per share, up from $28.6 million in Q1 2025, driven by strong core business performance in Capital Markets and Wealth Management. The company also announced an 11.1% increase in its quarterly dividend to $0.20 per share.
Oppenheimer Holdings Inc. Reports First Quarter 2026 Earnings
Oppenheimer Holdings Inc. (NYSE: OPY) reported a net loss of $20.6 million or $(1.93) per share for the first quarter of 2026, despite a 21% increase in revenue to $445.1 million. The loss was primarily due to a $70 million legal accrual related to a "cash sweep" program settlement and a $22.3 million expense for a liability-based employee compensation award. Excluding these impacts, adjusted net income rose to $47.5 million, or $4.46 per share, compared to $28.6 million or $2.74 per share in the prior year. The company's core businesses, particularly Capital Markets, showed strong operating results with increased investment banking and trading revenues, and the Board of Directors increased the quarterly dividend by 11.1% to $0.20 per share.
Should Oppenheimer’s US$70 Million FDIC Sweep Settlement Reshaping Legal Overhang Require Action From Oppenheimer (OPY) Investors?
Oppenheimer Holdings Inc. announced a US$70 million class-action settlement for its FDIC-insured cash sweep program, subject to court approval, which will be booked as a Q1 2026 charge. This settlement significantly reduces legal uncertainty, as plaintiffs had originally sought over US$440 million in damages. Investors are now encouraged to refocus on core business drivers and assess how Oppenheimer will absorb this one-time charge and manage future risk.
Should Oppenheimer’s US$70 Million FDIC Sweep Settlement Reshaping Legal Overhang Require Action From Oppenheimer (OPY) Investors?
Oppenheimer Holdings Inc. (OPY) has agreed to a US$70 million class-action settlement related to its FDIC-insured cash sweep program, significantly reducing a potential legal liability that plaintiffs originally sought to be over US$440 million. This settlement removes a major legal overhang, allowing investors to focus on core business drivers. While it will result in a one-time charge in Q1 2026, the company made no admission of wrongdoing, and the key now is how Oppenheimer absorbs this charge and balances future risks and rewards.
Oppenheimer Holdings Settles $70 Million Cash Sweep Class Action Lawsuit Covering 2022-2026
Oppenheimer Holdings Inc. (OPY) has reached a $70 million settlement in a class action lawsuit concerning its "cash sweep" program. The lawsuit, filed in June 2025, alleged breach of contract, with potential damages sought by plaintiffs exceeding $440 million. The settlement, which requires court approval, will impact Oppenheimer's Q1 2026 earnings, being fully tax-deductible, and resolves significant legal uncertainty for the company.
A Look At Oppenheimer Holdings (OPY) Valuation After Strong Multi Year Shareholder Returns
Oppenheimer Holdings (OPY) has shown strong returns over the past year, with a 42.5% YTD gain and a 191.7% three-year return, despite recent pullbacks. The stock trades at a low P/E of 7.5x, significantly below the industry average, suggesting it may be undervalued based on earnings, though a DCF model points to it being overvalued. This mixed valuation reflects uncertainties regarding the sustainability of its recent profit growth and cyclical market activities.
Oppenheimer (NYSE: OPY) targets $70M settlement in cash sweep class action
Oppenheimer Holdings Inc. (NYSE: OPY) has agreed to a binding Settlement Term Sheet for $70 million to resolve a class-action lawsuit concerning its cash sweep programs. While this settlement, subject to court approval, will significantly impact Q1 2026 earnings, it substantially limits the company's exposure from potential damages that plaintiffs had indicated could exceed $440 million. The agreement includes no admission of liability and the amount is expected to be fully tax-deductible.
OPPENHEIMER HOLDINGS INC. Settles "Cash Sweep" Litigation
Oppenheimer Holdings Inc. announced that its subsidiary, Oppenheimer & Co. Inc., has reached an agreement to settle a "cash sweep" litigation for $70 million. The lawsuit, filed in 2025, concerned how idle customer cash was managed. The settlement, which awaits court approval, will significantly impact Oppenheimer's first-quarter 2026 earnings.
Oppenheimer moves to end cash sweep case with $70M deal before trial
Oppenheimer Holdings Inc. (OPY) has agreed to a binding term sheet to settle a class-action lawsuit concerning its cash sweep program for $70 million. This settlement aims to resolve claims exceeding $440 million asserted by plaintiffs and will significantly impact the company's Q1 2026 earnings, being fully reserved in that quarter. The agreement is subject to court approval and explicitly states no admission of liability from Oppenheimer.
Fund Update: New $98.0M $BRK.B stock position opened by OPPENHEIMER & CO INC
OPPENHEIMER & CO INC has disclosed a new $98.0 million position in Berkshire Hathaway's Class B stock ($BRK.B), based on an SEC 13F filing for the report period ending March 31, 2026. The article also details recent institutional investor activity, government contracts, and congressional stock trading related to $BRK.B. It notes both significant additions and reductions in holdings by various institutional investors and lists several government contract awards.
Fund Update: New $277.2M $AAPL stock position opened by OPPENHEIMER & CO INC
OPPENHEIMER & CO INC has disclosed a new $277.2 million position in Apple (AAPL) stock, as revealed in their latest SEC 13F filing for the period ending March 31, 2026. The article also details recent institutional investor activity in AAPL, including significant additions and removals by large funds, alongside insider and congressional trading data, government contracts awarded to Apple, and recent analyst ratings and price targets for the stock.
|(OPY) and the Role of Price-Sensitive Allocations
|This article provides an AI-generated analysis of Oppenheimer Holdings Inc. Class A (OPY), identifying strong sentiment across all horizons but also elevated downside risk. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—each tailored to different risk profiles. The analysis includes multi-timeframe signal data, with specific support and resistance levels for near-term, mid-term, and long-term horizons.
Oppenheimer affiliates hold stakes in SEACOR Marine (NYSE: SMHI) totaling up to 5.24%
Affiliated Oppenheimer entities and Carl K. Oppenheimer have reported a combined beneficial ownership of 1,412,618 shares, representing a 5.24% stake in SEACOR Marine Holdings Inc. This disclosure was made through a SCHEDULE 13G SEC filing, detailing the individual holdings and voting/dispositive powers of five reporting parties involved. The collective stake is below typical control thresholds, suggesting limited immediate impact on corporate governance.
Oppenheimer Holdings stock (US6839351075): Why Google Discover changes matter more now
Google's 2026 Discover Core Update, completed on February 27, 2026, significantly alters how investors receive information by prioritizing proactive, personalized mobile feeds. This change particularly benefits Oppenheimer Holdings (NYSE:OPY, US6839351075) by delivering tailored insights on its brokerage, asset management, and investment banking activities directly to users. The update emphasizes mobile-optimized content and E-E-A-T, allowing retail investors to quickly access relevant analysis on OPY's performance and strategic moves without traditional searching, thus helping them make more informed decisions.
Oppenheimer Holdings Achieves 103.39% Increase, Marking It as a Multibagger in Capital Markets
Oppenheimer Holdings has achieved a 103.39% increase in its stock performance over the past year, classifying it as a multibagger in capital markets. The company has demonstrated strong operational capabilities with impressive financial metrics, including three consecutive quarters of profit growth and an operating cash flow of USD 197.27 million. Its valuation remains attractive with a price-to-book ratio of 0.76 and a low PEG ratio of 0.1, indicating robust financial health and growth potential.
Short Interest in Oppenheimer Holdings, Inc. (NYSE:OPY) Rises By 43.4%
Short interest in Oppenheimer Holdings, Inc. (NYSE:OPY) increased by 43.4% in March, reaching 29,437 shares. The company's stock is trading near its 12-month high, with a market capitalization of $1.21 billion and a P/E ratio of 8.65. Oppenheimer also announced a quarterly dividend and saw an insider sell shares in March, though institutional investors have been modifying their holdings.
Is Oppenheimer (OPY) Quietly Recasting Its Identity Around High-Margin Aerospace And Defense Banking?
Oppenheimer Holdings (OPY) is enhancing its focus on high-margin aerospace and defense banking, alongside strengthening its wealth management division, as evidenced by recent leadership appointments. These strategic moves aim to build on the company's strong 2025 wealth management results and drive more durable earnings growth, despite an uneven five-year earnings history. While the stock has seen a recent uptick, its fair value estimate from the Simply Wall St Community suggests potential overextension, inviting investors to evaluate the underlying business risks and opportunities.
Responsive Playbooks and the OPY Inflection
This article provides an analysis of Oppenheimer Holdings Inc. Class A (OPY), identifying strong sentiment across all horizons and an overweight bias for the stock. It presents three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors. The report warns of elevated downside risk due to a lack of additional long-term support signals.
Assessing Oppenheimer Holdings (OPY) Valuation After New Aerospace And Defense Banking Hire
Oppenheimer Holdings (OPY) shares are gaining attention after a key aerospace and defense banking hire, driving significant stock price appreciation over the past year. While its P/E ratio of 7.5x suggests the stock is undervalued compared to the broader market and peers, a Discounted Cash Flow (DCF) model indicates it may be trading at a premium. Investors face mixed signals regarding valuation, prompting a need for deeper analysis beyond initial impressions.
If EPS Growth Is Important To You, Oppenheimer Holdings (NYSE:OPY) Presents An Opportunity
Oppenheimer Holdings (NYSE:OPY) has shown impressive EPS growth of 100% over the last year, with revenue increasing by 15% to US$1.6 billion. The company also benefits from significant insider ownership, with insiders holding 39% of the shares, aligning their interests with shareholders. This strong financial performance and insider confidence suggest Oppenheimer Holdings could be an interesting opportunity for investors focused on earnings growth.
Oppenheimer Holdings Hits New 52-Week High of $96.04
Oppenheimer Holdings, Inc. has reached a new 52-week high of $96.04, reflecting its strong performance and significant growth in the capital markets industry. The company has outpaced the S&P 500, reporting positive results for three consecutive quarters, and demonstrates a robust financial profile with an attractive valuation and commitment to shareholder returns.
JPMorgan Chase & Co. Purchases 24,596 Shares of Oppenheimer Holdings, Inc. $OPY
JPMorgan Chase & Co. significantly increased its stake in Oppenheimer Holdings, Inc. by 54.9% in the third quarter, acquiring an additional 24,596 shares, bringing their total to 69,438 shares valued at $5.13 million. This comes as Oppenheimer reported strong quarterly earnings of $6.51 EPS and maintains a "Buy" consensus rating from analysts. Insider activity also occurred, with Dennis P. Mcnamara selling a portion of his shares.
Understanding the Setup: (OPY) and Scalable Risk
This article provides an AI-driven analysis of Oppenheimer Holdings Inc. Class A (OPY), identifying a near-term neutral sentiment amidst mid and long-term strength. It highlights an exceptional 29.6:1 risk-reward short setup targeting an 8.7% downside and outlines three distinct trading strategies for various risk profiles: position trading, momentum breakout, and risk hedging. The analysis is based on multi-timeframe signal analysis and institutional trading strategies developed by AI models.
Oppenheimer Holdings, Inc. Experiences Revision in Stock Evaluation Amid Strong Market Performance
Oppenheimer Holdings, Inc. has seen a revision in its stock evaluation, with its stock priced at $84.44. The company has demonstrated strong performance over the past year, returning 41.04% and significantly outperforming the S&P 500. While technical indicators suggest a bullish sentiment with positive momentum, some metrics show mixed signals, indicating a nuanced market position.
The Technical Signals Behind (OPY) That Institutions Follow
This article analyzes Oppenheimer Holdings Inc. Class A (OPY) using AI models to provide technical signals for institutional trading strategies. It highlights divergent sentiment, support and resistance levels, and offers specific position trading, momentum breakout, and risk hedging strategies with defined entry, target, and stop-loss points. The analysis emphasizes a strong risk-reward setup targeting a 9.5% gain versus 0.3% risk.
Oppenheimer Holdings Experiences Revision in Stock Evaluation Amid Strong Market Performance
Oppenheimer Holdings, Inc. has undergone a stock evaluation revision amidst changing market conditions, with its stock priced at $82.52 and demonstrating a strong annual return of 40.82%, significantly outperforming the S&P 500. While technical indicators present mixed signals, the company shows resilience in navigating market fluctuations, particularly with a year-to-date return of 14.15% against the S&P 500's decline. Various technical metrics like MACD, RSI, Bollinger Bands, and moving averages offer a complex view of its market position.
Oppenheimer Holdings, Inc. (NYSE:OPY) Short Interest Down 34.8% in February
Oppenheimer Holdings (NYSE:OPY) experienced a significant 34.8% decrease in short interest in February, with the total number of shares shorted falling to 23,349. This represents 0.3% of the company's shares, and a days-to-cover ratio of 0.4 days. Additionally, an insider sold 4,673 shares for approximately $423,701, reducing their position by 18.8%.
OPPENHEIMER HOLDINGS INC ($OPY) CEO and Director of the Company and CEO of Oppenheimer & Co. Inc. 2025 Pay Revealed
The article reveals that R. S. Lowenthal, CEO of Oppenheimer Holdings Inc. ($OPY), received an estimated compensation of $9,546,400 in 2025, which is a 15.66% increase from the previous year. This information is based on a DEF14A filing with the SEC. The report also details recent insider trading activity, including a sale by Dennis P. McNamara, and lists significant hedge fund movements in OPY stock.
ETFs Investing in Oppenheimer Holdings Inc. Class A Stocks
This article provides a list of Exchange-Traded Funds (ETFs) that hold Oppenheimer Holdings Inc. Class A stocks, sorted by market value. It details various ETFs, including their issuers, management styles, expense ratios, assets under management (AUM), and performance metrics, to help investors find accessible and lower-risk investment opportunities. The list includes a diverse range of ETFs focusing on small-cap, value, and financial sectors.
Oppenheimer Sticks to Its Buy Rating for StubHub Holdings Incorporation Class A (STUB)
Oppenheimer analyst Jason Helfstein has maintained a Buy rating on StubHub Holdings Incorporation Class A (STUB) with a price target of $12.00. This comes despite Bank of America Securities reiterating a Hold rating on the stock on the same day. StubHub reported a quarterly revenue of $468.11 million and a GAAP net loss of $1.29 billion for the quarter ending September 30.
