---
title: "Oppenheimer Holdings Inc. (OPY.US)"
type: "Symbol"
locale: "en"
url: "https://longbridge.com/en/quote/OPY.US.md"
symbol: "OPY.US"
name: "Oppenheimer Holdings Inc."
industry: "Investment Banking and Brokerage"
datetime: "2026-04-16T22:37:11.493Z"
locales:
  - [en](https://longbridge.com/en/quote/OPY.US.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/OPY.US.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/OPY.US.md)
---

# Oppenheimer Holdings Inc. (OPY.US)

## Company Overview

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.

| Item | Detail |
|------|--------|
| Industry | Investment Banking and Brokerage |
| Exchange | US Market |
| Website | [www.oppenheimer.com](https://www.oppenheimer.com) |

## Key Drivers
> *AI-analyzed key factors driving this stock's performance*


## Longbridge Financial Score™: C
> *Longbridge Financial Score™ — Proprietary multi-factor rating model by Longbridge*
> Updated: 2026-04-16T04:30:16.000Z

**Overall: C (0.40)**

**Industry**: Investment Banking and Brokerage

| Metric | Value |
|--------|-------|
| Industry Ranking | 29 / 47 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Blend - Stocks in which the company has both growth and mature businesses.
- **Scale**: Mid - The company has stable operation of a large-cap stock and the high return of a small-cap stock.

**Multi Score**: C

#### Style Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 15.40% |  |
| Net Profit YoY | 107.39% |  |
| P/B Ratio | 1.24 |  |
| Dividend Ratio | 0.63% |  |

#### Size Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 1221697795.50 |  |
| Revenue | 1551510000.00 |  |

#### Multi Score Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | 16.18% | A |
| Profit Margin | 9.57% | B |
| Gross Margin | 91.39% | A |
| Revenue YoY | 15.40% | B |
| Net Profit YoY | 107.39% | A |
| Total Assets YoY | 10.04% | B |
| Net Assets YoY | 17.24% | A |
| Cash Flow Margin | 127.19% | B |
| OCF YoY | 15.40% | B |
| Turnover | 0.44 | C |
| Gearing Ratio | 73.22% | D |

```chart-data:radar
{
  "title": "Longbridge Financial Score - Oppenheimer Holdings Inc.",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Style Score",
      "grade": "",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "15.40%",
          "rating": ""
        },
        {
          "name": "Net Profit YoY",
          "value": "107.39%",
          "rating": ""
        },
        {
          "name": "P/B Ratio",
          "value": "1.24",
          "rating": ""
        },
        {
          "name": "Dividend Ratio",
          "value": "0.63%",
          "rating": ""
        }
      ]
    },
    {
      "name": "Size Score",
      "grade": "",
      "indicators": [
        {
          "name": "Market Cap",
          "value": "1221697795.50",
          "rating": ""
        },
        {
          "name": "Revenue",
          "value": "1551510000.00",
          "rating": ""
        }
      ]
    },
    {
      "name": "Multi Score",
      "grade": "C",
      "indicators": [
        {
          "name": "ROE",
          "value": "16.18%",
          "rating": "A"
        },
        {
          "name": "Profit Margin",
          "value": "9.57%",
          "rating": "B"
        },
        {
          "name": "Gross Margin",
          "value": "91.39%",
          "rating": "A"
        },
        {
          "name": "Revenue YoY",
          "value": "15.40%",
          "rating": "B"
        },
        {
          "name": "Net Profit YoY",
          "value": "107.39%",
          "rating": "A"
        },
        {
          "name": "Total Assets YoY",
          "value": "10.04%",
          "rating": "B"
        },
        {
          "name": "Net Assets YoY",
          "value": "17.24%",
          "rating": "A"
        },
        {
          "name": "Cash Flow Margin",
          "value": "127.19%",
          "rating": "B"
        },
        {
          "name": "OCF YoY",
          "value": "15.40%",
          "rating": "B"
        },
        {
          "name": "Turnover",
          "value": "0.44",
          "rating": "C"
        },
        {
          "name": "Gearing Ratio",
          "value": "73.22%",
          "rating": "D"
        }
      ]
    }
  ]
}
```

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | 8.23 | 4/47 | 9.20 | 8.63 | 7.98 |
| PB | 1.24 | 12/47 | 0.92 | 0.84 | 0.77 |
| PS (TTM) | 0.79 | 7/47 | 0.58 | 0.53 | 0.49 |
| Dividend Yield | 0.63% | 21/47 | 1.09% | 1.00% | 0.86% |

## Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 01 | LPL Financial (LPLA.US) | B | B | A | D | C | B |
| 02 | Evercore (EVR.US) | A | A | B | D | A | B |
| 03 | Houlihan Lokey (HLI.US) | A | B | B | C | B | B |
| 04 | StoneX (SNEX.US) | C | A | A | E | A | B |
| 05 | Piper Sandler Cos (PIPR.US) | A | B | B | B | A | B |

## References

- [Company Overview — Profile, executives, shareholders, business breakdown](https://longbridge.com/en/quote/OPY.US/overview.md)
- [Financial Reports — Income, balance sheet, cash flow, dividends](https://longbridge.com/en/quote/OPY.US/norm.md)
- [Related News](https://longbridge.com/en/quote/OPY.US/news.md)
- [Filings — Company announcements and regulatory filings](https://longbridge.com/en/quote/OPY.US/filings.md)

---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**