Oppenheimer Holdings Inc.
OPYFinancial ServicesNASDAQCapital Markets · Last scanned Oct 24, 2026
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Daily timeframePart of the financial services sector, Oppenheimer Holdings Inc. (OPY) is listed under Capital Markets. The company carries a $1.08B market cap, placing it firmly in the small-cap category. 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.
Market Cap
$1.08B
Beta
1.10
P/E (TTM)
11.33
P/E (Fwd)
39.48
EPS (TTM)
$8.92
EPS (Fwd)
$2.56
ROE
10.8%
ROA
2.6%
Cash
$1.73B
Total Debt
$1.47B
Free CF
—
52W Change
45.1%
Annual Financials
Cash vs Debt
Where OPY stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, OPY finished 6.77% below its 150-day moving average ($107.22) and 1.13% below its 200-day moving average ($101.10). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is OPY overbought or oversold?
At the October 20, 2026 close, OPY's RSI(14) was 14.2, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
With $1.73B in cash and $1.47B in debt, OPY maintains more liquidity than leverage. This favorable balance sheet position can be an asset when capital markets become less accommodating. Return on equity stands at 10.8%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.6% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $1.39B to $1.64B.
As with any equity investment, OPY carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Oppenheimer Holdings Inc. and its sector.