Oppenheimer Holdings Inc.
OPYFinancial ServicesNASDAQCapital Markets · Last scanned Jul 18, 2026
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Daily timeframeOppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. With a market capitalization of $1.17B, it sits in small-cap territory. 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
$1.17B
Beta
1.06
P/E (TTM)
13.39
P/E (Fwd)
42.63
EPS (TTM)
$8.15
EPS (Fwd)
$2.56
ROE
10.5%
ROA
2.6%
Cash
$1.46B
Total Debt
$1.40B
Free CF
—
52W Change
52.0%
Annual Financials
Cash vs Debt
The balance sheet looks solid with $1.46B in cash comfortably exceeding the $1.40B debt load. A net cash position generally provides financial flexibility during uncertain economic periods. ROE of 10.5% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. 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. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Oppenheimer Holdings Inc.'s trajectory.