Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
OPPENHEIMER HOLDINGS INC (OPY) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores OPY at 63.7/100 on a 32-signal composite quality model, placing it at rank #595 of 2,961 stocks — the top 25% of the AI-ranked universe. OPY scores in the top quartile across revenue growth (76.3). Areas of concern include earnings quality (14.6) and free cash flow (26.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 40.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), OPPENHEIMER HOLDINGS INC reports quarterly revenue of $454.9M, net income of $27.4M, an operating margin of 8.7%. Top institutional holders of OPY by reported 13-F value include DIMENSIONAL FUND ADVISORS, JB CAPITAL PARTNERS, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. OPY trades on the NYSE exchange and files with the SEC under CIK 791963. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OPY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OPPENHEIMER HOLDINGS INC directly from SEC EDGAR.
AI Quality Score
63.7/100
AI Rank
#595
Revenue
$454.9M
Net Income
$27.4M
Free Cash Flow
$-57.1M
Operating Margin
8.7%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $1.6B | $148.4M | 12.9% |
| FY 2024 | 10-K | $1.4B | $71.6M | 7.4% |
| FY 2023 | 10-K | $1.2B | $30.2M | 3.8% |
| FY 2022 | 10-K | $1.1B | $32.4M | 4.1% |
| FY 2021 | 10-K | $1.4B | $159.0M | 16.1% |
| FY 2020 | 10-K | $1.2B | $123.0M | 14.1% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS | 520,326 | $54.9M | 2026-06-30 |
| JB CAPITAL PARTNERS | 503,954 | $53.2M | 2026-06-30 |
| AMERICAN CENTURY COMPANIES | 391,977 | $41.4M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 384,352 | $40.6M | 2026-06-30 |
| BlackRock | 203,463 | $21.5M | 2026-06-30 |
| ROYCE & ASSOCIATES | 170,076 | $17.9M | 2026-06-30 |
| RBF Capital | 163,771 | $17.3M | 2026-06-30 |
| Boston Partners | 158,375 | $16.7M | 2026-06-30 |
| MORGAN STANLEY | 106,924 | $11.3M | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 92,029 | $9.7M | 2026-06-30 |
13F Pro Quality Score
Rank #595 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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