OPPENHEIMER HOLDINGS INC(OPY)— Stock Profile, AI Score & Financials

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%

OPY key financials by period

OPPENHEIMER HOLDINGS INC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$1.6B$148.4M12.9%
FY 202410-K$1.4B$71.6M7.4%
FY 202310-K$1.2B$30.2M3.8%
FY 202210-K$1.1B$32.4M4.1%
FY 202110-K$1.4B$159.0M16.1%
FY 202010-K$1.2B$123.0M14.1%

Institutions holding OPY

Institutional investors reporting a position in OPPENHEIMER HOLDINGS INC on SEC Form 13F.
InstitutionSharesValueReported
DIMENSIONAL FUND ADVISORS520,326$54.9M2026-06-30
JB CAPITAL PARTNERS503,954$53.2M2026-06-30
AMERICAN CENTURY COMPANIES391,977$41.4M2026-06-30
VANGUARD CAPITAL MANAGEMENT384,352$40.6M2026-06-30
BlackRock203,463$21.5M2026-06-30
ROYCE & ASSOCIATES170,076$17.9M2026-06-30
RBF Capital163,771$17.3M2026-06-30
Boston Partners158,375$16.7M2026-06-30
MORGAN STANLEY106,924$11.3M2026-06-30
GEODE CAPITAL MANAGEMENT92,029$9.7M2026-06-30
OPY

OPPENHEIMER HOLDINGS INC

OPY
NYSESmall CapFinancials

13F Pro Quality Score

63.7/100

Rank #595 of 2,961 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

76.3/100

Profitability

51.0/100

Balance Sheet

57.0/100

Earnings Quality

14.6/100

Free Cash Flow

26.0/100

Institutional Flow

69.4/100

Revenue Scale

61.0/100

Dilution Risk

40.7/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$454.88M

Net Income

Q2 2026
EDGAR

$27.35M

EPS (Diluted)

Q2 2026
EDGAR

$2.38

Operating Margin

Q2 2026
EDGAR

8.7%

ROIC

Q2 2026
EDGAR

16.0%

Free Cash Flow

Q2 2026
EDGAR

$-57.05M

Top Institutional Holders

as of Q2 2026
$465.50M total

Financial Trends

Revenue & Net Income

Earnings Per Share

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