OPPENHEIMER HOLDINGS INC(OPY)Stock Analysis
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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.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
OPY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for OPPENHEIMER HOLDINGS INC (OPY), 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. OPPENHEIMER HOLDINGS INC's 13F Pro composite quality score has ranged between 26 and 70 since 2021, currently 63.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$454.9M
Net Income
Q2 2026
$27.4M
Free Cash Flow
Q2 2026
$-57.1M
Operating Margin
Q2 2026
8.7%
ROIC
Q2 2026
16.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+14.4% YoYNet Income
+107.4% YoYOperating Income
+99.7% YoYEPS (Diluted)
+104.7% YoYTotal Assets
+10.0% YoYTotal Debt
Op. Cash Flow
+274.5% YoYFree Cash Flow
+262.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.64B +14.4% | $1.43B +14.7% | $1.25B +12.4% | $1.11B -20.3% | $1.39B +16.3% | $1.20B |
| Net Income | $148.4M +107.4% | $71.6M +137.1% | $30.2M -6.7% | $32.4M -79.6% | $159.0M +29.3% | $123.0M |
| Operating Income | $211.2M +99.7% | $105.8M +126.1% | $46.8M +2.7% | $45.6M -79.7% | $224.6M +32.9% | $169.0M |
| EPS (Diluted) | $13.04 +104.7% | $6.37 +145.9% | $2.59 +0.8% | $2.57 -78.0% | $11.70 +25.8% | $9.30 |
| Total Assets | $3.72B +10.0% | $3.38B +17.7% | $2.87B +5.9% | $2.71B -10.8% | $3.04B +12.1% | $2.71B |
| Total Debt | — | $0.00 -100.0% | $112.7M -0.7% | $113.4M -8.6% | $124.1M +0.2% | $123.8M |
| Operating Cash Flow | $188.8M +274.5% | $-108.2M -475.1% | $-18.8M -129.2% | $64.5M -71.7% | $227.8M +521.4% | $-54.1M |
| Free Cash Flow | $183.6M +262.0% | $-113.3M -215.9% | $-35.9M -174.4% | $48.2M -78.1% | $219.5M +474.7% | $-58.6M |
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Available Research
13F Pro tracks comprehensive data for OPPENHEIMER HOLDINGS INC including:
Top Institutional Holders of OPY
DIMENSIONAL FUND ADVISORS LP
$54.9M520,326 shJB CAPITAL PARTNERS LP
$53.2M503,954 shAMERICAN CENTURY COMPANIES INC
$41.4M391,977 shVANGUARD CAPITAL MANAGEMENT LLC
$40.6M384,352 shBlackRock, Inc.
$21.5M203,463 shROYCE & ASSOCIATES LP
$17.9M170,076 shRBF Capital, LLC
$17.3M163,771 shBoston Partners
$16.7M158,375 shMORGAN STANLEY
$11.3M106,924 shGEODE CAPITAL MANAGEMENT, LLC
$9.7M92,029 sh
| Fund | Value | Shares |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $54.9M | 520,326 |
| JB CAPITAL PARTNERS LP | $53.2M | 503,954 |
| AMERICAN CENTURY COMPANIES INC | $41.4M | 391,977 |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.6M | 384,352 |
| BlackRock, Inc. | $21.5M | 203,463 |
| ROYCE & ASSOCIATES LP | $17.9M | 170,076 |
| RBF Capital, LLC | $17.3M | 163,771 |
| Boston Partners | $16.7M | 158,375 |
| MORGAN STANLEY | $11.3M | 106,924 |
| GEODE CAPITAL MANAGEMENT, LLC | $9.7M | 92,029 |
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Popular Research
Is OPY a good stock to buy?
13F Pro's AI-powered analysis of OPPENHEIMER HOLDINGS INC (OPY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OPY are available on the OPY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OPY is classified as a small company.
Which hedge funds own OPY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OPY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OPPENHEIMER HOLDINGS INC's investment landscape.