Oppenheimer HoldingsOPY
OPY
About: Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Employees: 3,018
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
10,500% more call options, than puts
Call options by funds: $1.38M | Put options by funds: $13K
300% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
27% more capital invested
Capital invested by funds: $186M [Q3] → $237M (+$50.8M) [Q4]
8% more funds holding
Funds holding: 88 [Q3] → 95 (+7) [Q4]
0.54% more ownership
Funds ownership: 35.59% [Q3] → 36.13% (+0.54%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 28
Research analyst outlook
We haven’t received any recent analyst ratings for OPY.
Financial journalist opinion
Neutral
PRNewsWire
4 weeks ago
Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director
NEW YORK , March 25, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. — a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Ranjot Singh has joined the Firm as a Managing Director in its Technology Investment Banking Group. He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking.
Neutral
PRNewsWire
1 month ago
GBI Integrates With Oppenheimer to Offer Wealth Management Clients Seamless Access to Precious Metals
Oppenheimer Clients Can Now Invest in Gold, Silver, and Other Physical Precious Metals Through GBI's Integrated Platform NEW YORK , March 19, 2025 /PRNewswire/ -- GBI, the leading institutional platform for physical precious metals investments, today announced its strategic integration with Oppenheimer & Co. Inc., a leading investment bank and wealth management firm. Through this integration, Oppenheimer's clients will be able to diversify their portfolios by seamlessly investing in gold, silver, and other precious metals through GBI's cutting-edge GBI Platform, fully integrated into Oppenheimer's suite of wealth management services.
Neutral
PRNewsWire
1 month ago
Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities
LONDON , March 12, 2025 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced senior investment bankers in London. They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business.
Neutral
PRNewsWire
1 month ago
OPPENHEIMER & CO. INC. APPOINTS GILBERT DYCHIAO AS CO-HEAD OF INVESTMENT BANKING
NEW YORK , March 10, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced a significant appointment within its Investment Banking management team. Gilbert Dychiao, Managing Director and Head of the Financial Institutions Group, will now also serve as Co-Head of Investment Banking.
Positive
Seeking Alpha
1 month ago
Still Holding On To Oppenheimer Holdings, As Markets Have Been In Its Favor
Financial firm Oppenheimer Holdings gets prior hold rating reaffirmed. Rising markets have benefited this firm in 2024, and could continue to do so if 2025 optimistic forecasts materialize. The firm's profit margin is lacking behind key peers, particularly Morgan Stanley, who is also a key competitor.
Positive
Seeking Alpha
2 months ago
Oppenheimer: Solid Topline Performance And Multiple, But Comp Expense Caps Profit Growth
Profits are scaling in the advisory and capital markets business thanks to a standout performance on a relatively immature and high growth platform. Latent earnings are considerable for capital markets thanks to added personnel and improving market conditions. AUM and trading activity drives the wealth management business, but appreciation in Oppenheimer shares and generally rising wages prevented profit growth.
Neutral
PRNewsWire
2 months ago
Oppenheimer Holdings Inc. Reports Fourth Quarter and Full Year 2024 Earnings
NEW YORK , Jan. 31, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $10.7 million or $1.04 basic earnings per share for the fourth quarter of 2024 compared with net income of $11.1 million or $1.07 basic earnings per share for the fourth quarter of 2023. Fourth quarter and full year 2024 results were significantly impacted by higher pre-tax compensation expenses for liability-based awards totaling $20.5 million and $32.6 million, respectively, attributable to an increase in OPY Class A share price.
Neutral
PRNewsWire
4 months ago
Oppenheimer Announces Expansion of Emerging Markets Desk
Strategic Recruitments of Persio 'Tony' Perez, Michael Chatman and Bill Dolan as Managing Directors Builds on Growth Momentum of Fixed Income Team Senior-Level Hires Enhance Oppenheimer's Capabilities in Emerging Markets Sales, Trading and Research Solutions NEW YORK , Dec. 17, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the continued expansion of its Fixed Income Division with the addition of three new Managing Directors to the Emerging Markets Desk in New York. Joining the firm are Persio "Tony" Perez, EM Sales Manager; Michael Chatman, EM Sales; and Bill Dolan, EM Sovereign Trading.
Neutral
PRNewsWire
4 months ago
Craig Schneider Joins Oppenheimer As Regional Director of Michigan
Wealth Management Veteran Brings Over 25 Years of Industry Experience Appointment Builds on Firm's Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas NEW YORK , Dec. 4, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank and wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the appointment of Craig Schneider as Regional Director of its Michigan Region. Schneider will lead day-to-day operations for the firm's wealth management business in the state and report to Ed Harrington, Executive Vice President of Oppenheimer's Private Client Division.
Neutral
PRNewsWire
5 months ago
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns NEW YORK , Nov. 14, 2024 /PRNewswire/ -- Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, today announced a partnership with Oppenheimer & Co., Inc., a premier U.S. wealth management and investment banking firm. Pontera, a fintech on a mission to help Americans retire better, has partnered with Oppenheimer, a top 10 US brokerage.
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