profit from every $100 of sales.
$0$100
Oppenheimer Holdings
$89.25-0.48% today
+30.5% in 1 year
1-year low $64.231-year high $124.74
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay $6.44 for every $1 of profit it makes in a year.
CheapExpensive
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Money in, money out
What Oppenheimer Holdings sold, what it kept, and what it did with the cash.
Sales went from $1.11 billion in 2022 to $1.64 billion in 2025, with $148 million of profit last year.
SalesProfit
Oppenheimer Holdings handed back 6% of the cash it generated last year.
$8M
Free cash flow 2025$184M
Bought back its own shares$3M
Paid as dividends$8M
Cash vs. debt$38M vs. $628M
Oppenheimer Holdings vs. similar companies
Oppenheimer Holdings grows in the middle of these 5 and is the cheapest for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Oppenheimer Holdings | 6.4× · Cheap | ||
 Raymond James Financial | 15.2× · Fair price | ||
 Tradeweb Markets | 35.0× · Expensive | ||
 Nomura Holdings | 13.3× · Cheap | ||
 LPL Financial Holdings | 26.4× · Fair price |
AI analysis
An AI analyst reads Oppenheimer Holdings's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 1,111 | 1,249 | 1,432 | 1,638 | |
| 345 | 442 | 468 | 594 | |
| 199 | 284 | 305 | 424 | |
| 104 | 153 | 231 | 335 | |
| 32 | 30 | 72 | 148 | |
| 2.57 | 2.59 | 6.37 | 13.04 | |
| 31.0% | 35.4% | 32.7% | 36.2% | |
| 17.9% | 22.8% | 21.3% | 25.9% | |
| 2.9% | 2.4% | 5.0% | 9.1% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 2,714 | 2,875 | 3,383 | 3,722 |
| Cash | 112 | 29 | 33 | 38 |
| Total debt | 633 | 594 | 688 | 628 |
| Total liabilities | 1,894 | 2,086 | 2,532 | 2,725 |
| 794 | 789 | 850 | 984 | |
| 13 | 12 | 11 | 11 | |
| 3.8% | 6.6% | 10.0% | 14.6% | |
| 4.1% | 3.8% | 8.4% | 15.1% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 64 | -19 | -108 | 189 | |
| 16 | 17 | 5 | 5 | |
| 48 | -36 | -113 | 184 | |
| Dividends paid | 7 | 6 | 7 | 8 |
| 61 | 35 | 10 | 3 | |
| 16 | 17 | 46 | 32 |
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- 6.4×
- 107.5×
- 0.09
- 1.0×
- 0.6×
- 15.5%
- 1.9%
Profitability
- 9.1%
- 5.1%
- 5.8%
- 10.4%
- 2.5%
Growth
- +13.8%
- +71.8%
- +3.1%
- −4.5%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 49%of 754
Top 40%of 605
Top 12%of 883
Top 37%of 880
Top 10%of 929
What analysts expect
- Average price target
- $200.00
- Range
- $200.00 – $200.00
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| May 1, 2026 | 4.21 | – | – |
| Jan 30, 2026 | 6.51 | – | – |
| Oct 31, 2025 | 1.90 | – | – |
| Aug 1, 2025 | 1.91 | – | – |
| Apr 25, 2025 | 2.72 | – | – |
| Jan 31, 2025 | 0.92 | – | – |
| Oct 25, 2024 | 2.16 | – | – |
| Jul 26, 2024 | 0.92 | – | – |
1.9%of the share price, paid each year
On $1,000 invested$19a year at today's yield, before tax
+3.1%2020 to 2025
Raised2 yearsin a row, in our data
Paid per share, each year
$0.44 in 2015 → $1.72 in 2025
How safe it looks
5.1% of its profit
Room to growStretchedMore than it earns: 4.1%
News
Oppenheimer sees tactical sell on McDonald's after 20% rallySeeking Alpha · Nov 5, 2026Microsoft Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian SchwartzYahoo Finance · Sep 26, 2026Oppenheimer has a blunt Nvidia stock message ahead of earningsYahoo Finance · Aug 22, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
4/7Passes 4 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
58No pass
Benjamin Graham
78Pass
Philip Fisher
71Pass
Peter Lynch
84Pass
Joel Greenblatt
60Pass
Charlie Munger
44No pass
Terry Smith
47No pass
Questions about Oppenheimer Holdings
Is Oppenheimer Holdings a good stock to buy?
A solid business, and the price looks low. 4 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Oppenheimer Holdings AI analysis
What does Oppenheimer Holdings do?
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. It is in Financial - Capital Markets.
Does Oppenheimer Holdings pay a dividend?
Yes. At today's price the dividend is 1.9% a year, about 5% of its yearly profit. In 2025 it paid out $7.58 million in dividends.
Is Oppenheimer Holdings stock halal?
No. Oppenheimer Holdings does not pass our halal screen: its debt is 66% of its market value, at or above the 33% limit. How we check
How has Oppenheimer Holdings stock done over the past year?
Up 30.5% over the past twelve months, to $89.25. It traded between $64.23 and $124.74 and is 28.5% below its high.
Who are Oppenheimer Holdings's competitors?
The largest listed companies in the same industry are Raymond James Financial, Tradeweb Markets, Nomura Holdings and LPL Financial Holdings. The peers table on this page compares their profit, growth and price with Oppenheimer Holdings's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.