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1. Company Snapshot

1.a. Company Description

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.The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services.It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies.


In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services.Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities.Additionally, the company offers underwritings, market-making, trust, and discount services.


It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors.Oppenheimer Holdings Inc.was founded in 1881 and is headquartered in New York, New York.

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1.b. Last Insights on OPY

Oppenheimer Holdings Inc.'s recent performance was driven by a 12.9% revenue increase to $373.2 million in Q2 2025, with net income more than doubling to $21.7 million. The company's strategic growth initiatives include expanding its Custody and Prime Services platform to cater to emerging managers. Additionally, Oppenheimer has made key appointments, such as James Yoo as Managing Director in Healthcare Equity Capital Markets. Its analysts have also issued optimistic ratings, upgrading Spotify on long-term growth potential.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Oppenheimer Holdings, Inc. $OPY Shares Purchased by American Century Companies Inc.

Dec -03

Source: defenseworld.net

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Amazon's cloud capacity expansion signals potential revenue upside through 2027, says Oppenheimer

Dec -01

Source: proactiveinvestors.com

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Chemomab to Participate in Oppenheimer's Movers in Rare Disease Summit

Nov -24

Source: globenewswire.com

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T-Mobile Stock Dips on Oppenheimer Downgrade

Nov -21

Source: schaeffersresearch.com

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Oppenheimer & Co. Inc. Appoints Keith Peterson As Head of Cash Equity Sales and Trading

Nov -17

Source: prnewswire.com

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Oppenheimer Asset Management Inc. Cuts Stake in JPMorgan Chase & Co. $JPM

Nov -06

Source: defenseworld.net

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Oppenheimer Asset Management Inc. Has $79.19 Million Holdings in Meta Platforms, Inc. $META

Nov -06

Source: defenseworld.net

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Y Intercept Hong Kong Ltd Buys Shares of 9,858 Oppenheimer Holdings, Inc. $OPY

Nov -06

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.48%)

6. Segments

Private Client

Expected Growth: 6.47%

The 6.47% growth of Private Client from Oppenheimer Holdings Inc. is driven by increasing demand for wealth management services, expansion of advisory teams, and strategic acquisitions. Additionally, the segment benefits from a strong brand reputation, diversified product offerings, and a loyal client base. These factors contribute to the segment's robust growth, outpacing the industry average.

Capital Markets

Expected Growth: 9.27%

Oppenheimer Holdings Inc.'s 9.27% growth in Capital Markets is driven by increasing trading volumes, strong equity market performance, and strategic acquisitions. Additionally, the company's diversified revenue streams, including investment banking and asset management, contribute to its growth. Furthermore, Oppenheimer's strong brand reputation and long-standing client relationships also support its expansion in the capital markets segment.

Asset Management

Expected Growth: 9.9%

Oppenheimer Holdings Inc.'s 9.9% asset management growth is driven by increasing demand for investment products, strategic acquisitions, and expansion into new markets. Additionally, the company's focus on diversifying its product offerings, improving operational efficiency, and enhancing its digital platform have contributed to its growth momentum.

Corporate/Other

Expected Growth: 5.83%

Oppenheimer Holdings Inc.'s Corporate/Other segment growth of 5.83% is driven by increased investment in technology, strategic acquisitions, and cost savings initiatives. Additionally, the company's focus on diversifying its revenue streams and expanding its presence in new markets has contributed to this growth.

7. Detailed Products

Wealth Management

Oppenheimer Holdings Inc. offers wealth management services to individuals, families, and institutions, providing investment advice, portfolio management, and financial planning.

Investment Banking

Oppenheimer Holdings Inc. provides investment banking services, including mergers and acquisitions, equity and debt capital markets, and restructuring advisory services.

Equities

Oppenheimer Holdings Inc. offers equities trading and execution services, including cash equities, derivatives, and prime brokerage.

Fixed Income

Oppenheimer Holdings Inc. provides fixed income sales, trading, and research services, including government securities, corporate bonds, and municipal bonds.

Asset Management

Oppenheimer Holdings Inc. offers asset management services, including mutual funds, exchange-traded funds, and separately managed accounts.

Prime Brokerage

Oppenheimer Holdings Inc. provides prime brokerage services, including execution, clearing, and custody services.

8. Oppenheimer Holdings Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Oppenheimer Holdings Inc. is medium due to the presence of alternative investment products and services offered by competitors.

Bargaining Power Of Customers

The bargaining power of customers for Oppenheimer Holdings Inc. is low due to the company's strong brand reputation and diversified client base.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Oppenheimer Holdings Inc. is medium due to the company's dependence on a few key suppliers for its operations.

Threat Of New Entrants

The threat of new entrants for Oppenheimer Holdings Inc. is high due to the relatively low barriers to entry in the financial services industry.

Intensity Of Rivalry

The intensity of rivalry for Oppenheimer Holdings Inc. is high due to the highly competitive nature of the financial services industry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 50.53%
Debt Cost 9.56%
Equity Weight 49.47%
Equity Cost 9.56%
WACC 9.56%
Leverage 102.12%

11. Quality Control: Oppenheimer Holdings Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Oppenheimer

A-Score: 6.6/10

Value: 8.3

Growth: 4.0

Quality: 6.8

Yield: 4.0

Momentum: 9.0

Volatility: 7.7

1-Year Total Return ->

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Cohen & Company

A-Score: 6.1/10

Value: 7.5

Growth: 3.9

Quality: 3.2

Yield: 10.0

Momentum: 8.0

Volatility: 4.0

1-Year Total Return ->

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Virtu Financial

A-Score: 5.9/10

Value: 5.4

Growth: 5.6

Quality: 4.8

Yield: 6.0

Momentum: 6.0

Volatility: 7.7

1-Year Total Return ->

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Westwood Holdings

A-Score: 5.8/10

Value: 5.3

Growth: 2.6

Quality: 6.2

Yield: 9.0

Momentum: 6.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Perella Weinberg

A-Score: 4.7/10

Value: 5.3

Growth: 2.8

Quality: 6.6

Yield: 4.0

Momentum: 4.5

Volatility: 4.7

1-Year Total Return ->

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Donnelley Financial Solutions

A-Score: 3.5/10

Value: 4.2

Growth: 4.6

Quality: 5.3

Yield: 0.0

Momentum: 2.0

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

67.9$

Current Price

67.9$

Potential

-0.00%

Expected Cash-Flows