Yahoo•2026-04-16
Morgan Stanley Posts 'Strong' Q1 on Trading Strength, Valuation Appears Stretched, Oppenheimer SaysOPY — Oppenheimer Holdings Inc
NYSE · Financial Services · Financial Services
$113.86+56.90%Market cap934.10M
- Latest Close
- $113.86
- 30-Day Move
- +56.9%
- Market Cap
- $934M
- Shares Outstanding
- 10,710,000
- P/E Ratio
- 6.24
- P/B Ratio
- 0.77
NYSE:OPYFinancial Services / Financial ServicesDelayed public snapshot
Oppenheimer Holdings Inc
A read-only Alphactor snapshot forOppenheimer Holdings Inc. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.
Snapshot as of2026-04-21
Topline snapshot
Latest Close
$113.86
30-Day Move
+56.9%
Market Cap
$934M
Shares Outstanding
10,710,000
P/E Ratio
6.24
P/B Ratio
0.77
Not investment advice. Signals and scores shown here are model outputs derived from historical data, not recommendations. Past performance does not guarantee future results. Do your own research before trading. Full disclaimer
Chart snapshot
$113.86
+56.9%last 90 delayed daily bars
Market cap$934M
90D High
$117.19
90D Low
$70.95
Avg Volume
54,087
What stands out
Gross margin is running at 98.3%, which gives a quick read on operating quality before you open the full model.
Net margin is 9.1%, useful for comparing OPY against peers in Financial Services.
OPY is up 56.9% over the last 30 trading days shown on this page.
Latest operating income is $163M, which helps anchor the headline ratios with an actual earnings figure.
Research snapshot
Composite Fair Value
$403.86
Rule of 40
25.6%
Dark Pool Short %
26.0%
Fundamentals snapshot
Latest Close
$113.86
30-Day Move
+56.9%
Market Cap
$934M
Shares Outstanding
10,710,000
P/E Ratio
6.24
P/B Ratio
0.77
ROE
15.1%
ROA
4.0%
Gross Margin
98.3%
Operating Margin
18.2%
Net Margin
9.1%
Debt / Equity
1.27
Current Ratio
0.64
Dividend Yield
83.4%
Latest Revenue
$473M
Financial statement snapshot
Revenue
$473M
Gross Profit
$206M
Operating Income
$163M
Net Income
$74M
Gross Margin
9830.0%
Net Margin
906.0%
Current Ratio
0.64
Debt / Equity
1.27
Valuation snapshot
Fair Value
$403.86
Upside / Downside
+254.7%
Signal
Undervalued
Implied Growth
-4.0%
DCF
$294.25
EPV
$207.69
EV/Rev
$709.64
Growth Assumption
13.8%
Discount Rate
10.1%
Terminal Growth
2.0%
Base FCF
$184M
Valuation spread
Current Price
$113.86
Composite Fair Value
$403.86
DCF
$294.25
EPV
$207.69
EV/Rev
$709.64
After signup
The full valuation workspace goes deeper
Adjust DCF growth, discount, and terminal assumptions instead of relying on one static snapshot.
Open the deeper balance-sheet and cash-flow views to inspect debt, liquidity, and cash generation line by line.
Compare multiple valuation models against peers and save your own thesis instead of re-reading a fixed public state.
Negative growth / decline priced in
Quality snapshot
Altman Z
2.20
Grey
Piotroski
8
Strong (7-9)
Cash Conversion
1.27x
Rule of 40
25.6%
Acceptable
Annual financial history
Annual performance mix
| Period | Revenue | Operating Income | Net Income | Free Cash Flow |
|---|---|---|---|---|
| 2022-12-31 | $1.1B | $199M | $32M | $48M |
| 2023-12-31 | $1.2B | $284M | $30M | $-36M |
| 2024-12-31 | $1.4B | $305M | $72M | $-113M |
| 2025-12-31 | $1.6B | $424M | $148M | $184M |
After signup
The app opens the full statement deep dive
Extend the history well beyond this public snapshot to inspect longer cycles and regime changes.
Move from summary lines into detailed balance-sheet and cash-flow rows for working capital, debt, and capex analysis.
Cross-link statement changes with alerts, watchlists, and saved research workflows after signup.
News snapshot
Yahoo•2026-04-16
D.R. Horton Faces Margin, Volume Pressure as Incentive Costs Rise, Oppenheimer SaysYahoo•2026-04-16
Stifel Raises Marvell’s Target to $140: Is This AI Chip Dark Horse Ready to Break Out?Benzinga•2026-04-16
Top 3 Financial Stocks You May Want To Dump In AprilAfter signup
The full sentiment workspace adds context
Go past the public headlines into fuller article history, source cross-checks, and deeper narrative tracking.
Tie news into alerts, watchlists, and conviction changes instead of browsing one static batch of stories.
ETF holders snapshot
| ETF | Shares | Weight | As Of |
|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 300,436 | 0.03% | 2025-12-31 |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 268,015 | 0.03% | 2026-03-31 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 122,758 | 0.01% | 2026-01-31 |
| RBB Fund, Inc.-Boston Partners Small Cap Value Fund II | 76,870 | 0.01% | 2026-01-31 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 68,981 | 0.01% | 2026-01-31 |
| ROYCE MICRO-CAP TRUST, INC. | 66,210 | 0.01% | 2025-12-31 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 64,371 | 0.01% | 2025-12-31 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 54,340 | 0.01% | 2026-01-31 |
After signup
The deeper ownership view shows who is leaning in
Open richer institutional and holder diffs to see position changes across filings instead of one static snapshot.
Use those ownership shifts alongside conviction and alerts in the full app workflow.
Institutional holders snapshot
Invesco
Filed 2025-08-13
--
--
Vanguard Group
Filed 2026-01-29
$32M
+2.8%
BlackRock
Filed 2024-08-13
$9M
--
Charles Schwab
Filed 2026-02-13
$8M
+21.4%
Geode Capital Management
Filed 2026-02-09
$5M
+6.3%
Dark-pool activity snapshot
For informational and educational purposes only. Not financial advice. Learn more
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