Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Oppenheimer Holdings Inc
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: August 16, 1993
Headquarters: 85 Broad Street, New York, NY, United States, 10004
Founder-Led: Yes — Albert G. Lowenthal (Executive Chairman)
Key Metrics
Current Price
$91.13
Market Cap
$1.03B
Float
6.1M
Shares Outstanding
10.6M
P/E (Forward)
10.81
P/E (TTM)
11.51
Price/Sales (TTM)
0.63
vs. Analyst Target
-59.4% to analyst PT
Profit Margin
5.96%
Operating Margin (TTM)
19.16%
Revenue (TTM)
$1.63B
Earnings Growth (YoY)
588.50%
Dividend Rate
0.8%
Analyst Target Price
$37.00
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$1.20B
$123M
$405M
$218M
2021
$1.39B
$159M
$485M
$269M
2022
$1.11B
$32.4M
$345M
$104M
2023
$1.25B
$30.2M
$442M
$153M
2024
$1.43B
$71.6M
$468M
$231M
2025
$1.64B
$148M
$838M
$278M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$373M
$21.7M
Sep 2025
$424M
$21.7M
Dec 2025
$473M
$74.4M
Mar 2026
$445M
-$20.6M
Ownership & Float
Insider Ownership
42.4%
Institutional Ownership
40.8%
Short Float
0.5%
% of All Funds Holding
1.34%
Number of Funds Holding
110
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$98.28
Near-term / short-term trend
Weekly
40-Week SMA
$81.44
Medium-term trend
Weekly
80-Week SMA
$72.93
Cyclical trend (business cycle)
Weekly
200-Week SMA
$54.12
Secular trend (multi-year)
Monthly
10-Month SMA
$82.17
Near-term monthly trend
Monthly
20-Month SMA
$73.21
Medium-term monthly trend
Monthly
40-Month SMA
$57.49
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$91.00
support
1.61x
0 months ago
$114.00
resistance
1.17x
0 months ago
$67.00
support
1.03x
4 months ago
$66.00
support
1.39x
9 months ago
$60.00
support
1.49x
11 months ago
Historical Earnings Reactions (109 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.10%
-0.04%
43.12%
4.26%
-6.00%
1 Day
0.54%
0.00%
46.79%
11.49%
-8.56%
1 Week
0.51%
-0.26%
49.54%
18.61%
-16.41%
2 Weeks
0.59%
-0.40%
46.79%
27.33%
-32.41%
1 Month
1.61%
0.32%
51.85%
46.33%
-38.49%
Next earnings: July 31, 2026 (62 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.9%
54.5%
44
Feb
3.6%
45.5%
44
Mar
-0.6%
43.2%
44
Apr
1.0%
47.7%
44
May
2.3%
53.5%
43
Jun
2.6%
55.8%
43
Jul
-0.6%
44.2%
43
Aug
2.6%
53.5%
43
Sep
-3.2%
32.6%
43
Oct
3.4%
60.5%
43
Nov
2.1%
47.7%
44
Dec
1.5%
59.1%
44
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.06%
35.5%
2076
Tuesday
0.02%
36.7%
2256
Wednesday
-0.02%
36.4%
2252
Thursday
0.21%
38.9%
2211
Friday
0.19%
38.7%
2200
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 40.8%
Insider Transactions — Smart Summary
Total insider ownership: 42.4%
Founder-led management: Albert G. Lowenthal (Executive Chairman)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Oppenheimer Holdings Inc
(OPY) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.