A Comprehensive Guide to Oppenheimer Holdings Stock

Oppenheimer Holdings stock is a publicly traded company that has been around for over 100 years. It was founded in 1914 by J. and W. Oppenheimer.

The company's history is marked by significant milestones, including its listing on the New York Stock Exchange in 1969. Oppenheimer Holdings has a long history of providing investment banking and securities services to clients.

Today, Oppenheimer Holdings is a subsidiary of OppenheimerFunds, a global investment management company. It offers a range of financial services, including investment banking, research, and trading.

Oppenheimer Holdings is a well-established player in the financial services industry, with a reputation for providing high-quality services to its clients.

A fresh viewpoint: PennyMac Financial Services

Oppenheimer Holdings Inc.'s stock has been graded by AAII's A+ Investor, providing a robust data suite that condenses data research into an actionable and customizable way for investors of all knowledge levels.

The Value Grade is derived from a stock's value score, which is the percentile rank of the average of six valuation ratios. Oppenheimer Holdings Inc. has a Value Score of 90, indicating it's considered a Deep Value stock.

You might enjoy: Flagstar Bank Data Breach 2023

The Growth Score is based on three individual components: consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations. Oppenheimer Holdings Inc. has a Growth Score of 54, which is Average.

The Momentum Score is based on the weighted relative strength over the trailing four quarters. Oppenheimer Holdings Inc. has a Momentum Score of 87, indicating it's Very Strong.

Here's a summary of Oppenheimer Holdings Inc.'s grades:

Analysts use various financial metrics to gauge the fair value of OPY stock, including relative valuations metrics. According to these metrics, OPY could be undervalued based on its P/E ratio, P/B ratio, and PEG ratio, relative to the Capital Markets industry.

For more insights, see: Rocket Mortgage Debt to Income Ratio

Grading is a crucial step in making informed investment decisions. It's like getting a report card for your stocks, showing how they're performing in various areas.

The AAII's A+ Investor provides intuitive A-F grades for five key investing factors: value, growth, momentum, earnings revisions, and quality. These grades help investors like you make confident decisions.

One of the factors is momentum, which measures a stock's price change over a specified period relative to all other stocks. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters, with the most recent quarter given a weight of 40% and the previous three quarters given a weighting of 20%. Oppenheimer Holdings Inc. has a Momentum Score of 87, which is Very Strong.

The Earnings Estimate Revisions Grade takes into account the magnitude of a company's earnings surprise in its last two reported fiscal quarters. This grade can help you identify companies with a history of beating earnings expectations, which can be a good sign for future growth.

To compute the Growth Score, the percentile ranks for three individual components are determined: consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations. Oppenheimer Holdings Inc. has a Growth Score of 54, which is Average.

Here's a breakdown of Oppenheimer Holdings Inc.'s grades:

Determining fair value is crucial when deciding whether to buy, sell, or hold a stock. This is where financial metrics come into play.

Analysts use various tools to gauge a stock's intrinsic value. One way to do this is by using relative valuations metrics. For example, Oppenheimer Holdings Inc.'s (OPY) P/E ratio of 10.3 is significantly lower than the Capital Markets industry P/E ratio of 12.6. This could indicate that OPY is undervalued.

Another metric is the P/B ratio, which compares a company's market value to its book value. OPY's P/B ratio of 0.81x is also lower than the Capital Markets industry P/B ratio of 2.3x, suggesting that OPY may be undervalued.

To get a better understanding of a stock's value, it's essential to analyze multiple metrics. OPY's PEG ratio of 0.64x is also lower than the industry average, which could indicate that the stock is undervalued.

Here are some key metrics to consider when determining fair value:

By analyzing these metrics and comparing them to industry averages, you can get a better sense of a stock's fair value. This can help you make more informed investment decisions.

Analyst opinions vary widely on grading and analysis, but one thing is clear: it's a crucial step in the learning process. Many experts agree that grading should be more nuanced, taking into account individual student progress and effort.

Some analysts argue that traditional grading systems are too binary, with students either passing or failing, and that this can be discouraging for those who struggle. According to a recent study, students who receive more detailed feedback tend to perform better in the long run.

The key is to strike a balance between providing constructive feedback and not overwhelming students with too much information. One effective approach is to use a rubric that outlines specific criteria for evaluation.

Analysts also stress the importance of consistency in grading, so that students know what to expect from one assignment to the next. This helps to build trust and reduces stress for students.

To make an informed investment decision, it's essential to evaluate Oppenheimer Holdings stock based on its value, growth, and momentum. According to the stock market analysis tools, Oppenheimer Holdings Inc. stock has a Value Grade of A and a Momentum Grade of A.

You should also consider your individual goals, risk tolerance, and allocation when deciding whether to buy Oppenheimer Holdings stock. AAII can help you figure out what works best for you.

Here's a comparison of Oppenheimer Holdings Inc. with its competitors in the Capital Markets industry:

When evaluating whether to buy Oppenheimer Holdings Inc. stock, it's essential to consider its Value Grade of A. This suggests that the stock is undervalued compared to its industry peers.

The Growth Grade of C indicates that the stock's growth potential is average, which may be a concern for investors seeking rapid expansion. However, the Momentum Grade of A indicates strong short-term performance.

To get a better sense of Oppenheimer Holdings Inc.'s value, it's crucial to compare it to its competitors in the Capital Markets industry. Here's a brief comparison of Oppenheimer Holdings Inc. with its competitors:

Ultimately, the decision to buy Oppenheimer Holdings Inc. stock will depend on your individual goals, risk tolerance, and investment allocation.

To make an informed investment decision, you should consider Oppenheimer Holdings Inc.'s grades and metrics, as well as U.S. Securities and Exchange Commission (SEC) reports.

It's essential to do your own due diligence and research before investing, allowing you to effectively manage your own assets and achieve financial independence.

You can count on AAII for unbiased research and actionable analysis, including timeless articles on financial planning and stock-picking.

A+ Investor is a powerful tool that helps you whittle down investment decisions, find stocks, exchange-traded funds (ETFs), or mutual funds that meet your needs.

Ultimately, the decision to buy, sell, or hold Oppenheimer Holdings Inc.'s stock should be based on a combination of grades, metrics, ratios, and SEC reports.

Curious to learn more? Check out: Currency Trading Hedge Funds

OPY's revenue has been increasing steadily over the past five years, with a growth rate of 6.84% per year.

The company's balance sheet total has fluctuated over the years, with a 5.51% increase in 2023 compared to 2022.

OPY's total liabilities have been decreasing over the past few years, with a significant drop from $2,145.18 million in 2021 to $1,736.71 million in 2018.

As of 2024, OPY's equity stands at $850.40 million, showing a 7.76% increase from the previous year.

The company's price-to-earnings ratio (P/E) is 9.4x, which is below the US market average of 18.1x.

Here's a breakdown of OPY's financial health over the past few years:

Oppenheimer Holdings pays a dividend, with a yield of 1.03% in 2024, compared to 1.45% in 2023. This indicates a decrease in dividend yield over the past year.

The company has consistently paid a dividend over the past decade, with a payment of 0.66 in 2024. The dividend payment has grown over the years, but not remained stable.

If you owned $1,000 worth of OPY stock, you would have received $7.77 in the past year. This is based on the 2024 dividend yield.

Here's a breakdown of Oppenheimer Holdings' dividend payments over the past decade:

To buy Oppenheimer Holdings stock, you'll need to follow a series of steps. First, choose where to buy Oppenheimer Holdings stock, which can be done through a variety of online brokerages.

Creating a brokerage account is the next step, allowing you to deposit funds into your investment account. This is typically done by linking a bank account or other payment method to your brokerage account.

Once you've deposited funds, you can research Oppenheimer Holdings stock to make an informed decision about your investment. This involves looking at the company's financials, management team, and industry trends.

Here are the 6 steps to buying Oppenheimer Holdings stock in a concise list:

To invest in Oppenheimer Holdings stock, you need to choose a reliable online brokerage. You can pick from dozens of options, but make sure to select one with 0% commission trading.

Create a brokerage account by signing up for the highest-rated brokerage available. This will give you a smooth and hassle-free experience.

You might like: Brokerage Account Td Ameritrade

Deposit funds into your investment account using a payment method of your choice. This is usually a straightforward process that requires adding your information.

Research Oppenheimer Holdings stock thoroughly before making a purchase. The ticker symbol for Oppenheimer Holdings is OPY, and you can use stock market analysis tools to evaluate if it's a good investment.

Here are the steps to research Oppenheimer Holdings stock:

Once you've researched Oppenheimer Holdings stock, it's time to place your purchase. Decide whether to buy shares at the current market price or use a limit order to buy at a specific price.

Finally, monitor your investment in Oppenheimer Holdings stock by creating a watchlist to get live updates. This will help you stay on top of your investment and make informed decisions.

Curious to learn more? Check out: Rocket Mortgage Investment Property Rates

To start your investment process, you need to choose where to buy Oppenheimer Holdings stock. This is a crucial step, as you'll need a brokerage account to access the NYSE market and buy OPY shares.

You have dozens of online brokerages and apps to choose from, but don't worry, you can research them to find the best option for you. We've already done the research for you, so you can pick the highest-rated brokerage that offers 0% commission trading.

Here are some popular options to consider:

Remember, each brokerage has its own unique features and benefits, so be sure to research and compare them before making a decision.

Monitoring your investment is a crucial step in the investment process. Start a watchlist to get notified of important updates regarding your OPY stock, just like we learned in the previous step.

You'll want to keep up with your new investment, so this is a great way to stay informed. This will help you make timely decisions and stay on top of market changes.

To reiterate, having a watchlist will keep you in the loop about your OPY stock.

For another approach, see: Federal Realty Investment Trust

WallStreetZen is a tool that helps part-time investors perform in-depth fundamental analysis in less time, and you can view all due diligence checks on Oppenheimer Holdings' stock page.

The website has conducted a thorough examination of Oppenheimer Holdings' financials, and the results are not entirely positive.

Oppenheimer Holdings' total debt is higher than it was five years ago, relative to shareholder equity.

This is concerning, as it may indicate a weakening financial position for the company.

Oppenheimer Holdings has a debt to equity ratio of 3.02, which is relatively high.

This high ratio suggests that the company may be taking on too much debt relative to its shareholder equity.

Failed Financial Due Diligence Checks:

Oppenheimer Holdings is a middle-market investment bank and full-service broker-dealer with a presence in the Americas, Europe, the Middle East, and Asia. Their operations span across various regions, making them a global player in the financial industry.

The company's financial health is a crucial aspect to consider, and according to the Snowflake Score, Oppenheimer Holdings has a financial health score of 3 out of 6. This suggests that while the company has some strengths, it also has areas for improvement.

One of the key metrics to evaluate a company's performance is the Price-To-Earnings (P/E) ratio, which is a measure of how much investors are willing to pay for each dollar of earnings. Oppenheimer Holdings has a P/E ratio of 9.4x, which is below the US market average of 18.1x. This indicates that the company's stock is relatively undervalued compared to its peers.

Explore further: Synchrony Financial Earnings

Earnings have declined by 13.5% per year over the past 5 years.

The Earnings Estimate Revisions Grade takes into account the magnitude of a company's earnings surprise in its last two reported fiscal quarters. It's often true that surprises beget further surprises, or at least continued sales growth.

AAII's stock screen that follows companies with the highest earnings estimate revisions has a 23.3% backtested annual return since inception.

Intriguing read: Ally Financial Earnings

The current share price of Oppenheimer Holdings Inc. is US$65.38, which is a significant increase from its 52-week low of US$36.93. This suggests that the stock has been performing well in the past year.

A different take: Email Money Transfer Us to Canada

Over the past 52 weeks, the stock has reached a high of US$73.12, indicating a strong upward trend. However, it's worth noting that the stock has also experienced a 1-month change of -8.35%, which may be a cause for concern.

The stock's beta is 1.13, which is slightly higher than the market average. This means that the stock's price is more volatile than the overall market. In fact, the 10% most volatile stocks in the US market have an average weekly movement of 17.7%, whereas Oppenheimer Holdings Inc. has an average weekly movement of 4.6%.

Here's a breakdown of the stock's performance over different time periods:

These numbers demonstrate the stock's impressive growth over the long term. However, it's essential to keep in mind that past performance is not necessarily indicative of future results.

In the world of business, risk analysis is a crucial step in understanding the potential downsides of an investment or decision. Earnings have declined by 13.5% per year over the past 5 years, a trend that's hard to ignore.

This kind of decline can have a ripple effect on the entire organization, making it harder to attract investors or customers. The 13.5% annual decline in earnings is a stark reminder of the importance of regular financial check-ins.

To mitigate these risks, it's essential to stay on top of financial trends and make informed decisions. By doing so, you can avoid getting caught off guard by unexpected downturns.

As of September 30, 2024, Institutional shareholders hold a significant portion of Oppenheimer Holdings stock.

The largest shareholder is Alan W. Weber, Investment Management, with 503.95k shares, accounting for 4.93% of the total shares.

Dimensional Fund Advisors LP is another major shareholder, holding 482.38k shares, which is 4.72% of the total.

The Vanguard Group, Inc. holds 362.35k shares, representing 3.54% of the total shares.

Here's a list of the top 5 institutional shareholders:

In terms of changes, American Century Investment Management, Inc. increased their holdings by 42.82k shares, or 34.41%, in the same period.

Shareholder Returns are a key indicator of a company's performance. OPY has delivered impressive returns, exceeding the US Capital Markets industry.

The 7-day returns show OPY at 1.0%, while the US Capital Markets and US Market saw -4.1% and -4.8% respectively. This indicates a strong start to the week for OPY.

Over the past year, OPY's returns stand at 70.7%, significantly higher than the US Capital Markets industry's 30.6% and the US Market's 16.9%. This demonstrates OPY's strong performance in the market.

Here's a comparison of OPY's returns with the US Capital Markets and US Market over the past 7 days and 1 year:

These numbers highlight OPY's success in delivering strong returns to its shareholders.

Institutional shareholders play a significant role in the ownership of a company. American Century Investment Management, Inc. has increased its shares by +42.82k, representing a 34.41% growth.

The top five institutional shareholders in the company are led by Alan W. Weber (Investment Management) with 4.93% of shares, followed closely by Dimensional Fund Advisors LP with 4.72%.

Broaden your view: Real Estate Asset Management Companies

Here's a breakdown of the top five institutional shareholders:

These institutional shareholders have a significant influence on the company's decisions, and their interests should be carefully considered by the company's management.