Summary
OPY Chart
Oppenheimer Holdings: Our Preferred Pick In A Less Preferred Sector
Oppenheimer Holdings had a strong return, with excellent growth even in segments that might have suffered in Q2 with the dealmaking snag and market volatility. It grew across all its segments, even those that in a mature player would be showing signs of cyclicality. Higher rates would also be good for their high-margin sweep deposit income, but that's an incoming consideration.
An Oppenheimer Analyst Thinks SpaceX Could Be Worth $10 Trillion in Five Years
Tim Horan, Oppenheimer's satellite and AI infrastructure analyst, went on CNBC Monday to defend a price target that sounds absurd until you back into the math.
SpaceX Headed for $250 or Wildly Overvalued: Oppenheimer and Michael Burry Disagree
The smart money on SpaceX (NASDAQ:SPCX) stock is openly split.
Oppenheimer Holdings Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WAW Weber Alan W Jb Capital Partners LP | 503,954 | $19.92M | $56.3M | $36.37M | 182.56% |
| JRP Jay R. Petschek Corsair Capital Management LP | 8,941 | $385,809.41 | $1.04M | $654,386.53 | 169.61% |
| TSP Thomas S. Paluck TSP Capital Management Group LLC | 39,000 | $996,000 | $4.3M | $3.31M | 332.05% |
 Point72 Asset Management LP Point72 Asset Management LP | 9,681 | $699,839.22 | $1.13M | $426,448.32 | 60.94% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 11,350 | $611,533 | $1.21M | $598,831 | 97.92% |
Oppenheimer Holdings Inc. (OPY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Oppenheimer Holdings Inc. ever had a stock split?
Oppenheimer Holdings Inc. Profile
| Capital Markets Industry | Financials Sector | Robert Steven Lowenthal CEO | NYSE Exchange | 683797104 CUSIP |
| US Country | 3,062 Employees | 14 Aug 2026 Last Dividend | - Last Split | 16 Aug 1993 IPO Date |
Overview
Oppenheimer Holdings Inc. is a prestigious firm that has established itself as a middle-market investment bank and full-service broker-dealer with a global footprint covering the Americas, Europe, the Middle East, and Asia. Founded in 1881 and anchored in New York, New York, the company has flourished over the years to serve a diverse clientele. This includes high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and both domestic and international investors. Oppenheimer Holdings Inc. has developed a comprehensive suite of financial services aimed at addressing the intricate needs of its clients, spanning from brokerage services to asset management, and from investment banking to a variety of transactional and advisory services.
Products and Services
- Brokerage Services:
Oppenheimer provides a broad range of brokerage services that cater to the trading and investment requirements of its clients. This encompasses dealings in corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds (ETFs), and unit investment trusts. Additionally, it offers financial and wealth planning services, alongside margin lending services, serving as a comprehensive broker-dealer.
- Asset Management Services:
The firm delivers a wide spectrum of asset management solutions, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, and non-discretionary investment advisory and consultation services. They also offer alternative investments, portfolio enhancement programs, institutional taxable fixed income portfolio management strategies, and solutions, catering to both taxable and non-taxable fixed income portfolios and strategies.
- Investment Banking Services:
Oppenheimer's investment banking division offers strategic advisory services and a suite of capital markets products. This includes services for mergers and acquisitions, equities capital markets, debt capital markets, debt advisory and restructuring, and fund placement. Their expertise extends to providing institutional equity sales and trading, equity research, and a variety of derivative trading and advisory services, making them a key player in investment banking.
- Institutional Sales and Trading Services:
The company also specializes in institutional equity and fixed income sales and trading, which includes services such as equity derivatives and index options, convertible bonds, event-driven sales and trading, and portfolio and electronic trading. Additionally, it offers fixed income research, public finance, and municipal trading services, catering to the complex needs of institutional clients.
- Proprietary Trading and Additional Services:
Beyond its client-focused services, Oppenheimer engages in proprietary trading and investment activities. The company stretches its offerings to underwriting, market-making, trust, and discount services. Impressively, it has leveraged technology to provide a cloud-based financial market, further solidifying its position as a forward-thinking financial services institution.
