Oppenheimer Holdings shows strong growth and a technical breakout with a perfect earnings beat streak, but a wide forward-to-trailing P/E gap and an expected 69% earnings decline point to a cyclical peak that could quickly unwind the recent strength.
Thesis pillars
- Forward Trailing Pe Valuation Gap↑Improving
- Expected Earnings Decline Risk↑Improving
- Revenue Growth Technical Breakout→Stable
- +2 more pillars — see the Why tab for full reasoning
Oppenheimer Holdings, Inc. (OPY) Stock Analysis
Financial Services · Capital Markets
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $115.99 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~73% (cyclical peak).
Oppenheimer Holdings, through its Oppenheimer & Co. Inc. broker-dealer subsidiary, is a middle-market investment bank and full-service broker-dealer offering wealth management, capital markets, and asset management services from 88 U.S. offices plus operations in the United... Read more
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $115.99 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~73% (cyclical peak). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 68d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Recent developments
updated 2026-08-22Recent Developments — Oppenheimer Holdings, Inc.
Latest news
- NEWS Oppenheimer Holdings Inc (OPY) Valuation: PE, PB & Fair Value Analysis - TradingKey — TradingKey neutral
- NEWS OPY Q1 2025 Earnings: EPS of $2.72 Amidst Modest Market Headwinds - ROA Comparison - po-news-eg.net — po-news-eg.net positive
- NEWS Oppenheimer Makes Big Bet On WULF With 45% Stake Increase — Retail Traders Lookout For A Short Squeeze - Stocktwits — Stocktwits positive
- NEWS Oppenheimer Makes Big Bet On WULF With 45% Stake Increase — Retail Traders Lookout For A Short Squeeze - stocktwits.com — stocktwits.com neutral
- NEWS Oppenheimer (NYSE:OPY) Sees Large Volume Increase - Should You Buy? - MarketBeat — MarketBeat positive
Generated 2026-08-23T00:51:56Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMloan_portfoliotop two margin-loan customer accounts48%10-K Item 1A: 'our two largest customer accounts collectively comprise approximately 47.8% of the margin loans as of December 31, 2025'
- MEDIUMcounterpartya global systemically important bank10-K Item 1A: 'A substantial majority of our cash is held with a large, global systemically important bank, often in balances that exceed the current FDIC insurance limits.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.9/10 is below the 5.0 floor at $115.99 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~73% (cyclical peak). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $108.01. Score 5.7/10, moderate confidence.
Take-profit target: $118.08 (+1.8% upside). Prior stop was $108.01. Stop-loss: $108.01.
Earnings expected to decline ~73% (cyclical peak); Leverage penalty (D/E 1.5): -0.5; Negative momentum.
Oppenheimer Holdings, Inc. trades at a P/E of 12.4 (forward 45.3). TrendMatrix value score: 5.8/10. Verdict: Sell.
5 analysts cover OPY with a consensus score of 4.2/5.
What does Oppenheimer Holdings, Inc. do?Oppenheimer Holdings, through its Oppenheimer & Co. Inc. broker-dealer subsidiary, is a middle-market investment bank...
Oppenheimer Holdings, through its Oppenheimer & Co. Inc. broker-dealer subsidiary, is a middle-market investment bank and full-service broker-dealer offering wealth management, capital markets, and asset management services from 88 U.S. offices plus operations in the United Kingdom, Hong Kong, and Israel. Wealth Management serves clients through 924 financial advisors, holding $143.3 billion in client assets under administration, while Oppenheimer Asset Management manages $55.2 billion in fee-based AUM.