Ownership and insider activity for Oppenheimer Holdings Inc. (OPY): insider transactions, US Senate and House trading disclosures and shares outstanding. Track how corporate insiders and politicians are trading the stock.
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia.
Price
| Price | $113.13 |
| Market Cap | $1.2B |
| Exchange | NYSE |
| Country | US |
Recent Insider Transactions
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 2026-02-06 | LOWENTHAL ALBERT G | J-Other | 40,000 | |
| 2026-05-08 | Lowenthal Robert S | J-Other | 100,000 | |
| 2026-02-06 | Lowenthal Robert S | J-Other | 100,000 | |
| 2026-02-06 | Watkins Brad M | J-Other | 2,000 | |
| 2026-02-06 | McNAMARA DENNIS P | J-Other | 2,000 | |
| 2026-02-26 | Glasser Teresa | J-Other | 1,400 | |
| 2026-02-26 | ROTH R LAWRENCE | J-Other | 1,400 | |
| 2026-03-02 | McNAMARA DENNIS P | S-Sale | 4,673 | $424K |
| 2026-02-26 | Spaulding Suzanne | J-Other | 1,400 | |
| 2026-02-26 | Dwyer Timothy Martin | J-Other | 1,400 |
Balance Sheet (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $64.9M | $48.2M | $90.7M | $79.5M | $35.4M | $213.8M | $112.4M | $28.8M | $33.1M | $38.4M |
| Short-term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Receivables | $1.10B | $903.0M | $779.1M | $1.01B | $1.36B | $1.45B | $1.47B | $1.41B | $1.58B | $1.73B |
| Inventory | $1.21B | $1.17B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Current Assets | $1.05B | $1.04B | $982.6M | $1.14B | $1.48B | $2.12B | $1.86B | $2.21B | $2.73B | $3.06B |
| Property, Plant & Equipment | $27.2M | $27.2M | $29.0M | $191.7M | $181.3M | $178.2M | $179.4M | $184.4M | $172.0M | $151.5M |
| Goodwill | $137.9M | $137.9M | $137.9M | $137.9M | $137.9M | $137.9M | $137.9M | $142.2M | $143.6M | $143.6M |
| Intangible Assets | $31.7M | $31.7M | $32.1M | $32.1M | $32.1M | $32.1M | $32.1M | $34.3M | $35.7M | $35.0M |
| Total Assets | $2.24B | $2.44B | $2.24B | $2.46B | $2.71B | $3.04B | $2.71B | $2.87B | $3.38B | $3.72B |
| Accounts Payable | $96.6M | $92.5M | $87.6M | $44.7M | $44.8M | $76.7M | $102.2M | $82.8M | $65.8M | $73.6M |
| Short-term Debt | $39.2M | $42.4M | $16.3M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Current Liabilities | $627.2M | $552.0M | $583.0M | $666.1M | $567.7M | $725.0M | $792.0M | $529.0M | $445.9M | $510.6M |
| Long-term Debt | $687.4M | $918.1M | $715.3M | $409.6M | $470.4M | $448.8M | $450.7M | $410.3M | $514.3M | $473.5M |
| Total Liabilities | $1.72B | $1.91B | $1.69B | $1.87B | $2.03B | $2.09B | $1.89B | $2.09B | $2.53B | $2.73B |
| Retained Earnings | $410.3M | $426.9M | $450.0M | $497.0M | $601.4M | $740.9M | $764.2M | $756.5M | $820.0M | $947.4M |
| Total Equity | $510.7M | $523.5M | $545.3M | $592.7M | $685.7M | $823.2M | $794.2M | $789.2M | $850.4M | $983.8M |
| Total Debt | $726.6M | $960.5M | $731.6M | $612.7M | $663.7M | $640.8M | $633.2M | $593.6M | $687.6M | $628.5M |
| Net Debt | $661.7M | $912.3M | $640.9M | $533.1M | $628.3M | $427.0M | $520.8M | $564.7M | $654.4M | $590.1M |
| Working Capital | $425.2M | $484.8M | $399.6M | $470.9M | $911.5M | $1.40B | $1.07B | $1.68B | $2.28B | $2.55B |
Financial Health
| Debt / Equity | 0.91 |
| Current Ratio | 4.58 |
| Piotroski F-Score | 7 |
| Altman Z-Score | 2.11 |
Profitability
| Return on Equity | 10.71% |
| Return on Invested Capital | 5.12% |
| Return on Assets | 2.43% |
| Gross Margin | 80.21% |
| Operating Margin | 14.61% |
| Net Margin | 5.72% |
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Explore sector: Financial Services · Financial - Capital Markets
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