Oppenheimer Holdings, Inc. (OPY) Stock Analysis
Breakout setup · Catalyst-Driven edge
Financial Services · Capital Markets
Sell if holding. Multiple concerning factors at $109.46: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~69% (cyclical peak).
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... Read more
Sell if holding. Multiple concerning factors at $109.46: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~69% (cyclical peak). Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Score 5.9/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 27d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $109.46: Leverage penalty (D/E 1.5): -0.5; Earnings expected to decline ~69% (cyclical peak). Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Prior stop was $101.80. Score 5.9/10, moderate confidence.
Take-profit target: $114.31 (+4.4% upside). Prior stop was $101.80. Stop-loss: $101.80.
Earnings expected to decline ~69% (cyclical peak); Leverage penalty (D/E 1.5): -0.5.
Oppenheimer Holdings, Inc. trades at a P/E of 13.1 (forward 42.8). TrendMatrix value score: 5.2/10. Verdict: Sell.
5 analysts cover OPY with a consensus score of 4.2/5.
What does Oppenheimer Holdings, Inc. do?Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides...
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. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.