OP
OPY
OPPENHEIMER HOLDINGS INC
$99.90
+2.59%
$1.0B
No data for this timeframe.
Vol
Market Cap$1.0B
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$52.5M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$423.7K
SEC Reports2
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. DE·CIK 0000791963·Prev Close $97.38
Recent Activity
May 8, 2026
Insider
Lowenthal Robert S sold 100,000 shares
CEO @ $0.00 ($0.00)
May 4, 2026
SEC
Oppenheimer Holdings reported Q1 2026 revenue of $445.1M (up 21% YoY) but a GAAP net loss of $20.6M due to a $70M cash s
8-K — Impact 6/10
Apr 24, 2026
earnings_calendar
OPY Q1 2026 Earnings Scheduled — 2026-04-24
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Mar 30, 2026
Event
1:25-cv-04822 Liberty Capital Group v. Oppenheimer Holdings Inc. et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 2, 2026
Insider
McNAMARA DENNIS P sold 4,673 shares
Secretary @ $90.67 ($423.7K)
Feb 26, 2026
Insider
Friedman Paul M sold 1,400 shares
Director @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
23,814 shares ($1.7M)
Analyst Ratings
2Strong Buy
2Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 21, 2016 | Sidoti & Co. | INITIATE | Buy |
| Feb 1, 2016 | Macquarie | MAINTAIN | Outperform |
| Nov 2, 2015 | Macquarie | MAINTAIN | Outperform |
| Sep 14, 2015 | Macquarie | UPGRADE | Neutral → Outperform |
| Nov 25, 2014 | Macquarie | INITIATE | Neutral |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $31.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $8.0M | DOUBLED |
| MORGAN STANLEY | $6.1M | ADD |
| BANK OF AMERICA CORP | $2.2M | ADD |
| TWO SIGMA INVESTMENTS, LP | $1.7M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Lowenthal Robert | J | $0.00 |
| Mar 2, 2026 | McNAMARA DENNIS | SELL | $423.7K |
| Feb 26, 2026 | Friedman Paul | J | $0.00 |
| Feb 26, 2026 | Spaulding Suzanne | J | $0.00 |
| Feb 26, 2026 | Dwyer Timothy | J | $0.00 |
8 institutional holders with $52.5M total value (726,305 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 437,943 | $31.7M | 60.3% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 110,906 | $8.0M | 15.3% | DOUBLED +119.6% |
| 3 | MORGAN STANLEY | 84,823 | $6.1M | 11.7% | ADD +37.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 30,820 | $2.2M | 4.2% | ADD +35.1% |
| 5 | TWO SIGMA INVESTMENTS, LP | 23,814 | $1.7M | 3.3% | ADD +47.2% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 22,400 | $1.6M | 3.1% | TRIM -33.7% |
| 7 | FMR LLC | 15,598 | $1.1M | 2.1% | — |
| 8 | WELLS FARGO & COMPANY/MN | 1 | $49.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 16,182 | 23,814 | +47.2% | $1.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 33,800 | 22,400 | -33.7% | $1.6M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 41,600 | 91,348 | +119.6% | $6.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 25,249 | 34,121 | +35.1% | $2.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 19,500 | 33,800 | +73.3% | $2.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 23,217 | 16,182 | -30.3% | $1.2M | 2025-Q3 |
| NORGES BANK | EXIT | 24,100 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 65,560 | 89,887 | +37.1% | $5.9M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 23,866 | 41,600 | +74.3% | $2.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 24,100 | — | $1.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 34,059 | 23,217 | -31.8% | $1.5M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 3,500 | 23,866 | +581.9% | $1.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 12,746 | 20,718 | +62.5% | $1.2M | 2025-Q1 |
| UBS Group AG | TRIM | 7,916 | 5,399 | -31.8% | $321.9K | 2025-Q1 |
| NORGES BANK | EXIT | 5,100 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 49,100 | 23,800 | -51.5% | $1.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 50,834 | 12,746 | -74.9% | $816.9K | 2024-Q4 |
| UBS Group AG | ADD | 4,672 | 7,916 | +69.4% | $507.3K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 3,500 | — | $224.3K | 2024-Q4 |
| MORGAN STANLEY | ADD | 54,429 | 84,120 | +54.5% | $4.3M | 2024-Q3 |
11 unique insiders with 1 transactions. Net insider value: -$423.7K ($0.00 bought, $423.7K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Lowenthal Robert S | CEO | J | 100,000 | $0.00 | $0.00 |
| Mar 2, 2026 | McNAMARA DENNIS P | Secretary | SELL | 4,673 | $90.67 | $423.7K |
| Feb 26, 2026 | Friedman Paul M | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | Spaulding Suzanne | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | Dwyer Timothy Martin | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | BEHRENS EVAN | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | Glasser Teresa | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | ROTH R LAWRENCE | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 26, 2026 | Kanter Stacy J. | Director | J | 1,400 | $0.00 | $0.00 |
| Feb 6, 2026 | Lowenthal Robert S | CEO | J | 100,000 | $0.00 | $0.00 |
| Feb 6, 2026 | McNAMARA DENNIS P | Secretary | J | 2,000 | $0.00 | $0.00 |
| Feb 6, 2026 | Watkins Brad M | CFO | J | 2,000 | $0.00 | $0.00 |
| Feb 6, 2026 | LOWENTHAL ALBERT G | Chairman | J | 40,000 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2016): 80% buy across 5 analysts — 2 strong buy, 2 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q 2018-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2018-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 21, 2016 | Sidoti & Co. | INITIATE | — | Buy |
| Feb 1, 2016 | Macquarie | MAINTAIN | — | Outperform |
| Nov 2, 2015 | Macquarie | MAINTAIN | — | Outperform |
| Sep 14, 2015 | Macquarie | UPGRADE | Neutral | Outperform |
| Nov 25, 2014 | Macquarie | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Dec 1, 2021 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Nov 1, 2021 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Oct 1, 2021 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Sep 1, 2021 | 2 | 2 | 1 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 24, 2026
earnings_calendar
OPY Q1 2026 Earnings Scheduled — 2026-04-24
Mar 30, 2026
Enforcement
1:25-cv-04822 Liberty Capital Group v. Oppenheimer Holdings Inc. et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 10, 2026
short_interest
FTD: OPY — 15,048 shares ($1.3M) failed to deliver
Settlement: 20260310, Price: $83.25, FTD Value: $1,252,746, OPPENHEIMER HOLDINGS INC CL A