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Oppenheimer (OPY)

(Delayed Data from NYSE)

$40.80 USD

40.80
33,889

+1.84 (4.72%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $40.64 -0.16 (-0.39%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

NA Value NA Growth NA Momentum NA VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 17% (43 out of 252)

Industry: Financial - Investment Bank

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Balance Sheet

Research for OPY

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Oppenheimer Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 113 216 409 119 128
Receivables 1,345 1,409 1,391 1,314 960
Notes Receivable 63 58 54 46 44
Inventories 795 499 635 611 800
Other Current Assets 0 0 0 0 0
Total Current Assets 2,316 2,181 2,489 2,090 1,932
Net Property & Equipment 44 37 28 28 31
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 177 170 170 170 170
Deposits & Other Assets 198 184 206 273 172
Total Assets 2,875 2,714 3,043 2,714 2,465
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 9 0 70 82 0
Accounts Payable 814 1,109 956 808 900
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 256 239 342 298 207
Income Taxes Payable 0 4 14 10 0
Other Current Liabilities 672 214 349 469 388
Total Current Liabilities 1,751 1,566 1,730 1,666 1,496
Mortgages 0 0 0 0 0
Deferred Taxes/Income 38 32 44 45 24
Convertible Debt 0 0 0 0 0
Long-Term Debt 113 113 124 124 150
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 25 128 0 0
Total Liabilities 2,086 1,919 2,218 2,028 1,872
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 36 39 47
Capital Surplus 32 29 42 41 47
Retained Earnings 756 764 741 601 497
Other Equity 1 2 6 3 2
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 789 795 825 686 593
Total Liabilities & Shareholder's Equity 2,875 2,714 3,043 2,714 2,465
Total Common Equity 789 795 825 686 593
Shares Outstanding 10.20 10.90 12.50 12.40 12.80
Book Value Per Share 77.38 72.93 66.02 55.30 46.31

Fiscal Year End for Oppenheimer Holdings, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 113 146 131 125
Receivables NA 1,345 1,347 1,401 1,415
Notes Receivable NA 63 61 61 64
Inventories NA 795 854 924 762
Other Current Assets NA 0 0 0 0
Total Current Assets NA 2,316 2,408 2,517 2,366
Net Property & Equipment NA 44 43 43 38
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 177 170 170 170
Deposits & Other Assets NA 198 204 208 193
Total Assets NA 2,875 2,975 3,092 2,920
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 9 71 116 37
Accounts Payable NA 814 801 912 1,163
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 256 224 189 156
Income Taxes Payable NA 0 0 0 4
Other Current Liabilities NA 672 726 716 391
Total Current Liabilities NA 1,751 1,821 1,934 1,751
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 38 42 34 37
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 113 113 113 112
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 26 26 26
Total Liabilities NA 2,086 2,196 2,304 2,119
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 32 29 26 22
Retained Earnings NA 756 751 762 777
Other Equity NA 1 0 0 1
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 789 779 788 801
Total Liabilities & Shareholder's Equity NA 2,875 2,975 3,092 2,920
Total Common Equity 0 789 779 788 801
Shares Outstanding 10.40 10.20 10.30 10.50 11.00
Book Value Per Share 0.00 77.38 75.66 75.09 72.81