Oppenheimer Holdings Stock Buy Hold or Sell Recommendation
| OPY Stock | USD 60.05 0.80 1.31% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Oppenheimer Holdings is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oppenheimer Holdings given historical horizon and risk tolerance towards Oppenheimer Holdings. When Macroaxis issues a 'buy' or 'sell' recommendation for Oppenheimer Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Oppenheimer Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Oppenheimer Stock please use our How to Invest in Oppenheimer Holdings guide. In addition, we conduct extensive research on individual companies such as Oppenheimer and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Oppenheimer Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Oppenheimer |
Execute Oppenheimer Holdings Buy or Sell Advice
The Oppenheimer recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oppenheimer Holdings. Macroaxis does not own or have any residual interests in Oppenheimer Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oppenheimer Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Oppenheimer Holdings Trading Alerts and Improvement Suggestions
| Oppenheimer Holdings has about 112.43 M in cash with (18.81 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 70.36. | |
| Oppenheimer Holdings has a frail financial position based on the latest SEC disclosures | |
| Roughly 43.0% of the company outstanding shares are owned by corporate insiders | |
| On 22nd of November 2024 Oppenheimer Holdings paid $ 0.18 per share dividend to its current shareholders | |
| Latest headline from investing.com: Vertiv Holdings director sells 2.1 million in stock |
Oppenheimer Holdings Returns Distribution Density
The distribution of Oppenheimer Holdings' historical returns is an attempt to chart the uncertainty of Oppenheimer Holdings' future price movements. The chart of the probability distribution of Oppenheimer Holdings daily returns describes the distribution of returns around its average expected value. We use Oppenheimer Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oppenheimer Holdings returns is essential to provide solid investment advice for Oppenheimer Holdings.
| Mean Return | 0.25 | Value At Risk | -2.06 | Potential Upside | 2.58 | Standard Deviation | 2.08 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oppenheimer Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Oppenheimer Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Oppenheimer Holdings, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Oppenheimer Holdings back and forth among themselves.
| Shares | Two Sigma Advisers, Llc | 2024-06-30 | 66 K | Geode Capital Management, Llc | 2024-09-30 | 66 K | Two Sigma Investments Llc | 2024-09-30 | 57.4 K | Renaissance Technologies Corp | 2024-09-30 | 49.1 K | Investor Resources Group Llc | 2024-09-30 | 46.9 K | Empowered Funds, Llc | 2024-06-30 | 40.1 K | Ejf Capital Llc | 2024-09-30 | 40 K | Federation Des Caisses Desjardins Du Quebec | 2024-06-30 | 38.5 K | State Street Corp | 2024-06-30 | 32.5 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 507.6 K | Jb Capital Partners Lp | 2024-09-30 | 504 K |
Oppenheimer Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (11.1M) | (44.1M) | 306.1M | (203.6M) | (109.1M) | (103.7M) | |
| Free Cash Flow | 69.1M | (58.6M) | 219.5M | 48.2M | (35.9M) | (34.1M) | |
| Depreciation | 32.8M | 33.3M | 34.1M | 34.4M | 37.2M | 39.1M | |
| Other Non Cash Items | 13.0M | 12.2M | 16.6M | 10.9M | (103.1M) | (98.0M) | |
| Capital Expenditures | 10.0M | 4.5M | 8.3M | 16.3M | 17.1M | 9.2M | |
| Net Income | 53.0M | 123.0M | 159.0M | 32.1M | 30.2M | 34.1M | |
| End Period Cash Flow | 79.6M | 35.4M | 341.5M | 138.0M | 28.8M | 27.4M | |
| Dividends Paid | 5.9M | 18.6M | 19.4M | 7.0M | 6.5M | 6.7M | |
| Change To Netincome | 21.4M | 37.9M | 46.7M | 11.6M | 13.3M | 13.3M | |
| Change Receivables | 148.0M | (72.5M) | (354.1M) | (79.9M) | (71.9M) | (68.3M) | |
| Net Borrowings | (50M) | (26.2M) | (12.5M) | (80.5M) | (72.4M) | (68.8M) | |
| Investments | (8.3M) | (3.9M) | (6.3M) | (14.1M) | (14.0M) | (13.3M) |
Oppenheimer Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oppenheimer Holdings or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oppenheimer Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oppenheimer stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.97 | |
σ | Overall volatility | 2.10 | |
Ir | Information ratio | 0.06 |
Oppenheimer Holdings Volatility Alert
Oppenheimer Holdings has relatively low volatility with skewness of 2.93 and kurtosis of 13.19. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oppenheimer Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oppenheimer Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Oppenheimer Holdings Fundamentals Vs Peers
Comparing Oppenheimer Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oppenheimer Holdings' direct or indirect competition across all of the common fundamentals between Oppenheimer Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oppenheimer Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Oppenheimer Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing Oppenheimer Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oppenheimer Holdings to competition |
| Fundamentals | Oppenheimer Holdings | Peer Average |
| Return On Equity | 0.0878 | -0.31 |
| Return On Asset | 0.0227 | -0.14 |
| Profit Margin | 0.06 % | (1.27) % |
| Operating Margin | 0.18 % | (5.51) % |
| Current Valuation | 1.38 B | 16.62 B |
| Shares Outstanding | 10.23 M | 571.82 M |
| Shares Owned By Insiders | 42.90 % | 10.09 % |
| Shares Owned By Institutions | 36.79 % | 39.21 % |
| Number Of Shares Shorted | 88.78 K | 4.71 M |
| Price To Earning | 7.57 X | 28.72 X |
| Price To Book | 0.75 X | 9.51 X |
| Price To Sales | 0.49 X | 11.42 X |
| Revenue | 1.25 B | 9.43 B |
| Gross Profit | 976.08 M | 27.38 B |
| EBITDA | 152.57 M | 3.9 B |
| Net Income | 30.18 M | 570.98 M |
| Cash And Equivalents | 112.43 M | 2.7 B |
| Cash Per Share | 70.36 X | 5.01 X |
| Total Debt | 593.57 M | 5.32 B |
| Debt To Equity | 0.72 % | 48.70 % |
| Current Ratio | 1.47 X | 2.16 X |
| Book Value Per Share | 81.10 X | 1.93 K |
| Cash Flow From Operations | (18.81 M) | 971.22 M |
| Short Ratio | 3.21 X | 4.00 X |
| Earnings Per Share | 6.42 X | 3.12 X |
| Price To Earnings To Growth | 12.00 X | 4.89 X |
| Target Price | 37.0 | |
| Number Of Employees | 2.95 K | 18.84 K |
| Beta | 1.12 | -0.15 |
| Market Capitalization | 628.67 M | 19.03 B |
| Total Asset | 2.92 B | 29.47 B |
| Retained Earnings | 756.47 M | 9.33 B |
| Working Capital | 1.68 B | 1.48 B |
Oppenheimer Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oppenheimer . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 980.23 | |||
| Daily Balance Of Power | (0.39) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 60.17 | |||
| Day Typical Price | 60.13 | |||
| Market Facilitation Index | 1.0E-4 | |||
| Price Action Indicator | (0.52) | |||
| Period Momentum Indicator | (0.80) |
About Oppenheimer Holdings Buy or Sell Advice
When is the right time to buy or sell Oppenheimer Holdings? Buying financial instruments such as Oppenheimer Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Oppenheimer Stock Analysis
When running Oppenheimer Holdings' price analysis, check to measure Oppenheimer Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Holdings is operating at the current time. Most of Oppenheimer Holdings' value examination focuses on studying past and present price action to predict the probability of Oppenheimer Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Holdings' price. Additionally, you may evaluate how the addition of Oppenheimer Holdings to your portfolios can decrease your overall portfolio volatility.