Oppenheimer Holdings Net Income
| OPY Stock | USD 85.85 0.45 0.52% |
As of the 13th of February 2026, Oppenheimer Holdings holds the Semi Deviation of 1.33, risk adjusted performance of 0.152, and Coefficient Of Variation of 558.17. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oppenheimer Holdings, as well as the relationship between them.
Oppenheimer Holdings Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 0.982 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 82.3 M | 86.4 M | |
| Net Income Applicable To Common Shares | 148.4 M | 155.8 M | |
| Net Income From Continuing Ops | 81.9 M | 49.7 M | |
| Net Income Per Share | 14.13 | 14.84 | |
| Net Income Per E B T | 0.70 | 0.61 |
Oppenheimer | Net Income | Build AI portfolio with Oppenheimer Stock |
The evolution of Net Income for Oppenheimer Holdings provides essential context for understanding the company's financial health trajectory. By analyzing this metric's behavior over time, investors can assess whether recent trends align with long-term patterns, and how Oppenheimer Holdings compares to historical norms and industry peers.
Latest Oppenheimer Holdings' Net Income Growth Pattern
Below is the plot of the Net Income of Oppenheimer Holdings over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Oppenheimer Holdings financial statement analysis. It represents the amount of money remaining after all of Oppenheimer Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Oppenheimer Holdings' Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Oppenheimer Holdings' overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 71.56 M | 10 Years Trend |
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Net Income |
| Timeline |
Oppenheimer Net Income Regression Statistics
| Arithmetic Mean | 50,795,009 | |
| Coefficient Of Variation | 115.33 | |
| Mean Deviation | 47,754,835 | |
| Median | 28,892,000 | |
| Standard Deviation | 58,583,657 | |
| Sample Variance | 3432T | |
| Range | 162.6M | |
| R-Value | 0.75 | |
| Mean Square Error | 1594.9T | |
| R-Squared | 0.56 | |
| Significance | 0.0005 | |
| Slope | 8,715,052 | |
| Total Sum of Squares | 54912.7T |
Oppenheimer Net Income History
Other Fundumenentals of Oppenheimer Holdings
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Oppenheimer Holdings Net Income component correlations
Oppenheimer Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Oppenheimer Holdings is extremely important. It helps to project a fair market value of Oppenheimer Stock properly, considering its historical fundamentals such as Net Income. Since Oppenheimer Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Oppenheimer Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Oppenheimer Holdings' interrelated accounts and indicators.
Click cells to compare fundamentals
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oppenheimer Holdings. Anticipated expansion of Oppenheimer directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Oppenheimer Holdings assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 5.909 | Dividend Share 0.72 | Earnings Share 12.91 | Revenue Per Share | Quarterly Revenue Growth 0.278 |
The market value of Oppenheimer Holdings is measured differently than its book value, which is the value of Oppenheimer that is recorded on the company's balance sheet. Investors also form their own opinion of Oppenheimer Holdings' value that differs from its market value or its book value, called intrinsic value, which is Oppenheimer Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oppenheimer Holdings' market value can be influenced by many factors that don't directly affect Oppenheimer Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between Oppenheimer Holdings' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Oppenheimer Holdings should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, Oppenheimer Holdings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Oppenheimer Holdings 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oppenheimer Holdings' stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oppenheimer Holdings.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Oppenheimer Holdings on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Oppenheimer Holdings or generate 0.0% return on investment in Oppenheimer Holdings over 90 days. Oppenheimer Holdings is related to or competes with Gemini Space, Velocity Financial, Solowin Holdings, Amerant Bancorp, Capital City, DeFi Technologies, and HomeTrust Bancshares. Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker... More
Oppenheimer Holdings Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oppenheimer Holdings' stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oppenheimer Holdings upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.62 | |||
| Information Ratio | 0.1444 | |||
| Maximum Drawdown | 13.77 | |||
| Value At Risk | (2.78) | |||
| Potential Upside | 4.84 |
Oppenheimer Holdings Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Holdings' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oppenheimer Holdings' standard deviation. In reality, there are many statistical measures that can use Oppenheimer Holdings historical prices to predict the future Oppenheimer Holdings' volatility.| Risk Adjusted Performance | 0.152 | |||
| Jensen Alpha | 0.327 | |||
| Total Risk Alpha | 0.204 | |||
| Sortino Ratio | 0.2068 | |||
| Treynor Ratio | 0.3613 |
Oppenheimer Holdings February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.152 | |||
| Market Risk Adjusted Performance | 0.3713 | |||
| Mean Deviation | 1.6 | |||
| Semi Deviation | 1.33 | |||
| Downside Deviation | 1.62 | |||
| Coefficient Of Variation | 558.17 | |||
| Standard Deviation | 2.33 | |||
| Variance | 5.41 | |||
| Information Ratio | 0.1444 | |||
| Jensen Alpha | 0.327 | |||
| Total Risk Alpha | 0.204 | |||
| Sortino Ratio | 0.2068 | |||
| Treynor Ratio | 0.3613 | |||
| Maximum Drawdown | 13.77 | |||
| Value At Risk | (2.78) | |||
| Potential Upside | 4.84 | |||
| Downside Variance | 2.64 | |||
| Semi Variance | 1.77 | |||
| Expected Short fall | (1.93) | |||
| Skewness | 1.5 | |||
| Kurtosis | 4.48 |
Oppenheimer Holdings Backtested Returns
Oppenheimer Holdings appears to be very steady, given 3 months investment horizon. Oppenheimer Holdings maintains Sharpe Ratio (i.e., Efficiency) of 0.23, which implies the firm had a 0.23 % return per unit of risk over the last 3 months. By analyzing Oppenheimer Holdings' technical indicators, you can evaluate if the expected return of 0.52% is justified by implied risk. Please evaluate Oppenheimer Holdings' Semi Deviation of 1.33, risk adjusted performance of 0.152, and Coefficient Of Variation of 558.17 to confirm if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Oppenheimer Holdings holds a performance score of 17. The company holds a Beta of 1.13, which implies a somewhat significant risk relative to the market. Oppenheimer Holdings returns are very sensitive to returns on the market. As the market goes up or down, Oppenheimer Holdings is expected to follow. Please check Oppenheimer Holdings' potential upside, as well as the relationship between the accumulation distribution and price action indicator , to make a quick decision on whether Oppenheimer Holdings' historical price patterns will revert.
Auto-correlation | 0.82 |
Very good predictability
Oppenheimer Holdings has very good predictability. Overlapping area represents the amount of predictability between Oppenheimer Holdings time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oppenheimer Holdings price movement. The serial correlation of 0.82 indicates that around 82.0% of current Oppenheimer Holdings price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.82 | |
| Spearman Rank Test | 0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 46.34 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Oppenheimer Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Oppenheimer Holdings reported net income of 71.56 M. This is 94.4% lower than that of the Capital Markets sector and 92.98% lower than that of the Financials industry. The net income for all United States stocks is 87.47% higher than that of the company.
Oppenheimer Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Holdings' direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oppenheimer Holdings could also be used in its relative valuation, which is a method of valuing Oppenheimer Holdings by comparing valuation metrics of similar companies.Oppenheimer Holdings is currently under evaluation in net income category among its peers.
Oppenheimer Holdings ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oppenheimer Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oppenheimer Holdings' managers, analysts, and investors.Environmental | Governance | Social |
Oppenheimer Holdings Institutional Holders
Institutional Holdings refers to the ownership stake in Oppenheimer Holdings that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Oppenheimer Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Oppenheimer Holdings' value.| Shares | Boston Partners Global Investors, Inc | 2025-06-30 | 70.7 K | Geode Capital Management, Llc | 2025-06-30 | 67.9 K | Bridgeway Capital Management, Llc | 2025-06-30 | 56 K | Fort Hoosac Management, Llc | 2025-06-30 | 55 K | Millennium Management Llc | 2025-06-30 | 53.7 K | Investor Resources Group Llc | 2025-06-30 | 49.4 K | Jpmorgan Chase & Co | 2025-06-30 | 44.8 K | Two Sigma Advisers, Llc | 2025-06-30 | 44.4 K | Charles Schwab Investment Management Inc | 2025-06-30 | 41.6 K | Jb Capital Partners Lp | 2025-06-30 | 504 K | Dimensional Fund Advisors, Inc. | 2025-06-30 | 490.3 K |
Oppenheimer Fundamentals
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0236 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | 1.61 B | ||||
| Shares Outstanding | 10.49 M | ||||
| Shares Owned By Insiders | 42.30 % | ||||
| Shares Owned By Institutions | 39.10 % | ||||
| Number Of Shares Shorted | 20.77 K | ||||
| Price To Earning | 7.57 X | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 0.59 X | ||||
| Revenue | 1.64 B | ||||
| Gross Profit | 1.42 B | ||||
| EBITDA | 277.61 M | ||||
| Net Income | 71.56 M | ||||
| Cash And Equivalents | 33.15 M | ||||
| Cash Per Share | 70.36 X | ||||
| Total Debt | 687.59 M | ||||
| Debt To Equity | 0.72 % | ||||
| Current Ratio | 1.47 X | ||||
| Book Value Per Share | 87.47 X | ||||
| Cash Flow From Operations | (108.17 M) | ||||
| Short Ratio | 0.53 X | ||||
| Earnings Per Share | 12.91 X | ||||
| Price To Earnings To Growth | 12.00 X | ||||
| Target Price | 37.0 | ||||
| Number Of Employees | 2.94 K | ||||
| Beta | 1.18 | ||||
| Market Capitalization | 915.56 M | ||||
| Total Asset | 3.38 B | ||||
| Retained Earnings | 819.96 M | ||||
| Working Capital | 2.28 B | ||||
| Current Asset | 1.61 B | ||||
| Current Liabilities | 1.29 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.59 % | ||||
| Net Asset | 3.38 B | ||||
| Last Dividend Paid | 0.72 |
About Oppenheimer Holdings Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.