Is Oppenheimer Holdings Stock a Good Investment?
Oppenheimer Holdings Investment Advice | OPY |
- Examine Oppenheimer Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Oppenheimer Holdings' leadership team and their track record. Good management can help Oppenheimer Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Oppenheimer Holdings' business and its evolving consumer preferences.
- Compare Oppenheimer Holdings' performance and market position to its competitors. Analyze how Oppenheimer Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Oppenheimer Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Oppenheimer Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Oppenheimer Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Oppenheimer Holdings is a good investment.
Sell | Buy |
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 |
Examine Oppenheimer Holdings Stock
Researching Oppenheimer Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 43.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.75. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oppenheimer Holdings recorded earning per share (EPS) of 6.42. The entity last dividend was issued on the 8th of November 2024.
To determine if Oppenheimer Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Oppenheimer Holdings' research are outlined below:
| 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 Quarterly Cash And Short Term Investments |
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Oppenheimer Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Oppenheimer Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Oppenheimer Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of April 2024 Upcoming Quarterly Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Oppenheimer Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Oppenheimer Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2016-10-28 | 2016-09-30 | -0.12 | -0.08 | 0.04 | 33 | ||
2009-10-30 | 2009-09-30 | 0.68 | 0.59 | -0.09 | 13 | ||
2015-05-01 | 2015-03-31 | 0.3 | 0.4 | 0.1 | 33 | ||
2015-10-30 | 2015-09-30 | 0.04 | -0.07 | -0.11 | 275 | ||
2014-08-01 | 2014-06-30 | 0.39 | 0.5 | 0.11 | 28 | ||
2010-07-30 | 2010-06-30 | 0.54 | 0.66 | 0.12 | 22 | ||
2010-04-30 | 2010-03-31 | 0.53 | 0.66 | 0.13 | 24 | ||
2019-02-01 | 2018-12-31 | 0.73 | 0.59 | -0.14 | 19 |
Know Oppenheimer Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oppenheimer Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oppenheimer Holdings backward and forwards among themselves. Oppenheimer Holdings' institutional investor refers to the entity that pools money to purchase Oppenheimer Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 628.67 M.Market Cap |
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Oppenheimer Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.04 | 0.04 |
Determining Oppenheimer Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Oppenheimer Holdings is a good buy. For example, gross profit margin measures Oppenheimer Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Oppenheimer Holdings' profitability and make more informed investment decisions.
Oppenheimer Holdings' Earnings Breakdown by Geography
Please note, the imprecision that can be found in Oppenheimer Holdings' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Oppenheimer Holdings. Check Oppenheimer Holdings' Beneish M Score to see the likelihood of Oppenheimer Holdings' management manipulating its earnings.
Evaluate Oppenheimer Holdings' management efficiency
Oppenheimer Holdings has Return on Asset of 0.0227 % which means that on every $100 spent on assets, it made $0.0227 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0878 %, implying that it generated $0.0878 on every 100 dollars invested. Oppenheimer Holdings' management efficiency ratios could be used to measure how well Oppenheimer Holdings manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.02 in 2024. At this time, Oppenheimer Holdings' Non Current Assets Total are fairly stable compared to the past year. Other Assets is likely to rise to about 2.7 B in 2024, whereas Total Assets are likely to drop slightly above 2.1 B in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 77.97 | 81.87 | |
| Tangible Book Value Per Share | 61.53 | 64.60 | |
| Enterprise Value Over EBITDA | 6.61 | 10.11 | |
| Price Book Value Ratio | 0.56 | 1.00 | |
| Enterprise Value Multiple | 6.61 | 10.11 | |
| Price Fair Value | 0.56 | 1.00 | |
| Enterprise Value | 1 B | 510.1 M |
Effective leadership at Oppenheimer Holdings drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Dividend Yield 0.0118 | Forward Dividend Yield 0.0118 | Forward Dividend Rate 0.72 | Beta 1.123 |
Basic technical analysis of Oppenheimer Stock
As of the 27th of November, Oppenheimer Holdings holds the Semi Deviation of 0.9754, coefficient of variation of 844.09, and Risk Adjusted Performance of 0.0969. 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' Outstanding Corporate Bonds
Oppenheimer Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oppenheimer Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oppenheimer bonds can be classified according to their maturity, which is the date when Oppenheimer Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Oppenheimer Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Oppenheimer Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0969 | |||
| Market Risk Adjusted Performance | 0.2534 | |||
| Mean Deviation | 1.25 | |||
| Semi Deviation | 0.9754 | |||
| Downside Deviation | 1.27 | |||
| Coefficient Of Variation | 844.09 | |||
| Standard Deviation | 2.08 | |||
| Variance | 4.34 | |||
| Information Ratio | 0.0567 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.0927 | |||
| Treynor Ratio | 0.2434 | |||
| Maximum Drawdown | 13.5 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 2.58 | |||
| Downside Variance | 1.62 | |||
| Semi Variance | 0.9513 | |||
| Expected Short fall | (1.51) | |||
| Skewness | 2.93 | |||
| Kurtosis | 13.19 |
| Risk Adjusted Performance | 0.0969 | |||
| Market Risk Adjusted Performance | 0.2534 | |||
| Mean Deviation | 1.25 | |||
| Semi Deviation | 0.9754 | |||
| Downside Deviation | 1.27 | |||
| Coefficient Of Variation | 844.09 | |||
| Standard Deviation | 2.08 | |||
| Variance | 4.34 | |||
| Information Ratio | 0.0567 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.0927 | |||
| Treynor Ratio | 0.2434 | |||
| Maximum Drawdown | 13.5 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 2.58 | |||
| Downside Variance | 1.62 | |||
| Semi Variance | 0.9513 | |||
| Expected Short fall | (1.51) | |||
| Skewness | 2.93 | |||
| Kurtosis | 13.19 |
Consider Oppenheimer Holdings' intraday indicators
Oppenheimer Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oppenheimer Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| 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) |
Oppenheimer Holdings Corporate Filings
8K | 28th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 19th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 10th of June 2024 Other Reports | ViewVerify |
Oppenheimer Stock media impact
Far too much social signal, news, headlines, and media speculation about Oppenheimer Holdings that are available to investors today. That information is available publicly through Oppenheimer media outlets and privately through word of mouth or via Oppenheimer internal channels. However, regardless of the origin, that massive amount of Oppenheimer data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Oppenheimer Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Oppenheimer Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Oppenheimer Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Oppenheimer Holdings alpha.
Oppenheimer Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Oppenheimer Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Oppenheimer Holdings Corporate Directors
| Paul Friedman | Lead Independent Director | Profile | |
| R Roth | Independent Director | Profile | |
| William Ehrhardt | Independent Director | Profile | |
| Robert Lowenthal | Sr. Managing Director of Fixed Income and Not Independent Director | Profile |
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.