Oppenheimer Holdings Inc


Oppenheimer Holdings Inc

FinancialsInvestment Banking and Brokerage Services
  • Price (USD)32.04
  • Today's Change-0.855 / -2.60%
  • Shares traded31.47k
  • 1 Year change-34.93%
  • Beta1.2194
Data delayed at least 15 minutes, as of May 24 2022 16:50 BST.
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About the company

Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer. The Company is engaged in a range of activities in the financial services industry; including retail securities brokerage; institutional sales and trading; investment banking, including corporate and public finance; equity and fixed income research; market-making; trust services; and investment advisory and asset management services. The Company has approximately 93 retail branch offices in the United States and institutional businesses located in London, Tel Aviv, and Hong Kong. It provides various private client services, including full-service brokerage, wealth planning, and margin lending. Its asset management services include separately managed accounts, mutual fund managed accounts, discretionary advisory accounts, non-discretionary advisory accounts, alternative investments, portfolio enhancement program, Oppenheimer Investment Advisers, and Oppenheimer Investment Management LLC.

  • Revenue in USD (TTM)1.29bn
  • Net income in USD129.60m
  • Incorporated2009
  • Employees2.85k
  • Location
    Oppenheimer Holdings Inc85 Broad St Fl 22NEW YORK 10004-2434United StatesUSA
  • Phone+1 (212) 825-4331
  • Fax+1 (302) 636-5454
  • Websitehttps://www.oppenheimer.com
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
(YOY change %)
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
(5 yr growth rate)
Manning and Napier Inc146.98m21.04m231.98m270.0012.372.518.621.580.98070.98076.854.830.9741--13.41544,366.7014.8014.0819.2416.61----15.1918.00----0.0008--14.60-10.17152.9223.483.20-31.01
Citizens Financial Services Inc72.74m27.40m262.60m293.009.601.309.163.446.946.9419.3851.40--------1.311.36--------35.8433.62------29.664.1611.2315.9918.1713.49--
Silvercrest Asset Management Group Inc133.88m19.71m285.21m146.009.783.317.722.132.022.0213.735.960.6863--14.85916,958.9016.9210.3333.4521.87----24.6516.50----0.062554.7021.8710.4047.5223.984.666.58
United States Brent Oil Fund LP-33.76m-34.62m294.75m----2.63-----7.15-7.15-5.6512.31-0.3084-------31.62-28.41-31.66-28.84------------0.00---64.05---65.00------
Saratoga Investment Corp70.74m45.74m309.29m0.006.330.8698--4.374.034.036.1929.330.0964--356.21--6.235.976.726.2436.3040.5764.6555.81----0.551153.4322.7116.36209.5032.06--3.75
Oppenheimer Holdings Inc. (USA)1.29bn129.60m402.29m2.85k3.470.4952.910.31269.479.4794.3466.450.4493--0.9007448,668.404.543.0111.168.5298.2997.9310.116.84--20.210.419814.7816.3010.2029.25--7.614.18
FRMO Corp.8.54m2.57m416.41m0.00162.462.4955.9848.730.05820.05820.19413.790.0295--6.02--2.4715.603.8921.01----83.67485.50----0.0027--130.960.0026513.05------
Triplepoint Venture Growth BDC Corp87.36m70.40m439.79m0.006.231.02--
Puyi Inc (ADR)28.76m-6.97m443.92m716.00--9.22--15.44-0.1156-0.11560.47680.7987------40,162.30--------76.96---24.09------0.00--47.66---40.93------
Fidus Investment Corp87.67m116.26m468.22m--4.030.9624--5.344.764.763.5919.910.1038--10.07--13.767.7214.358.0852.5650.02132.6072.72----0.443164.566.258.47271.8222.80---2.71
Pzena Investment Management, Inc.206.22m17.31m473.66m140.007.0012.684.682.300.91510.91512.430.50541.08--4.451,473,021.0052.2837.73163.50102.21----48.4645.74----0.002150.1143.8012.97110.492.9232.5523.16
United States Natural Gas Fund, LP-63.81m-69.89m546.81m----1.15-----4.75-4.75-3.8226.17-0.1162-------12.72-10.57-12.74-10.75------------0.00--144.15--140.28------
Diamond Hill Investment Group, Inc.185.44m69.62m549.78m128.007.943.037.742.9621.8421.8458.1957.220.7118--9.081,448,717.0026.7220.2331.3226.3898.1097.5337.5337.24----0.0072.2844.156.0191.9310.0117.93--
Gamco Investors Inc302.82m74.70m552.84m168.007.465.167.291.832.802.8011.344.041.36--83.921,802,506.0033.6550.3352.56124.1798.5697.2324.6726.47--21.170.321721.8215.94-3.1324.72-8.97----
NEWTEK Business Services Corp153.90m63.67m565.13m104.008.501.428.843.672.752.756.6216.490.1609--6.351,479,789.006.666.607.467.00----41.3742.88--3.530.53591.7254.8220.70150.2825.24--15.54
Vinci Partners Investments Ltd94.05m42.99m572.25m244.0013.352.0312.406.080.7680.7681.685.04------385,459.60------------45.71------0.0563--36.94--22.57------
Data as of May 24 2022. Currency figures normalised to Oppenheimer Holdings Inc's reporting currency: US Dollar USD

Institutional shareholders

27.94%Per cent of shares held by top holders
HolderShares% Held
BlackRock Fund Advisorsas of 31 Mar 2022594.21k4.82%
Dimensional Fund Advisors LPas of 31 Mar 2022560.18k4.55%
The Vanguard Group, Inc.as of 31 Mar 2022451.61k3.67%
Alan W. Weber (Investment Management)as of 31 Mar 2022410.89k3.34%
Goldman Sachs Asset Management LPas of 31 Mar 2022380.11k3.09%
Greenwich Wealth Management LLCas of 31 Mar 2022305.70k2.48%
Bridgeway Capital Management LLCas of 31 Mar 2022261.12k2.12%
SSgA Funds Management, Inc.as of 31 Mar 2022193.78k1.57%
Geode Capital Management LLCas of 31 Mar 2022159.44k1.29%
Renaissance Technologies LLCas of 31 Mar 2022125.40k1.02%
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Data from 31 Mar 2022 - 31 Mar 2022Source: FactSet Research Systems Inc.
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