OPPENHEIMER HOLDINGS INC (OPY) Stock
OPY has an Alpha Score of 40 out of 100 (weak), computed on Nov 1, 2026 from 3 of 4 sub-scores. 1 member of Congress disclosed 2 trades in OPY since 2014: 2 purchases and 0 sales, most recently Raúl M. Grijalva (purchase, Apr 10, 2015). 5 of the hedge funds AlphaScala tracks reported OPY in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Millennium Management's at $5.95M. Its trailing P/E ratio is 8.9 and its net margin 5.7% (key statistics as of Nov 1, 2026).
What is OPY's Alpha Score?
How it works →Alpha Score of 40 reflects weak overall profile with poor momentum, moderate value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 1, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded OPPENHEIMER HOLDINGS INC (OPY)?
Most recent: Raúl M. Grijalva (purchase, Apr 10, 2015); records start Jun 16, 2014.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Raúl Grijalva D-AZ · House | 2015-04-10 | purchase | $1k – $15k |
| Raúl Grijalva D-AZ · House | 2014-06-16 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 2, 2026.
See all OPY political trades →Which hedge funds own OPY?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Millennium Management Israel Englander | 56K | $5.95M | -16% |
| Renaissance Technologies Jim Simons (founder) | 35K | $3.73M | +55% |
| Citadel Ken Griffin | 24K | $2.57M | +22% |
| Point72 Steve Cohen | 10K | $1.02M | -3% |
| D.E. Shaw David Shaw | 5K | $556.5K | -86% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →What are OPY's key statistics?
Key statistics as of Nov 1, 2026
How does OPY's valuation compare with the Financials sector?
| Metric | OPY | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 8.9 | 12.9 | 212 |
| Net margin | 5.72% | 20.22% | 197 |
| Return on equity | 10.71% | 12.39% | 221 |
| Dividend yield (payers) | 1.47% | 3.35% | 167 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 4, 2026). P/E excludes loss-making companies.
OPY price chart
Powered by TradingViewWhat does OPPENHEIMER HOLDINGS INC do?
Oppenheimer Holdings Inc. is a diversified financial services company providing a broad range of services within the investment banking and securities industries. Its primary function is to offer financial advisory and capital markets services, helping clients manage their financial portfolios, acquire necessary capital, and navigate intricate market conditions. The company is significantly involved in wealth management, asset management, and brokerage services, addressing the needs of individual investors, families, and institutions. Oppenheimer Holdings plays a crucial role in sectors such as private client services, institutional equities, fixed income, and public finance. Its investment banking division assists entities in mergers, acquisitions, and strategy consultations, while also focusing on public offerings and private placements. Strategically headquartered in New York, the firm maintains a significant presence in the financial markets, leveraging its expertise to influence capital and investment strategies across various industries. With a rich history dating back to the early 20th century, Oppenheimer Holdings continues to shape financial services through its commitment to innovation and client-focused solutions, sustaining its stature in the global finance sector.