OPYSMALL

Oppenheimer Holdings Inc.

Financial ServicesFinancial - Capital Markets
$104.30
$0.01(-0.78%)
52W$63.81
$118.77
Updated Jun 30, 02:00 AM
RSI55
RS Rating80/99
Beta0.99
Volatility37%
F-Score7/9
Mkt Cap$1.1B
STAGE 2 UPTREND

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

STAGE 2 UPTREND

Oppenheimer Holdings Inc. is in a confirmed Stage 2 uptrend, with price holding above all major moving averages and trend structure remaining intact. Relative strength is leading (RS Rating: 80), indicating clear outperformance against the broad market. Earnings contraction of 171% provides fundamental context to the price action. Momentum will need to be maintained above the 50-day moving average to sustain this leadership phase.

Relative Strength
80
out of 99
Market Leader
Trend Score
4/4
Minervini Criteria
STAGE 2 UPTREND
Risk (Beta)
0.99
vs S&P 500
MARKET
52W Position
74%
from 52W low
Mid Range
Trend & Momentum Analysis

Trend Template (Minervini)

STAGE 2 UPTREND4/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$101.66
50 SMA > 100 SMA$96.07
100 SMA > 150 SMA$88.66
150 SMA > 200 SMA$84.25

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$102.80+1.46%ABOVE
50 SMA$101.66+2.59%ABOVE
100 SMA$96.07+8.56%ABOVE
150 SMA$88.66+17.64%ABOVE
200 SMA$84.25+23.80%ABOVE

Price Performance

1D-0.8%
1W-6.2%
1M+13.8%
3M+19.1%
6M+41.9%
YTD+43.6%
1Y+58.6%
3Y+36.9%
52-Week Trading Range74% from low
$104.30
52W Low$63.81
52W High$118.77

Technical Indicators

RSI (14)NEUTRAL
55.0
305070
Setup ScoreCOOL
3/10
Base depth: 29.6%

Risk Profile

Beta
0.99
52W Vol
37%
ATR
$4.48
Max DD (1Y)
-21%

Volume Analysis

Today
61.3K
50D Avg
83.9K
Vol Ratio
0.73x
Liquidity
MODERATE

Earnings Momentum

Q2'25+108%
$1.91
Q3'25-12%
$1.90
Q4'25+593%
$6.51
Q1'26-171%
$-1.93
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+6.20%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:+57.37%
5 Years:+6.99%
3 Years:+71.84%
TTM:+24.30%

Stock Price CAGR

10 Years:+21.17%
5 Years:+15.40%
3 Years:+36.86%
1 Year:+58.58%

Return on Equity

10Y Avg:8.4%
5Y Avg:10.3%
3Y Avg:9.5%
Last Year:10.3%

Key Metrics

Market Cap$1.1B
Gross Margin51.1%
Net Margin9.1%
Piotroski F-Score7/9

Frequently Asked Questions

Is OPY in an uptrend right now?

OPY has a trend score of 4/4 based on Minervini's Stage Analysis. Yes, OPY is in a Stage 2 uptrend with price above all major moving averages (50, 100, 150, 200 SMA) properly stacked.

Is OPY overbought or oversold?

OPY's RSI (14) is 55. The stock is in neutral territory, neither overbought nor oversold.

Is OPY outperforming the market?

OPY has a Relative Strength (RS) Rating of 80 out of 99. Yes, OPY is a market leader, outperforming 80% of all stocks over the past 12 months.

Where is OPY in its 52-week range?

OPY is trading at $104.30, which is 88% of its 52-week high ($118.77) and 74% above its 52-week low ($63.81).

How volatile is OPY?

OPY has a Beta of 0.99 and 52-week volatility of 37%. It's less volatile than the S&P 500 - generally more stable.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.