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OPYSMALL

Oppenheimer Holdings Inc.

Financial ServicesFinancial - Capital Markets
$86.29
$0.04(-4.46%)
52W$49.26
$94.10
Updated Mar 2, 12:00 AM
RSI63
RS Rating77/99
Beta0.97
Volatility33%
F-Score5/9
Mkt Cap$899M
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 moderate (RS Rating: 77), indicating performance broadly in line with the market. Earnings contraction of 12% 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
77
out of 99
Average
Trend Score
4/4
Minervini Criteria
STAGE 2 UPTREND
Risk (Beta)
0.97
vs S&P 500
MARKET
52W Position
83%
from 52W low
Near High
Trend & Momentum Analysis

Trend Template (Minervini)

STAGE 2 UPTREND4/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$80.65
50 SMA > 100 SMA$74.57
100 SMA > 150 SMA$74.29
150 SMA > 200 SMA$72.17

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$88.33-2.31%BELOW
50 SMA$80.65+7.00%ABOVE
100 SMA$74.57+15.71%ABOVE
150 SMA$74.29+16.15%ABOVE
200 SMA$72.17+19.57%ABOVE

Price Performance

1D-4.5%
1W-0.3%
1M+14.8%
3M+26.8%
6M+20.6%
YTD+18.8%
1Y+30.7%
3Y+25.1%
52-Week Trading Range83% from low
$86.29
52W Low$49.26
52W High$94.10

Technical Indicators

RSI (14)BULLISH
63.3
305070
VCP ScoreWARM
6/10
Base depth: 32.6%

Risk Profile

Beta
0.97
52W Vol
33%
ATR
$3.12
Max DD (1Y)
-22%

Volume Analysis

Today
86
50D Avg
39.6K
Vol Ratio
0.00x
Liquidity
ILLIQUID

Earnings Momentum

Q4'24-4%
$0.94
Q1'25+15%
$2.72
Q2'25+108%
$1.91
Q3'25-12%
$1.90
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+3.86%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:+26.23%
5 Years:+10.77%
3 Years:-18.34%
TTM:+15.99%

Stock Price CAGR

10 Years:+19.81%
5 Years:+16.49%
3 Years:+25.09%
1 Year:+30.74%

Return on Equity

10Y Avg:6.9%
5Y Avg:11.0%
3Y Avg:5.4%
Last Year:9.2%

Key Metrics

Market Cap$899M
Gross Margin32.7%
Net Margin5.0%
Piotroski F-Score5/9

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 63. The stock is in neutral territory, neither overbought nor oversold.

Is OPY outperforming the market?

OPY has a Relative Strength (RS) Rating of 77 out of 99. OPY is performing about average compared to the market.

Where is OPY in its 52-week range?

OPY is trading at $86.29, which is 92% of its 52-week high ($94.10) and 83% above its 52-week low ($49.26).

How volatile is OPY?

OPY has a Beta of 0.97 and 52-week volatility of 33%. It's less volatile than the S&P 500 - generally more stable.