Oppenheimer Holdings Stock Performance

OPY Stock  USD 53.08  3.41  6.04%   
The company holds a Beta of 1.27, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Oppenheimer Holdings will likely underperform. At this point, Oppenheimer Holdings has a negative expected return of -0.28%. Please make sure to check Oppenheimer Holdings' treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Oppenheimer Holdings performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Oppenheimer Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Actual Historical Performance (%)

One Day Return
(6.04)
Five Day Return
(9.65)
Year To Date Return
(18.06)
Ten Year Return
125.68
All Time Return
731.97
Forward Dividend Yield
0.0127
Payout Ratio
0.1077
Forward Dividend Rate
0.72
Dividend Date
2025-02-28
Ex Dividend Date
2025-02-14
1
Disposition of 5000 shares by Mcnamara Dennis P of Oppenheimer Holdings subject to Rule 16b-3
01/28/2025
2
O Dell Group LLC Makes New Investment in The Goldman Sachs Group, Inc.
03/11/2025
3
Jefferies Financial Group Announces Quarterly Earnings Results, Misses Expectations By 0.28 EPS
03/27/2025
4
denkapparat Operations GmbH Takes Position in Vertex Pharmaceuticals Incorporated
03/28/2025
5
Movie Theaters Biggest Problems With The Industry In 2025
03/31/2025
6
Tradewinds LLC. Sells 490 Shares of Gilead Sciences, Inc.
04/01/2025
7
Cadence Design Systems, Inc. Shares Sold by Arrowstreet Capital Limited Partnership
04/02/2025
8
Trumps Reciprocal Tariffs Why Major AI Stocks Apple, Meta, and Alphabet Are Feeling the Heat Today
04/03/2025
Begin Period Cash Flow28.8 M
  

Oppenheimer Holdings Relative Risk vs. Return Landscape

If you would invest  6,430  in Oppenheimer Holdings on January 5, 2025 and sell it today you would lose (1,122) from holding Oppenheimer Holdings or give up 17.45% of portfolio value over 90 days. Oppenheimer Holdings is generating negative expected returns assuming volatility of 2.2316% on return distribution over 90 days investment horizon. In other words, 19% of stocks are less volatile than Oppenheimer, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Oppenheimer Holdings is expected to under-perform the market. In addition to that, the company is 1.83 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.14 per unit of volatility.

Oppenheimer Holdings Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Oppenheimer Holdings, and traders can use it to determine the average amount a Oppenheimer Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1273

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Negative ReturnsOPY

Estimated Market Risk

 2.23
  actual daily
19
81% of assets are more volatile

Expected Return

 -0.28
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Oppenheimer Holdings is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oppenheimer Holdings by adding Oppenheimer Holdings to a well-diversified portfolio.

Oppenheimer Holdings Fundamentals Growth

Oppenheimer Stock prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Holdings, and Oppenheimer Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oppenheimer Stock performance.

About Oppenheimer Holdings Performance

Evaluating Oppenheimer Holdings' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oppenheimer Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 716.00  562.07 
Return On Tangible Assets 0.02  0.02 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.02  0.02 
Return On Equity 0.08  0.10 

Things to note about Oppenheimer Holdings performance evaluation

Checking the ongoing alerts about Oppenheimer Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Oppenheimer Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Oppenheimer Holdings generated a negative expected return over the last 90 days
Oppenheimer Holdings has about 112.43 M in cash with (108.17 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 42.0% of the company outstanding shares are owned by corporate insiders
Latest headline from finance.yahoo.com: Trumps Reciprocal Tariffs Why Major AI Stocks Apple, Meta, and Alphabet Are Feeling the Heat Today
Evaluating Oppenheimer Holdings' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Holdings' stock performance include:
  • Analyzing Oppenheimer Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oppenheimer Holdings' stock is overvalued or undervalued compared to its peers.
  • Examining Oppenheimer Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Oppenheimer Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Holdings' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Oppenheimer Holdings' stock. These opinions can provide insight into Oppenheimer Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Oppenheimer Holdings' stock performance is not an exact science, and many factors can impact Oppenheimer Holdings' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.