OPY
OPPENHEIMER HOLDINGS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 2 1 insider sell $423.7K at $90.67
- R May 4 Oppenheimer Holdings reported Q1 2026 revenue of $445.1M (up 21% YoY…
- R Jul 31 Oppenheimer Holdings reported Q2 2026 GAAP EPS of $2.55 on revenue o…
- R Jul 31 Oppenheimer Holdings reported strong Q2 2026 results with revenue of…
- X Aug 31 Short interest jumps 25.8% to 90.8K
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $423.7K.
- InstitutionsBULLISH
Q2 2026: 11 added (0 new), 6 trimmed or exited.
- TrendDOWNTREND
10% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| STATE STREET CORP | ADD | $8.0M |
| Qube Research & Technologies Ltd | ADD | $5.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $4.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | $3.9M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | $3.7M |
| JANE STREET GROUP, LLC | ADD | $2.8M |
| UBS Group AG | DOUBLED | $754.6K |
| SEI INVESTMENTS CO | TRIM | $611.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Mar 2016| Date | Firm | Rating |
|---|---|---|
| Mar 21, 2016 | Sidoti & Co. INITIATE | Buy |
| Feb 1, 2016 | Macquarie MAINTAIN | Outperform |
| Nov 2, 2015 | Macquarie MAINTAIN | Outperform |
| Sep 14, 2015 | Macquarie UPGRADE | Outperform |
| Nov 25, 2014 | Macquarie INITIATE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Lowenthal Robert S CEO | OTHER | 100,000 sh |
| Mar 2, 2026 | McNAMARA DENNIS P Secretary | SELL | $423.7K |
| Feb 26, 2026 | Dwyer Timothy Martin Director | OTHER | 1,400 sh |
| Feb 26, 2026 | Spaulding Suzanne Director | OTHER | 1,400 sh |
| Feb 26, 2026 | Kanter Stacy J. Director | OTHER | 1,400 sh |
| Feb 26, 2026 | ROTH R LAWRENCE Director | OTHER | 1,400 sh |
| Feb 26, 2026 | Friedman Paul M Director | OTHER | 1,400 sh |
| Feb 26, 2026 | Glasser Teresa Director | OTHER | 1,400 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | — | — | — | $0.00 |
| Next FY | — | — | — | $0.00 |
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 2 bullish · 0 bearish · 1 mixed · 1 neutral- BULLISH 8-KJul 31, 2026
Oppenheimer Holdings reported Q2 2026 GAAP EPS of $2.55 on revenue of $454.9M (+21.9% YoY), but…
The adjusted EPS of $4.27 is the clean read-through — GAAP $2.55 is noise from the stock-appreciation-rights charge that mechanically scales with OPY's own rising share price. Revenue growth of…
- BULLISH PRESS-RELEASEJul 31, 2026
Oppenheimer Holdings reported strong Q2 2026 results with revenue of $454.9M (+21.9% YoY) and GAAP…
The strong core operating performance, especially in Capital Markets advisory and Wealth Management AUM growth, supports a positive outlook. However, the stock appreciation rights expense will…
- MIXED 8-KMay 4, 2026
Oppenheimer Holdings reported Q1 2026 revenue of $445.1M (up 21% YoY) but a GAAP net loss of…
Focus on adjusted metrics vs GAAP; the cash sweep litigation is a one-time event but may create near-term volatility. Watch for sustainable revenue growth momentum in wealth management and capital…
- NEUTRAL COURT-RULINGMar 30, 2026
Analysis based on filing metadata only — document content was unavailable
Monitor for subsequent court filings or public disclosures regarding the nature of the claim and potential exposure. The lack of accessible ruling text limits immediate assessment.
All OPY filing & press-release reports (4)
- 8-K reportJul 31, 2026
- PRESS-RELEASE reportJul 31, 2026
- 8-K reportMay 4, 2026
- COURT-RULING reportMar 30, 2026