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Oppenheimer Holdings Inc. (Class A) (OPY) — RQD Stock Rating Cockpit

Q: Should I buy, hold, or sell OPY stock right now?

Oppenheimer Holdings Inc. (Class A) (OPY) currently earns a Roarable Rating of C+ (Hold — HOLD) with 67/100 RQD Confidence. Solid steady margins (18% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.

Q: What is OPY's 12-month price target and RQD AI Jury consensus?

OPY's 12-month base price target is $112.31 (range $87.6 to $132.53), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

$107.94 +0.99% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)

Oppenheimer Holdings Inc. (Class A) (OPY) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C+ • HOLD / WATCH Cap $1.16B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B- · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OPY)Realized 20D OHLCV Swing Band: ±9%

RSI-14 MOMENTUMOVERSOLD (<32)

2430 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.80>3.0 Fortress Safe

PIOTROSKI F-SCORESOLID CORE (5–6)

6 / 99-Pt Accounting

52-WEEK LASER RANGE71% OF RANGE

L: $64$107.94H: $126

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (steady margins and healthy balance-sheet cushion).

Factor Grade: A-RQD 17 / 20

2. Big Money & Insiders● NEUTRAL

Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: CRQD 25 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: CRQD 25 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on OPY

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (85)

17.6% ROIC with 42.0% gross margin and 15.88% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

NEUTRAL (65)

Altman-Z 4.20 and Piotroski 6/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

NEUTRAL (62)

25/40 institutional & smart-money positioning score with 12/20 macro alignment.

Bull Case: Why Buyers Like OPY

✓Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.
✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Broader market pullbacks can still drag down strong stocks in the short run.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (OPY Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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OPY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.71%📐 HORIZONTAL RANGE

2026-10-30O $105.9H $107.9L $83.12C $107.9VOL 264.2K

RES: $128.5SUP: $97.63SMA50: $113.8SMA200: $102.6

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OPY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 OPY Butterfly Map → + Track OPY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-6.0%/yr Implied 5Y Growth

vs. +15.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OPY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OPY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for OPY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OPY)

Financials Rank #251 of 1096 ⚔️ UROY vs OPY Full Matrix →

1. Head-to-Head Financials Peer Comparison (OPY vs. UROY, MUA, BKT, MUC)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Oppenheimer Holdings Inc. (Class A) (OPY) ranks #251 by composite RQD confidence (67/100, grade C+) and #526 by equity capitalization ($1.16B). Within this direct 5-issuer industry benchmark cohort, OPY leads on earnings valuation at 7.8x trailing P/E, while OPY leads on capital efficiency and profitability with 17.6% ROIC and — gross margin. OPY currently leads its immediate peer cohort in composite quantitative strength at 67/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
OPY ACTIVE Oppenheimer Holdings Inc. (Class A)	C+	67/100	7.8x	—	17.6%	+0.99%	$1.16B	Benchmark Subject
UROY Uranium Royalty Corp.	C+	66/100	32.5x	—	—	-2.80%	$1.31B	/uroy-vs-opy →
MUA Blackrock MuniAssets Fund Inc	C-	60/100	—	—	—	+0.83%	$1.45B	/mua-vs-opy →
BKT BlackRock Income Trust Inc.	C-	60/100	—	—	—	+1.44%	$1.47B	/bkt-vs-opy →
MUC Blackrock MuniHoldings California Quality Fund Inc.	C-	60/100	—	—	—	+1.00%	$1.50B	/muc-vs-opy →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000791963

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Oppenheimer Holdings Inc. (Class A) (OPY) reported GAAP revenue of $1.42B (+15.9% vs. FY2024 revenue of $1.23B , and +32.8% cumulative change since FY2023) , GAAP net income of $148.4M, operating cash flow of $188.8M, and free cash flow of $183.6M (+262.0% YoY). On the balance sheet, OPY closed FY2025 with $3.72B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.42B	$148.4M	$188.8M	$183.6M	$3.72B	—
FY2024 (FY)	2024-12-31	$1.23B	$71.6M	-$108.2M	-$113.3M	$3.38B	—
FY2023 (FY)	2023-12-31	$1.07B	$30.2M	-$18.8M	-$18.8M	—	—

3. OPY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is OPY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Oppenheimer Holdings Inc. (Class A) (NYSE: OPY) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $107.94 (+0.99% 1D, market cap $1.16B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, OPY ranks #251 in composite RQD confidence.

How does OPY compare to UROY and MUA in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), OPY carries a Roarable C+ (67/100 RQD), trailing P/E of 7.8x, gross margin of —, and ROIC of 17.6%. By comparison, UROY (Uranium Royalty Corp.) holds a C+ grade (66/100 RQD, P/E 32.5x, ROIC —, cap $1.31B) and MUA (Blackrock MuniAssets Fund Inc) posts a C- grade (60/100 RQD, P/E N/A, ROIC —, cap $1.45B). Among the 5-stock peer group, OPY leads on earnings multiple (7.8x) while OPY leads on capital efficiency (17.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for OPY?

Per OPY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000791963), Oppenheimer Holdings Inc. (Class A) generated $1.42B in revenue (+15.9% YoY), $148.4M in net income, and $183.6M in free cash flow against $3.72B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is OPY trading relative to its 50-day, 200-day, and 52-week technical levels?

OPY last traded at $107.94 (+0.99% on volume of 98,693 shares), positioning the stock -5.18% below its 50-day simple moving average ($113.84) and +5.21% above its 200-day simple moving average ($102.59). Across its 52-week range of $63.81 to $125.88, OPY sits at the 71.1% percentile with a 14-day RSI of 24.0 (OVERSOLD (<32)) and an implied next-earnings move of ±9.0% ($98.23 to $117.65).

OPY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell OPY stock right now?

Oppenheimer Holdings Inc. (Class A) (OPY) currently earns a Roarable Rating of C+ (Hold — HOLD) with 67/100 RQD Confidence. Solid steady margins (18% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.

What is OPY's 12-month price target and RQD AI Jury consensus?

OPY's 12-month base price target is $112.31 (range $87.6 to $132.53), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: OPY RQD Cockpit OPY 12M Forecast OPY Earnings & Move OPY Dividends & DRIP OPY Insiders & 13F OPY Whale Options OPY Profit Sankey OPY News & Why