Stock Ratings / Financials / OPY / earnings

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Oppenheimer Holdings Inc. (Class A) (OPY) Next Earnings Date & Expected ±9% Move

Q: When is OPY's next earnings date?

Based on SEC filing cadence, Oppenheimer Holdings Inc. (Class A) (OPY)'s next quarterly reporting window is estimated around Dec 30, 2026.

Q: How much is OPY stock expected to move on earnings?

Volatility modeling currently projects a ±9% event move for OPY, spanning a range between $98.23 and $117.65.

$107.94 +0.99% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $107.93

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.

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY) →

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

EXT / AFTER-HRS: $107.93 (-0.01%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 12.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY • 56.4% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

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%

Deterministic 5-Pillar Attribution (67/100 Composite)

🔍 WHY OPY SCORES 67/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 12.9% FCF Margin ($183.6M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B+$113.94-11.8% Next Q

Q2 (-2Q)

Grade B$100.53+0.5% Next Q

Q3 (-1Q)

Grade B$101.08+6.8% Next Q

Current

Grade C+$107.94+1.6% Hist 90D α

Trajectory: B+ (75) → C+ (67)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the OPY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 67/100 (C+) score, OPY faces multiple-compression risk if 7.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

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

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($113.84) or 200D SMA ($102.59) invalidates the momentum regime and cuts Target Base ($112.31) toward Bear Floor ($87.60).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $OPY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “OPY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 67%NO 33%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~58 DAYS)

Historical OHLCV Volatility ±9% Swing Band

±$9.71 Expected Swing

MODEL EARNINGS SETUP GAUGE

OPY Quantitative Pre-Earnings Setup: 67/100

Trailing EPS: $13.86 • YoY Revenue Growth: 15.9%

Model Bullish Setup (67/100)Model Risk Weight (33/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$1.42B	$148.4M	$183.6M	52%
FY 2024	2024-12-31	$1.23B	$71.6M	-$113.3M	52%
FY 2023	2023-12-31	$1.07B	$30.2M	-$18.8M	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating OPY & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on OPY
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

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

When is OPY's next earnings date?

Based on SEC filing cadence, Oppenheimer Holdings Inc. (Class A) (OPY)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is OPY stock expected to move on earnings?

Volatility modeling currently projects a ±9% event move for OPY, spanning a range between $98.23 and $117.65.

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