Oppenheimer Holdings Inc. (OPY)

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Oppenheimer Holdings Inc. (OPY) is up 31.0% since the beginning of the year. At $94 per share, OPY is trading 20.6% below its 52-week high of $119. Investors who bought $1,000 worth of OPY shares 5 years ago would now be looking at an investment worth $2,144.

Oppenheimer Holdings Inc. (OPY) has returned 31.02% so far this year and 51.90% over the past 12 months. Looking at the last ten years, OPY has achieved an annualized return of 22.67%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Aug 16, 1993, OPY's average daily return is +0.07%, while the average monthly return is +1.30%. At this rate, an investment would double in approximately 4.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jun 2009 with a return of +42.5%, while the worst month was Feb 2009 at -33.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, OPY closed higher 46% of trading days. The best single day was Mar 12, 2009 with a return of +27.5%, while the worst single day was Nov 19, 2008 at -25.9%.

Oppenheimer Holdings Inc. has an annualized alpha of 8.67%, beta of 0.89, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since August 17, 1993.

• This stock captured 114.17% of S&P 500 Index gains and 107.98% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

OPY ranks 78 for risk / return — better than 78% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Oppenheimer Holdings Inc. (OPY) and compare them to S&P 500 Index.

Oppenheimer Holdings Inc. provided a 1.84% dividend yield over the last twelve months, with an annual payout of $1.74 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Oppenheimer Holdings Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Oppenheimer Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oppenheimer Holdings Inc. was 87.51%, occurring on Mar 9, 2009. Recovery took 3020 trading sessions.

The current Oppenheimer Holdings Inc. drawdown is 18.46%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Oppenheimer Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Oppenheimer Holdings Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.