Oppenheimer (NYSE:OPY) Shares Cross Above 200 Day Moving Average – What’s Next?

Posted by Francis Steltz on Jul 4th, 2026

Shares of Oppenheimer Holdings, Inc. (NYSE:OPY – Get Free Report) passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $91.16 and traded as high as $116.64. Oppenheimer shares last traded at $110.3270, with a volume of 148,562 shares traded.

Analyst Ratings Changes

A number of equities research analysts have commented on OPY shares. Wall Street Zen downgraded shares of Oppenheimer from a “strong-buy” rating to a “hold” rating in a research report on Saturday, May 9th. Weiss Ratings cut Oppenheimer from a “buy (b)” rating to a “hold (c+)” rating in a report on Monday, May 11th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Oppenheimer currently has a consensus rating of “Moderate Buy”.

View Our Latest Analysis on OPY

Oppenheimer Trading Up 0.8%

The stock has a 50 day simple moving average of $101.13 and a 200-day simple moving average of $91.16. The firm has a market capitalization of $1.18 billion, a P/E ratio of 13.15 and a beta of 1.07.

Oppenheimer (NYSE:OPY – Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The financial services provider reported $4.21 earnings per share for the quarter. The firm had revenue of $445.10 million for the quarter. Oppenheimer had a net margin of 5.66% and a return on equity of 17.49%.

Oppenheimer Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Friday, May 15th were issued a dividend of $0.20 per share. This is an increase from Oppenheimer’s previous quarterly dividend of $0.18. This represents a $0.80 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Friday, May 15th. Oppenheimer’s dividend payout ratio is currently 9.54%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Dimensional Fund Advisors LP grew its position in shares of Oppenheimer by 1.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 497,033 shares of the financial services provider’s stock valued at $44,329,000 after acquiring an additional 7,384 shares during the period. Vanguard Group Inc. raised its holdings in Oppenheimer by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 426,033 shares of the financial services provider’s stock worth $31,488,000 after purchasing an additional 10,345 shares during the period. American Century Companies Inc. lifted its position in Oppenheimer by 17.3% during the third quarter. American Century Companies Inc. now owns 299,211 shares of the financial services provider’s stock valued at $22,115,000 after purchasing an additional 44,145 shares in the last quarter. Millennium Management LLC lifted its position in Oppenheimer by 56.6% during the fourth quarter. Millennium Management LLC now owns 114,737 shares of the financial services provider’s stock valued at $8,294,000 after purchasing an additional 41,485 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Oppenheimer by 21.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 110,906 shares of the financial services provider’s stock valued at $8,017,000 after purchasing an additional 19,558 shares during the period. Hedge funds and other institutional investors own 32.26% of the company’s stock.

Oppenheimer Company Profile

(Get Free Report)

Oppenheimer & Co Inc is a full-service investment bank and wealth management firm headquartered in New York City. Founded in the mid-20th century, the company provides a broad array of financial services to individual, institutional and corporate clients. Its core competencies include equity and fixed-income research, institutional sales and trading, underwriting and merger-and-acquisition advisory.

In the wealth management segment, Oppenheimer offers tailored investment solutions, comprehensive financial planning and retirement strategies.