What is OPY's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for OPY.

Stock Ratings / Financials / OPY / options

NAVI (55) TIGR (46) UROY (53) TOP (50) ⌘ Pro Terminal →

Oppenheimer Holdings Inc. (Class A) (OPY) Options Positioning, Max Pain & Unusual Sweeps

$86.20 -20.14% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $82.91

Oppenheimer Holdings Inc. (Class A) (OPY) carries a Roarable Rating of C- (Hold) with 59/100 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 $923.0M

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

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on OPY Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is OPY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, 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 59/100 at a spot price of $86.20 (-20.14% 1D, market cap $923.0M). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 4/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, OPY ranks #427 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does OPY compare to NAVI and TIGR in the Financials sector?

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Within the Financials sector (Investment Bankers/Brokers/Service), OPY carries a Roarable C- (59/100 RQD), trailing P/E of 7.8x, gross margin of —, and ROIC of 17.6%. By comparison, NAVI (Navient Holdings Inc.) holds a D+ grade (55/100 RQD, P/E N/A, ROIC —, cap $872.2M) and TIGR (UP Fintech Holding Ltd representing fifteen (Class A)) posts a D grade (46/100 RQD, P/E N/A, ROIC —, cap $691.6M). Among the 5-stock peer group, OPY leads on earnings multiple (7.8x) while OPY leads on capital efficiency (17.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for OPY?

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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: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $82.91 (-3.82%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 12.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% 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 C · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE+0.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OPY)Realized 20D OHLCV Swing Band: ±10.6%

Deterministic 5-Pillar Attribution (59/100 Composite)

🔍 WHY OPY SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (29% 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 (29% of score)

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

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

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

Q1 (-3Q)

Grade B-$106.95-5.9% Next Q

Q2 (-2Q)

Grade C+$100.66+4.3% Next Q

Q3 (-1Q)

Grade C+$104.98-17.9% Next Q

Current

Grade C-$86.20+0.2% Hist 90D α

Trajectory: B- (67) → C- (59)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 59/100 (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

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ 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 ($113.09) or 200D SMA ($102.75) invalidates the momentum regime and cuts Target Base ($86.59) toward Bear Floor ($67.54).

🎲 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 59%NO 41%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±10.6%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (OPY)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for OPY.

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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: -12.56%🛡️ HOLDING TREND SUPPORT

2026-11-03O $107.9H $107.9L $86.20C $86.20VOL 265.0K

RES: $128.6SUP: $82.53SMA50: $113.1SMA200: $102.8

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

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

Reverse-DCF Expectations Hurdle

-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

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 #427 of 1097 ⚔️ NAVI vs OPY Full Matrix →

1. Head-to-Head Financials Peer Comparison (OPY vs. NAVI, TIGR, UROY, TOP)

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

Across 1097 tracked Financials securities in the Roarable RQD universe, Oppenheimer Holdings Inc. (Class A) (OPY) ranks #427 by composite RQD confidence (59/100, grade C-) and #570 by equity capitalization ($923.0M). 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 59/100 (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-	59/100	7.8x	—	17.6%	-20.14%	$923.0M	Benchmark Subject
NAVI Navient Holdings Inc.	D+	55/100	—	—	—	+2.42%	$872.2M	/navi-vs-opy →
TIGR UP Fintech Holding Ltd representing fifteen (Class A)	D	46/100	—	—	—	-4.91%	$691.6M	/tigr-vs-opy →
UROY Uranium Royalty Corp.	D+	53/100	32.5x	—	—	-3.46%	$1.26B	/uroy-vs-opy →
TOP TOP Financial Group Limited (Class A)	D	50/100	—	—	—	-22.42%	$1.37B	/top-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?

How does OPY compare to NAVI and TIGR in the Financials sector?

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

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

OPY last traded at $86.20 (-20.14% on volume of 264,968 shares), positioning the stock -23.78% below its 50-day simple moving average ($113.09) and -16.11% below its 200-day simple moving average ($102.75). Across its 52-week range of $63.81 to $125.88, OPY sits at the 36.1% percentile with a 14-day RSI of 36.7 (NEUTRAL RANGE) and an implied next-earnings move of ±10.6% ($77.06 to $95.34).

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

ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ SEC XBRL & RQD VERIFIED

OPY — Oppenheimer Holdings Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Oppenheimer Holdings Inc. (Class A) (OPY) earns a live Roarable RQD composite score of 59/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $86.20 (-20.14% 1D, market capitalization $923.0M).

Fundamental Cash Engine (17/20): Anchored by return on invested capital (ROIC) of 17.6%, gross margin of —, operating margin of 14.8%, and free cash flow yield of 15.88%.
Whale 13F & Options Flow (4/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (8/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 6/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Oppenheimer Holdings Inc. (Class A) is a NYSE-listed issuer classified in the Financials sector and the Investment Bankers/Brokers/Service industry. The profile does not provide a description of its product lines, client base, or revenue-generation mechanics.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Oppenheimer Holdings Inc. (Class A) (OPY) reported $1.42B in annual revenue (up from $1.23B in FY2024, +15.9% YoY) and $148.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.07B revenue, $30.2M net income) through FY2025, OPY scaled operating cash flow to $188.8M and free cash flow to $183.6M, backed by $3.72B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (C- • RQD 59/100): 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. With Fundamental Cash Engine at 17/20 and Institutional Whale Flow at 4/20, sustained execution supports upside toward the upper end of the $63.81 – $125.88 52-week range.
🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 7.8x trailing P/E and 5.2x EV/EBITDA against 14.8% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Investment Bankers/Brokers/Service (Financials), OPY carries a macro regime beta of 1.00 and gross margin of —.

Key Question #1: Can OPY sustain or expand its 14.8% operating margin and 17.6% ROIC against Investment Bankers/Brokers/Service peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.42B and free cash flow of $183.6M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is OPY's 6.6x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

OPY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Oppenheimer Holdings Inc. (Class A) (OPY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to OPY Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 21h ago

Oppenheimer (OPY) Stock May Still Be Undervalued On Earnings Strength

Yahoo Finance report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Oppenheimer Holdings Inc. Reports Third Quarter 2026 Earnings

TradingView report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE KVUE • 1d ago

Oppenheimer: Q3 Earnings Snapshot

KVUE report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Oppenheimer Holdings Stock Faces Earnings Pressure As Compensation Costs Rise And Assets Hit Record

Yahoo Finance report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Oppenheimer Holdings (OPY) Looks Cheap On Earnings, Is Fair Value Closer To $70?

Yahoo Finance report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Oppenheimer Holdings Inc. (OPY) Q3 EPS $0.52, Revenue $382M, Down 10% YoY

TradingView report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Oppenheimer names top SMID software stocks ahead of Q3 earnings

Yahoo Finance report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Oppenheimer Holdings, Inc. Estimates – NYSE:OPY

TradingView report covering Oppenheimer Holdings Inc. (Class A) (OPY) market action, institutional positioning, and fundamental catalysts.

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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

OPY Bull vs. Bear Conversation Board — What's Your Call at $86.20?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON OPY 🐻 33% BEARISH CONVICTION

QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH 🎯 Target: $113.78 (+32.0%)

📌 Pinned Debate

Low forward P/E of 6.6 and 15.88% FCF yield paired with 17.6% ROIC suggest strong cash generation relative to the market price.

Long OPY at $86.20 targeting $113.78. Low forward P/E of 6.6 and 15.88% FCF yield paired with 17.6% ROIC suggest strong cash generation relative to the market price.. Institutional whale score is 4/20 and the risk/reward vs. the $63.81 52-week low is skewed heavily in favor of bulls.

SectorRotator 🐂 BULL

@RiskArb_Desk Fair point on 7.8x trailing P/E, but you're ignoring the forward operating leverage in Investment Bankers/Brokers/Service. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

RI RiskArb_Desk RQD DEBATE OPENER • Hedged Event Driven 🐻 BEARISH 🎯 Target: $69.82 (-19.0%)

Spot @ $86.20

Q3 revenue of $382M was down 10% year over year, and the whale-flow pillar scored only 9 of 20, signaling weak institutional conviction

Here is the bear case nobody on the bull side wants to address on OPY: Q3 revenue of $382M was down 10% year over year, and the whale-flow pillar scored only 9 of 20, signaling weak institutional conviction.. At 7.8x trailing P/E, even a small guidance miss in Investment Bankers/Brokers/Service triggers a 12-15% air pocket.