Is OPY a good stock to buy? We came across a bullish thesis on Oppenheimer Holdings Inc. on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on OPY. Oppenheimer Holdings Inc.’s share was trading at $111.84 as of July 1st. OPY’s trailing P/E was 13.33 according to Yahoo Finance.
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Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. OPY is positioned as a multi-stream financial services platform benefiting from a broad recovery in capital markets activity, where improving IPO issuance, rising M&A pipelines, and stronger wealth management inflows are combining to create a durable earnings expansion story.
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The company operates as one of Wall Street’s longest-standing full-service investment firms, serving retail clients, high-net-worth families, and corporate issuers through advisory, brokerage, and investment banking services. Its wealth management division remains the core growth engine as rising client assets and market appreciation lift advisory and fee-based revenues, reinforcing stability through cycles.
At the same time, a thawing IPO market and renewed corporate risk appetite are reigniting underwriting and advisory activity, with management actively scaling talent in high-growth verticals such as defense and infrastructure, which are benefiting from elevated government and private capital spending. Lower rate pressures and improving equity market conditions are further supporting deal activity, increasing visibility for sustained investment banking recovery. The public finance franchise adds another layer of resilience, supported by long-duration infrastructure funding cycles.
On the trading side, technical indicators reinforce the improving fundamental backdrop, with confirmation bar strength and rising volume signaling consistent buyer conviction and suggesting momentum may be building for a sustained upward trend. Taken together, Oppenheimer is increasingly positioned to benefit from synchronized tailwinds across wealth, advisory, and capital markets businesses, which could drive a meaningful re-rating of earnings power as investor sentiment toward mid-tier diversified brokers improves. This positioning supports continued earnings upside and potential multiple expansion ahead.
Previously, we covered a bullish thesis on Interactive Brokers Group, Inc. (IBKR) by Long-term Investing in May 2025, which highlighted IBKR’s strong financials, technological edge, and steady account growth. IBKR’s stock price has appreciated by approximately 76.07% (adjusted for stock split) since our coverage. TradersPro shares a similar view on Oppenheimer Holdings (OPY) but emphasizes capital markets recovery and diversified brokerage earnings drivers.
Oppenheimer Holdings Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held OPY at the end of the first quarter which was 23 in the previous quarter. While we acknowledge the risk and potential of OPY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than OPY and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
