Alert: Rating Downgrade (3/8/24)-Oppenheimer Holdings Inc (NYSE: OPY).

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Stock Rating Downgrade

Reflecting eroding fundamentals and low Appreciation Potential, the Value Trend Rating for Oppenheimer Holdings Inc (NYSE: OPY) weakened during the last several trading days. OPY’s current Value Trend Rating is C and the prior Rating was B. Details supporting this lower rating are included in our next report.

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Recent Price Action

On 3/8/24, Oppenheimer Holdings Inc (NYSE: OPY) stock rose modestly by 0.7%, closing at $39.07. However, this advance was accompanied by below average trading volume at 73% of normal. The stock has performed in line with the market over the last nine months and has risen 2.0% during the last week.

Current PriceTarget Research Rating

OPY is expected to continue to be Value Creation neutral reflecting capital returns that are forecasted to be in line with the cost of capital.

Oppenheimer Holdings has a current Value Trend Rating of C (High Neutral). With this rating, PTR’s two proprietary measures of a stock’s current attractiveness are providing consistent signals. Oppenheimer Holdings has a neutral Power Rating of 56 and a slightly positive Appreciation Score of 67, producing the High Neutral Value Trend Rating.

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