OPY (Oppenheimer Holdings) Effective Interest Rate on Debt %: 9.59% (As of Jun. 2026)

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OPY Oppenheimer Holdings Inc OPY
77 GF Score
Price $111.75
GF Value $80.77
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Oppenheimer Holdings Effective Interest Rate on Debt %?

Oppenheimer Holdings OPY -1.84% 77 Effective Interest Rate on Debt % is 9.59% as of Jun. 2026. GuruFocus rates OPY with a GF Score™ of 77/100 and a GF Value™ of $80.77 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Oppenheimer Holdings's annualized positive value of Interest Expense for the quarter that ended in Jun. 2026 was $80 Mil. Oppenheimer Holdings's average total debt for the quarter that ended in Jun. 2026 was $830 Mil. Therefore, Oppenheimer Holdings's annualized Effective Interest Rate on Debt % for the quarter that ended in Jun. 2026 was 9.59%.


Oppenheimer Holdings  (NYSE:OPY) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Oppenheimer Holdings Effective Interest Rate on Debt % Related Terms


Oppenheimer Holdings Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Oppenheimer Holdings's Effective Interest Rate on Debt % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Oppenheimer Holdings Effective Interest Rate on Debt % Chart

Oppenheimer Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.51 3.74 11.18 13.74 13.15

Oppenheimer Holdings Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.92 10.92 11.93 10.71 9.59

OPY vs PWP, GOLD, PURR: Effective Interest Rate on Debt % Comparison

For the Capital Markets subindustry, Oppenheimer Holdings's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Oppenheimer Holdings Effective Interest Rate on Debt % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Oppenheimer Holdings's Effective Interest Rate on Debt % falls into.


OPY
77GF Score
Oppenheimer Holdings Inc OPY
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
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Oppenheimer Holdings Effective Interest Rate on Debt % Calculation

Oppenheimer Holdings's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Dec. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Dec. 2024 )+Total Debt  (A: Dec. 2025 ))/ count )
=-1  *  -86.561/( (687.588+628.467)/ 2 )
=-1  *  -86.561/658.0275
=13.15 %

where

Total Debt  (A: Dec. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=687.588 + 0
=687.588

Total Debt  (A: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=628.467 + 0
=628.467

Oppenheimer Holdings's annualized Effective Interest Rate on Debt % for the quarter that ended in Jun. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Mar. 2026 )+Total Debt  (Q: Jun. 2026 ))/ count )
=-1  *  -79.528/( (767.513+891.663)/ 2 )
=-1  *  -79.528/829.588
=9.59 %

where

Total Debt  (Q: Mar. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=767.513 + 0
=767.513

Total Debt  (Q: Jun. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=891.663 + 0
=891.663

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Jun. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 9.59% mean?
Oppenheimer Holdings (OPY) has a Effective Interest Rate on Debt % of 9.59% as of Jun. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Oppenheimer Holdings and its competitors.
Is Oppenheimer Holdings' Effective Interest Rate on Debt % too high?
Oppenheimer Holdings' current Effective Interest Rate on Debt % is 9.59%. Overall, Oppenheimer Holdings has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Oppenheimer Holdings' Effective Interest Rate on Debt % compare to PWP and GOLD?
Oppenheimer Holdings' Effective Interest Rate on Debt % of 9.59% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for a Capital Markets company?
A good Effective Interest Rate on Debt % depends on the Capital Markets industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Oppenheimer Holdings and its competitors. Oppenheimer Holdings's current Effective Interest Rate on Debt % is 9.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oppenheimer Holdings stock overvalued right now?
Based on GuruFocus' analysis, Oppenheimer Holdings (OPY) is currently considered Significantly Overvalued. The stock's GF Value™ is $80.77, compared to a current price of $111.75 — trading 38.4% above its estimated fair value. The current Effective Interest Rate on Debt % is 9.59%. Oppenheimer Holdings' overall GF Score™ is 77/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current Effective Interest Rate on Debt % is 9.59% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oppenheimer Holdings (OPY) Overvalued in 2026?

Based on GuruFocus' analysis, Oppenheimer Holdings stock appears to be overvalued. The current stock price of $111.75 is trading 38.4% above its estimated GF Value™ of $80.77. GuruFocus considers Oppenheimer Holdings to be Significantly Overvalued.

Key valuation signals for OPY:

  • Effective Interest Rate on Debt %: 9.59%
  • GF Value™: $80.77 vs. price of $111.75 (38.4% above fair value)
  • GF Score™: 77/100 with 7 warning signs

No single metric tells the full story. See the OPY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Oppenheimer Holdings Business Description

Address 85 Broad Street, New York, NY, USA, 10004
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
77GF Score

Get the complete analysis for OPY

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$111.75
Price
$80.77
GF Value