OPY (Oppenheimer Holdings) 6-1 Month Momentum %: 22.45% (As of Aug. 21, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

OPY Oppenheimer Holdings Inc OPY
77 GF Score
Price $111.75
GF Value $80.81
Valuation Significantly Overvalued
! 7 Warning Signs
View Full Analysis

What is Oppenheimer Holdings 6-1 Month Momentum %?

Oppenheimer Holdings OPY -1.84% 77 6-1 Month Momentum % is 22.45% as of Aug. 21, 2026. GuruFocus rates OPY with a GF Score™ of 77/100 and a GF Value™ of $80.81 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 832 Capital Markets companies, Oppenheimer Holdings ranks better than 85.46% on this metric.

6-1 Month Momentum % is the total return of the stock from 6-month ago to 1-month ago. As of today (2026-08-21), Oppenheimer Holdings's 6-1 Month Momentum % is 22.45%.

The industry rank for Oppenheimer Holdings's 6-1 Month Momentum % or its related term are showing as below:

OPY's 6-1 Month Momentum % is ranked better than
85.46% of 832 companies
in the Capital Markets industry
Industry Median: -5.8 vs OPY: 22.45

Oppenheimer Holdings  (NYSE:OPY) 6-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 6-1 Month Momentum % measures the total return to a stock over the past six months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Oppenheimer Holdings 6-1 Month Momentum % Related Terms


OPY vs PWP, GOLD, PURR: 6-1 Month Momentum % Comparison

For the Capital Markets subindustry, Oppenheimer Holdings's 6-1 Month Momentum %, along with its competitors' market caps and 6-1 Month Momentum % 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 6-1 Month Momentum % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's 6-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Oppenheimer Holdings's 6-1 Month Momentum % falls into.


OPY
77GF Score
Oppenheimer Holdings Inc OPY
6-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Oppenheimer Holdings  (NYSE:OPY) 6-1 Month Momentum % Calculation

6-1 Month Momentum % is calculated as following:

6-1 Month Momentum %=( Price 1-month ago / Price 6-month ago - 1 ) * 100 %

* 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.

Frequently Asked Questions Learn more about 6-1 Month Momentum % →
What does a 6-1 Month Momentum % of 22.45% mean?
Oppenheimer Holdings (OPY) has a 6-1 Month Momentum % of 22.45% as of Aug. 21, 2026. 6-1 Month Momentum measures the total return of the stock from 6-month ago to 1-month ago. View historical data on Oppenheimer Holdings and its competitors. According to the industry distribution chart, Oppenheimer Holdings ranks #121 out of 832 companies in the Capital Markets industry, placing it in the top 14.5%.
Is Oppenheimer Holdings' 6-1 Month Momentum % too high?
Oppenheimer Holdings' current 6-1 Month Momentum % is 22.45%. Based on the distribution chart, Oppenheimer Holdings ranks #121 out of 832 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. 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' 6-1 Month Momentum % compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #121 out of 832 companies for 6-1 Month Momentum %. This places Oppenheimer Holdings in the top 15% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 6-1 Month Momentum % for a Capital Markets company?
A good 6-1 Month Momentum % depends on the Capital Markets industry context. However, 6-1 Month Momentum % 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 6-1 Month Momentum % mean?
A high 6-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 6-1 Month Momentum measures the total return of the stock from 6-month ago to 1-month ago. View historical data on Oppenheimer Holdings and its competitors. Oppenheimer Holdings's current 6-1 Month Momentum % is 22.45%. 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 $80.81, compared to a current price of $111.75 — trading 38.3% above its estimated fair value. The current 6-1 Month Momentum % is 22.45%. 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 6-1 Month Momentum % calculated?
6-1 Month Momentum % is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current 6-1 Month Momentum % is 22.45% as of Aug. 21, 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 38.3% above its estimated GF Value™ of $80.81. GuruFocus considers Oppenheimer Holdings to be Significantly Overvalued.

Key valuation signals for OPY:

  • 6-1 Month Momentum %: 22.45%
  • GF Value™: $80.81 vs. price of $111.75 (38.3% 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

6-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$111.75
Price
$80.81
GF Value