Oppenheimer Holdings (Oppenheimer Holdings) Momentum Rank : 7 (As of Apr. 27, 2024)

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What is Oppenheimer Holdings Momentum Rank?

Oppenheimer Holdings has the Momentum Rank of 7.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Oppenheimer Holdings's Momentum Rank

For the Capital Markets subindustry, Oppenheimer Holdings's Momentum Rank, along with its competitors' market caps and Momentum Rank 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's Momentum Rank Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Oppenheimer Holdings's Momentum Rank falls into.

Oppenheimer Holdings Momentum Rank Related Terms

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Oppenheimer Holdings (Oppenheimer Holdings) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Oppenheimer Holdings Inc (NYSE:OPY) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

85 Broad Street, New York, NY, USA, 10004

Website

https://www.oppenheimer.com

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 three segments: private client, asset management, and capital markets. The private client segment, including full-service brokerage, wealth planning, and margin lending, contributes over half of total revenue. The company generates the majority of revenue from the Americas, with the rest from Europe, the Middle East, and Asia.

Executives

Stacy J. Kanter	director	C/O APPLIED THERAPEUTICS, INC., 340 MADISON AVENUE, 19TH FLOOR, NEW YORK NY 10173
Evan Behrens	director	C/O SEACOR HOLDINGS INC., 2200 ELLER DRIVE, P.O. BOX 13038, FORT LAUDERDALE FL 33316
Brad M Watkins	officer: CFO	72 CANDY LANE, SYOSSET NY 11791
Paul M Friedman	director	11 DEERFIELD LANE, SCARSDALE NY 10583
R Lawrence Roth	director	C/O OPPENHEIMER HOLDINGS INC., 85 BROAD STREET, NEW YORK NY 10004
A Winn Oughtred	director	52 MAPLE AVE, TORONTO ONTARIO A6 M4W 2T7
Timothy Martin Dwyer	director	60 BEACON HILL ROAD, NEW CANAAN CT 06840
William Ehrhardt	director	101 PARK BLVD NORTH, VENICE FL 34285
Teresa Glasser	director	1044 GRAND ISLE TERRACE, PALM BEACH GARDENS FL 33418
Robert S Lowenthal	director	85 BROAD STREET, NEW YORK NY 10004
Albert G Lowenthal	director, 10 percent owner, officer: CEO	OPPENHEIMER HOLDINGS INC., 85 BROAD STREET, NEW YORK NY 10004
Jeffrey J Alfano	officer: CFO	C/O OPPENHEIMER & CO. INC., 85 BROAD STREET, NEW YORK NY 10004
Dennis P Mcnamara	officer: Secretary	C/O OPPENHEIMER & CO. INC., 85 BROAD STREET, NEW YORK NY 10004
Morris Goldfarb	director	C/O G-III APPAREL GROUP, 345 W 37TH ST, NY NY 10018
Richard Crystal	director	41 BLACK BIRCH LN, SCARSDALE NY 10583