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Oppenheimer HoldingsOPY -1.84%77 5-Year Yield-on-Cost % is 0.99 as of Aug. 20, 2026, which is 56% below its 10-year median of 2.24. 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. Among 364 Capital Markets companies, Oppenheimer Holdings ranks worse than 81.87% on this metric.
Oppenheimer Holdings's yield on cost for the quarter that ended in Jun. 2026 was 0.99.
The historical rank and industry rank for Oppenheimer Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
OPY'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.92 Med: 2.24 Max: 4.57
Current: 0.99
During the past 13 years, Oppenheimer Holdings's highest Yield on Cost was 4.57. The lowest was 0.92. And the median was 2.24.
OPY's 5-Year Yield-on-Cost % is ranked worse than 81.87% of 364
companies
in the Capital Markets industry
Industry Median: 3.29
vs OPY: 0.99
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Oppenheimer Holdings 5-Year Yield-on-Cost % Related Terms
OPY vs PWP, GOLD, PURR: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Oppenheimer Holdings's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Oppenheimer Holdings's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Oppenheimer Holdings (OPY) has a 5-Year Yield-on-Cost % of 0.99 as of Aug. 20, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oppenheimer Holdings and its competitors. This is 56% below median its historical median of 2.24. Over the past decade, Oppenheimer Holdings' 5-Year Yield-on-Cost % has ranged from 0.92 to 4.57. According to the industry distribution chart, Oppenheimer Holdings ranks #298 out of 364 companies in the Capital Markets industry, placing it in the top 81.9%.
Is Oppenheimer Holdings' 5-Year Yield-on-Cost % too high?
Oppenheimer Holdings' current 5-Year Yield-on-Cost % of 0.99 is 56% below median its 10-year median of 2.24. Over the past 10 years, this metric has ranged from a low of 0.92 to a high of 4.57. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.29. Oppenheimer Holdings' value of 0.99 is 69.9% below this industry median. Based on the distribution chart, Oppenheimer Holdings ranks #298 out of 364 companies in the Capital Markets industry, which is in the bottom quartile 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' 5-Year Yield-on-Cost % compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #298 out of 364 companies for 5-Year Yield-on-Cost %. This places Oppenheimer Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.29. Oppenheimer Holdings' value of 0.99 is 69.9% below this benchmark. Historically, Oppenheimer Holdings' own 5-Year Yield-on-Cost % has ranged from 0.92 to 4.57 over the past decade. While the company's 10-year median is 2.24 vs. the industry median of 3.29, Oppenheimer Holdings has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.29, based on 364 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oppenheimer Holdings's current 5-Year Yield-on-Cost % of 0.99 is 69.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oppenheimer Holdings and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.29 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oppenheimer Holdings's current 5-Year Yield-on-Cost % is 0.99, which is 56% below median its own 10-year median of 2.24. 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 5-Year Yield-on-Cost % is 0.99, which is 56% below median its 10-year median of 2.24 and 69.9% below the Capital Markets industry median of 3.29. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current 5-Year Yield-on-Cost % is 0.99 as of Aug. 20, 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:
5-Year Yield-on-Cost %: 0.99 (56% below median its 10-year median of 2.24)
GF Value™: $80.77 vs. price of $111.75 (38.4% above fair value)
Industry Position: 69.9% below the Capital Markets median (#298 of 364)
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 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
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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