OakChart

Oppenheimer Holdings Inc

OPYFinancial·Capital Markets·USA·Small·NYSE·Nov 11 • 1:05 PM ET

91.34+0.26 (0.28%)
2026-11-11 19:06 CET
Market cap
975.60 USD m
Revenue, TTM
1,754.22 USD m
Net income, TTM
86.59 USD m
Free cash flow, TTM
242.96 USD m
EPS diluted, TTM
7.41
P/E
12.33
Compare

Price

OPY against its 20, 50 and 200-day averages
2050200
80.00100.00120.00132K265KMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26OPYclose 91.3420-day 96.8650-day 109.42200-day 103.0391.3452w high

27.4% under the 52-week high of 125.88 on 8 Sep 2026. 52-week low 62.97 on 17 Nov 2025. Last 15 sessions, 33.6% high to low

Profile

OPY
52-week range, 45% of the way up
62.97125.88

Oppenheimer Holdings, Inc. engages as a middle-market investment bank and full-service broker-dealer. It operates through the following segments: Private Client, Asset Management, Capital Markets, and Corporate/Other. The Private Client segment consists of commissions and a proportionate amount of 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, net contributions from stock loan activities and financing activities, and direct expenses. The Asset Management segment consists of fee income earned on AUM from investment management services of Oppenheimer Asset Management Inc. The Capital Markets segment offers investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance, and municipal trading. The Corporate/Other segment pertains to legal, compliance, accounting, and internal audit activities. The company was founded in 1881 and is headquartered in New York, NY.

Employees2947
IPOOct 06, 1982
Beta1.09
ATR, 14d4.65
Rel volume0.21
Short float1.81%
Insider own43.08%
Inst own41.03%

Snapshot

6 groups

Valuation

Index-
Market Cap969.24M
Enterprise Value2.34B
Income86.59M
Sales1.75B
Book/sh92.53
Cash/sh3.58
Dividend Est.-
Dividend TTM0.76 (0.83%)
Dividend Ex-DateNov 13, 2026
Dividend Gr. 3/5Y6.27% 8.45%
Payout5.52%
Employees2947
IPOOct 06, 1982

Ratios

P/E12.33
Forward P/E-
PEG-
P/S0.55
P/B0.99
P/C25.50
P/FCF3.99
EV/EBITDA9.52
EV/Sales1.33
Quick Ratio1.19
Current Ratio1.19
Debt/Eq1.41
LT Debt/Eq0.13
Option/ShortYes / Yes

Earnings

EPS (ttm)7.41
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y71.91% 6.98%
Sales past 3/5Y13.82% 6.45%
EPS Y/Y TTM1.45%
Sales Y/Y TTM14.18%
EPS Q/Q-75.15%
Sales Q/Q-10.00%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own43.08%
Insider Trans0.00%
Inst Own41.03%
Inst Trans3.45%
ROA2.16%
ROE9.06%
ROIC7.72%
Gross Margin96.22%
Oper. Margin11.84%
Profit Margin4.94%
SMA20-5.70%
SMA50-16.52%
SMA200-11.35%
Trades-

Technical

Shs Outstand10.61M
Shs Float6.10M
Short Float1.81%
Short Ratio0.96
Short Interest0.11M
52W High125.88 -27.44%
52W Low62.97 45.05%
Volatility4.13% 5.02%
ATR (14)4.65
RSI (14)38.58
Beta1.09
Rel Volume0.21
Avg Volume115.10K
Volume13,720

Performance

Perf Week-0.57%
Perf Month-14.60%
Perf Quarter-20.70%
Perf Half Y-3.18%
Perf YTD26.35%
Perf Year33.06%
Perf 3Y142.61%
Perf 5Y78.81%
Perf 10Y506.48%
Recom1.00
Target Price37.00
Prev Close91.08
Price91.34
Change %0.28%

Analyst ratings

latest 2 of 2
DateActionAnalystRating changeTargetImplied
Mar 21, 2016InitiatedSSidotiBuy$22-75.9%
Sep 14, 2015UpgradeMMacquarieNeutral → Outperform

Peers

Mkt cap
TickerCompanyMkt cap
SFStifel Financial Corp10.93B
PIPRPiper Sandler Co's4.70B
JEFJefferies Financial Group Inc11.00B
RJFRaymond James Financial Inc32.11B
LPLALPL Financial Holdings Inc24.07B
EVREvercore Inc11.33B
HLIHoulihan Lokey Inc10.12B
LAZLazard Inc4.08B
SCHWCharles Schwab Corp159.55B
AMPAmeriprise Financial Inc45.07B

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
McNAMARA DENNIS PSecretaryMar 02 '26Sale90.674,673423,70120,177Mar 03 12:40 PM

Held by

AUM
TickerCompanyAUM
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
DFSVUS Small Cap Value Portfolio ETF Class Shares-
DFATU.S. Targeted Value Portfolio-ETF Class Shares-
VXFVanguard Extended Market Index ETFAUM: 30.47B
DFASU.S. Small Cap Portfolio-ETF Class Shares-
FESMFidelity Enhanced Small Cap Core ETFAUM: 6.82B
KCEState Street SPDR S&P Capital Markets ETFAUM: 455.15M
BSVOEA Bridgeway Omni Small-Cap Value ETFAUM: 2.44B
FNDASchwab Fundamental U.S. Small Company ETFAUM: 8.98B

News

latest 14 of 206
  • OPPENHEIMER ANNOUNCES NEW HEADQUARTERS (PR Newswire)
  • AMDs Server And Data Center Success Is Undeniable, Says Oppenheimer Sees Favorable Pricing Ahead (Stocktwits)
  • Oppenheimer Launches Defense Coverage with Veteran Analyst Patrick McCarthy (PR Newswire) +7.48%
  • Oppenheimer previews top SMid-Cap SaaS stocks ahead of Q3 earnings (Investing.com)
  • Apples valuation leaves little room for earnings disappointment: Oppenheimer (Investing.com)
  • Loading…
  • Oppenheimer: Q3 Earnings Snapshot (Associated Press) -20.14%
  • Oppenheimer Holdings Inc. Reports Third Quarter 2026 Earnings (PR Newswire)
  • Oppenheimer holds $150 CoreWeave target, sees bond selloff as overdone (Investing.com)
  • Oppenheimer sees web, commerce software Q3 backdrop improving, AI worries linger (Investing.com)
  • Metas new non-voting shares aim to protect Zuckerbergs control: Oppenheimer (Investing.com)
  • Oppenheimer names top SMID software stocks ahead of Q3 earnings (Investing.com)
  • AeroVironment stock: Oppenheimer bullish amid counter-drone growth (Investing.com)
  • Oppenheimer Lists Top Industrial Efficiency Stocks Into Q3 Earnings (Investing.com)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-05-014.210--1.934445.1--
2025Q42026-01-30--6.491472.6--
2025Q32025-10-31--1.896424.4--
2025Q22025-08-01--1.910373.2--
2025Q12025-04-25--2.718367.83--
2024Q42025-01-31--0.942375.42--
2024Q32024-10-25--2.173373.4--
2024Q22024-07-26--0.924330.6--
2024Q12024-04-26--2.368353.1--
2023Q42024-01-261.420-0.982308.29--
2023Q32023-10-27--1.212312.7--
2023Q22023-07-28---0.853306.19--
2023Q12023-04-28--1.222321.68--
2022Q42023-01-27--1.873313.58--
2022Q32022-10-28--0.371294.1--
2022Q22022-07-29---0.323237.2--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2010FY2.7781.8972.778970.47983.27
2012FY-0.270--0.270952.61-
2013FY1.770-1.7701,020-
2014FY0.6200.8020.6201,004988.53
2015FY0.1400.3600.140928.39902.7
2016FY-0.720-0.477-0.090857.78850.86
2017FY0.9800.8301.670920.34885.15
2018FY2.050-2.055958.15-
2019FY3.820-3.8231,033-

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual1.672.0553.8239.30511.7032.5662.5916.37213.0377.4104
Period201720182019202020212022202320242025TTM
EPS, quarterly2.1730.9422.7181.911.8966.491-1.9342.3820.471
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual920.056958.1611033.3641198.5951394.0571110.9691248.761429.4221638.2431754.22
Period201720182019202020212022202320242025TTM
Sales, quarterly373.352370.877367.825373.178424.438472.249445.095454.876382.004
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual13.23913.04112.79812.48112.54710.96810.28610.33110.48710.711
Period201720182019202020212022202320242025MRQ
Shares, quarterly10.33110.33110.52510.51810.52110.48710.70810.70810.711
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue1,754.221,638.241,429.421,248.761,110.971,394.061,198.601,033.36958.16
Total Expenses1,546.581,340.491,235.671,133.391,041.571,159.561,013.91912.76866.90
Operating Income207.64297.75193.75115.3769.40234.50184.68120.6091.27
Unusual Expense0.000.000.000.00-0.000.00--
Net Income Before Taxes127.21211.19105.7646.7745.55224.64169.0074.9144.87
Income Taxes41.1063.2334.5116.5013.4465.6846.0121.9615.98
Consolidated Net Income86.10147.9671.2530.2732.11158.96122.9952.9528.89
Net Income From Continuing Operations86.59148.4071.5630.1832.35158.96122.9952.9528.89
Net Income86.59148.4071.5630.1832.35158.96122.9952.9528.89
EPS (Recurring)7.4713.046.372.592.5711.709.303.822.05
EPS (Basic, Before Extraordinaries)8.2114.136.912.812.7712.579.734.102.18
EPS (Diluted)7.4113.046.372.592.5711.709.303.822.05
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense14.0725.4137.9613.3812.577.685.615.934.42
Price To Earnings Ratio12.2912.299.8111.817.813.913.266.7311.64
Price To Sales Ratio0.780.500.500.390.480.450.350.370.37
Gross Margin96.2296.0095.4695.0294.6095.9595.3194.7096.88
Operating Margin11.8418.1813.559.246.2516.8215.4111.679.53
Net Margin4.949.065.012.422.9111.4010.265.123.02
Shares Outstanding10.7110.4910.3310.2910.9712.5512.4812.8013.04
Market Capitalization975.60975.60653.44423.07458.09577.29378.89329.00317.34

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue382.00454.88445.10472.25424.44373.18367.82370.88
Total Expenses351.48395.55453.41346.14370.31318.44305.05332.45
Operating Income30.5259.33-8.31126.1154.1354.7462.7738.43
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes8.7939.45-27.00105.9731.6432.2141.3817.07
Income Taxes3.3912.09-6.4332.059.9210.5410.726.34
Consolidated Net Income5.4027.35-20.5773.9221.7121.6730.6610.73
Net Income From Continuing Operations5.4627.35-20.5874.3621.7121.6730.6610.73
Net Income5.4627.35-20.5874.3621.7121.6730.6610.73
EPS (Recurring)0.472.38-1.936.491.901.912.720.94
EPS (Basic, Before Extraordinaries)0.512.55-1.937.082.062.062.931.04
EPS (Diluted)0.472.38-1.936.491.901.912.720.94
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense4.973.583.122.402.493.322.7330.34
Price To Earnings Ratio12.2912.626.859.689.429.619.189.81
Price To Sales Ratio0.780.670.550.510.550.500.470.51
Gross Margin95.4696.1396.4696.6796.1695.5795.3795.33
Operating Margin7.9913.04-1.8726.7012.7514.6717.0710.36
Net Margin1.436.01-4.6215.755.125.818.332.89
Shares Outstanding10.7110.7110.7110.4910.5210.5210.5310.33
Market Capitalization975.601,130.15955.01760.56767.36683.17619.48653.44

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments38.4133.1528.84137.97341.5235.4279.5590.6748.15
Short Term Receivables1,734.421,579.771,414.431,466.341,445.341,360.491,009.07932.341,078.80
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments1,258.471,115.21892.15577.92734.61696.07873.69897.64992.82
Investment in Unconsolidated Affiliates6.305.900.000.000.000.000.000.000.00
Net Property, Plant & Equipment151.51172.01184.43179.37178.16181.26191.6728.9927.19
Deferred Tax Assets52.5752.4947.8355.6354.9644.1043.6341.7246.25
Other Intangible Assets533.30474.78354.97352.80343.63440.66310.77290.67291.56
Total Assets3,774.983,433.322,922.652,770.023,098.212,758.012,508.392,282.042,484.76
Total Debt1,247.271,378.84945.32457.01662.91741.66639.92714.66946.03
Long Term Debt111.26130.85252.05253.66274.40267.47301.46199.10198.84
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Deferred Tax Liabilities99.6292.5286.1987.8798.9789.0167.3855.8057.34
Other Liabilities1,431.061,111.571,101.911,404.721,383.291,241.671,208.36966.25957.49
Total Liabilities2,777.952,582.922,133.411,949.602,145.182,072.341,915.661,736.711,960.85
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity983.82850.39789.17794.23823.20685.67592.72545.32523.55
Total Shareholders Equity983.82850.39789.17794.23823.20685.67592.72545.32523.55
Accumulated Minority Interest13.210.000.0726.19129.830.000.000.000.36
Total Equity997.03850.39789.24820.42953.03685.67592.72545.32523.91
Total Liabilities & Stockholders Equity3,774.983,433.322,922.652,770.023,098.212,758.012,508.392,282.042,484.76
Book Value Per Share93.8182.3176.7272.4165.6154.9346.3141.8139.55
Tangible Book Value Per Share76.7864.9659.5656.9152.0641.3233.0328.7826.74
Full-Time Employees2,9473,0182,9422,9122,9132,9082,9712,9762,992
Price to Book Ratio0.980.780.540.590.700.550.560.570.65
Return on Assets4.122.251.061.105.434.672.211.210.91
Return on Equity16.188.733.814.0021.0719.249.315.414.19
Return on Invested Capital13.557.292.903.0914.4812.905.923.883.16
Quick Ratio1.201.171.261.321.371.191.221.271.21
Current Ratio1.201.171.261.321.371.191.221.271.21

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations217.36239.22175.97107.0178.68240.00206.02118.7458.16
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital32.56-47.05-348.33-290.54-15.53132.03-530.05118.74158.39
Income Taxes Payable0.0511.683.96-4.13-9.413.819.73--
Cash from Operating Activities249.92192.17-172.36-183.5363.15372.04-324.03237.47216.55
Capital Expenditures-6.96-5.19-5.15-17.06-16.31-8.27-4.53-10.02-9.07
Net Assets From Acquisitions0.000.00-2.35-2.930.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-50.5213.5552.04149.88-77.00-143.32269.98-196.66-181.87
Purchase of Investments-87.35-142.36-312.89-323.65-233.03-144.250.00-249.94-191.27
Sale Or Maturity of Investments36.83155.91364.93473.53156.030.94269.9853.289.41
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources2.703.813.664.422.172.000.591.720.88
Cash from Investing Activities-168.4312.1648.20140.16-12.79-150.52266.03-151.98-30.11
Cash Dividends Paid-18.59-7.58-6.84-6.45-7.04-19.44-18.58-5.94-5.83
Change in Capital Stock-2.31-2.98-9.54-35.05-60.51118.37-14.99-8.32-5.82
Repurchase of Common Pref Stock-2.31-2.98-9.60-35.12-60.64-7.74-15.05-8.40-5.89
Sale of Common Pref Stock0.000.000.060.070.13126.100.060.080.07
Proceedsfrom Stock Options0.000.000.060.070.13126.100.060.080.07
Issuance or Reduction of Debt, Net-47.76-178.61151.718.00-80.45-12.5055.79-81.35-129.36
Change in Long Term Debt-0.00-113.05-1.00-10.950.00-26.21-50.000.00
Issuance of Long Term Debt------123.79--
Reduction of Long Term Debt-0.00-113.05-1.00-10.950.00-150.00-50.000.00
Net Financing Active Other Cash Flow-13.12-9.90-6.84-32.26-105.91-1.82-8.35-1.01-2.90
Other Financing Activities Uses-13.12-9.90-6.84-32.26-105.91-4.97-8.35-1.01-2.90
Cash from Financing Activities-81.77-199.07128.48-65.76-253.9184.5813.87-96.62-143.92
Net Change in Cash-0.285.254.32-109.13-203.56306.10-44.13-11.1242.52
Free Cash Flow242.96186.98-177.51-200.5946.84363.77-328.56227.45207.88
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow6.094.59--13.411.83-1.721.78

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments38.0138.4534.6038.4138.2937.62
Short Term Receivables1,952.231,927.481,835.841,734.421,770.931,698.71
Investments1,416.621,545.741,279.381,258.471,323.921,264.55
Investment in Unconsolidated Affiliates5.206.306.106.305.906.30
Net Property, Plant & Equipment141.15138.18143.60151.51155.63162.63
Deferred Tax Assets50.0359.5953.7152.5748.7246.68
Other Intangible Assets535.71574.58515.75533.30523.49517.53
Total Assets4,138.964,290.313,868.993,774.983,866.873,734.02
Total Debt1,394.341,481.381,423.521,247.271,410.061,354.90
Long Term Debt130.18118.99114.87111.26147.89143.93
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities85.7798.1595.8199.6291.7790.91
Other Liabilities1,654.621,714.131,384.011,431.061,444.761,391.35
Total Liabilities3,134.743,293.662,903.352,777.952,946.592,837.16
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity991.06983.44952.43983.82920.27896.86
Total Shareholders Equity991.06983.44952.43983.82920.27896.86
Accumulated Minority Interest13.1613.2113.2113.210.000.00
Total Equity1,004.22996.65965.64997.03920.27896.86
Total Liabilities & Stockholders Equity4,138.964,290.313,868.993,774.983,866.873,734.02
Book Value Per Share92.5391.8488.9593.8187.4785.27
Tangible Book Value Per Share75.8975.1972.2876.7870.4868.25
Full-Time Employees3,0093,0622,9582,9472,978-
Price to Book Ratio0.981.190.950.830.860.78
Return on Assets2.162.562.604.122.332.49
Return on Equity9.0610.9410.6516.189.6410.25
Return on Invested Capital0.492.48-1.936.792.032.08
Quick Ratio1.191.171.191.201.171.18
Current Ratio1.191.171.191.201.171.18

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations42.6066.3814.4193.9751.0646.42
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital52.46123.93-218.0274.19-107.80123.91
Income Taxes Payable0.01-12.17-3.2015.400.06-11.25
Cash from Operating Activities95.07190.31-203.61168.15-56.74170.34
Capital Expenditures-3.75-2.030.00-1.18-1.21-1.13
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments149.10-232.7612.2220.91115.53-127.07
Purchase of Investments142.92-251.78-43.8765.3819.60-52.52
Sale Or Maturity of Investments6.1919.0256.09-44.4795.93-74.55
Other Uses0.000.000.000.000.000.00
Other Sources0.691.050.550.411.850.23
Cash from Investing Activities32.40-233.7412.7720.14116.17-127.97
Cash Dividends Paid-2.14-2.14-12.41-1.89-1.89-1.89
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.000.00-2.310.00-0.58
Repurchase of Common Pref Stock0.000.000.00-2.310.00-0.58
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-125.7749.43212.51-183.92-56.87-38.90
Net Financing Active Other Cash Flow0.000.00-13.06-0.060.00-0.07
Other Financing Activities Uses0.000.00-13.06-0.060.00-0.07
Cash from Financing Activities-127.9147.28187.04-188.18-58.76-41.45
Net Change in Cash-0.453.85-3.800.120.670.92
Free Cash Flow91.31188.28-203.61166.97-57.95169.21
Price to Free Cash Flow6.0916.0816.794.6216.484.07

Revenue breakdown

Advisory Fees2024: 483.43M 2025: 555.44M
Bank Deposit Sweep Income2024: 138.77M 2025: 114.81M
Commissions From Sales And Trading2024: 376.91M 2025: 431.40M
Consolidation, Policy2024: 203.45M 2025: 214.01M
Investment Banking, Advisory2024: 107.27M 2025: 113.52M
Investment Banking, Capital Markets2024: 69.18M 2025: 152.87M
Mutual Fund Income2024: 32.80M 2025: 33.01M
Other2024: 20.69M 2025: 23.01M
Americas2024: 1.38B 2025: 1.57B
Asia2024: 3.73M 2025: 2.59M
Europe / Middle East2024: 52.51M 2025: 63.15M
Asset Management2024: 867.76M 2025: 934.39M
Capital Markets2024: 356.23M 2025: 484.64M
Consolidation, Policy2024: 208.51M 2025: 219.05M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-301.81%0.1M6.1M119.01K
2026-10-151.48%0.1M6.1M122.07K
2026-09-301.62%0.1M6.1M125.87K
2026-09-151.61%0.1M6.1M124.69K
2026-08-311.49%0.1M6.1M124.64K
2026-08-141.19%0.1M6.1M117.56K
2026-07-311.29%0.1M6.1M109.10K
2026-07-151.47%0.1M6.1M100.26K
2026-06-301.46%0.1M6.1M91.36K
2026-06-151.25%0.1M6.1M76.58K
2026-05-290.84%0.1M6.1M66.57K
2026-05-150.71%0.0M6.1M63.80K
2026-04-300.47%0.0M6.1M63.91K
2026-04-150.57%0.0M6.0M57.81K
2026-03-310.49%0.0M6.0M49.27K
2026-03-130.34%0.0M6.0M50.75K
2026-02-270.39%0.0M6.0M48.68K
2026-02-130.61%0.0M5.9M46.50K
2026-01-300.35%0.0M5.9M42.38K
2026-01-150.58%0.0M6.0M40.66K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call65.0024.8027.800.001.9010.000.000.877-0.3620.029
call70.0019.6022.800.001.6240.000.000.851-0.3540.033
call75.0014.7018.500.001.4980.000.000.814-0.3540.038
call80.0010.1013.500.001.1900.000.000.757-0.3610.045
call85.005.909.004.900.9442.000.000.687-0.3330.051
call90.002.355.002.850.7549.000.000.571-0.2820.056
call95.000.103.801.200.93037.000.000.420-0.2850.056
call1000.003.100.001.0970.000.000.328-0.3150.052
call1050.002.6515.301.2331.000.000.269-0.3250.047
call1100.002.350.001.3730.000.000.227-0.3310.043
call1150.002.251.731.52915.000.000.203-0.3450.041
call1200.002.200.801.6961.000.000.186-0.3640.038
call1250.000.953.401.4611.000.000.104-0.2110.026
call1300.000.400.001.3460.000.000.059-0.1260.017
call1350.002.151.951.4481.000.000.055-0.1290.016
call1400.002.151.691.5512.000.000.052-0.1320.015
call1450.000.950.001.6520.000.000.050-0.1360.015
call1500.002.150.001.9010.000.000.066-0.1930.018
call1550.002.150.001.8410.000.000.046-0.1420.014
call1600.002.150.002.0850.000.000.061-0.2000.017
call1650.002.150.002.0090.000.000.043-0.1460.013
call1700.002.150.002.0880.000.000.042-0.1480.013
call1750.002.150.002.1580.000.000.040-0.1500.012
put65.000.002.250.002.2030.000.00-0.123-0.3570.029
put70.000.002.400.001.8950.000.00-0.148-0.3470.033
put75.000.002.700.001.6280.000.00-0.186-0.3440.038
put80.000.003.300.251.4451.000.00-0.240-0.3560.045
put85.000.053.900.601.1953.000.00-0.314-0.3240.051
put90.001.204.900.000.9830.000.00-0.427-0.2710.056
put95.004.306.900.000.8400.000.00-0.580-0.2760.056
put1008.0011.001.300.9552.000.00-0.671-0.3070.052
put10512.3015.502.001.0803.000.00-0.731-0.3180.047
put11017.3020.500.001.2760.000.00-0.773-0.3240.043
put11522.5025.700.001.4870.000.00-0.797-0.3380.040
put12027.6030.500.001.6220.000.00-0.813-0.3530.038
put12532.3035.500.001.7771.000.00-0.895-0.1980.026
put13038.2039.7010.701.6569.000.00-0.941-0.1140.017
put13542.2045.400.001.9850.000.00-0.945-0.1170.016
put14047.2050.400.002.0920.000.00-0.948-0.1190.015
put14552.2055.300.002.2360.000.00-0.950-0.1210.015
put15057.2060.600.002.4470.000.00-0.952-0.1230.014
put15562.2065.500.002.5240.000.00-0.954-0.1250.014
put16067.0070.500.002.6530.000.00-0.956-0.1280.013
put16572.2075.500.002.7270.000.00-0.957-0.1290.013
put17077.2080.500.002.8220.000.00-0.958-0.1300.013
put17582.2085.500.002.9140.000.00-0.959-0.1320.012

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-098-KCurrent report2026-11-05SEC
2026-11-028-KCurrent report2026-11-02SEC
2026-10-308-KCurrent report2026-10-30SEC
2026-10-3010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-08-038-KCurrent report2026-08-03SEC
2026-07-3110-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-318-KCurrent report2026-07-31SEC
2026-06-0511-KAnnual reports of employee stock purchase, savings and similar plans pursuant to Section 15(d)2025-12-31SEC
2026-05-114Statement of changes in beneficial ownership of securities2026-02-06SEC
2026-05-114Statement of changes in beneficial ownership of securities2026-02-06SEC
2026-05-114Statement of changes in beneficial ownership of securities2026-02-06SEC
2026-05-114Statement of changes in beneficial ownership of securities2026-02-06SEC
2026-05-058-KCurrent report2026-05-04SEC
2026-05-048-KCurrent report2026-05-04SEC
2026-05-018-KCurrent report2026-05-01SEC
2026-05-0110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-278-KCurrent report2026-04-24SEC
2026-03-13DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-05-04SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-03-034Statement of changes in beneficial ownership of securities2026-03-02SEC
2026-03-02PRE 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-05-04SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-26SEC
2026-02-26ARSAnnual report to security holders. 2025-12-31SEC
2026-02-2610-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-02-095Annual statement of changes in beneficial ownership of securities2025-12-31SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-0300423.70K1
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
DIMENSIONAL FUND ADVISORS LP5.00%
JB CAPITAL PARTNERS LP4.71%
AMERICAN CENTURY COMPANIES INC3.66%
VANGUARD CAPITAL MANAGEMENT LLC3.59%
BlackRock, Inc.1.90%
Arbiter Partners Capital Management LLC1.87%
Boston Partners1.84%
RBF Capital, LLC1.53%
ROYCE & ASSOCIATES LP1.31%
MORGAN STANLEY1.00%

Funds

Fund% owned
Avantis U.S. Small Cap Value ETF2.94%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.84%
U.S. SMALL CAP VALUE PORTFOLIO1.22%
ROYCE MICRO-CAP TRUST, INC.0.75%
Boston Partners Small Cap Value Fund II (R6)0.68%
U.S. Targeted Value Portfolio0.65%
VANGUARD EXTENDED MARKET INDEX FUND0.65%
U.S. SMALL CAP PORTFOLIO0.46%
EA Bridgeway Omni Small-Cap Value ETF0.46%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND0.38%

OakChart. OPY. Cached 15 minutes.