Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

OPY Relative to the S&P 500

OPY Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Oppenheimer Holdings Inc. (NYSE:OPY) seasonal charts above shows that a Buy Date of April 7 and a Sell Date of June 29 has resulted in a geometric average return of 5.38% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 6.98% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

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.

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Stocks mentioned in this post: OPY