OPYOPPENHEIMER HLDGS INC

CUSIP: 683797104

Guru Owners

$1.2M

Total Value Held

16,343

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	16343	$1.2M	0.01%	$72.29	Q4 2025

Polen Capital

$1.2M

0.01%

📊 Fundamentals

Market Cap$891.4M

P/E Ratio6.4x

Below market avg

Forward P/E32.5x

EPS (TTM)$13.04

Revenue (TTM)$1.6B

Profit Margin9.56%

Div Yield0.84%

Beta1.18

52-Week Range

$49.26

$94.10

Current: $83.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 6.4x trailing earnings → 32.5x forward · 9.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $1.2M

No changes

Q3 '251 owners · $1.2M

REDUCEDPolen Capital$1.2M

Q2 '251 owners · $1.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%hist. 7.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

29.9%current: 29.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data