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Oppenheimer & Co. Inc. Strengthens Equities and Biotech Research Teams with Addition of Kostas Biliouris, Ph.D.
Prnewswire· 2025-12-08 11:00
Core Insights - Oppenheimer & Co. Inc. has strengthened its Biotech Research Team by hiring Kostas Biliouris as Managing Director, enhancing its long-standing expertise in the biotech sector [1][3] - Biliouris brings extensive experience from BMO Capital Markets and Morgan Stanley, along with a Ph.D. in biochemical engineering, which will contribute to Oppenheimer's research capabilities in genetic medicines and biotech [2][3] - The firm aims to expand its research coverage in biotech, an area characterized by rapid innovation, to better serve its institutional and corporate clients [3][4] Company Overview - Oppenheimer & Co. Inc. is a subsidiary of Oppenheimer Holdings Inc., providing a comprehensive range of wealth management, securities brokerage, and investment banking services [4] - The healthcare franchise, including biotechnology, pharmaceuticals, and medical technology, has been a core area of expertise for Oppenheimer [3]
Amazon's cloud capacity expansion signals potential revenue upside through 2027, says Oppenheimer
Proactiveinvestors NA· 2025-12-01 18:01
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
T-Mobile Stock Dips on Oppenheimer Downgrade
Schaeffers Investment Research· 2025-11-21 16:02
Core Viewpoint - T-Mobile US Inc (NASDAQ:TMUS) is experiencing a decline in stock price following a downgrade by Oppenheimer, which cited slowing industry subscriber growth as a concern for the company's ability to meet subscriber and free cash flow estimates [1]. Stock Performance - T-Mobile's stock has been volatile, reaching a one-year low of $199.41 on November 6 after peaking at $276.49 in March. The stock is down approximately 5% year-to-date [2]. Options Trading Activity - Options traders are showing bullish sentiment, with a 10-day call/put volume ratio of 3.94, indicating significant buying activity. This ratio is the highest compared to all readings from the past year. Additionally, T-Mobile's put/call open interest ratio of 0.45 is in the lowest percentile of its annual range, further reflecting a positive outlook [3]. Volatility Expectations - T-Mobile's stock has historically exceeded options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) rating of 91 out of 100 [4].
Oppenheimer & Co. Inc. Appoints Keith Peterson As Head of Cash Equity Sales and Trading
Prnewswire· 2025-11-17 11:00
Core Insights - Oppenheimer & Co. Inc. has appointed Keith Peterson as Managing Director and Head of Cash Equity Sales and Trading, aiming to enhance trading operations and cross-platform growth initiatives [1][2][3] Group 1: Leadership and Experience - Keith Peterson brings over two decades of equity markets experience, previously serving as Partner and Head of Sector Trading at William Blair and spending nearly 20 years at Credit Suisse [3][4] - His expertise in trading and client relationship management is expected to strengthen Oppenheimer's equities platform [3] Group 2: Strategic Goals - Peterson will oversee all supervisory and operational activities for the equity sales and trading team, ensuring excellence in client service [2][4] - He will co-chair the newly formed Capital Markets Business Development Committee, focusing on collaboration across asset classes and identifying growth opportunities [4][5] Group 3: Company Vision - Oppenheimer is committed to building a best-in-class Equities platform and delivering differentiated products and services to clients globally [4] - The firm continues to invest in top talent to support long-term growth across capital markets, aligning with its culture of teamwork and excellence [5]
Oppenheimer Asset Management Inc. Takes Position in Exelixis, Inc. $EXEL
Defense World· 2025-11-03 08:59
Oppenheimer Asset Management Inc. acquired a new stake in Exelixis, Inc. (NASDAQ:EXEL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,568 shares of the biotechnology company’s stock, valued at approximately $245,000. Get Exelixis alerts: Other institutional investors and hedge funds have also made changes to their positions in the company. Belpointe Asset Management LLC purchased a new stake in shares of Exelixis d ...
Oppenheimer Holdings declares $0.18 dividend (NYSE:OPY)
Seeking Alpha· 2025-11-03 06:22
Group 1 - The article does not provide any specific content related to a company or industry [1]
Oppenheimer Asset Management Inc. Has $725,000 Stock Holdings in Core Laboratories Inc. $CLB
Defense World· 2025-11-02 09:05
Core Laboratories Overview - Oppenheimer Asset Management Inc. reduced its holdings in Core Laboratories by 9.0%, owning 62,951 shares valued at $725,000 after selling 6,233 shares [2] - Institutional investors and hedge funds own 97.81% of Core Laboratories stock [3] Recent Hedge Fund Activity - Ariel Investments LLC increased its stake by 7.4%, now owning 10,342,025 shares valued at $155,027,000 after acquiring 709,455 shares [3] - Fred Alger Management LLC grew its position by 32.4%, owning 736,853 shares valued at $11,045,000 after purchasing 180,344 shares [3] - Rice Hall James & Associates LLC increased its stake by 71.2%, now owning 193,798 shares valued at $2,905,000 after acquiring 80,595 shares [3] Analyst Ratings and Forecasts - Stifel Nicolaus lowered the price target from $13.00 to $12.00, maintaining a "hold" rating [4] - Weiss Ratings upgraded from "sell (d+)" to "hold (c-)" [4] - Zacks Research upgraded from "strong sell" to "hold" [4] - The consensus rating for Core Laboratories is "Hold" with an average price target of $12.50 [4] Stock Performance and Financial Metrics - Core Laboratories stock opened at $15.95, with a market capitalization of $742.40 million [5] - The company has a debt-to-equity ratio of 0.41, quick ratio of 1.76, and current ratio of 2.37 [5] - The stock has a 52-week low of $9.72 and a high of $21.83 [5] Quarterly Earnings Results - Core Laboratories reported $0.22 EPS, exceeding estimates of $0.19 by $0.03, with revenue of $134.52 million [6] - Revenue increased by 0.1% year-over-year, with a net margin of 6.21% [6] - Guidance for Q4 2025 is set at 0.180-0.22 EPS [6] Dividend Announcement - Core Laboratories declared a quarterly dividend of $0.01 per share, with an annualized dividend of $0.04 and a yield of 0.3% [7] - The dividend payout ratio is currently 5.97% [7] Company Profile - Core Laboratories provides reservoir description and production enhancement services to the oil and gas industry [8] - The company operates through Reservoir Description and Production Enhancement segments [8]
Oppenheimer Asset Management Inc. Sells 1,630 Shares of CF Industries Holdings, Inc. $CF
Defense World· 2025-11-02 09:05
Core Insights - CF Industries has seen significant changes in institutional investor positions, with notable increases in holdings by several hedge funds during the second quarter [1] - Analyst ratings for CF Industries have been mixed, with some brokerages lowering their price targets while others maintain a "hold" rating [2] - The company's stock has shown a slight increase, with a current market capitalization of $13.50 billion and a PE ratio of 10.88 [3] - CF Industries reported strong quarterly earnings, exceeding revenue expectations and showing a year-over-year revenue increase of 20.2% [4] - A quarterly dividend of $0.50 per share has been announced, reflecting a 2.4% dividend yield [5] Institutional Investor Activity - Brighton Jones LLC acquired a new stake worth approximately $469,000 in CF Industries during the second quarter [1] - Focus Partners Advisor Solutions LLC increased its holdings by 57.9%, now owning shares worth $558,000 after purchasing an additional 2,226 shares [1] - AlphaQuest LLC significantly boosted its holdings by 548.6%, now owning shares valued at $1,312,000 after acquiring 12,064 additional shares [1] - 93.06% of CF Industries' stock is owned by institutional investors [1] Analyst Ratings - Goldman Sachs reduced its price target from $96.00 to $94.00, maintaining a "neutral" rating [2] - BNP Paribas downgraded the stock from "strong-buy" to "hold" [2] - HSBC lowered its target price from $104.00 to $95.00, also rating it as "hold" [2] - The consensus rating for CF Industries is "Hold" with a target price of $97.54 [2] Financial Performance - CF Industries reported earnings of $2.37 per share, beating the consensus estimate of $2.35 by $0.02 [4] - The company achieved revenue of $1.89 billion, surpassing analyst estimates of $1.73 billion [4] - The net margin for the quarter was 20.19%, with a return on equity of 17.10% [4] - Analysts forecast earnings per share of 5.83 for the current year [4] Dividend Announcement - A quarterly dividend of $0.50 per share will be paid on November 28th, with a record date of November 14th [5] - This dividend represents an annualized amount of $2.00 and a yield of 2.4% [5] - The current dividend payout ratio stands at 26.11% [5] Company Overview - CF Industries engages in the manufacture and sale of hydrogen and nitrogen products for various industrial applications [7]
Oppenheimer Asset Management Inc. Acquires 1,086 Shares of NEOS S&P 500 High Income ETF $SPYI
Defense World· 2025-11-02 09:05
Core Insights - Oppenheimer Asset Management Inc. increased its stake in NEOS S&P 500 High Income ETF by 9.4% in Q2, owning 12,675 shares valued at $638,000 after purchasing an additional 1,086 shares [2] - Other institutional investors also increased their holdings, with LPL Financial LLC boosting its position by 55.2% and owning 1,290,478 shares valued at $61.8 million after acquiring 458,785 shares [3] - NEOS S&P 500 High Income ETF has a market capitalization of $4.36 billion, a P/E ratio of 25.58, and a beta of 0.71, with a 52-week price range of $41.60 to $52.78 [4] Institutional Activity - Cascade Wealth Advisors Inc. raised its stake by 78.4%, now owning 266,248 shares worth $12.3 million after buying 116,972 shares [3] - American Alpha Advisors LLC and Teamwork Financial Advisors LLC both established new stakes in the ETF, valued at approximately $4.24 million and $4.44 million respectively [3] - 3EDGE Asset Management LP also acquired a new stake worth about $3.91 million [3] Company Profile - NEOS S&P 500 High Income ETF primarily invests in total market equity, aiming for tax-efficient and high monthly income through active investments in S&P 500 stocks and options [5] - The fund employs a call spread strategy using SPX index option futures contracts [5]
Oppenheimer Asset Management Inc. Takes Position in Artivion, Inc. $AORT
Defense World· 2025-11-02 09:05
Investment Activity - Oppenheimer Asset Management Inc. purchased 21,513 shares of Artivion, Inc. valued at approximately $669,000, representing about 0.05% ownership at the end of the last quarter [2] - MCF Advisors LLC increased its holdings by 109.3%, now owning 1,176 shares worth $29,000 after buying an additional 614 shares [2] - Other institutional investors, including EntryPoint Capital LLC, Natixis Advisors LLC, and Zurcher Kantonalbank Zurich Cantonalbank, also increased their stakes in Artivion during the first quarter [2] Analyst Ratings - Citigroup maintained an "outperform" rating for Artivion [3] - Needham & Company raised the price target from $45.00 to $50.00 and assigned a "buy" rating [3] - The average rating for Artivion is "Moderate Buy" with a consensus target price of $43.97 [3] Stock Performance - Artivion's stock opened at $45.41, with a 52-week low of $21.97 and a high of $46.19 [4] - The company has a market capitalization of $2.14 billion and a PE ratio of -108.12 [4] Financial Results - Artivion reported $0.24 EPS for the last quarter, exceeding estimates of $0.11 by $0.13 [5] - Revenue for the quarter was $112.97 million, up 15.3% year-over-year, surpassing estimates of $107.96 million [5] - The company has set its FY 2025 guidance at EPS, with analysts forecasting $0.37 for the current fiscal year [5] Insider Transactions - SVP Jean F. Holloway sold 23,356 shares at an average price of $43.01, totaling approximately $1,004,541.56, reducing ownership by 11.95% [6] - SVP Marshall S. Stanton sold 18,200 shares at an average price of $44.02, totaling approximately $801,164.00, representing a 22.09% decrease in position [6] - Insiders have sold a total of 74,858 shares worth $3,250,129 over the last three months, with insiders owning 7.60% of the stock [6] Company Overview - Artivion, Inc. manufactures and distributes medical devices and implantable human tissues, including BioGlue and aortic arch stent grafts [8]