Kansas City Capital
Kansas City Capital Associates is a Kansas City, Missouri–based division of Oppenheimer & Co. Inc. providing brokerage, trading and equity research, with research focused on small and mid-size public companies, mainly in the Midwest.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 312M
- Actions
- 812M
- Ratings / Price targets
- 8 / 0
- Upgrades / Downgrades
- 0 / 1
- Initiations
- 2
- Buy-rated
- 0%of 3 rated
- On record
- Aug 2012 – Aug 2026
Overview
Kansas City Capital Associates focuses its equity research on small and midsized public companies, mainly in the Midwest. Its private-client group limits the number of clients it serves, aiming to give individuals, families and small institutions access to research and trade execution that some firms reserve for large institutional investors.
Kansas City Capital Associates was established in 2002 by professionals who had previously worked at Security Investment Company of Kansas City, and it operates as a division of Oppenheimer & Co. Inc., the broker-dealer of NYSE-listed Oppenheimer Holdings. From its office on Grand Avenue it provides institutional sales, private-client services and trading, plus corporate services such as Rule 10b-18 share-buyback execution and restricted-stock sales.
Milestones
- 2002
Established in Kansas City, Missouri
Firm facts
- Legal name
- Kansas City Capital Associates
- Type
- Boutique
- Founded
- 2002
- Headquarters
- Kansas City, United States
- Parent
- Oppenheimer & Co. Inc.
- Listing
- NYSE: OPY
- Rating scale
- OutperformPerformUnderperform12–18 months
- Website
- oppenheimer.com
Research philosophy
Our research ideas are aimed at helping clients identify favorable risk-reward opportunities with the objective of helping them build wealth.
Kansas City Capital Associates selects companies for consistent earnings and cash-flow growth at low valuations, rather than for their industry or an investment banking relationship. Analysts speak with management, competitors, customers and suppliers. The firm says clients' interests come first and emphasizes the combination of informed advice and efficient trade execution.
Rating methodology
Reports use Oppenheimer's rating system: Outperform, Perform or Underperform relative to the S&P 500 over 12–18 months.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Canadian Pacific Kansas City Ltd.CP | Hold | — |
 Apogee Enterprises, Inc.APOG | Perform | — |
| CNCN | Market Perform | — |
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Aug 3 | Canadian Pacific Kansas City Ltd.CP | Reiterate | Hold |
| Jul 30 | Canadian Pacific Kansas City Ltd.CP | Reiterate | Outperform |
| Jul 30 | Canadian Pacific Kansas City Ltd.CP | Reiterate | Buy |
| Jul 15 | Canadian Pacific Kansas City Ltd.CP | Initiate | Market Perform |
| Jul 15 | CNCN | Initiate | Market Perform |
| Jul 9 | Canadian Pacific Kansas City Ltd.CP | Reiterate | Buy |
| Jun 29 | Apogee Enterprises, Inc.APOG | Downgrade | Perform |
| Jun 25 | Canadian Pacific Kansas City Ltd.CP | Reiterate | Overweight |
| Feb 22, 2021 |  Valmont Industries, Inc.VMI | Downgrade | Outperform →Perform |
| Oct 29, 2020 | IIInsteel Industries, Inc.IIIN | Upgrade | Perform →Outperform |
| Apr 24, 2020 | MIMIND Technology, Inc.MIND | Downgrade | Outperform →Perform |
| Mar 10, 2020 | MYMYR Group Inc.MYRG | Upgrade | Perform →Outperform |