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    Stephen Farrell

    Research Analyst at Oppenheimer & Co. Inc.

    Stephen Farrell is an Equity Analyst at Oppenheimer & Co. Inc., specializing in coverage of companies such as U-Haul Holding Co and others within the transportation and logistics sector. He has demonstrated a focused research approach, participating in earnings calls and recognized for providing in-depth analysis and actionable insights that contribute to investment decisions, though publicly available performance metrics and rankings remain limited. Farrell's professional background highlights recent activity at Oppenheimer & Co. Inc., with past experience details and tenure prior to his current role not extensively documented. As a registered analyst, he holds relevant securities licenses and FINRA credentials required for his industry responsibilities.

    Stephen Farrell's questions to U-Haul Holding Co /NV/ (UHAL) leadership

    Stephen Farrell's questions to U-Haul Holding Co /NV/ (UHAL) leadership • Q4 2025

    Question

    Stephen Farrell from Oppenheimer & Co. Inc. asked about the current age of the rental fleet relative to pre-pandemic levels and questioned if the current dynamic of high depreciation outpacing maintenance savings represents a "new normal."

    Answer

    Chairman & CEO Edward Joe Shoen explained the fleet is steadily improving and is likely above 90% of pre-COVID levels in terms of "unused miles." He strongly refuted that high depreciation is a "new normal," expressing optimism that as automakers refocus on ICE vehicles, pricing will improve and the cost structure will normalize.

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    Stephen Farrell's questions to FRP HOLDINGS (FRPH) leadership

    Stephen Farrell's questions to FRP HOLDINGS (FRPH) leadership • Q4 2024

    Question

    Stephen Farrell of Oppenheimer & Co. Inc. inquired about FRP Holdings' acquisition strategy, specifically its geographic focus in the Southeast versus Maryland, the appeal of distressed assets versus development, and the potential impact of tariffs on its industrial portfolio.

    Answer

    President and COO David deVilliers explained that the company's acquisition focus is primarily on the Southeast due to a more favorable business environment, although they remain opportunistic in their home market of Maryland. He noted that current cap rates for stabilized assets are unattractive, but they are monitoring the market for distressed opportunities. DeVilliers also opined that potential tariffs would likely impact multifamily construction more significantly than their planned industrial projects.

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