Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026)
Oppenheimer Holdings (OPY) posted Tax Rate of 61.82% for Q2 2026, down 47.01 percentage points from 108.83% a year earlier but up 47.74 percentage points from the prior quarter.
Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Oppenheimer Holdings was 69.19%, down 35.78 percentage points year-over-year; for FY2025, it came in at 50.74%, down 143.51 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +20.72 percentage points (FY2020 to FY2025).
- In prior years, Oppenheimer Holdings' Tax Rate was 194.25% in FY2024 (+269.83 pp), -75.58% in FY2023 (-137.51 pp), 61.93% in FY2022 (+31.35 pp) and 30.58% in FY2021 (+0.57 pp).
- Quarterly Tax Rate has run from a low of -1506.28% in Q4 2023 to a high of 1169.55% in Q3 2022 over five years.
- On a year-over-year basis, Tax Rate increased in four of the last eight quarters, with an average year-over-year change of +165.84 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2024, with a gain of 1358.64 percentage points; the weakest was Q4 2023, with a drop of 1546.54 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 14.08% (Q1 2026), 37.34% (Q4 2025) and 108.58% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 106.56 Bn | 94.66 Bn | - | 21.53% |
| 2 | Intercontinental Exchange | 89.45 Bn | 83.19 Bn | - | 24.24% |
| 3 | Robinhood Markets | 88.18 Bn | 69.22 Bn | - | 19.18% |
| 4 | Nasdaq | 53.47 Bn | 50.90 Bn | 1.50 Bn | 22.36% |
| 5 | Interactive Brokers | 37.14 Bn | 14.26 Bn | - | 8.10% |
| 6 | Cboe Global Markets | 33.00 Bn | 24.66 Bn | 731.60 Mn | 28.62% |
| 7 | LPL Financial Holdings | 25.71 Bn | 21.03 Bn | - | 26.43% |
| 8 | Tradeweb Markets | 25.33 Bn | 17.34 Bn | - | 23.50% |
| 9 | Circle Internet | 21.30 Bn | 15.18 Bn | 288.85 Mn | 7.84% |
| 10 | Oppenheimer Holdings | 1.07 Bn | -4.44 Bn | - | 61.82% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 61.82% |
| Dec 31, 2025 | 37.34% |
| Sep 30, 2025 | 108.58% |
| Jun 30, 2025 | 108.83% |
| Mar 31, 2025 | 53.66% |
| Sep 30, 2024 | 96.41% |
| Mar 31, 2024 | 69.27% |
| Sep 30, 2023 | 423.66% |
| Mar 31, 2023 | 77.62% |
| Dec 31, 2022 | 40.26% |
| Sep 30, 2022 | 1,169.55% |
| Mar 31, 2022 | 37.90% |
| Dec 31, 2021 | 32.41% |
| Sep 30, 2021 | 31.91% |
| Jun 30, 2021 | 29.49% |
| Mar 31, 2021 | 27.22% |
| Dec 31, 2020 | 28.75% |
| Sep 30, 2020 | 33.30% |
| Jun 30, 2020 | 27.56% |
| Mar 31, 2020 | 65.48% |
Oppenheimer Holdings Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=OPY&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "OPY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();