Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026)
Oppenheimer Holdings (OPY) posted Tax Rate of 14.08% for Q1 2026, down 62.3% sequentially from 37.34% in Q4 2025, and down 3958.0% YoY from 0.36% in Q1 2025.
Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026) Analysis & Trends
Oppenheimer Holdings (OPY) has 17 years of Tax Rate data on file, last reported at 14.08% in Q1 2026.
- Quarterly Tax Rate fell 3958.0% year-over-year to 14.08% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 78.15% (down 8270.0% YoY) and the FY2025 annual result came in at 50.74%, down 14351.0% from the prior year.
- Tax Rate slipped to 14.08% in Q1 2026 per OPY's latest filing, from 37.34% in the prior quarter.
- The five-year high for Tax Rate was 1169.55% in Q3 2022, with the low at 1506.28% in Q4 2023.
- Average Tax Rate over 5 years is 30.22%, with a median of 40.26% recorded in 2022.
- Year-over-year, Tax Rate plunged 154654 bps in 2023 and surged 135864 bps in 2024.
- Oppenheimer Holdings' Tax Rate stood at 40.26% in 2022, then slumped by 3841 bps to 1506.28% in 2023, then surged by 90 bps to 147.64% in 2024, then soared by 125 bps to 37.34% in 2025, then slumped by 62 bps to 14.08% in 2026.
- Business Quant data shows OPY's Tax Rate at 14.08% in Q1 2026, 37.34% in Q4 2025, and 108.58% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 19.58% |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 13.20% |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 22.24% |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | -16.38% |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 15.82% |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 26.45% |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 23.03% |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 2.47% |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.46% |
| 10 | Oppenheimer Holdings | 1.19 Bn | 1.17 Bn | - | 14.08% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 14.08% |
| Mar 31, 2026 | 14.08% |
| Dec 31, 2025 | 37.34% |
| Dec 31, 2025 | 37.34% |
| Sep 30, 2025 | 108.58% |
| Sep 30, 2025 | 108.58% |
| Jun 30, 2025 | 108.83% |
| Jun 30, 2025 | 108.83% |
| Mar 31, 2025 | 53.66% |
| Mar 31, 2025 | 53.66% |
| Dec 31, 2024 | -147.64% |
| Dec 31, 2024 | -147.64% |
| Sep 30, 2024 | 96.41% |
| Sep 30, 2024 | 96.41% |
| Jun 30, 2024 | -91.56% |
| Jun 30, 2024 | -91.56% |
| Mar 31, 2024 | 69.27% |
| Mar 31, 2024 | 69.27% |
| Dec 31, 2023 | -1,506.28% |
| Dec 31, 2023 | -1,506.28% |