Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026)
Oppenheimer Holdings' (OPY) quarterly Tax Rate came in at 14.08% in Q1 2026, down 3958.0% year-on-year from 0.36% in Q1 2025, and down 62.3% quarter-over-quarter from 37.34% in Q4 2025.
Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Tax Rate across 17 years of filings, most recently posting 14.08% for Q1 2026.
- Tax Rate for Q1 2026 came in at 14.08%, down 3958.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 78.15% (down 8270.0% YoY), and the FY2025 annual result was 50.74%, down 14351.0% from the prior year.
- Tax Rate came in at 14.08% for Q1 2026 at Oppenheimer Holdings, down from 37.34% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 1169.55% in Q3 2022 to a low of 1506.28% in Q4 2023.
- The 5-year median for Tax Rate is 40.26% (2022), against an average of 30.22%.
- Across the five-year window, Tax Rate slumped 154654 bps in 2023 and jumped 135864 bps in 2024, its largest moves.
- Oppenheimer Holdings' Tax Rate stood at 40.26% in 2022, then sank 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 sank by 62 bps to 14.08% in 2026.
- The last three Tax Rate figures came in at 14.08% (Q1 2026), 37.34% (Q4 2025), and 108.58% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 19.58% |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 13.20% |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 22.24% |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 15.82% |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 9.08% |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 26.45% |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 23.03% |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 2.47% |
| 10 | Oppenheimer Holdings | 1.05 Bn | 1.03 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% |