Oppenheimer Holdings OPY
NYSE OPY
$115.36 +1.31 (+1.15%)
At close: Sep 18, 2026 · 4:00 PM EDT

Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026)

Oppenheimer Holdings' (OPY) quarterly Tax Rate came in at 61.82% in Q2 2026, down 4701.0% year-over-year from 1.34% in Q2 2025, and up 339.12% quarter-over-quarter from 14.08% in Q1 2026.

Analysis

Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026) Analysis & Trends

Oppenheimer Holdings has disclosed Tax Rate across 17 years of filings, most recently posting 61.82% for Q2 2026.

  • In Q2 2026, Tax Rate fell 4701.0% year-over-year to 61.82%; the TTM figure through Jun 2026 stood at 69.19% (down 3578.0% YoY), while the FY2025 annual figure was 50.74%, down 14351.0% from the prior year.
  • Tax Rate came in at 61.82% for Q2 2026 at Oppenheimer Holdings, up from 14.08% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 423.66% in Q3 2023 to a low of 1506.28% in Q4 2023.
  • Average Tax Rate over 5 years is 80.5%, with a median of 9.8% recorded in 2026.
  • Year-over-year, Tax Rate sank 91476 bps in 2023 and surged 135864 bps in 2024.
  • Over 5 years, Tax Rate stood at 591.52% in 2022, then sank by 155 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 jumped by 66 bps to 61.82% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 61.82% in Q2 2026, 14.08% in Q1 2026, and 37.34% in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn 27.84%
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 Bn 20.79%
3 Houlihan Lokey 9.07 Bn 7.99 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 5.75 Bn 5.81 Bn 481.98 Mn 20.38%
6 Moelis 5.25 Bn 5.17 Bn - 26.77%
7 Piper Sandler Companies 4.88 Bn 4.77 Bn - 30.21%
8 Lazard 3.95 Bn 2.96 Bn - 158.38%
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn -15.99%
10 Oppenheimer Holdings 1.24 Bn -322.52 Mn - 61.82%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 61.82%
Mar 31, 2026 14.08%
Dec 31, 2025 37.34%
Sep 30, 2025 108.58%
Jun 30, 2025 108.83%
Mar 31, 2025 53.66%
Dec 31, 2024 -147.64%
Sep 30, 2024 96.41%
Jun 30, 2024 -91.56%
Mar 31, 2024 69.27%
Dec 31, 2023 -1,506.28%
Sep 30, 2023 423.66%
Jun 30, 2023 2.67%
Mar 31, 2023 -23.46%
Dec 31, 2022 -591.52%
Sep 30, 2022 -5.16%
Jun 30, 2022 5.52%
Mar 31, 2022 -65.14%
Dec 31, 2021 51.68%
Sep 30, 2021 136.82%