Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026)
Oppenheimer Holdings (OPY) posted quarterly Tax Rate of 9.17% for Q2 2026, down 309.0% year-over-year from 4.39% in Q2 2025, and down 395.05% on a QoQ basis from 3.11% in Q1 2026.
Oppenheimer Holdings (OPY) Tax Rate (2010 - 2026) Analysis & Trends
Oppenheimer Holdings has reported Tax Rate for 17 years, with the latest figure at 9.17% in Q2 2026.
- Tax Rate for Q2 2026 came in at 9.17%, down 309.0% year-over-year; the trailing twelve-month figure through Jun 2026 was 12.1% (down 88.0% YoY), and the FY2025 annual result was 296.7%, up 94502.0% from the prior year.
- Tax Rate fell to 9.17% in Q2 2026, from 3.11% in the prior quarter.
- Over five years, Tax Rate peaked at 146.92% in Q3 2024 and troughed at 142.27% in Q4 2024.
- A 5-year average of 8.27% and a median of 6.06% in 2025 frame the typical range for Tax Rate.
- The widest annual swing landed in 2024, when Tax Rate jumped 24281 bps; it then sank 15297 bps in 2025.
- A 5-year view of Tax Rate shows it stood at 38.24% in 2022, then sank by 116 bps to 6.28% in 2023, then tumbled by 2165 bps to 142.27% in 2024, then soared by 121 bps to 29.42% in 2025, then sank by 131 bps to 9.17% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 9.17% in Q2 2026, 3.11% in Q1 2026, and 29.42% in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 23.07% |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 22.60% |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 23.68% |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 19.18% |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 8.10% |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 26.43% |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 23.50% |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 7.84% |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | -16.38% |
| 10 | Oppenheimer Holdings | 1.24 Bn | -328.02 Mn | - | 61.82% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -9.17% |
| Jun 30, 2026 | -9.17% |
| Jun 30, 2026 | -9.17% |
| Mar 31, 2026 | 3.11% |
| Mar 31, 2026 | 3.11% |
| Mar 31, 2026 | 3.11% |
| Dec 31, 2025 | 37.50% |
| Dec 31, 2025 | 37.50% |
| Dec 31, 2025 | 37.50% |
| Sep 30, 2025 | -6.05% |
| Sep 30, 2025 | -6.05% |
| Sep 30, 2025 | -6.05% |
| Jun 30, 2025 | -6.08% |
| Jun 30, 2025 | -6.08% |
| Jun 30, 2025 | -6.08% |
| Mar 31, 2025 | -6.22% |
| Mar 31, 2025 | -6.22% |
| Mar 31, 2025 | -6.22% |
| Dec 31, 2024 | -124.35% |
| Dec 31, 2024 | -124.35% |