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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |