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
DateValue
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%