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

Oppenheimer Holdings (OPY) posted Tax Rate of 14.08% for Q1 2026, down 62.3% sequentially from 37.34% in Q4 2025, and down 3958.0% YoY from 0.36% in Q1 2025.

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

Oppenheimer Holdings (OPY) has 17 years of Tax Rate data on file, last reported at 14.08% in Q1 2026.

  • Quarterly Tax Rate fell 3958.0% year-over-year to 14.08% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 78.15% (down 8270.0% YoY) and the FY2025 annual result came in at 50.74%, down 14351.0% from the prior year.
  • Tax Rate slipped to 14.08% in Q1 2026 per OPY's latest filing, from 37.34% in the prior quarter.
  • The five-year high for Tax Rate was 1169.55% in Q3 2022, with the low at 1506.28% in Q4 2023.
  • Average Tax Rate over 5 years is 30.22%, with a median of 40.26% recorded in 2022.
  • Year-over-year, Tax Rate plunged 154654 bps in 2023 and surged 135864 bps in 2024.
  • Oppenheimer Holdings' Tax Rate stood at 40.26% in 2022, then slumped 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 slumped by 62 bps to 14.08% in 2026.
  • Business Quant data shows OPY's Tax Rate at 14.08% in Q1 2026, 37.34% in Q4 2025, and 108.58% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 19.58%
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.20%
3 Schwab Charles 167.21 Bn 122.24 Bn - 22.24%
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -16.38%
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 15.82%
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 26.45%
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 23.03%
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 2.47%
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.46%
10 Oppenheimer Holdings 1.19 Bn 1.17 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%