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Oppenheimer Holdings OPY Excess tax benefits associated with employee equity plans (in percent)

Excess tax benefits associated with employee equity plans (in percent) at other companies

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0.1%-0.2pp
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0.3%+0.1pp
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-2.1%-5.5pp
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-3.8%-7.3pp
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0.5%+0.1pp
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-7.6%-8.3pp

Other financials

Income statement

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Revenue$445.1M+21.0%
Operating income-$27.0M-165%
Net income-$20.6M-167%
EPS (diluted)-$1.93-171%

Balance sheet

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Cash & equivalents$34.6M-5.7%
Total debt$147.5M-14.0%
Total equity$952.4M+9.2%
Total assets$3.8B+6.8%

Cash flow

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Operating cash flow-$190.0M-107%
CapEx--100%
Free cash flow-$190.0M-103%

Valuation

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Market cap$1.12B+69.7%
Enterprise value$1.24B+55.1%
P/E11.6×+2.9×
P/S0.7×+0.2×

Profitability

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Operating margin8.3%+0.7pp
Net margin5.7%+0.4pp
FCF margin5.1%

Returns & leverage

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Return on equity10.7%+1.6pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Oppenheimer Holdings in its filing.

Tagged under the XBRL concept us-gaap:EffectiveIncomeTaxRateReconciliationShareBasedCompensationExcessTaxBenefitPercent.

The official record: Oppenheimer Holdings’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Oppenheimer Holdings's excess tax benefits associated with employee equity plans (in percent)?
Oppenheimer Holdings (OPY) reported excess tax benefits associated with employee equity plans (in percent) of -0.7% in Q4 2025.
What does excess tax benefits associated with employee equity plans (in percent) mean?
Represents the tax benefit recognized in the income statement resulting from the difference between the tax deduction for share-based compensation and the compensation cost recognized for financial reporting. This metric highlights the impact of employee equity plan activity on the company's effective tax rate.