Skip to content

Oppenheimer Holdings OPY Excess tax benefits associated with employee equity plans

Excess tax benefits associated with employee equity plans at other companies

LivaNova logo
LivaNovaLIVN
$884.75K
ALH
Alliance Laundry Holdings Inc.ALH
-$763.5K
Tidewater logo
TidewaterTDW
-$3.29M-796%
Lightwave Logic, Inc. logo
Lightwave Logic, Inc.LWLG
-$70.02K+90.2%
ADMA Biologics logo
ADMA BiologicsADMA
-$2M-41.3%
Quantum Computing Inc. logo
Quantum Computing Inc.QUBT
-$2.27B

Other financials

Income statement

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

Balance sheet

See full
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

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

Valuation

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

Profitability

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

Returns & leverage

See full
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:EffectiveIncomeTaxRateReconciliationShareBasedCompensationExcessTaxBenefitAmount.

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

Ask your AI about Oppenheimer Holdings's excess tax benefits associated with employee equity plans.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Oppenheimer Holdings's excess tax benefits associated with employee equity plans?
Oppenheimer Holdings (OPY) reported excess tax benefits associated with employee equity plans of -$386.75K in Q4 2025.
How has Oppenheimer Holdings's excess tax benefits associated with employee equity plans changed year-over-year?
Oppenheimer Holdings's excess tax benefits associated with employee equity plans decreased by 130.6% year-over-year, from -$167.75K to -$386.75K.
What is the long-term trend for Oppenheimer Holdings's excess tax benefits associated with employee equity plans?
Over 2 years (2023 to 2025), Oppenheimer Holdings's excess tax benefits associated with employee equity plans has grown at a 8.4% compound annual growth rate (CAGR), from -$1.32M to -$1.55M.
What does excess tax benefits associated with employee equity plans mean?
Represents the tax savings realized when the actual tax deduction from employee stock-based compensation exceeds the cumulative compensation expense recognized for financial reporting. This metric highlights the volatility and impact of equity-based incentive plans on the company's tax position. It serves as a proxy for the alignment between employee compensation and share price performance.