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Oppenheimer Holdings OPY Effective Income Tax Rate Reconciliation, Tax Exempt Income, Amount

Effective Income Tax Rate Reconciliation, Tax Exempt Income, Amount at other companies

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Equitable HoldingsEQH
-$23M+24.0%

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:IncomeTaxReconciliationTaxExemptIncome.

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 effective income tax rate reconciliation, tax exempt income, amount?
Oppenheimer Holdings (OPY) reported effective income tax rate reconciliation, tax exempt income, amount of $166K in Q4 2025.
How has Oppenheimer Holdings's effective income tax rate reconciliation, tax exempt income, amount changed year-over-year?
Oppenheimer Holdings's effective income tax rate reconciliation, tax exempt income, amount decreased by 25.0% year-over-year, from $221.25K to $166K.
What is the long-term trend for Oppenheimer Holdings's effective income tax rate reconciliation, tax exempt income, amount?
Over 2 years (2023 to 2025), Oppenheimer Holdings's effective income tax rate reconciliation, tax exempt income, amount has grown at a 14.0% compound annual growth rate (CAGR), from $511K to $664K.
What does effective income tax rate reconciliation, tax exempt income, amount mean?
The total dollar amount of income recognized by the company that is exempt from income tax, such as interest from municipal bonds. This adjustment reduces the company's effective tax rate relative to the statutory rate. It reflects the tax-efficiency of the company's investment portfolio and revenue mix.