Skip to content

Oppenheimer Holdings OPY Unrecognized tax benefits, settlements

Unrecognized tax benefits, settlements at other companies

Morgan Stanley logo
Morgan StanleyMS
$500K-98.9%
Equitable Holdings logo
Equitable HoldingsEQH
$0

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:UnrecognizedTaxBenefitsDecreasesResultingFromSettlementsWithTaxingAuthorities.

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 unrecognized tax benefits, settlements.

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 unrecognized tax benefits, settlements?
Oppenheimer Holdings (OPY) reported unrecognized tax benefits, settlements of $35K in Q4 2025.
How has Oppenheimer Holdings's unrecognized tax benefits, settlements changed year-over-year?
Oppenheimer Holdings's unrecognized tax benefits, settlements increased by 137.3% year-over-year, from $14.75K to $35K.
What is the long-term trend for Oppenheimer Holdings's unrecognized tax benefits, settlements?
Over 4 years (2021 to 2025), Oppenheimer Holdings's unrecognized tax benefits, settlements has grown at a -9.9% compound annual growth rate (CAGR), from $212K to $140K.
What does unrecognized tax benefits, settlements mean?
This metric represents the reduction in the liability for unrecognized tax benefits due to successful settlements with tax authorities. It reflects the resolution of tax uncertainties where the company has reached an agreement on the tax position taken in previous filings.