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Oppenheimer Holdings OPY Interest expense and penalties, net (benefit)/charge recognized

Interest expense and penalties, net (benefit)/charge recognized at other companies

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Equitable HoldingsEQH
$7.5M+7.1%

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:UnrecognizedTaxBenefitsIncomeTaxPenaltiesAndInterestExpense.

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 interest expense and penalties, net (benefit)/charge recognized?
Oppenheimer Holdings (OPY) reported interest expense and penalties, net (benefit)/charge recognized of $13.75K in Q4 2025.
How has Oppenheimer Holdings's interest expense and penalties, net (benefit)/charge recognized changed year-over-year?
Oppenheimer Holdings's interest expense and penalties, net (benefit)/charge recognized increased by 1733.3% year-over-year, from $750 to $13.75K.
What is the long-term trend for Oppenheimer Holdings's interest expense and penalties, net (benefit)/charge recognized?
Over 4 years (2021 to 2025), Oppenheimer Holdings's interest expense and penalties, net (benefit)/charge recognized has grown at a -23.9% compound annual growth rate (CAGR), from $164K to $55K.
What does interest expense and penalties, net (benefit)/charge recognized mean?
Represents the net expense or benefit recognized for interest and penalties associated with uncertain tax positions. This metric serves as a proxy for the financial cost of tax disputes or aggressive tax planning strategies. Monitoring this helps investors gauge the company's exposure to regulatory scrutiny and the potential for additional tax-related liabilities.