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Oppenheimer Holdings OPY Valuation Allowance, Deferred Tax Asset, Increase (Decrease), Amount

Valuation Allowance, Deferred Tax Asset, Increase (Decrease), Amount at other companies

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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+52.1%
Enterprise value$1.24B+40.0%
P/E11.6×+1.9×
P/S0.7×+0.1×

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:ValuationAllowanceDeferredTaxAssetChangeInAmount.

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 valuation allowance, deferred tax asset, increase (decrease), amount?
Oppenheimer Holdings (OPY) reported valuation allowance, deferred tax asset, increase (decrease), amount of $625K in Q4 2025.
How has Oppenheimer Holdings's valuation allowance, deferred tax asset, increase (decrease), amount changed year-over-year?
Oppenheimer Holdings's valuation allowance, deferred tax asset, increase (decrease), amount increased by 47.1% year-over-year, from $425K to $625K.
What is the long-term trend for Oppenheimer Holdings's valuation allowance, deferred tax asset, increase (decrease), amount?
Over 3 years (2022 to 2025), Oppenheimer Holdings's valuation allowance, deferred tax asset, increase (decrease), amount has grown at a 35.7% compound annual growth rate (CAGR), from $1M to $2.5M.
What does valuation allowance, deferred tax asset, increase (decrease), amount mean?
Reflects the net change in the valuation allowance established against deferred tax assets, representing management's assessment of the likelihood that these assets will be realized. An increase in the allowance suggests reduced confidence in utilizing tax benefits, while a decrease indicates improved expectations of future taxable income. This metric is critical for assessing the quality of deferred tax assets and potential future tax savings.