LPL Financial Holdings (LPLA) Accumulated Expenses (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Accumulated Expenses of $381.3 million for Q2 2026, up 25.57% year-over-year from $303.6 million in Q2 2025, and up 2.99% on a QoQ basis from $370.2 million in Q1 2026.
LPL Financial Holdings (LPLA) Accumulated Expenses (2010 - 2026) Analysis & Trends
LPL Financial Holdings has reported Accumulated Expenses for 17 years, with the latest figure at $381.3 million in Q2 2026.
- Accumulated Expenses for Q2 2026 came in at $381.3 million, up 25.57% year-over-year; the trailing twelve-month figure through Jun 2026 was $381.3 million (up 25.57% YoY), and the FY2025 annual result was $361.6 million, up 11.61% from the prior year.
- Accumulated Expenses rose to $381.3 million in Q2 2026, from $370.2 million in the prior quarter.
- Over five years, Accumulated Expenses peaked at $381.3 million in Q2 2026 and troughed at $194.5 million in Q3 2022.
- A 5-year average of $264.6 million and a median of $236.2 million in 2024 frame the typical range for Accumulated Expenses.
- The widest annual swing landed in 2022, when Accumulated Expenses retreated 13.35%; it then surged 49.62% in 2024.
- A 5-year view of Accumulated Expenses shows it stood at $203.3 million in 2022, then increased by 6.52% to $216.5 million in 2023, then surged by 49.62% to $324.0 million in 2024, then increased by 11.61% to $361.6 million in 2025, then advanced by 5.43% to $381.3 million in 2026.
- Per Business Quant data, the three most recent Accumulated Expenses figures were $381.3 million in Q2 2026, $370.2 million in Q1 2026, and $361.6 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 381.26 Mn |
| Mar 31, 2026 | 370.17 Mn |
| Dec 31, 2025 | 361.62 Mn |
| Sep 30, 2025 | 355.46 Mn |
| Jun 30, 2025 | 303.61 Mn |
| Mar 31, 2025 | 303.84 Mn |
| Dec 31, 2024 | 324.00 Mn |
| Sep 30, 2024 | 252.88 Mn |
| Jun 30, 2024 | 240.37 Mn |
| Mar 31, 2024 | 232.08 Mn |
| Dec 31, 2023 | 216.54 Mn |
| Sep 30, 2023 | 208.83 Mn |
| Jun 30, 2023 | 208.31 Mn |
| Mar 31, 2023 | 195.61 Mn |
| Dec 31, 2022 | 203.29 Mn |
| Sep 30, 2022 | 194.48 Mn |
| Jun 30, 2022 | 199.69 Mn |
| Mar 31, 2022 | 210.88 Mn |
| Dec 31, 2021 | 222.38 Mn |
| Sep 30, 2021 | 224.44 Mn |