LPL Financial Holdings (LPLA) Accumulated Expenses (2010 - 2026)

LPL Financial Holdings (LPLA) recorded quarterly Accumulated Expenses of $370.2 million in Q1 2026, up 2.36% quarter-over-quarter from $361.6 million in Q4 2025, and up 21.83% on a YoY basis from $303.8 million in Q1 2025.

LPL Financial Holdings (LPLA) Accumulated Expenses (2010 - 2026) Analysis & Trends

LPL Financial Holdings' Accumulated Expenses history runs 17 years deep, the most recent figure standing at $370.2 million for Q1 2026.

  • In Q1 2026, Accumulated Expenses rose 21.83% year-over-year to $370.2 million; the TTM figure through Mar 2026 stood at $370.2 million (up 21.83% YoY), while the FY2025 annual figure was $361.6 million, up 11.61% from the prior year.
  • Accumulated Expenses was $370.2 million for Q1 2026 at LPL Financial Holdings, up from $361.6 million in the prior quarter.
  • In the past five years, Accumulated Expenses ranged from a high of $370.2 million in Q1 2026 to a low of $194.5 million in Q3 2022.
  • Historically, Accumulated Expenses has averaged $257.7 million across 5 years, with a median of $232.1 million in 2024.
  • The sharpest annual moves came in 2022 and 2024: Accumulated Expenses dropped 13.35% in 2022, then surged 49.62% in 2024.
  • A 5-year view of Accumulated Expenses shows it stood at $203.3 million in 2022, then rose by 6.52% to $216.5 million in 2023, then soared by 49.62% to $324.0 million in 2024, then rose by 11.61% to $361.6 million in 2025, then climbed by 2.36% to $370.2 million in 2026.
  • The last three Accumulated Expenses figures came in at $370.2 million (Q1 2026), $361.6 million (Q4 2025), and $355.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn -
2 Morgan Stanley 349.82 Bn 216.29 Bn -
3 Goldman Sachs 333.85 Bn -603.70 Bn -
4 Schwab Charles 160.31 Bn 115.33 Bn -
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn
6 Interactive Brokers 42.79 Bn 53.38 Bn -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn -
8 Tradeweb Markets 21.20 Bn 19.96 Bn -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 215.11 Mn