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
DateValue
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