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

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

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

LPL Financial Holdings (LPLA) has reported Accumulated Expenses for 17 consecutive years, with $370.2 million the latest figure, recorded in 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 came in at $370.2 million for Q1 2026 at LPL Financial Holdings, up from $361.6 million in the prior quarter.
  • The five-year high for Accumulated Expenses was $370.2 million in Q1 2026, with the low at $194.5 million in Q3 2022.
  • Average Accumulated Expenses over 5 years is $257.7 million, with a median of $232.1 million recorded in 2024.
  • Across the five-year window, Accumulated Expenses retreated 13.35% in 2022 and surged 49.62% in 2024, its largest moves.
  • Year by year, Accumulated Expenses stood at $203.3 million in 2022, then climbed by 6.52% to $216.5 million in 2023, then soared by 49.62% to $324.0 million in 2024, then climbed by 11.61% to $361.6 million in 2025, then rose by 2.36% to $370.2 million in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods registered $370.2 million, $361.6 million, and $355.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn

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