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| Date | Value |
|---|---|
| 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 |