LPL Financial Holdings (LPLA) Amortization of Deferred Charges (2010 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Amortization of Deferred Charges of $3.5 million for Q2 2026, down 48.18% year-over-year from $6.7 million in Q2 2025, and little changed on a QoQ basis from $3.5 million in Q1 2026.

LPL Financial Holdings (LPLA) Amortization of Deferred Charges (2010 - 2026) Analysis & Trends

LPL Financial Holdings has reported Amortization of Deferred Charges for 17 years, with the latest figure at $3.5 million in Q2 2026.

  • Amortization of Deferred Charges for Q2 2026 came in at $3.5 million, down 48.18% year-over-year; the trailing twelve-month figure through Jun 2026 was $14.0 million (down 31.5% YoY), and the FY2025 annual result was $21.6 million, up 90.84% from the prior year.
  • Amortization of Deferred Charges held at $3.5 million in Q2 2026, from $3.5 million in the prior quarter.
  • Over five years, Amortization of Deferred Charges peaked at $7.9 million in Q1 2025 and troughed at $1.5 million in Q2 2022.
  • A 5-year average of $3.1 million and a median of $2.7 million in 2024 frame the typical range for Amortization of Deferred Charges.
  • The widest annual swing landed in 2025, when Amortization of Deferred Charges jumped 194.32%; it then plunged 55.71% in 2026.
  • A 5-year view of Amortization of Deferred Charges shows it stood at $2.0 million in 2022, then rose by 20.77% to $2.4 million in 2023, then increased by 15.6% to $2.8 million in 2024, then grew by 23.85% to $3.5 million in 2025, then decreased by 0.83% to $3.5 million in 2026.
  • Per Business Quant data, the three most recent Amortization of Deferred Charges figures were $3.5 million in Q2 2026, $3.5 million in Q1 2026, and $3.5 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 3.48 Mn
Jun 30, 2026 3.48 Mn
Mar 31, 2026 3.49 Mn
Mar 31, 2026 3.49 Mn
Dec 31, 2025 3.51 Mn
Dec 31, 2025 3.51 Mn
Sep 30, 2025 3.52 Mn
Sep 30, 2025 3.52 Mn
Jun 30, 2025 6.71 Mn
Jun 30, 2025 6.71 Mn
Mar 31, 2025 7.87 Mn
Mar 31, 2025 7.87 Mn
Dec 31, 2024 2.83 Mn
Dec 31, 2024 2.83 Mn
Sep 30, 2024 3.00 Mn
Sep 30, 2024 3.00 Mn
Jun 30, 2024 2.81 Mn
Jun 30, 2024 2.81 Mn
Mar 31, 2024 2.68 Mn
Mar 31, 2024 2.68 Mn