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