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

LPL Financial Holdings (LPLA) recorded quarterly Amortization of Deferred Charges of $3.5 million in Q1 2026, down 0.51% quarter-over-quarter from $3.5 million in Q4 2025, and down 55.71% on a YoY basis from $7.9 million in Q1 2025.

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

LPL Financial Holdings' Amortization of Deferred Charges history runs 17 years deep, the most recent figure standing at $3.5 million for Q1 2026.

  • In Q1 2026, Amortization of Deferred Charges fell 55.71% year-over-year to $3.5 million; the TTM figure through Mar 2026 stood at $17.2 million (up 4.23% YoY), while the FY2025 annual figure was $21.6 million, up 90.84% from the prior year.
  • Amortization of Deferred Charges was $3.5 million for Q1 2026 at LPL Financial Holdings, down from $3.5 million in the prior quarter.
  • In the past five years, Amortization of Deferred Charges ranged from a high of $7.9 million in Q1 2025 to a low of $1.5 million in Q2 2022.
  • Historically, Amortization of Deferred Charges has averaged $3.1 million across 5 years, with a median of $2.7 million in 2024.
  • The sharpest annual moves came in 2025 and 2026: Amortization of Deferred Charges jumped 194.32% in 2025, then sank 55.71% in 2026.
  • A 5-year view of Amortization of Deferred Charges shows it stood at $2.0 million in 2022, then gained by 20.77% to $2.4 million in 2023, then rose by 15.6% to $2.8 million in 2024, then increased by 23.85% to $3.5 million in 2025, then dropped by 0.51% to $3.5 million in 2026.
  • The last three Amortization of Deferred Charges figures came in at $3.5 million (Q1 2026), $3.5 million (Q4 2025), and $3.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 103,154.28 Bn 103,154.28 Bn -
2 Morgan Stanley 334.86 Bn 201.33 Bn -
3 Goldman Sachs 322.95 Bn -614.60 Bn -
4 Schwab Charles 158.90 Bn 113.93 Bn -
5 Robinhood Markets 83.76 Bn 79.11 Bn 960.00 Mn
6 Interactive Brokers 40.42 Bn 51.01 Bn -
7 LPL Financial Holdings 23.70 Bn 22.67 Bn -
8 Tradeweb Markets 21.55 Bn 20.30 Bn -
9 Iren 19.92 Bn 17.71 Bn 144.76 Mn
10 Circle Internet 18.99 Bn 17.48 Bn 35.01 Mn

Historic Data

Download Data
DateValue
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
Dec 31, 2023 2.45 Mn
Dec 31, 2023 2.45 Mn