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 Q1 2026, down 55.71% year-over-year from $7.9 million in Q1 2025, and down 0.51% on a QoQ basis from $3.5 million in Q4 2025.
LPL Financial Holdings (LPLA) Amortization of Deferred Charges (2010 - 2026) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Amortization of Deferred Charges for 17 consecutive years, with $3.5 million the latest figure, recorded in 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 came in at $3.5 million for Q1 2026 at LPL Financial Holdings, down from $3.5 million in the prior quarter.
- The five-year high for Amortization of Deferred Charges was $7.9 million in Q1 2025, with the low at $1.5 million in Q2 2022.
- Average Amortization of Deferred Charges over 5 years is $3.1 million, with a median of $2.7 million recorded in 2024.
- Across the five-year window, Amortization of Deferred Charges jumped 194.32% in 2025 and slumped 55.71% in 2026, its largest moves.
- Year by year, Amortization of Deferred Charges stood at $2.0 million in 2022, then grew by 20.77% to $2.4 million in 2023, then climbed by 15.6% to $2.8 million in 2024, then advanced by 23.85% to $3.5 million in 2025, then retreated by 0.51% to $3.5 million in 2026.
- According to Business Quant data, Amortization of Deferred Charges over the past three periods registered $3.5 million, $3.5 million, and $3.5 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| Date | Value |
|---|---|
| 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 |