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| 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 |