LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021)

LPL Financial Holdings (LPLA) posted quarterly Change in Taxes of $2.4 million for Q3 2021, up 103.21% year-over-year from $1.2 million in Q3 2020, and up 104.48% on a QoQ basis from -$52.8 million in Q2 2021.

LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021) Analysis & Trends

LPL Financial Holdings has reported Change in Taxes for 12 years, with the latest figure at $2.4 million in Q3 2021.

  • Change in Taxes for Q3 2021 came in at $2.4 million, up 103.21% year-over-year; the trailing twelve-month figure through Sep 2021 was -$6.5 million (down 187.46% YoY), and the FY2020 annual result was $8.0 million, up 162.33% from the prior year.
  • Change in Taxes improved to $2.4 million in Q3 2021, from -$52.8 million in the prior quarter.
  • Over five years, Change in Taxes peaked at $45.2 million in Q1 2020 and troughed at -$73.8 million in Q3 2020.
  • A 5-year average of $182947.4 and a median of $3.1 million in 2018 frame the typical range for Change in Taxes.
  • The widest annual swing landed in 2018, when Change in Taxes surged 195.34%; it then plunged 1452.75% in 2019.
  • A 5-year view of Change in Taxes shows it stood at -$11.0 million in 2017, then surged by 195.34% to $10.5 million in 2018, then increased by 24.12% to $13.0 million in 2019, then climbed by 4.18% to $13.5 million in 2020, then slumped by 82.52% to $2.4 million in 2021.
  • Per Business Quant data, the three most recent Change in Taxes figures were $2.4 million in Q3 2021, -$52.8 million in Q2 2021, and $30.4 million in Q1 2021.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change Taxes (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 -7.43 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
Sep 30, 2021 2.37 Mn
Sep 30, 2021 2.37 Mn
Jun 30, 2021 -52.83 Mn
Jun 30, 2021 -52.83 Mn
Mar 31, 2021 30.40 Mn
Mar 31, 2021 30.40 Mn
Dec 31, 2020 13.53 Mn
Dec 31, 2020 13.53 Mn
Sep 30, 2020 -73.76 Mn
Sep 30, 2020 -73.76 Mn
Jun 30, 2020 23.09 Mn
Jun 30, 2020 23.09 Mn
Mar 31, 2020 45.15 Mn
Mar 31, 2020 45.15 Mn
Dec 31, 2019 12.98 Mn
Dec 31, 2019 12.98 Mn
Sep 30, 2019 -6.07 Mn
Sep 30, 2019 -6.07 Mn
Jun 30, 2019 -61.52 Mn
Jun 30, 2019 -61.52 Mn