LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021)
LPL Financial Holdings (LPLA) recorded quarterly Change in Taxes of $2.4 million in Q3 2021, up 104.48% quarter-over-quarter from -$52.8 million in Q2 2021, and up 103.21% on a YoY basis from $1.2 million in Q3 2020.
LPL Financial Holdings (LPLA) Change in Taxes (2010 - 2021) Analysis & Trends
LPL Financial Holdings' Change in Taxes history runs 12 years deep, the most recent figure standing at $2.4 million for Q3 2021.
- In Q3 2021, Change in Taxes rose 103.21% year-over-year to $2.4 million; the TTM figure through Sep 2021 stood at -$6.5 million (down 187.46% YoY), while the FY2020 annual figure was $8.0 million, up 162.33% from the prior year.
- Change in Taxes was $2.4 million for Q3 2021 at LPL Financial Holdings, up from -$52.8 million in the prior quarter.
- In the past five years, Change in Taxes ranged from a high of $45.2 million in Q1 2020 to a low of -$73.8 million in Q3 2020.
- Historically, Change in Taxes has averaged $182947.4 across 5 years, with a median of $3.1 million in 2018.
- The sharpest annual moves came in 2018 and 2019: Change in Taxes surged 195.34% in 2018, then sank 1452.75% in 2019.
- A 5-year view of Change in Taxes shows it stood at -$11.0 million in 2017, then soared by 195.34% to $10.5 million in 2018, then rose by 24.12% to $13.0 million in 2019, then grew by 4.18% to $13.5 million in 2020, then sank by 82.52% to $2.4 million in 2021.
- The last three Change in Taxes figures came in at $2.4 million (Q3 2021), -$52.8 million (Q2 2021), and $30.4 million (Q1 2021), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | - |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | - |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | - |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | - |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | - |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | - |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -7.43 Mn |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |