Growth Metrics

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

LPL Financial Holdings' quarterly Change in Taxes came in at $2.4 million in Q3 2021, up 103.21% year-on-year from $1.2 million in Q3 2020, and up 104.48% quarter-over-quarter from -$52.8 million in Q2 2021.

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

  • For the quarter ending Q3 2021, Change in Taxes rose 103.21% year-over-year to $2.4 million; the trailing twelve-month figure through Sep 2021 stood at -$6.5 million (down 187.46% YoY), and the FY2020 full-year result was $8.0 million, up 162.33% from the prior year.
  • Change in Taxes for Q3 2021 stood at $2.4 million, up from -$52.8 million in the prior quarter.
  • The five-year high for Change in Taxes was $45.2 million in Q1 2020, with the low at -$73.8 million in Q3 2020.
  • Average Change in Taxes over 5 years is $182947.4, with a median of $3.1 million recorded in 2018.
  • Year-over-year, Change in Taxes jumped 195.34% in 2018 and sank 1452.75% in 2019.
  • Tracing LPLA's Change in Taxes over 5 years: stood at -$11.0 million in 2017, then jumped by 195.34% to $10.5 million in 2018, then gained by 24.12% to $13.0 million in 2019, then increased by 4.18% to $13.5 million in 2020, then plunged 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 Morgan Stanley 330.71 Bn 197.18 Bn - -
2 Goldman Sachs 318.59 Bn -618.96 Bn - -
3 Schwab Charles 154.74 Bn 109.76 Bn - -
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -
5 Interactive Brokers 39.54 Bn 50.13 Bn - -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -7.43 Mn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn 3.60 Mn

Historic Data

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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
Mar 31, 2019 41.75 Mn
Mar 31, 2019 41.75 Mn
Dec 31, 2018 10.46 Mn
Dec 31, 2018 10.46 Mn
Sep 30, 2018 3.07 Mn
Sep 30, 2018 3.07 Mn
Jun 30, 2018 -3.96 Mn
Jun 30, 2018 -3.96 Mn
Mar 31, 2018 22.96 Mn
Mar 31, 2018 22.96 Mn
Dec 31, 2017 -10.97 Mn
Dec 31, 2017 -10.97 Mn
Sep 30, 2017 -6.50 Mn
Sep 30, 2017 -6.50 Mn
Jun 30, 2017 -9.89 Mn
Jun 30, 2017 -9.89 Mn
Mar 31, 2017 23.21 Mn
Mar 31, 2017 23.21 Mn
Dec 31, 2016 6.96 Mn
Dec 31, 2016 6.96 Mn
Sep 30, 2016 -11.17 Mn
Sep 30, 2016 -11.17 Mn
Jun 30, 2016 -27.10 Mn
Jun 30, 2016 -27.10 Mn
Mar 31, 2016 27.31 Mn
Mar 31, 2016 27.31 Mn
Dec 31, 2015 27.44 Mn
Dec 31, 2015 27.44 Mn
Sep 30, 2015 -7.45 Mn
Sep 30, 2015 -7.45 Mn
Jun 30, 2015 -33.96 Mn
Jun 30, 2015 -33.96 Mn
Mar 31, 2015 26.55 Mn
Mar 31, 2015 26.55 Mn
Dec 31, 2014 26.47 Mn
Dec 31, 2014 26.47 Mn
Sep 30, 2014 -3.77 Mn
Sep 30, 2014 -3.77 Mn
Jun 30, 2014 -43.31 Mn
Jun 30, 2014 -43.31 Mn
Mar 31, 2014 24.89 Mn
Mar 31, 2014 24.89 Mn
Dec 31, 2013 16.81 Mn
Dec 31, 2013 16.81 Mn
Sep 30, 2013 -12.25 Mn
Sep 30, 2013 -12.25 Mn
Jun 30, 2013 -29.32 Mn
Jun 30, 2013 -29.32 Mn
Mar 31, 2013 39.68 Mn
Mar 31, 2013 39.68 Mn
Dec 31, 2012 -155,000.00
Dec 31, 2012 -155,000.00
Sep 30, 2012 6.74 Mn
Sep 30, 2012 6.74 Mn
Jun 30, 2012 3.92 Mn
Jun 30, 2012 3.92 Mn
Mar 31, 2012 36.67 Mn
Mar 31, 2012 36.67 Mn
Dec 31, 2011 9.31 Mn
Dec 31, 2011 9.31 Mn
Sep 30, 2011 11.40 Mn
Sep 30, 2011 11.40 Mn
Jun 30, 2011 99.24 Mn
Jun 30, 2011 99.24 Mn
Mar 31, 2011 82.59 Mn
Mar 31, 2011 82.59 Mn
Dec 31, 2010 -73.90 Mn
Dec 31, 2010 -73.90 Mn
Sep 30, 2010 18.62 Mn
Sep 30, 2010 18.62 Mn