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
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