LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021)

LPL Financial Holdings (LPLA) posted quarterly Short-term Investments of $32.1 million for Q3 2021, up 13.72% year-over-year from $28.2 million in Q3 2020, and up 6.35% on a QoQ basis from $30.2 million in Q2 2021.

LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021) Analysis & Trends

LPL Financial Holdings (LPLA) has reported Short-term Investments for 12 consecutive years, with $32.1 million the latest figure, recorded in Q3 2021.

  • In Q3 2021, Short-term Investments rose 13.72% year-over-year to $32.1 million; the TTM figure through Sep 2021 stood at $32.1 million (up 13.72% YoY), while the FY2020 annual figure was $29.3 million, down 37.02% from the prior year.
  • Short-term Investments came in at $32.1 million for Q3 2021 at LPL Financial Holdings, up from $30.2 million in the prior quarter.
  • The five-year high for Short-term Investments was $48.0 million in Q1 2021, with the low at $13.4 million in Q3 2017.
  • Average Short-term Investments over 5 years is $27.9 million, with a median of $29.3 million recorded in 2020.
  • Across the five-year window, Short-term Investments soared 141.86% in 2018 and plunged 37.02% in 2020, its largest moves.
  • Year by year, Short-term Investments stood at $17.9 million in 2017, then surged by 63.69% to $29.3 million in 2018, then jumped by 58.7% to $46.4 million in 2019, then slumped by 37.02% to $29.3 million in 2020, then climbed by 9.68% to $32.1 million in 2021.
  • According to Business Quant data, Short-term Investments over the past three periods registered $32.1 million, $30.2 million, and $48.0 million for Q3 2021, Q2 2021, and Q1 2021 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn

Historic Data

Download Data
DateValue
Sep 30, 2021 32.09 Mn
Jun 30, 2021 30.17 Mn
Mar 31, 2021 47.96 Mn
Dec 31, 2020 29.25 Mn
Sep 30, 2020 28.22 Mn
Jun 30, 2020 35.33 Mn
Mar 31, 2020 29.20 Mn
Dec 31, 2019 46.45 Mn
Sep 30, 2019 32.77 Mn
Jun 30, 2019 29.42 Mn
Mar 31, 2019 27.36 Mn
Dec 31, 2018 29.27 Mn
Sep 30, 2018 32.46 Mn
Jun 30, 2018 24.06 Mn
Mar 31, 2018 16.26 Mn
Dec 31, 2017 17.88 Mn
Sep 30, 2017 13.42 Mn
Jun 30, 2017 14.36 Mn
Mar 31, 2017 13.50 Mn
Dec 31, 2016 11.40 Mn