LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021)
LPL Financial Holdings (LPLA) recorded Short-term Investments of $32.09 million in Q3 2021, up 13.7% from $28.22 million a year earlier and up 6.4% from the prior quarter.
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Analysis
LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021) Analysis & Trends
At the end of FY2020, LPL Financial Holdings reported Short-term Investments of $29.25 million, down 37.0% from FY2019.
- Annual Short-term Investments has a five-year compound annual growth rate of 19.5% (FY2015 to FY2020).
- Across earlier years, Short-term Investments came in at $46.45 million in FY2019 (+58.7%), $29.27 million in FY2018 (+63.7%), $17.88 million in FY2017 (+56.8%) and $11.4 million in FY2016 (-4.9%).
- Quarterly Short-term Investments has ranged from $11.4 million in Q4 2016 to $47.96 million in Q1 2021 over the past five years.
- On a year-over-year basis, Short-term Investments rose in five of the last eight quarters, with growth averaging 12.2%.
- Peak year-over-year performance for Short-term Investments in the last five years was growth of 141.9% in Q3 2018, against a decline of 37.0% in Q4 2020 at the low end.
- Per Business Quant, the preceding three quarters came in at $30.17 million (Q2 2021), $47.96 million (Q1 2021) and $29.25 million (Q4 2020).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
LPL Financial Holdings Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();