LPL Financial Holdings (LPLA) Tax Provisions (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Tax Provisions of $136.2 million for Q2 2026, up 42.58% year-over-year from $95.6 million in Q2 2025, and up 6.29% on a QoQ basis from $128.2 million in Q1 2026.
LPL Financial Holdings (LPLA) Tax Provisions (2010 - 2026) Analysis & Trends
LPL Financial Holdings has reported Tax Provisions for 17 years, with the latest figure at $136.2 million in Q2 2026.
- Tax Provisions for Q2 2026 came in at $136.2 million, up 42.58% year-over-year; the trailing twelve-month figure through Jun 2026 was $356.7 million (changed 0.04% YoY), and the FY2025 annual result was $286.5 million, down 14.3% from the prior year.
- Tax Provisions improved to $136.2 million in Q2 2026, from $128.2 million in the prior quarter.
- Over five years, Tax Provisions peaked at $136.2 million in Q2 2026 and troughed at -$4.6 million in Q3 2025.
- A 5-year average of $85.0 million and a median of $92.7 million in 2023 frame the typical range for Tax Provisions.
- The widest annual swing landed in 2022, when Tax Provisions soared 251.63%; it then sank 104.99% in 2025.
- A 5-year view of Tax Provisions shows it stood at $100.1 million in 2022, then retreated by 23.87% to $76.2 million in 2023, then dropped by 7.48% to $70.5 million in 2024, then jumped by 37.3% to $96.8 million in 2025, then jumped by 40.69% to $136.2 million in 2026.
- Per Business Quant data, the three most recent Tax Provisions figures were $136.2 million in Q2 2026, $128.2 million in Q1 2026, and $96.8 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1.70 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 1.94 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 869.00 Mn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 136.00 Mn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 118.00 Mn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 136.24 Mn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 63.50 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.10 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | -84.25 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | -10.19 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 136.24 Mn |
| Mar 31, 2026 | 128.18 Mn |
| Dec 31, 2025 | 96.84 Mn |
| Sep 30, 2025 | -4.59 Mn |
| Jun 30, 2025 | 95.56 Mn |
| Mar 31, 2025 | 98.68 Mn |
| Dec 31, 2024 | 70.53 Mn |
| Sep 30, 2024 | 92.05 Mn |
| Jun 30, 2024 | 86.27 Mn |
| Mar 31, 2024 | 85.43 Mn |
| Dec 31, 2023 | 76.23 Mn |
| Sep 30, 2023 | 93.38 Mn |
| Jun 30, 2023 | 103.30 Mn |
| Mar 31, 2023 | 105.61 Mn |
| Dec 31, 2022 | 100.14 Mn |
| Sep 30, 2022 | 74.40 Mn |
| Jun 30, 2022 | 51.78 Mn |
| Mar 31, 2022 | 39.64 Mn |
| Dec 31, 2021 | 28.48 Mn |
| Sep 30, 2021 | 34.92 Mn |