LPL Financial Holdings (LPLA) Tax Provisions (2009 - 2026)
LPL Financial Holdings (LPLA) recorded Tax Provisions of $128.57 million in Q3 2026, compared with -$4.59 million a year earlier and down 5.6% from the prior quarter.
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Analysis
LPL Financial Holdings (LPLA) Tax Provisions (2009 - 2026) Analysis & Trends
On a TTM basis, LPL Financial Holdings' Tax Provisions came in at $489.83 million as of Sep 30, 2026, up 88.3% year-over-year; for FY2025, it was $286.48 million, down 14.3% from FY2024.
- Annual Tax Provisions has a five-year compound annual growth rate of 13.3% (FY2020 to FY2025).
- Across earlier years, Tax Provisions came in at $334.28 million in FY2024 (-11.7%), $378.53 million in FY2023 (+42.3%), $265.95 million in FY2022 (+88.0%) and $141.46 million in FY2021 (-7.8%).
- Quarterly Tax Provisions has ranged from -$4.59 million in Q3 2025 to $136.24 million in Q2 2026 over the past five years.
- On a year-over-year basis, Tax Provisions rose in five of the last six quarters, with growth averaging 21.4%.
- Peak year-over-year performance for Tax Provisions in the last five years was growth of 251.6% in Q4 2022, against a decline of 23.9% in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at $136.24 million (Q2 2026), $128.18 million (Q1 2026) and $96.84 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 317.90 Mn |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 499.00 Mn |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 286.00 Mn |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 149.00 Mn |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 162.00 Mn |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 298.00 Mn |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 126.30 Mn |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 148.00 Mn |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 153.60 Mn |
| 10 | LPL Financial Holdings | 22.77 Bn | 18.38 Bn | - | 128.57 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 128.57 Mn |
| 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 |
API Access
LPL Financial Holdings Tax Provisions 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=tax-provisions&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-provisions", "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=tax-provisions&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();