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 338.83 Bn 205.30 Bn - 1.70 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 1.94 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 709.00 Mn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -84.25 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 136.00 Mn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -6.26 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 136.24 Mn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 63.50 Mn

Historic Data

Download Data
DateValue
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