LPL Financial Holdings (LPLA) Tax Provisions (2010 - 2026)
LPL Financial Holdings (LPLA) recorded Tax Provisions of $136.24 million in Q2 2026, up 42.6% from $95.56 million a year earlier and up 6.3% from the prior quarter.
LPL Financial Holdings (LPLA) Tax Provisions (2010 - 2026) Analysis & Trends
On a TTM basis, LPL Financial Holdings' Tax Provisions came in at $356.67 million as of Jun 30, 2026, unchanged 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%).
- The Q2 2026 figure is the highest quarterly Tax Provisions in data going back to Q2 2010.
- On a year-over-year basis, Tax Provisions has increased for three consecutive quarters, with growth averaging 18.2% over the last seven quarters.
- 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 $128.18 million (Q1 2026), $96.84 million (Q4 2025) and -$4.59 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 136.00 Mn |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 475.00 Mn |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 285.90 Mn |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 312.00 Mn |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 146.00 Mn |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 305.00 Mn |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 118.00 Mn |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 272.50 Mn |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 141.60 Mn |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 136.24 Mn |
Historic 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 |
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_KEY
import 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();