LPL Financial Holdings (LPLA) Tax Rate (2010 - 2026)

LPL Financial Holdings' Tax Rate history runs 17 years deep, the most recent figure standing at 26.45% for Q1 2026.

• In Q1 2026, Tax Rate rose 280.0% year-over-year to 26.45%; the TTM figure through Mar 2026 stood at 25.97% (up 177.0% YoY), while the FY2025 annual figure was 24.92%, up 92.0% from the prior year.
• Tax Rate was 26.45% for Q1 2026 at LPL Financial Holdings, up from 24.36% in the prior quarter.
• In the past five years, Tax Rate ranged from a high of 29.4% in Q3 2023 to a low of 13.47% in Q3 2025.
• Historically, Tax Rate has averaged 24.18% across 5 years, with a median of 24.36% in 2025.
• The sharpest annual moves came in 2023 and 2025: Tax Rate surged 514 bps in 2023, then sank 1303 bps in 2025.
• A 5-year view of Tax Rate shows it stood at 23.89% in 2022, then advanced by 9 bps to 25.95% in 2023, then declined by 20 bps to 20.67% in 2024, then grew by 18 bps to 24.36% in 2025, then climbed by 9 bps to 26.45% in 2026.
• The last three Tax Rate figures came in at 26.45% (Q1 2026), 24.36% (Q4 2025), and 13.47% (Q3 2025), per Business Quant data.