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LPL Financial Holdings (LPLA) Tax Rate (2016 - 2025)

LPL Financial Holdings has reported Tax Rate over the past 16 years, most recently at 24.36% for Q4 2025.

  • Quarterly results put Tax Rate at 24.36% for Q4 2025, up 369.0% from a year ago — trailing twelve months through Dec 2025 was 24.92% (up 92.0% YoY), and the annual figure for FY2025 was 24.92%, up 92.0%.
  • Tax Rate for Q4 2025 was 24.36% at LPL Financial Holdings, up from 13.47% in the prior quarter.
  • Over the last five years, Tax Rate for LPLA hit a ceiling of 29.4% in Q3 2023 and a floor of 13.47% in Q3 2025.
  • Median Tax Rate over the past 5 years was 24.31% (2022), compared with a mean of 23.93%.
  • Biggest five-year swings in Tax Rate: skyrocketed 514bps in 2023 and later tumbled -1303bps in 2025.
  • LPL Financial Holdings' Tax Rate stood at 20.85% in 2021, then rose by 15bps to 23.89% in 2022, then rose by 9bps to 25.95% in 2023, then fell by -20bps to 20.67% in 2024, then increased by 18bps to 24.36% in 2025.
  • The last three reported values for Tax Rate were 24.36% (Q4 2025), 13.47% (Q3 2025), and 25.91% (Q2 2025) per Business Quant data.