LPL Financial Holdings LPLA
NASDAQ LPLA
$353.78 +6.52 (+1.88%)
At close: Sep 11, 2026 · 4:00 PM EDT

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

LPL Financial Holdings (LPLA) posted Tax Rate of 26.43% for Q2 2026, little changed on a QoQ basis from 26.45% in Q1 2026, and up 52.0% year-over-year from 17.39% in Q2 2025.

Analysis

LPL Financial Holdings (LPLA) Tax Rate (2010 - 2026) Analysis & Trends

LPL Financial Holdings has reported Tax Rate for 17 years, with the latest figure at 26.43% in Q2 2026.

  • On a quarterly basis, Tax Rate rose 52.0% year-over-year to 26.43% in Q2 2026; TTM through Jun 2026 was 26.16%, a 196.0% increase from a year earlier, with the FY2025 full-year figure at 24.92%, up 92.0% from the prior year.
  • Tax Rate was 26.43% for Q2 2026 at LPL Financial Holdings, roughly flat from 26.45% in the prior quarter.
  • The five-year high for Tax Rate was 29.4% in Q3 2023, with the low at 13.47% in Q3 2025.
  • Average Tax Rate over 5 years is 24.3%, with a median of 24.37% recorded in 2025.
  • The sharpest annual moves came in 2023 and 2025: Tax Rate soared 514 bps in 2023, then plunged 1303 bps in 2025.
  • Over 5 years, Tax Rate stood at 23.89% in 2022, then climbed by 9 bps to 25.95% in 2023, then fell by 20 bps to 20.67% in 2024, then increased by 18 bps to 24.36% in 2025, then gained by 8 bps to 26.43% in 2026.
  • The last three Tax Rate figures came in at 26.43% (Q2 2026), 26.45% (Q1 2026), and 24.36% (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Robinhood Markets 101.20 Bn 83.88 Bn 1.20 Bn 19.18%
2 Interactive Brokers 41.17 Bn -6.79 Bn - 8.10%
3 LPL Financial Holdings 27.86 Bn 25.16 Bn - 26.43%
4 Futu Holdings 15.80 Bn -3.84 Bn 792.50 Mn -16.34%
5 UP Fintech Holding 12.81 Bn 12.81 Bn - -27.60%
6 Xp 10.32 Bn 5.47 Bn 105.39 Mn -8.63%
7 Webull 4.83 Bn 2.90 Bn 85.87 Mn 29.82%
8 eToro 2.53 Bn 1.57 Bn 63.50 Mn 15.78%
9 Solowin Holdings 402.47 Mn 383.36 Mn - -
10 TOP Financial 127.44 Mn 82.47 Mn - 70.61%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 26.43%
Mar 31, 2026 26.45%
Dec 31, 2025 24.36%
Sep 30, 2025 13.47%
Jun 30, 2025 25.91%
Mar 31, 2025 23.65%
Dec 31, 2024 20.67%
Sep 30, 2024 26.50%
Jun 30, 2024 26.14%
Mar 31, 2024 22.83%
Dec 31, 2023 25.95%
Sep 30, 2023 29.40%
Jun 30, 2023 26.57%
Mar 31, 2023 23.76%
Dec 31, 2022 23.89%
Sep 30, 2022 24.26%
Jun 30, 2022 24.39%
Mar 31, 2022 22.86%
Dec 31, 2021 20.85%
Sep 30, 2021 25.30%