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LPL Financial Holdings (LPLA) Tax Rate (2016 - 2026)

LPL Financial Holdings has reported Tax Rate over the past 17 years, most recently at 26.45% for Q1 2026.

  • For Q1 2026, Tax Rate rose 280.0% year-over-year to 26.45%; the TTM value through Mar 2026 reached 25.97%, up 177.0%, while the annual FY2025 figure was 24.92%, 92.0% up from the prior year.
  • Tax Rate for Q1 2026 was 26.45% at LPL Financial Holdings, up from 24.36% in the prior quarter.
  • Over five years, Tax Rate peaked at 29.4% in Q3 2023 and troughed at 13.47% in Q3 2025.
  • A 5-year average of 24.18% and a median of 24.36% in 2025 define the central range for Tax Rate.
  • Biggest five-year swings in Tax Rate: surged 514bps in 2023 and later crashed -1303bps in 2025.
  • Year by year, Tax Rate stood at 23.89% in 2022, then grew by 9bps to 25.95% in 2023, then dropped by -20bps to 20.67% in 2024, then rose by 18bps to 24.36% in 2025, then increased by 9bps to 26.45% in 2026.
  • Business Quant data shows Tax Rate for LPLA at 26.45% in Q1 2026, 24.36% in Q4 2025, and 13.47% in Q3 2025.