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

LPL Financial Holdings (LPLA) has 16 years of Tax Rate data on record, last reported at 24.36% in Q4 2025.

  • For Q4 2025, Tax Rate rose 369.0% year-over-year to 24.36%; the TTM value through Dec 2025 reached 24.92%, up 92.0%, while the annual FY2025 figure was 24.92%, 92.0% up from the prior year.
  • Tax Rate reached 24.36% in Q4 2025 per LPLA's latest filing, up from 13.47% in the prior quarter.
  • Across five years, Tax Rate topped out at 29.4% in Q3 2023 and bottomed at 13.47% in Q3 2025.
  • Average Tax Rate over 5 years is 23.93%, with a median of 24.31% recorded in 2022.
  • Peak YoY movement for Tax Rate: surged 514bps in 2023, then crashed -1303bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 20.85% in 2021, then increased by 15bps to 23.89% in 2022, then increased by 9bps to 25.95% in 2023, then decreased by -20bps to 20.67% in 2024, then grew by 18bps to 24.36% in 2025.
  • Per Business Quant database, its latest 3 readings for Tax Rate were 24.36% in Q4 2025, 13.47% in Q3 2025, and 25.91% in Q2 2025.