LPL Financial Holdings (LPLA) Tax Rate (2009 - 2026)
LPL Financial Holdings (LPLA) posted Tax Rate of 26.43% for Q2 2026, up 0.52 percentage points from 25.91% a year earlier but down 0.02 percentage points from the prior quarter.
Powered by 
Analysis
LPL Financial Holdings (LPLA) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at LPL Financial Holdings was 26.16%, up 1.96 percentage points year-over-year; for FY2025, it came in at 24.92%, up 0.92 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +0.42 percentage points (FY2020 to FY2025).
- In prior years, LPL Financial Holdings' Tax Rate was 24.00% in FY2024 (-2.20 pp), 26.20% in FY2023 (+2.28 pp), 23.92% in FY2022 (+0.40 pp) and 23.53% in FY2021 (-0.98 pp).
- Quarterly Tax Rate has run from a low of 20.67% in Q4 2024 to a high of 29.40% in Q3 2023 over five years.
- On a year-over-year basis, Tax Rate has increased in each of the last three quarters, with an average year-over-year change of -0.08 percentage points over the last seven quarters.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q3 2023, with a gain of 5.14 percentage points; the weakest was Q4 2024, with a drop of 5.28 percentage points.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 23.46% |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 22.83% |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 23.03% |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 23.84% |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 23.11% |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 21.47% |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 22.78% |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 9.89% |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 19.28% |
| 10 | LPL Financial Holdings | 22.77 Bn | 18.38 Bn | - | 26.50% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 26.50% |
| Jun 30, 2026 | 26.43% |
| Mar 31, 2026 | 26.45% |
| Dec 31, 2025 | 24.36% |
| 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% |
API Access
LPL Financial Holdings Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();