Company / Income Tax
LPL Financial Holdings Inc. Income Tax History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Income Tax
$286.5M
FY2025
5-year range
$141.5M / $378.5M
FY2021-FY2025
Trend
-14.3%
vs FY2024
Sector context
#71 of 392
Financials
What the data says
LPL Financial Holdings Inc.'s income tax of $286M is higher than 82% of companies in the Financials sector (FY2025). Income Tax has fluctuated over the past 10 years, ranging from $106M in FY2016 to $379M in FY2023.
Based on SEC 10-K filings.
$286M in FY2025 with a 5-year CAGR of +13.3%. Top quartile in the Financials sector.
Improved from $379M to $286M over the past 2 years.
Financials sector context is included.
Income Tax over time
Growth rates
- 3-Year CAGR
- +2.5%
- 5-Year CAGR
- +13.3%
- 10-Year CAGR
- -
Sector benchmark
Bottom 18% in FinancialsTop 82% of 392This company $286.5M Sector average $321.5M
▼
-10.9% below sector average
Key checks
Key Insights
- 5-year CAGR of +13.3%, indicating consistent growth.
- In FY2025, income tax decreased 14.3% year-over-year.
- Ranks #71 out of 392 companies in the Financials sector.
- Peak income tax was recorded in FY2023.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Income TaxValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $286.5M | -14.3% |
| FY2024 | $334.3M | -11.7% |
| FY2023 | $378.5M | +42.3% |
| FY2022 | $266.0M | +88.0% |
| FY2021 | $141.5M | -7.8% |
| FY2020 | $153.4M | -15.7% |
| FY2019 | $182.0M | +18.8% |
| FY2018 | $153.2M | +21.9% |
| FY2017 | $125.7M | +19.1% |
| FY2016 | $105.6M | -7.2% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026