Products & Services · Commission

Trailing — Commission

LPL Financial Holdings Trailing — Commission decreased by 4.7% to $486.62M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.2%, from $437.72M to $486.62M. Over 4 years (FY 2021 to FY 2025), Trailing — Commission shows an upward trend with a 7.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2020
Last reportedQ1 2026

How to read this metric

An increase suggests growth in the underlying asset base or a shift toward products with higher recurring fee structures, while a decrease may indicate asset outflows or a decline in the value of client holdings.

Detailed definition

This metric represents recurring revenue generated from ongoing service fees on investment products, such as mutual fund...

Peer comparison

Similar to recurring asset-based fees or trail commissions reported by other independent broker-dealers and wealth management platforms.

Metric ID: lpla_segment_trailing_commission

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$351.16M$351.16M$351.16M$345.19M$320.88M$315.09M$311.19M$317.65M$323.93M$331.81M$326.45M$361.21M$363.98M$377.40M$439.67M$437.72M$418.30M$492.43M$510.72M$486.62M
QoQ Change+0.0%+0.0%-1.7%-7.0%-1.8%-1.2%+2.1%+2.0%+2.4%-1.6%+10.6%+0.8%+3.7%+16.5%-0.4%-4.4%+17.7%+3.7%-4.7%
YoY Change-8.6%-10.3%-11.4%-8.0%+0.9%+5.3%+4.9%+13.7%+12.4%+13.7%+34.7%+21.2%+14.9%+30.5%+16.2%+11.2%
Range$311.19M$510.72M
CAGR+7.1%
Avg YoY Growth+8.8%
Median YoY Growth+11.8%

Frequently Asked Questions

What is LPL Financial Holdings's trailing — commission?
LPL Financial Holdings (LPLA) reported trailing — commission of $486.62M in Q1 2026.
How has LPL Financial Holdings's trailing — commission changed year-over-year?
LPL Financial Holdings's trailing — commission increased by 11.2% year-over-year, from $437.72M to $486.62M.
What is the long-term trend for LPL Financial Holdings's trailing — commission?
Over 4 years (2021 to 2025), LPL Financial Holdings's trailing — commission has grown at a 7.3% compound annual growth rate (CAGR), from $1.40B to $1.86B.
What does trailing — commission mean?
Recurring revenue earned from ongoing service fees on client investment products held over time.