Discontinued — last reported Q4 '23

Other

Federal and state intangible assets

LPL Financial Holdings Federal and state intangible assets decreased by 25.4% to $110.09M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 25.4%, from $147.57M to $110.09M. Over 5 years (FY 2020 to FY 2025), Federal and state intangible assets shows an upward trend with a 11.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2021
Last reportedQ4 2023

How to read this metric

An increase typically follows acquisitions where the book value of intangibles exceeds the tax basis, signaling potential future tax outflows.

Detailed definition

This metric captures the deferred tax liabilities associated with the carrying value of goodwill and other intangible as...

Peer comparison

Varies significantly based on M&A history; companies with aggressive acquisition strategies typically report higher balances.

Metric ID: other_deferred_tax_liabilities_goodwill_and_intangible_a_f0831f

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$58.83M$50.07M$31.80M$147.57M$110.09M
QoQ Change-14.9%-36.5%+364.1%-25.4%
YoY Change-14.9%-36.5%+364.1%-25.4%
Range$31.80M$147.57M
CAGR+87.1%
Avg YoY Growth+71.8%
Median YoY Growth-20.1%

Frequently Asked Questions

What is LPL Financial Holdings's federal and state intangible assets?
LPL Financial Holdings (LPLA) reported federal and state intangible assets of $110.09M in Q4 2025.
How has LPL Financial Holdings's federal and state intangible assets changed year-over-year?
LPL Financial Holdings's federal and state intangible assets decreased by 25.4% year-over-year, from $147.57M to $110.09M.
What is the long-term trend for LPL Financial Holdings's federal and state intangible assets?
Over 5 years (2020 to 2025), LPL Financial Holdings's federal and state intangible assets has grown at a 11.1% compound annual growth rate (CAGR), from $64.91M to $110.09M.
What does federal and state intangible assets mean?
The future tax liability created by the difference between the book value and tax basis of intangible assets and goodwill.