Other

Fractional shares - repurchase obligation

LPL Financial Holdings Fractional shares - repurchase obligation decreased by 0.4% to $370.12M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.7%, from $281.09M to $370.12M. Over 5 years (FY 2020 to FY 2025), Fractional shares - repurchase obligation shows an upward trend with a 38.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2020
Last reportedQ1 2026

How to read this metric

An increase may indicate higher client activity in fractional share trading, while a decrease suggests lower volume or changes in settlement processes.

Detailed definition

This represents the liability associated with the company's obligation to repurchase fractional shares from clients or p...

Peer comparison

Common among broker-dealers offering fractional share trading; depends on platform-specific trading volume.

Metric ID: other_fractional_shares_repurchase_obligation

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$114.57M$112.75M$102.83M$103.11M$122.25M$132.75M$147.08M$147.86M$177.13M$197.09M$210.93M$233.79M$278.68M$281.09M$313.40M$348.16M$371.68M$370.12M
QoQ Change-1.6%-8.8%+0.3%+18.6%+8.6%+10.8%+0.5%+19.8%+11.3%+7.0%+10.8%+19.2%+0.9%+11.5%+11.1%+6.8%-0.4%
YoY Change+6.7%+17.7%+43.0%+43.4%+44.9%+48.5%+43.4%+58.1%+57.3%+42.6%+48.6%+48.9%+33.4%+31.7%
Range$102.83M$371.68M
CAGR+31.8%
Avg YoY Growth+40.6%
Median YoY Growth+43.4%

Frequently Asked Questions

What is LPL Financial Holdings's fractional shares - repurchase obligation?
LPL Financial Holdings (LPLA) reported fractional shares - repurchase obligation of $370.12M in Q1 2026.
How has LPL Financial Holdings's fractional shares - repurchase obligation changed year-over-year?
LPL Financial Holdings's fractional shares - repurchase obligation increased by 31.7% year-over-year, from $281.09M to $370.12M.
What is the long-term trend for LPL Financial Holdings's fractional shares - repurchase obligation?
Over 5 years (2020 to 2025), LPL Financial Holdings's fractional shares - repurchase obligation has grown at a 38.6% compound annual growth rate (CAGR), from $72.59M to $371.68M.
What does fractional shares - repurchase obligation mean?
The liability for repurchasing fractional shares from clients.