LPL Financial Holdings Balance remained flat by 0.0% to $7.22B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 26.2%, from $5.72B to $7.22B. Over 5 years (FY 2020 to FY 2025), Balance shows an upward trend with a 25.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase signals higher leverage and interest expense, while a decrease indicates debt repayment or deleveraging.
This represents the total principal amount of senior debt obligations outstanding, excluding any adjustments for discoun...
Standard metric for assessing total debt load across peer financial institutions.
other_long_term_senior_debt_gross| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.75B | $2.75B | $2.75B | $2.75B | $2.74B | $2.74B | $2.74B | $2.74B | $2.73B | $2.73B | $3.48B | $3.47B | $4.47B | $4.47B | $4.47B | $5.72B | $7.22B | $7.22B | $7.22B | $7.22B |
| QoQ Change | — | -0.1% | -0.1% | -0.1% | -0.1% | -0.1% | -0.1% | -0.1% | -0.1% | -0.1% | +27.4% | -0.1% | +28.7% | -0.1% | +0.0% | +28.0% | +26.2% | +0.0% | +0.0% | +0.0% |
| YoY Change | — | — | — | — | -0.4% | -0.4% | -0.4% | -0.4% | -0.4% | -0.4% | +27.0% | +27.0% | +63.7% | +63.7% | +28.6% | +64.6% | +61.5% | +61.6% | +61.5% | +26.2% |