What is LPL Financial Holdings's unrecognized tax benefits?

LPL Financial Holdings (LPLA) reported unrecognized tax benefits of $52.75M in Q4 2025.

How has LPL Financial Holdings's unrecognized tax benefits changed year-over-year?

LPL Financial Holdings's unrecognized tax benefits increased by 13.4% year-over-year, from $46.52M to $52.75M.

What is the long-term trend for LPL Financial Holdings's unrecognized tax benefits?

Over 5 years (2020 to 2025), LPL Financial Holdings's unrecognized tax benefits has grown at a -0.6% compound annual growth rate (CAGR), from $54.44M to $52.75M.

What does unrecognized tax benefits mean?

The total value of tax positions taken that are not yet fully recognized in financial reporting due to uncertainty.

Discontinued — last reported Q2 '19

Other

Unrecognized tax benefits

LPL Financial Holdings Unrecognized tax benefits increased by 13.4% to $52.75M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.4%, from $46.52M to $52.75M. Over 5 years (FY 2020 to FY 2025), Unrecognized tax benefits shows relatively stable performance with a -0.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryRisk

SignalLower is better

VolatilityModerate

First reportedQ1 2016

Last reportedQ2 2019

How to read this metric

An increase suggests more aggressive tax positions or increased scrutiny from tax authorities, while a decrease indicates resolution of tax uncertainties.

Detailed definition

Represents the total amount of tax benefits that have been taken or are expected to be taken in tax returns but have not...

Peer comparison

Standard disclosure for large multinational corporations; peers with complex global tax structures typically report significant balances.

Metric ID: other_unrecognized_tax_benefits

Historical Data

5 periods

	Q4 '21	Q4 '22	Q4 '23	Q4 '24	Q4 '25
Value	$57.01M	$52.27M	$61.59M	$46.52M	$52.75M
QoQ Change	—	-8.3%	+17.8%	-24.5%	+13.4%
YoY Change	—	-8.3%	+17.8%	-24.5%	+13.4%

Range$46.52M – $61.59M

CAGR-7.5%

Avg YoY Growth-0.4%

Median YoY Growth+2.5%

Unrecognized tax benefits at Other Companies

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Frequently Asked Questions

What is LPL Financial Holdings's unrecognized tax benefits?: LPL Financial Holdings (LPLA) reported unrecognized tax benefits of $52.75M in Q4 2025.
How has LPL Financial Holdings's unrecognized tax benefits changed year-over-year?: LPL Financial Holdings's unrecognized tax benefits increased by 13.4% year-over-year, from $46.52M to $52.75M.
What is the long-term trend for LPL Financial Holdings's unrecognized tax benefits?: Over 5 years (2020 to 2025), LPL Financial Holdings's unrecognized tax benefits has grown at a -0.6% compound annual growth rate (CAGR), from $54.44M to $52.75M.
What does unrecognized tax benefits mean?: The total value of tax positions taken that are not yet fully recognized in financial reporting due to uncertainty.