Non-Current Assets
Tax Credit Carryforward Valuation Allowance
LPL Financial Holdings Tax Credit Carryforward Valuation Allowance increased by 3.9% to $24.13M in Q4 2025 compared to the prior quarter. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2016
Last reportedQ4 2025
How to read this metric
An increase signals management's reduced confidence in utilizing tax credits, while a decrease suggests improved prospects for tax savings.
Detailed definition
This is a contra-asset account established against deferred tax assets related to tax credit carryforwards when it is mo...
Peer comparison
Varies significantly based on profitability and tax jurisdiction; peers with stable earnings typically maintain lower valuation allowances.
Metric ID:
tax_credit_carryforward_valuation_allowanceHistorical Data
4 periods
| Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|
| Value | $0.00 | $33.92M | $23.22M | $24.13M |
| QoQ Change | — | — | -31.6% | +3.9% |
| YoY Change | — | — | -31.6% | +3.9% |
Range$0.00 – $33.92M
Avg YoY Growth-13.8%
Median YoY Growth-13.8%
Tax Credit Carryforward Valuation Allowance at Other Companies
Frequently Asked Questions
- What is LPL Financial Holdings's tax credit carryforward valuation allowance?
- LPL Financial Holdings (LPLA) reported tax credit carryforward valuation allowance of $24.13M in Q4 2025.
- What does tax credit carryforward valuation allowance mean?
- A reserve account reducing the value of tax credits that the company may not be able to use.