Discontinued — last reported Q4 '25
Long-term investments
LPL Financial Holdings Long-term investments increased by 9.6% to $100.32M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 27.3%, from $138.01M to $100.32M. Over 5 years (FY 2020 to FY 2025), Long-term investments shows an upward trend with a 16.6% CAGR.
Analysis
How to read this metric
An increase may indicate strategic capital deployment or long-term asset accumulation, while a decrease could signal divestment or the reclassification of assets to support liquidity needs.
Detailed definition
Long-term investments represent financial assets held by the company with maturities or holding periods exceeding one ye...
Peer comparison
Peer financial institutions typically report these as non-current assets, with variations depending on the specific mix of held-to-maturity securities versus available-for-sale equity investments.
long_term_investmentsHistorical Data
| 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 | $49.19M | $43.71M | $47.70M | $62.18M | $52.61M | $50.81M | $50.08M | $52.62M | $91.31M | $57.45M | $89.85M | $111.10M | $57.48M | $138.01M | $139.96M | $215.22M | $91.53M | $100.32M |
| QoQ Change | — | -11.1% | +9.1% | +30.4% | -15.4% | -3.4% | -1.4% | +5.1% | +73.5% | -37.1% | +56.4% | +23.6% | -48.3% | +140.1% | +1.4% | +53.8% | -57.5% | +9.6% |
| YoY Change | — | — | — | — | +6.9% | +16.2% | +5.0% | -15.4% | +73.6% | +13.1% | +79.4% | +111.1% | -37.0% | +140.2% | +55.8% | +93.7% | +59.2% | -27.3% |
Long-term investments at Other Companies
Frequently Asked Questions
- What is LPL Financial Holdings's long-term investments?
- LPL Financial Holdings (LPLA) reported long-term investments of $100.32M in Q1 2026.
- How has LPL Financial Holdings's long-term investments changed year-over-year?
- LPL Financial Holdings's long-term investments decreased by 27.3% year-over-year, from $138.01M to $100.32M.
- What is the long-term trend for LPL Financial Holdings's long-term investments?
- Over 5 years (2020 to 2025), LPL Financial Holdings's long-term investments has grown at a 16.6% compound annual growth rate (CAGR), from $42.49M to $91.53M.
- What does long-term investments mean?
- Financial assets and securities that the company intends to hold for more than one year.