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LPL Financial Holdings LPLA Forgivable Loans
Forgivable Loans at other companies
Other financials
Where this comes from
Reported directly by LPL Financial Holdings in its filing.
Tagged under the XBRL concept lpla:DeferredTaxAssetsTaxDeferredExpenseForgivableLoans.
The source filing: LPL Financial Holdings’s 10-K, filed February 23, 2026.
- Filed
- Feb 23, 2026, 4:48 PM EST
- Fiscal year
- FY2025
- Accession
- 0001628280-26-010705
| Line item | December 31, 2025 | December 31, 2024 |
|---|---|---|
| Operating lease liabilities | 55,072 | 40,240 |
| Tax credit carryforwards | 28,999 | 24,244 |
| Finance lease liabilities | — | 28,383 |
| Forgivable loans | 89,783 | 41,003 |
| Capitalized research and development expenditures | 2,062 | 22,164 |
| Accrued liabilities | 33,369 | 29,813 |
| Share-based compensation | 17,433 | 15,323 |
| Other | 14,290 | 19,329 |
Item 8. Financial Statements and Supplementary Data
FAQ
- What is LPL Financial Holdings's forgivable loans?
- LPL Financial Holdings (LPLA) reported forgivable loans of $89.78M in Q4 2025.
- How has LPL Financial Holdings's forgivable loans changed year-over-year?
- LPL Financial Holdings's forgivable loans increased by 119.0% year-over-year, from $41M to $89.78M.
- What is the long-term trend for LPL Financial Holdings's forgivable loans?
- Over 5 years (2020 to 2025), LPL Financial Holdings's forgivable loans has grown at a 46.8% compound annual growth rate (CAGR), from $13.16M to $89.78M.
- What does forgivable loans mean?
- These are loans provided to financial advisors as part of recruitment or retention incentives, which are forgiven over a specific service period. They represent an investment in human capital and advisor retention. The balance reflects the unamortized portion of these incentive payments.
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