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LPL Financial Holdings LPLA Finite-Lived Intangible Assets, Accumulated Amortization

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Other financials

Income statement

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Revenue$5.2B+35.2%
Net income$379.3M+38.8%
EPS (diluted)$4.74+39.4%

Balance sheet

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Cash & equivalents$1.3B-78.4%
Total debt$7.5B+2.1%
Total equity$5.8B+13.4%
Total assets$19.8B+13.3%

Cash flow

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Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

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Market cap$28.55B-3.7%
Enterprise value$34.74B+11.9%
P/E28.4×+1.8×
P/S1.5×-0.6×

Profitability

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Net margin5.1%-2.8pp
FCF margin-12.5%-13.3pp

Returns & leverage

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Return on equity18.6%-10.9pp
Debt / equity1.3×-0.1×

Where this comes from

Reported directly by LPL Financial Holdings in its filing.

Tagged under the XBRL concept us-gaap:FiniteLivedIntangibleAssetsAccumulatedAmortization.

The source filing: LPL Financial Holdings’s 10-Q, filed May 4, 2026.

Filed
May 4, 2026, 8:38 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-029530
Line itemWeighted-Average Life Remaining(in years)Gross Carrying ValueAccumulated AmortizationNet Carrying Value
Client relationships12.21,008,480(162,411)846,069
Trade name15.326,000(1,083)24,917
Technology2.820,930(15,884)5,046
Product sponsor relationships1.0234,086(232,723)1,363
Total definite-lived intangible assets, net$4,691,979$(1,317,852)$3,374,127
Other indefinite-lived intangibles:
Trademark and trade name39,819
Total other intangibles, net$3,413,946

Item 1. Financial Statements (unaudited)

FAQ

What is LPL Financial Holdings's finite-lived intangible assets, accumulated amortization?
LPL Financial Holdings (LPLA) reported finite-lived intangible assets, accumulated amortization of $1.32B in Q1 2026.
How has LPL Financial Holdings's finite-lived intangible assets, accumulated amortization changed year-over-year?
LPL Financial Holdings's finite-lived intangible assets, accumulated amortization increased by 5.4% year-over-year, from $1.25B to $1.32B.
What is the long-term trend for LPL Financial Holdings's finite-lived intangible assets, accumulated amortization?
Over 5 years (2020 to 2025), LPL Financial Holdings's finite-lived intangible assets, accumulated amortization has grown at a 15.4% compound annual growth rate (CAGR), from $612.01M to $1.25B.

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