Other

Payments to Acquire Held-to-Maturity Securities

LPL Financial Holdings Payments to Acquire Held-to-Maturity Securities decreased by 7.3% to $1.25M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.6%, from $1.26M to $1.25M. Over 4 years (FY 2021 to FY 2025), Payments to Acquire Held-to-Maturity Securities shows an upward trend with a 30.8% CAGR.

Analysis

StatementIncome Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026

How to read this metric

Increased acquisition indicates a long-term commitment to specific interest-earning assets, often to lock in yields.

Detailed definition

Cash outflows used to purchase debt securities classified as held-to-maturity. This reflects a long-term strategy to hol...

Peer comparison

Standard investing activity metric for banks with long-term investment strategies.

Metric ID: other_payments_to_acquire_held_to_maturity_securities

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$0.00$1.74M$0.00$2.43M$2.49M$6.02M$0.00$0.00$2.44M$2.28M$0.00$0.00$3.57M$1.20M$0.00$1.26M$1.24M$1.26M$1.35M$1.25M
QoQ Change-100.0%+2.1%+142.1%-100.0%-6.5%-100.0%-66.2%-100.0%-1.1%+1.0%+7.3%-7.3%
YoY Change+245.6%-100.0%-1.7%-62.1%+46.0%-47.3%-65.2%+4.2%-0.6%
Range$0.00$6.02M
Avg YoY Growth+2.1%
Median YoY Growth-1.7%

Frequently Asked Questions

What is LPL Financial Holdings's payments to acquire held-to-maturity securities?
LPL Financial Holdings (LPLA) reported payments to acquire held-to-maturity securities of $1.25M in Q1 2026.
How has LPL Financial Holdings's payments to acquire held-to-maturity securities changed year-over-year?
LPL Financial Holdings's payments to acquire held-to-maturity securities decreased by 0.6% year-over-year, from $1.26M to $1.25M.
What is the long-term trend for LPL Financial Holdings's payments to acquire held-to-maturity securities?
Over 4 years (2021 to 2025), LPL Financial Holdings's payments to acquire held-to-maturity securities has grown at a 30.8% compound annual growth rate (CAGR), from $1.74M to $5.10M.
What does payments to acquire held-to-maturity securities mean?
Cash spent to buy debt securities intended to be held until they mature.