Lakeland Financial (LKFN) Return on Invested Capital [ROIC] (2011 - 2026)
Lakeland Financial (LKFN) recorded Return on Invested Capital [ROIC] of 30.16% in Q2 2026, down 0.27 percentage points from 30.43% a year earlier and down 0.07 percentage points from the prior quarter.
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Analysis
Lakeland Financial (LKFN) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Lakeland Financial reported Return on Invested Capital [ROIC] of 31.39%, down 3.47 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +16.89 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 34.86% in FY2024 (+6.61 pp), 28.25% in FY2023 (+11.72 pp), 16.53% in FY2022 (+2.24 pp) and 14.29% in FY2021 (-0.21 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 14.05% in Q4 2021 to 36.45% in Q3 2024 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for five consecutive quarters, with an average year-over-year change of +0.12 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 13.43 percentage points in Q2 2024, against a drop of 6.49 percentage points in Q3 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 30.23% (Q1 2026), 29.01% (Q4 2025) and 29.96% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 32.13% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.16% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 42.00% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 11.34% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 6.24% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 14.05% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 27.68% |
| 10 | Lakeland Financial | 1.47 Bn | 788.90 Mn | - | 30.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 30.16% |
| Mar 31, 2026 | 30.23% |
| Dec 31, 2025 | 29.01% |
| Sep 30, 2025 | 29.96% |
| Jun 30, 2025 | 30.43% |
| Mar 31, 2025 | 31.25% |
| Dec 31, 2024 | 34.88% |
| Sep 30, 2024 | 36.45% |
| Jun 30, 2024 | 32.55% |
| Mar 31, 2024 | 29.70% |
| Dec 31, 2023 | 32.38% |
| Sep 30, 2023 | 23.79% |
| Jun 30, 2023 | 19.12% |
| Mar 31, 2023 | 18.91% |
| Dec 31, 2022 | 19.70% |
| Sep 30, 2022 | 22.16% |
| Jun 30, 2022 | 17.66% |
| Mar 31, 2022 | 14.73% |
| Dec 31, 2021 | 14.05% |
| Sep 30, 2021 | 14.54% |
API Access
Lakeland Financial Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=LKFN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "LKFN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=LKFN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();