Lakeland Financial (LKFN) Return on Invested Capital [ROIC] (2011 - 2026)
Lakeland Financial (LKFN) recorded Return on Invested Capital [ROIC] of 27.96% in Q2 2026, down 2.45 percentage points from 30.40% a year earlier but up 1.54 percentage points from the prior quarter.
Powered by 
Analysis
Lakeland Financial (LKFN) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Lakeland Financial reported Return on Invested Capital [ROIC] of 28.09%, down 5.55 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +13.70 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 33.64% in FY2024 (+6.65 pp), 26.99% in FY2023 (+10.68 pp), 16.31% in FY2022 (+2.12 pp) and 14.20% in FY2021 (-0.20 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 14.05% in Q4 2021 to 34.30% 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 -0.59 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 12.28 percentage points in Q2 2024, against a drop of 7.96 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 26.42% (Q1 2026), 26.17% (Q4 2025) and 29.94% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 916.22 Bn | 916.22 Bn | - | 15.72% |
| 2 | Bank Of America | 363.07 Bn | -2,013.04 Bn | - | 12.95% |
| 3 | Hsbc Holdings | 314.49 Bn | -1,789.11 Bn | - | - |
| 4 | Morgan Stanley | 291.03 Bn | -253.00 Bn | - | 11.83% |
| 5 | Royal Bank Of Canada | 287.64 Bn | -542.40 Bn | - | 49.26% |
| 6 | Goldman Sachs | 268.31 Bn | -3,475.14 Bn | - | 13.88% |
| 7 | Wells Fargo & Company | 258.92 Bn | 258.92 Bn | - | 15.09% |
| 8 | Mitsubishi Ufj Financial | 247.26 Bn | -94.13 Bn | 10.89 Bn | 3.69% |
| 9 | American Express | 218.56 Bn | 18.05 Bn | - | 19.59% |
| 10 | Lakeland Financial | 1.57 Bn | 964.18 Mn | - | 27.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 27.70% |
| Jun 30, 2026 | 27.96% |
| Mar 31, 2026 | 26.42% |
| Dec 31, 2025 | 26.17% |
| Sep 30, 2025 | 29.94% |
| Jun 30, 2025 | 30.40% |
| Mar 31, 2025 | 31.25% |
| Dec 31, 2024 | 34.14% |
| Sep 30, 2024 | 34.30% |
| Jun 30, 2024 | 31.40% |
| Mar 31, 2024 | 28.77% |
| Dec 31, 2023 | 31.22% |
| Sep 30, 2023 | 23.79% |
| Jun 30, 2023 | 19.12% |
| Mar 31, 2023 | 18.66% |
| Dec 31, 2022 | 19.38% |
| Sep 30, 2022 | 22.16% |
| Jun 30, 2022 | 17.66% |
| Mar 31, 2022 | 14.73% |
| Dec 31, 2021 | 14.05% |
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();