LPL Financial Holdings (LPLA) Asset Utilization Ratio (2011 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Asset Utilization Ratio of 1.02 for Q2 2026, up 12.98% year-over-year from 0.9 in Q2 2025, and up 3.79% on a QoQ basis from 0.98 in Q1 2026.

LPL Financial Holdings (LPLA) Asset Utilization Ratio (2011 - 2026) Analysis & Trends

LPL Financial Holdings has reported Asset Utilization Ratio for 16 years, with the latest figure at 1.02 in Q2 2026.

  • Asset Utilization Ratio for Q2 2026 came in at 1.02, up 12.98% year-over-year; the trailing twelve-month figure through Jun 2026 was 1.02 (up 12.98% YoY), and the FY2025 annual result was 1.07, up 2.22% from the prior year.
  • Asset Utilization Ratio climbed to 1.02 in Q2 2026, from 0.98 in the prior quarter.
  • Over five years, Asset Utilization Ratio peaked at 1.06 in Q2 2022 and troughed at 0.88 in Q3 2025.
  • A 5-year average of 0.97 and a median of 0.98 in 2024 frame the typical range for Asset Utilization Ratio.
  • The widest annual swing landed in 2025, when Asset Utilization Ratio dropped 10.73%; it then gained 12.98% in 2026.
  • A 5-year view of Asset Utilization Ratio shows it stood at 0.9 in 2022, then advanced by 12.8% to 1.01 in 2023, then slipped by 3.07% to 0.98 in 2024, then decreased by 5.13% to 0.93 in 2025, then grew by 9.14% to 1.02 in 2026.
  • Per Business Quant data, the three most recent Asset Utilization Ratio figures were 1.02 in Q2 2026, 0.98 in Q1 2026, and 0.93 in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Asset Util. (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 0.05
2 Goldman Sachs 316.34 Bn -660.01 Bn - 0.03
3 Schwab Charles 220.55 Bn 135.80 Bn - 0.05
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 0.04
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 0.10
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 0.11
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - 0.03
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 1.02
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 0.27

Historic Data

Download Data
DateValue
Jun 30, 2026 1.02
Mar 31, 2026 0.98
Dec 31, 2025 0.93
Sep 30, 2025 0.88
Jun 30, 2025 0.90
Mar 31, 2025 0.97
Dec 31, 2024 0.98
Sep 30, 2024 0.98
Jun 30, 2024 0.97
Mar 31, 2024 0.98
Dec 31, 2023 1.01
Sep 30, 2023 1.03
Jun 30, 2023 1.01
Mar 31, 2023 0.96
Dec 31, 2022 0.90
Sep 30, 2022 0.96
Jun 30, 2022 1.06
Mar 31, 2022 1.02
Dec 31, 2021 0.99
Sep 30, 2021 0.98