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 | 333.21 Bn | 173.07 Bn | - | 0.05 |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 0.03 |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 0.05 |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 0.10 |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 0.03 |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 1.02 |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 0.27 |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 0.04 |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 0.10 |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 0.08 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |