LPL Financial Holdings (LPLA) Asset Utilization Ratio (2011 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Asset Utilization Ratio of 0.98 in Q1 2026, up 5.15% quarter-over-quarter from 0.93 in Q4 2025, and up 0.92% on a YoY basis from 0.97 in Q1 2025.
LPL Financial Holdings (LPLA) Asset Utilization Ratio (2011 - 2026) Analysis & Trends
LPL Financial Holdings' Asset Utilization Ratio history runs 16 years deep, the most recent figure standing at 0.98 for Q1 2026.
- In Q1 2026, Asset Utilization Ratio rose 0.92% year-over-year to 0.98; the TTM figure through Mar 2026 stood at 0.98 (up 0.92% YoY), while the FY2025 annual figure was 1.07, up 2.22% from the prior year.
- Asset Utilization Ratio was 0.98 for Q1 2026 at LPL Financial Holdings, up from 0.93 in the prior quarter.
- In the past five years, Asset Utilization Ratio ranged from a high of 1.06 in Q2 2022 to a low of 0.88 in Q3 2025.
- Historically, Asset Utilization Ratio has averaged 0.97 across 5 years, with a median of 0.98 in 2024.
- The sharpest annual moves came in 2023 and 2025: Asset Utilization Ratio grew 12.8% in 2023, then retreated 10.73% in 2025.
- A 5-year view of Asset Utilization Ratio shows it stood at 0.9 in 2022, then climbed by 12.8% to 1.01 in 2023, then dropped by 3.07% to 0.98 in 2024, then slipped by 5.13% to 0.93 in 2025, then gained by 5.15% to 0.98 in 2026.
- The last three Asset Utilization Ratio figures came in at 0.98 (Q1 2026), 0.93 (Q4 2025), and 0.88 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Asset Util. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 0.05 |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 0.03 |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 0.05 |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 0.11 |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 0.03 |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 0.98 |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 0.26 |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 0.11 |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | 0.03 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 0.96 |