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

LPL Financial Holdings (LPLA) posted quarterly Asset Utilization Ratio of 0.98 for Q1 2026, up 0.92% year-over-year from 0.97 in Q1 2025, and up 5.15% on a QoQ basis from 0.93 in Q4 2025.

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

LPL Financial Holdings (LPLA) has reported Asset Utilization Ratio for 16 consecutive years, with 0.98 the latest figure, recorded in 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 came in at 0.98 for Q1 2026 at LPL Financial Holdings, up from 0.93 in the prior quarter.
  • The five-year high for Asset Utilization Ratio was 1.06 in Q2 2022, with the low at 0.88 in Q3 2025.
  • Average Asset Utilization Ratio over 5 years is 0.97, with a median of 0.98 recorded in 2024.
  • Across the five-year window, Asset Utilization Ratio gained 12.8% in 2023 and dropped 10.73% in 2025, its largest moves.
  • Year by year, Asset Utilization Ratio stood at 0.9 in 2022, then rose by 12.8% to 1.01 in 2023, then retreated by 3.07% to 0.98 in 2024, then fell by 5.13% to 0.93 in 2025, then grew by 5.15% to 0.98 in 2026.
  • According to Business Quant data, Asset Utilization Ratio over the past three periods registered 0.98, 0.93, and 0.88 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Asset Util. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 0.05
2 Goldman Sachs 309.79 Bn -627.76 Bn - 0.03
3 Schwab Charles 167.21 Bn 122.24 Bn - 0.05
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 0.04
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 0.11
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 0.98
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 0.26
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 0.03
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 0.11
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn 0.95

Historic Data

Download Data
DateValue
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