LPL Financial Holdings (LPLA) Asset Utilization Ratio (2011 - 2026)
LPL Financial Holdings' quarterly Asset Utilization Ratio came in at 0.98 in Q1 2026, up 0.92% year-on-year from 0.97 in Q1 2025, and up 5.15% quarter-over-quarter from 0.93 in Q4 2025.
LPL Financial Holdings has reported Asset Utilization Ratio for 16 years, with the latest figure at 0.98 in Q1 2026.
- For the quarter ending Q1 2026, Asset Utilization Ratio rose 0.92% year-over-year to 0.98; the trailing twelve-month figure through Mar 2026 stood at 0.98 (up 0.92% YoY), and the FY2025 full-year result was 1.07, up 2.22% from the prior year.
- Asset Utilization Ratio for Q1 2026 stood at 0.98, 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.
- Year-over-year, Asset Utilization Ratio rose 12.8% in 2023 and slipped 10.73% in 2025.
- Tracing LPLA's Asset Utilization Ratio over 5 years: stood at 0.9 in 2022, then grew by 12.8% to 1.01 in 2023, then declined by 3.07% to 0.98 in 2024, then dropped by 5.13% to 0.93 in 2025, then advanced 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 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 0.05 |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 0.03 |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 0.05 |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 0.11 |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 0.03 |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 0.03 |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 0.98 |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 0.11 |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 0.26 |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 0.11 |
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 |
| Mar 31, 2021 | 0.93 |
| Dec 31, 2020 | 0.93 |
| Sep 30, 2020 | 0.96 |
| Jun 30, 2020 | 0.95 |
| Mar 31, 2020 | 0.95 |
| Dec 31, 2019 | 0.97 |
| Sep 30, 2019 | 0.99 |
| Jun 30, 2019 | 1.00 |
| Mar 31, 2019 | 0.97 |
| Dec 31, 2018 | 0.96 |
| Sep 30, 2018 | 0.95 |
| Jun 30, 2018 | 0.89 |
| Mar 31, 2018 | 0.84 |
| Dec 31, 2017 | 0.82 |
| Sep 30, 2017 | 0.85 |
| Jun 30, 2017 | 0.86 |
| Mar 31, 2017 | 0.85 |
| Dec 31, 2016 | 0.86 |
| Sep 30, 2016 | 0.88 |
| Jun 30, 2016 | 0.89 |
| Mar 31, 2016 | 0.92 |
| Dec 31, 2015 | 1.01 |
| Sep 30, 2015 | 1.09 |
| Jun 30, 2015 | 1.08 |
| Mar 31, 2015 | 1.09 |
| Dec 31, 2014 | 1.10 |
| Sep 30, 2014 | 1.12 |
| Jun 30, 2014 | 1.11 |
| Mar 31, 2014 | 1.07 |
| Dec 31, 2013 | 1.04 |
| Sep 30, 2013 | 1.02 |
| Jun 30, 2013 | 0.99 |
| Mar 31, 2013 | 0.96 |
| Dec 31, 2012 | 0.96 |
| Sep 30, 2012 | 0.97 |
| Jun 30, 2012 | 0.96 |
| Mar 31, 2012 | 0.93 |
| Dec 31, 2011 | 0.93 |
| Sep 30, 2011 | 0.95 |