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
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