LPL Financial Holdings (LPLA) Equity Average (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Equity Average of $5.5 billion for Q1 2026, up 82.19% year-over-year from $3.0 billion in Q1 2025, and up 6.19% on a QoQ basis from $5.2 billion in Q4 2025.
LPL Financial Holdings (LPLA) Equity Average (2010 - 2026) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Equity Average for 17 consecutive years, with $5.5 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Equity Average rose 82.19% year-over-year to $5.5 billion; the TTM figure through Mar 2026 stood at $5.5 billion (up 82.19% YoY), while the FY2025 annual figure was $4.1 billion, up 65.19% from the prior year.
- Equity Average came in at $5.5 billion for Q1 2026 at LPL Financial Holdings, up from $5.2 billion in the prior quarter.
- The five-year high for Equity Average was $5.5 billion in Q1 2026, with the low at $1.7 billion in Q1 2022.
- Average Equity Average over 5 years is $2.9 billion, with a median of $2.2 billion recorded in 2023.
- Across the five-year window, Equity Average slipped 0.27% in 2024 and soared 91.36% in 2025, its largest moves.
- Year by year, Equity Average stood at $2.1 billion in 2022, then increased by 0.06% to $2.1 billion in 2023, then surged by 36.76% to $2.9 billion in 2024, then jumped by 82.16% to $5.2 billion in 2025, then gained by 6.19% to $5.5 billion in 2026.
- According to Business Quant data, Equity Average over the past three periods registered $5.5 billion, $5.2 billion, and $5.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.33 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | - |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.42 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 5.52 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.25 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.38 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.59 Bn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 2.05 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.52 Bn |
| Dec 31, 2025 | 5.19 Bn |
| Sep 30, 2025 | 5.06 Bn |
| Jun 30, 2025 | 4.10 Bn |
| Mar 31, 2025 | 3.03 Bn |
| Dec 31, 2024 | 2.85 Bn |
| Sep 30, 2024 | 2.64 Bn |
| Jun 30, 2024 | 2.39 Bn |
| Mar 31, 2024 | 2.17 Bn |
| Dec 31, 2023 | 2.08 Bn |
| Sep 30, 2023 | 2.11 Bn |
| Jun 30, 2023 | 2.16 Bn |
| Mar 31, 2023 | 2.18 Bn |
| Dec 31, 2022 | 2.08 Bn |
| Sep 30, 2022 | 1.92 Bn |
| Jun 30, 2022 | 1.79 Bn |
| Mar 31, 2022 | 1.70 Bn |
| Dec 31, 2021 | 1.64 Bn |
| Sep 30, 2021 | 1.59 Bn |
| Jun 30, 2021 | 1.49 Bn |