LPL Financial Holdings (LPLA) Equity Ratio (2010 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Equity Ratio of 0.3 in Q1 2026, up 4.45% quarter-over-quarter from 0.29 in Q4 2025, and up 34.93% on a YoY basis from 0.22 in Q1 2025.
LPL Financial Holdings (LPLA) Equity Ratio (2010 - 2026) Analysis & Trends
LPL Financial Holdings' Equity Ratio history runs 17 years deep, the most recent figure standing at 0.3 for Q1 2026.
- In Q1 2026, Equity Ratio rose 34.93% year-over-year to 0.3; the TTM figure through Mar 2026 stood at 0.3 (up 34.93% YoY), while the FY2025 annual figure was 0.29, up 31.33% from the prior year.
- Equity Ratio was 0.3 for Q1 2026 at LPL Financial Holdings, up from 0.29 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.3 in Q1 2026 to a low of 0.2 in Q4 2023.
- Historically, Equity Ratio has averaged 0.24 across 5 years, with a median of 0.23 in 2023.
- The sharpest annual moves came in 2024 and 2026: Equity Ratio decreased 13.87% in 2024, then surged 34.93% in 2026.
- A 5-year view of Equity Ratio shows it stood at 0.23 in 2022, then decreased by 12.43% to 0.2 in 2023, then grew by 9.93% to 0.22 in 2024, then soared by 31.33% to 0.29 in 2025, then increased by 4.45% to 0.3 in 2026.
- The last three Equity Ratio figures came in at 0.3 (Q1 2026), 0.29 (Q4 2025), and 0.28 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 0.07 |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 0.06 |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 0.10 |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 0.21 |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 0.03 |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 0.30 |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 0.88 |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 0.37 |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | 0.04 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.30 |
| Dec 31, 2025 | 0.29 |
| Sep 30, 2025 | 0.28 |
| Jun 30, 2025 | 0.29 |
| Mar 31, 2025 | 0.22 |
| Dec 31, 2024 | 0.22 |
| Sep 30, 2024 | 0.23 |
| Jun 30, 2024 | 0.22 |
| Mar 31, 2024 | 0.21 |
| Dec 31, 2023 | 0.20 |
| Sep 30, 2023 | 0.22 |
| Jun 30, 2023 | 0.23 |
| Mar 31, 2023 | 0.24 |
| Dec 31, 2022 | 0.23 |
| Sep 30, 2022 | 0.21 |
| Jun 30, 2022 | 0.24 |
| Mar 31, 2022 | 0.22 |
| Dec 31, 2021 | 0.21 |
| Sep 30, 2021 | 0.21 |
| Jun 30, 2021 | 0.22 |