LPL Financial Holdings (LPLA) Equity Ratio (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Equity Ratio of 0.3 for Q1 2026, up 34.93% year-over-year from 0.22 in Q1 2025, and up 4.45% on a QoQ basis from 0.29 in Q4 2025.
LPL Financial Holdings (LPLA) Equity Ratio (2010 - 2026) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Equity Ratio for 17 consecutive years, with 0.3 the latest figure, recorded in 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 came in at 0.3 for Q1 2026 at LPL Financial Holdings, up from 0.29 in the prior quarter.
- The five-year high for Equity Ratio was 0.3 in Q1 2026, with the low at 0.2 in Q4 2023.
- Average Equity Ratio over 5 years is 0.24, with a median of 0.23 recorded in 2023.
- Across the five-year window, Equity Ratio declined 13.87% in 2024 and surged 34.93% in 2026, its largest moves.
- Year by year, Equity Ratio stood at 0.23 in 2022, then declined by 12.43% to 0.2 in 2023, then gained by 9.93% to 0.22 in 2024, then soared by 31.33% to 0.29 in 2025, then advanced by 4.45% to 0.3 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.3, 0.29, and 0.28 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 0.07 |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 0.06 |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 0.10 |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 0.18 |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 0.21 |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 0.30 |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 0.88 |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 0.04 |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 0.37 |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 0.41 |
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 |