LPL Financial Holdings (LPLA) Equity Ratio (2010 - 2026)
LPL Financial Holdings' quarterly Equity Ratio came in at 0.3 in Q1 2026, up 34.93% year-on-year from 0.22 in Q1 2025, and up 4.45% quarter-over-quarter from 0.29 in Q4 2025.
LPL Financial Holdings has reported Equity Ratio for 17 years, with the latest figure at 0.3 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio rose 34.93% year-over-year to 0.3; the trailing twelve-month figure through Mar 2026 stood at 0.3 (up 34.93% YoY), and the FY2025 full-year result was 0.29, up 31.33% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.3, 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.
- Year-over-year, Equity Ratio dropped 13.87% in 2024 and jumped 34.93% in 2026.
- Tracing LPLA's Equity Ratio over 5 years: stood at 0.23 in 2022, then slipped by 12.43% to 0.2 in 2023, then increased by 9.93% to 0.22 in 2024, then jumped by 31.33% to 0.29 in 2025, then rose 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 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 0.07 |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 0.06 |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 0.10 |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 0.21 |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 0.03 |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 0.04 |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 0.30 |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 0.37 |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 0.88 |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 0.65 |
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 |
| Mar 31, 2021 | 0.22 |
| Dec 31, 2020 | 0.20 |
| Sep 30, 2020 | 0.20 |
| Jun 30, 2020 | 0.19 |
| Mar 31, 2020 | 0.17 |
| Dec 31, 2019 | 0.17 |
| Sep 30, 2019 | 0.18 |
| Jun 30, 2019 | 0.19 |
| Mar 31, 2019 | 0.18 |
| Dec 31, 2018 | 0.18 |
| Sep 30, 2018 | 0.19 |
| Jun 30, 2018 | 0.19 |
| Mar 31, 2018 | 0.19 |
| Dec 31, 2017 | 0.18 |
| Sep 30, 2017 | 0.19 |
| Jun 30, 2017 | 0.19 |
| Mar 31, 2017 | 0.18 |
| Dec 31, 2016 | 0.17 |
| Sep 30, 2016 | 0.17 |
| Jun 30, 2016 | 0.16 |
| Mar 31, 2016 | 0.16 |
| Dec 31, 2015 | 0.16 |
| Sep 30, 2015 | 0.24 |
| Jun 30, 2015 | 0.23 |
| Mar 31, 2015 | 0.24 |
| Dec 31, 2014 | 0.24 |
| Sep 30, 2014 | 0.27 |
| Jun 30, 2014 | 0.27 |
| Mar 31, 2014 | 0.27 |
| Dec 31, 2013 | 0.27 |
| Sep 30, 2013 | 0.28 |
| Jun 30, 2013 | 0.30 |
| Mar 31, 2013 | 0.31 |
| Dec 31, 2012 | 0.29 |
| Sep 30, 2012 | 0.32 |
| Jun 30, 2012 | 0.34 |
| Mar 31, 2012 | 0.31 |
| Dec 31, 2011 | 0.35 |
| Sep 30, 2011 | 0.36 |
| Jun 30, 2011 | 0.34 |
| Dec 31, 2010 | 0.32 |