Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios
Asset Utilization RatioAssets AverageEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

LPL Financial Holdings (LPLA) Invested Capital (2016 - 2025)

LPL Financial Holdings (LPLA) has 17 years of Invested Capital data on record, last reported at $12.6 billion in Q4 2025.

  • For Q4 2025, Invested Capital rose 49.59% year-over-year to $12.6 billion; the TTM value through Dec 2025 reached $12.6 billion, up 49.59%, while the annual FY2025 figure was $12.6 billion, 49.59% up from the prior year.
  • Invested Capital reached $12.6 billion in Q4 2025 per LPLA's latest filing, roughly flat from $12.6 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $12.6 billion in Q4 2025 and bottomed at $1.7 billion in Q2 2021.
  • Average Invested Capital over 5 years is $6.1 billion, with a median of $5.1 billion recorded in 2023.
  • Peak YoY movement for Invested Capital: soared 236.67% in 2021, then dropped 27.07% in 2025.
  • A 5-year view of Invested Capital shows it stood at $4.5 billion in 2021, then rose by 8.93% to $4.9 billion in 2022, then rose by 19.0% to $5.8 billion in 2023, then soared by 44.94% to $8.4 billion in 2024, then skyrocketed by 49.59% to $12.6 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Invested Capital were $12.6 billion in Q4 2025, $12.6 billion in Q3 2025, and $5.1 billion in Q2 2025.