Growth Metrics

LPL Financial Holdings (LPLA) Net Margin (2010 - 2026)

LPL Financial Holdings' quarterly Net Margin came in at 7.22% in Q1 2026, down 146.0% year-on-year from 15.69% in Q1 2025, and up 18.37% quarter-over-quarter from 6.1% in Q4 2025.

LPL Financial Holdings has reported Net Margin for 17 years, with the latest figure at 7.22% in Q1 2026.

  • For the quarter ending Q1 2026, Net Margin fell 146.0% year-over-year to 7.22%; the trailing twelve-month figure through Mar 2026 stood at 4.93% (down 330.0% YoY), and the FY2025 full-year result was 5.08%, down 347.0% from the prior year.
  • Net Margin for Q1 2026 stood at 7.22%, up from 6.1% in the prior quarter.
  • The five-year high for Net Margin was 14.02% in Q1 2023, with the low at 0.65% in Q3 2025.
  • Average Net Margin over 5 years is 8.49%, with a median of 8.23% recorded in 2023.
  • Year-over-year, Net Margin soared 851 bps in 2022 and slumped 886 bps in 2025.
  • Tracing LPLA's Net Margin over 5 years: stood at 13.68% in 2022, then sank by 40 bps to 8.23% in 2023, then retreated by 6 bps to 7.71% in 2024, then dropped by 21 bps to 6.1% in 2025, then gained by 18 bps to 7.22% in 2026.
  • The last three Net Margin figures came in at 7.22% (Q1 2026), 6.1% (Q4 2025), and 0.65% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 26.29%
2 Goldman Sachs 318.59 Bn -618.96 Bn - 31.36%
3 Schwab Charles 154.74 Bn 109.76 Bn - 36.98%
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 32.80%
5 Interactive Brokers 39.54 Bn 50.13 Bn - 16.00%
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 132.82%
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 7.22%
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -171.16%
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 37.74%
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn -356.44%

Historic Data

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DateValue
Mar 31, 2026 7.22%
Dec 31, 2025 6.10%
Sep 30, 2025 -0.65%
Jun 30, 2025 7.13%
Mar 31, 2025 8.68%
Dec 31, 2024 7.71%
Sep 30, 2024 8.21%
Jun 30, 2024 8.32%
Mar 31, 2024 10.19%
Dec 31, 2023 8.23%
Sep 30, 2023 8.89%
Jun 30, 2023 11.57%
Mar 31, 2023 14.02%
Dec 31, 2022 13.68%
Sep 30, 2022 10.74%
Jun 30, 2022 7.87%
Mar 31, 2022 6.47%
Dec 31, 2021 5.16%
Sep 30, 2021 5.10%
Jun 30, 2021 6.27%
Mar 31, 2021 7.59%
Dec 31, 2020 7.05%
Sep 30, 2020 7.11%
Jun 30, 2020 7.44%
Mar 31, 2020 10.64%
Dec 31, 2019 8.75%
Sep 30, 2019 9.30%
Jun 30, 2019 10.51%
Mar 31, 2019 11.33%
Dec 31, 2018 9.13%
Sep 30, 2018 8.03%
Jun 30, 2018 9.14%
Mar 31, 2018 7.53%
Dec 31, 2017 5.74%
Sep 30, 2017 5.46%
Jun 30, 2017 6.42%
Mar 31, 2017 4.65%
Dec 31, 2016 4.14%
Sep 30, 2016 5.11%
Jun 30, 2016 4.69%
Mar 31, 2016 5.01%
Dec 31, 2015 2.63%
Sep 30, 2015 3.89%
Jun 30, 2015 4.61%
Mar 31, 2015 4.57%
Dec 31, 2014 4.40%
Sep 30, 2014 3.05%
Jun 30, 2014 3.94%
Mar 31, 2014 4.89%
Dec 31, 2013 4.06%
Sep 30, 2013 3.57%
Jun 30, 2013 4.43%
Mar 31, 2013 5.61%
Dec 31, 2012 3.91%
Sep 30, 2012 3.78%
Jun 30, 2012 4.35%
Mar 31, 2012 4.57%
Dec 31, 2011 4.76%
Sep 30, 2011 4.13%
Jun 30, 2011 5.09%
Mar 31, 2011 5.61%
Dec 31, 2010 -14.22%
Sep 30, 2010 3.44%
Jun 30, 2010 1.01%