LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Retained Earnings of $6.5 billion for Q2 2026, up 16.07% year-over-year from $5.6 billion in Q2 2025, and up 5.76% on a QoQ basis from $6.2 billion in Q1 2026.
LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026) Analysis & Trends
LPL Financial Holdings has reported Retained Earnings for 17 years, with the latest figure at $6.5 billion in Q2 2026.
- Retained Earnings for Q2 2026 came in at $6.5 billion, up 16.07% year-over-year; the trailing twelve-month figure through Jun 2026 was $6.5 billion (up 16.07% YoY), and the FY2025 annual result was $5.8 billion, up 15.17% from the prior year.
- Retained Earnings advanced to $6.5 billion in Q2 2026, from $6.2 billion in the prior quarter.
- Over five years, Retained Earnings peaked at $6.5 billion in Q2 2026 and troughed at $2.4 billion in Q1 2022.
- A 5-year average of $4.4 billion and a median of $4.5 billion in 2024 frame the typical range for Retained Earnings.
- The widest annual swing landed in 2023, when Retained Earnings jumped 42.47%; it then gained 14.93% in 2026.
- A 5-year view of Retained Earnings shows it stood at $3.1 billion in 2022, then jumped by 31.73% to $4.1 billion in 2023, then increased by 24.02% to $5.1 billion in 2024, then grew by 15.17% to $5.8 billion in 2025, then increased by 11.78% to $6.5 billion in 2026.
- Per Business Quant data, the three most recent Retained Earnings figures were $6.5 billion in Q2 2026, $6.2 billion in Q1 2026, and $5.8 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 48.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 10.73 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 3.87 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 6.52 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 4.93 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.69 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 3.34 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 639.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.52 Bn |
| Mar 31, 2026 | 6.17 Bn |
| Dec 31, 2025 | 5.84 Bn |
| Sep 30, 2025 | 5.57 Bn |
| Jun 30, 2025 | 5.62 Bn |
| Mar 31, 2025 | 5.37 Bn |
| Dec 31, 2024 | 5.07 Bn |
| Sep 30, 2024 | 4.81 Bn |
| Jun 30, 2024 | 4.58 Bn |
| Mar 31, 2024 | 4.35 Bn |
| Dec 31, 2023 | 4.09 Bn |
| Sep 30, 2023 | 3.89 Bn |
| Jun 30, 2023 | 3.68 Bn |
| Mar 31, 2023 | 3.42 Bn |
| Dec 31, 2022 | 3.10 Bn |
| Sep 30, 2022 | 2.80 Bn |
| Jun 30, 2022 | 2.59 Bn |
| Mar 31, 2022 | 2.44 Bn |
| Dec 31, 2021 | 2.33 Bn |
| Sep 30, 2021 | 2.24 Bn |