LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Retained Earnings of $6.2 billion for Q1 2026, up 14.93% year-over-year from $5.4 billion in Q1 2025, and up 5.7% on a QoQ basis from $5.8 billion in Q4 2025.

LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026) Analysis & Trends

LPL Financial Holdings (LPLA) has reported Retained Earnings for 17 consecutive years, with $6.2 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Retained Earnings rose 14.93% year-over-year to $6.2 billion; the TTM figure through Mar 2026 stood at $6.2 billion (up 14.93% YoY), while the FY2025 annual figure was $5.8 billion, up 15.17% from the prior year.
  • Retained Earnings came in at $6.2 billion for Q1 2026 at LPL Financial Holdings, up from $5.8 billion in the prior quarter.
  • The five-year high for Retained Earnings was $6.2 billion in Q1 2026, with the low at $2.4 billion in Q1 2022.
  • Average Retained Earnings over 5 years is $4.3 billion, with a median of $4.4 billion recorded in 2024.
  • Across the five-year window, Retained Earnings jumped 42.47% in 2023 and gained 14.93% in 2026, its largest moves.
  • Year by year, Retained Earnings stood at $3.1 billion in 2022, then surged by 31.73% to $4.1 billion in 2023, then climbed by 24.02% to $5.1 billion in 2024, then advanced by 15.17% to $5.8 billion in 2025, then rose by 5.7% to $6.2 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered $6.2 billion, $5.8 billion, and $5.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -5.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 169.32 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -10.76 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -1.80 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 6.17 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.93 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.24 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -39.40 Mn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn -23.20 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 2.15 Bn