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 338.83 Bn 205.30 Bn - 122.77 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 174.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 28.05 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 10.73 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -1.73 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -35.74 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 3.60 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 6.52 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 4.93 Bn

Historic Data

Download Data
DateValue
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