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| Date | Value |
|---|---|
| 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 |