LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026)
LPL Financial Holdings' quarterly Retained Earnings came in at $6.2 billion in Q1 2026, up 14.93% year-on-year from $5.4 billion in Q1 2025, and up 5.7% quarter-over-quarter from $5.8 billion in Q4 2025.
LPL Financial Holdings has reported Retained Earnings for 17 years, with the latest figure at $6.2 billion in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings rose 14.93% year-over-year to $6.2 billion; the trailing twelve-month figure through Mar 2026 stood at $6.2 billion (up 14.93% YoY), and the FY2025 full-year result was $5.8 billion, up 15.17% from the prior year.
- Retained Earnings for Q1 2026 stood at $6.2 billion, 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.
- Year-over-year, Retained Earnings soared 42.47% in 2023 and rose 14.93% in 2026.
- Tracing LPLA's Retained Earnings over 5 years: stood at $3.1 billion in 2022, then soared by 31.73% to $4.1 billion in 2023, then gained by 24.02% to $5.1 billion in 2024, then rose by 15.17% to $5.8 billion in 2025, then grew by 5.7% to $6.2 billion in 2026.
- The last three Retained Earnings figures came in at $6.2 billion (Q1 2026), $5.8 billion (Q4 2025), and $5.6 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | -10.76 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | -1.80 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 3.60 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | -1.24 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 6.17 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -39.40 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.93 Mn |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | -214.37 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 |
| Mar 31, 2021 | 2.05 Bn |
| Dec 31, 2020 | 1.94 Bn |
| Sep 30, 2020 | 1.85 Bn |
| Jun 30, 2020 | 1.77 Bn |
| Mar 31, 2020 | 1.68 Bn |
| Dec 31, 2019 | 1.55 Bn |
| Sep 30, 2019 | 1.45 Bn |
| Jun 30, 2019 | 1.34 Bn |
| Mar 31, 2019 | 1.21 Bn |
| Dec 31, 2018 | 1.07 Bn |
| Sep 30, 2018 | 971.17 Mn |
| Jun 30, 2018 | 886.03 Mn |
| Mar 31, 2018 | 789.39 Mn |
| Dec 31, 2017 | 718.34 Mn |
| Jun 30, 2017 | 641.10 Mn |
| Mar 31, 2017 | 548,000.00 |
| Dec 31, 2016 | 315,000.00 |
| Sep 30, 2016 | 550.81 Mn |
| Jun 30, 2016 | 379,000.00 |
| Mar 31, 2016 | 603,000.00 |
| Dec 31, 2015 | 469.13 Mn |
| Sep 30, 2015 | 595,000.00 |
| Jun 30, 2015 | 851,000.00 |
| Mar 31, 2015 | 1.25 Mn |
| Dec 31, 2014 | 396.12 Mn |
| Sep 30, 2014 | 1.30 Mn |
| Jun 30, 2014 | 361.75 Mn |
| Mar 31, 2014 | 342.61 Mn |
| Dec 31, 2013 | 115,000.00 |
| Sep 30, 2013 | 288.50 Mn |
| Jun 30, 2013 | 270.80 Mn |
| Mar 31, 2013 | 240.17 Mn |
| Jun 30, 2012 | 154.93 Mn |
| Mar 31, 2012 | -441,000.00 |
| Dec 31, 2011 | -850,000.00 |
| Sep 30, 2011 | -1.29 Mn |
| Jun 30, 2011 | 220.93 Mn |
| Dec 31, 2010 | -4.50 Mn |