LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026)
LPL Financial Holdings (LPLA) recorded quarterly Retained Earnings of $6.2 billion in Q1 2026, up 5.7% quarter-over-quarter from $5.8 billion in Q4 2025, and up 14.93% on a YoY basis from $5.4 billion in Q1 2025.
LPL Financial Holdings (LPLA) Retained Earnings (2010 - 2026) Analysis & Trends
LPL Financial Holdings' Retained Earnings history runs 17 years deep, the most recent figure standing at $6.2 billion for 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 was $6.2 billion for Q1 2026 at LPL Financial Holdings, up from $5.8 billion in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $6.2 billion in Q1 2026 to a low of $2.4 billion in Q1 2022.
- Historically, Retained Earnings has averaged $4.3 billion across 5 years, with a median of $4.4 billion in 2024.
- The sharpest annual moves came in 2023 and 2026: Retained Earnings jumped 42.47% in 2023, then grew 14.93% in 2026.
- A 5-year view of Retained Earnings shows it stood at $3.1 billion in 2022, then surged by 31.73% to $4.1 billion in 2023, then rose by 24.02% to $5.1 billion in 2024, then increased by 15.17% to $5.8 billion in 2025, then climbed 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 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | -103.29 Mn |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | -5.51 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 169.32 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | -10.76 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | -1.80 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 3.60 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 6.17 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 7.93 Mn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -39.40 Mn |
| 10 | Circle Internet | 19.67 Bn | 18.16 Bn | 35.01 Mn | -1.24 Bn |
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 |