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
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