LPL Financial Holdings (LPLA) Return on Assets [ROA] (2009 - 2026)
LPL Financial Holdings (LPLA) posted Return on Assets [ROA] of 5.21% for Q2 2026, down 1.90 percentage points from 7.11% a year earlier but up 0.39 percentage points from the prior quarter.
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Analysis
LPL Financial Holdings (LPLA) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, LPL Financial Holdings' Return on Assets [ROA] came in at 5.43%, down 3.51 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of -2.15 percentage points (FY2020 to FY2025).
- In prior years, LPL Financial Holdings' Return on Assets [ROA] was 8.93% in FY2024 (-1.80 pp), 10.73% in FY2023 (+1.05 pp), 9.68% in FY2022 (+3.37 pp) and 6.30% in FY2021 (-1.27 pp).
- Quarterly Return on Assets [ROA] has run from a low of 4.69% in Q3 2025 to a high of 12.67% in Q2 2023 over five years.
- On a year-over-year basis, Return on Assets [ROA] has declined in each of the last ten quarters, with an average year-over-year change of -2.72 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q2 2023, with a gain of 6.15 percentage points; the weakest was Q2 2024, with a drop of 4.02 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 4.83% (Q1 2026), 4.73% (Q4 2025) and 4.69% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 2.28% |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 1.29% |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 2.41% |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 3.48% |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 7.61% |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 0.90% |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 13.56% |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 2.06% |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 1.40% |
| 10 | LPL Financial Holdings | 22.77 Bn | 18.38 Bn | - | 7.02% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 7.02% |
| Jun 30, 2026 | 5.21% |
| Mar 31, 2026 | 4.83% |
| Dec 31, 2025 | 4.73% |
| Sep 30, 2025 | 4.69% |
| Jun 30, 2025 | 7.11% |
| Mar 31, 2025 | 7.98% |
| Dec 31, 2024 | 8.38% |
| Sep 30, 2024 | 8.58% |
| Jun 30, 2024 | 8.65% |
| Mar 31, 2024 | 9.50% |
| Dec 31, 2023 | 10.73% |
| Sep 30, 2023 | 12.37% |
| Jun 30, 2023 | 12.67% |
| Mar 31, 2023 | 11.27% |
| Dec 31, 2022 | 8.82% |
| Sep 30, 2022 | 7.28% |
| Jun 30, 2022 | 6.52% |
| Mar 31, 2022 | 5.89% |
| Dec 31, 2021 | 5.92% |
API Access
LPL Financial Holdings Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();