LPL Financial Holdings (LPLA) Return on Assets [ROA] (2011 - 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] (2011 - 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 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 4.08% |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 1.17% |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 2.16% |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 2.32% |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 7.20% |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 0.85% |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 2.10% |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 1.27% |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 12.48% |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 5.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
| Sep 30, 2021 | 6.27% |
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();