LPL Financial Holdings (LPLA) Return on Equity [ROE] (2009 - 2026)
LPL Financial Holdings' Return on Equity [ROE] was 17.60% in Q2 2026, down 9.67 percentage points from 27.27% a year earlier but up 1.26 percentage points from the prior quarter.
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Analysis
LPL Financial Holdings (LPLA) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at LPL Financial Holdings came in at 20.86%, down 21.41 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of -19.56 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was 42.26% in FY2024 (-7.95 pp), 50.22% in FY2023 (+6.15 pp), 44.07% in FY2022 (+13.26 pp) and 30.81% in FY2021 (-9.61 pp).
- Quarterly Return on Equity [ROE] has moved between 16.33% (Q1 2026) and 55.44% (Q3 2023) over five years.
- Compared with a year earlier, Return on Equity [ROE] has declined for ten straight quarters, with an average year-over-year change of -15.88 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q2 2023 (a gain of 26.26 percentage points); the worst was Q3 2025 (a drop of 21.57 percentage points).
- Per Business Quant data, LPLA's Return on Equity [ROE] in the three quarters before Q2 2026 was 16.33% (Q1 2026), 16.62% (Q4 2025) and 16.47% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 16.64% |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 14.73% |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | 14.19% |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | 20.39% |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | 17.36% |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 12.93% |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 25.63% |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | 22.23% |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 18.13% |
| 10 | LPL Financial Holdings | 22.77 Bn | 18.38 Bn | - | 24.08% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 24.08% |
| Jun 30, 2026 | 17.60% |
| Mar 31, 2026 | 16.33% |
| Dec 31, 2025 | 16.62% |
| Sep 30, 2025 | 16.47% |
| Jun 30, 2025 | 27.27% |
| Mar 31, 2025 | 35.95% |
| Dec 31, 2024 | 37.13% |
| Sep 30, 2024 | 38.03% |
| Jun 30, 2024 | 40.73% |
| Mar 31, 2024 | 46.73% |
| Dec 31, 2023 | 51.14% |
| Sep 30, 2023 | 55.44% |
| Jun 30, 2023 | 54.50% |
| Mar 31, 2023 | 48.20% |
| Dec 31, 2022 | 40.59% |
| Sep 30, 2022 | 33.03% |
| Jun 30, 2022 | 28.24% |
| Mar 31, 2022 | 27.25% |
| Dec 31, 2021 | 27.98% |
API Access
LPL Financial Holdings Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();