LPL Financial Holdings Inc.

LPLA Financial Capital Markets

LPL Financial Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $17.0 billion, up 37.2% from fiscal 2024.

Revenue
+17.4%
EPS
+1,325.2%
Free cash flow
+103.6%
Total debt
+3.74%

Quarter to September 2026, against a year earlier

301.16 10.32 −3.31%
Market cap
$23.4B
P/E
17.2×
Fwd P/E
15.2×
Dividend yield
0.40%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

LPL Financial Holdings Inc. (LPLA) Return on equity

Alert me on Return on equity

LPL Financial Holdings Inc.'s return on equity over the twelve months to 30 September 2026 was 25.7%, up 4.8 percentage points from fiscal 2025 (20.9%). Over the past ten years it has ranged from 20.0% (fiscal 2015) to 56.1% (fiscal 2019); the current reading is higher than 18% of that period. That is above the Capital Markets industry median of 0.00% and above the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 20.9% (21.40)
FY2024 42.3% (7.96)
FY2023 50.2% 6.15
FY2022 44.1% 13.26
FY2021 30.8% (9.61)
FY2020 40.4% (15.63)
FY2019 56.1% 10.72
FY2018 45.3% 18.58
FY2017 26.8% 1.77
FY2016 25.0% 4.97

Against its own ten years

Low 20.0% High 56.1%
Ten-year median 40.4%
Current reading's percentile 18

Return on equity against peers

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

Annual: Net Income Allotted to Shareholders ÷ Average Common Equity; TTM: Net Income Allotted to Shareholders ÷ Average Common Equity (latest quarter)

The full definition of Return on equity →

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