LPL Financial Holdings Inc. ROE

ROE of LPLA for past 10 years: annual, quarterly and twelve month trailing (TTM) including ROE growth rates and interactive chart. ROE is expressed as a percentage and can be calculated for any company if net income and equity are both positive numbers. Net income is calculated before dividends paid to common shareholders and after dividends to preferred shareholders and interest to lenders. A company with average equity of $10 million and earnings of $2 milion will have a ROE of 20%.

Highlights and Quick Summary

  • Annual ROE for 2020 was 40.42% (a -27.89% decrease from previous year)
  • Annual ROE for 2019 was 56.05% (a 23.65% increase from previous year)
  • Annual ROE for 2018 was 45.33% (a 69.46% increase from previous year)
  • Twelve month ROE ending March 30, 2021 was 36.52% (a -9.65% decrease compared to previous quarter)
  • Twelve month trailing ROE decreased by -24.48% year-over-year
Trailing ROE for the last four month:
30 Mar '21 30 Dec '20 29 Sep '20 29 Jun '20
36.52% 40.42% 43.8% 48.36%
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Historical ROE of LPL Financial Holdings Inc.

Most recent ROEof LPLA including historical data for past 10 years.

Interactive Chart of ROE of LPL Financial Holdings Inc.

LPL Financial Holdings Inc. ROE for the past 10 Years (both Annual and Quarterly)

Year Q1 Q2 Q3 Q4 Fiscal Year
2020 40.42%
2019 56.05%
2018 45.33%
2017 26.75%
2016 24.98%
2015 20.01%
2014 17.19%
2013 16.24%
2012 12.23%
2011 13.36%
2010 -5.62%

Business Profile of LPL Financial Holdings Inc.

Sector: Financial Services
Industry: Capital Markets
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.