
Profitability, historical returns, and peer comparisons.
According to LPL Financial Holdings Inc.’s latest financial reports and current stock price. The company's current ROE is 24.65%. This represents a change of 300.60% compared to the average of 6.15% of the last 4 quarters.
The mean historical ROE of LPL Financial Holdings Inc. over the last ten years is 35.40%. The current 24.65% ROE has changed -30.35% with respect to the historical average. Over the past ten years (40 quarters), LPLA's ROE was at its highest in in the March 2023 quarter at 15.45%. The ROE was at its lowest in in the September 2025 quarter at -0.59%.
Average
35.40%
Median
36.03%
Minimum
16.15%
Maximum
54.68%
Discovering the peaks and valleys of LPL Financial Holdings Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 82.27%
Maximum Annual ROE = 54.68%
Minimum Annual Increase = -55.30%
Minimum Annual ROE = 16.15%
| Year | ROE | Change |
|---|---|---|
| 2025 | 16.15% | -55.30% |
| 2024 | 36.12% | -29.57% |
| 2023 | 51.29% | 31.45% |
| 2022 | 39.02% | 41.73% |
| 2021 | 27.53% | -23.42% |
| 2020 | 35.95% | -34.26% |
| 2019 | 54.68% | 21.21% |
| 2018 | 45.12% | 82.27% |
| 2017 | 24.75% | 5.88% |
| 2016 | 23.38% | -0.88% |
The current ROE of LPL Financial Holdings Inc. (LPLA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
34.52%
5-year avg
34.02%
10-year avg
35.40%
LPL Financial Holdings Inc.’s ROE is less than The Charles Schwab Corporation (21.29%), less than Raymond James Financial, Inc. (25.03%), less than Stifel Financial Corp (16.28%), less than Ameriprise Financial, Inc. (68.69%), less than Interactive Brokers Group, Inc. (20.41%), less than Oppenheimer Holdings Inc. (8.86%), less than Jefferies Financial Group Inc. (8.81%), less than Morgan Stanley (17.87%), less than The Goldman Sachs Group, Inc. (17.90%),
| Company | ROE | Market cap |
|---|---|---|
| 21.29% | $161.47B | |
| 25.03% | $32.41B | |
| 16.28% | $10.95B | |
| 68.69% | $45.79B | |
| 20.41% | $136.87B | |
| 8.86% | $974.48M | |
| 8.81% | $9.68B | |
| 17.87% | $305.98B | |
| 17.90% | $270.21B |
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How does the current ROE for LPL Financial Holdings Inc. (LPLA) compare to its historical average?