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NASDAQ · LPLAFinancial - Capital MarketsUpdated Nov 5, 2026

LPL Financial Holdings Inc. ROE

Profitability, historical returns, and peer comparisons.

The ROE as of November 2026 (TTM) for LPL Financial Holdings Inc. (LPLA) is 24.65%

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.

LPL Financial Holdings Inc. (LPLA) Historical ROE (quarterly & annually)

How has LPLA ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

35.40%

Median

36.03%

Minimum

16.15%

Maximum

54.68%

LPL Financial Holdings Inc. (LPLA) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202516.15%-55.30%
202436.12%-29.57%
202351.29%31.45%
202239.02%41.73%
202127.53%-23.42%
202035.95%-34.26%
201954.68%21.21%
201845.12%82.27%
201724.75%5.88%
201623.38%-0.88%

LPL Financial Holdings Inc. (LPLA) Average ROE

How has LPLA ROE performed in the past?

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. (LPLA) ROE vs. Peers

How is LPLA’s ROE compared to its peers?

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%),

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