LPL Financial Holdings Inc.

LPL Financial Holdings Inc.verified

LPLA

Price:

$211.43

Market Cap:

$15.81B

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 auction rate notes. 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 mon...[Read more]

Industry

Financial - Capital Markets

IPO Date

2010-11-18

Stock Exchange

NASDAQ

Ticker

LPLA

The ROE as of September 2024 (TTM) for LPL Financial Holdings Inc. (LPLA) is 43.53%

According to LPL Financial Holdings Inc.’s latest financial reports and current stock price. The company's current ROE is 43.53%. This represents a change of 299.25% compared to the average of 10.90% 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 34.36%. The current 43.53% ROE has changed 26.67% 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 2014 quarter at 3.13%.

Quarterly (TTM)
Annual

Average

34.36%

Median

31.74%

Minimum

18.32%

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 = -34.26%

Minimum Annual ROE = 18.32%

Quarterly (TTM)
Annual
YearROEChange
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%
201523.59%28.71%
201418.32%10.84%

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

39.28%

5-year avg

41.69%

10-year avg

34.36%

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 Tradeweb Markets Inc. (7.96%), less than Raymond James Financial, Inc. (17.60%), less than PJT Partners Inc. (55.37%), less than Moelis & Company (3.70%), less than Stifel Financial Corp. (10.55%), less than MarketAxess Holdings Inc. (20.43%), less than Piper Sandler Companies (12.25%), less than Evercore Inc. (19.66%), less than Lazard Ltd (38.22%), less than Houlihan Lokey, Inc. (17.39%), greater than Perella Weinberg Partners (-424.58%),

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