Company / Return on Assets (ROA)
LPL Financial Holdings Inc. Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
4.7%
FY2025
5-year range
4.7% / 10.3%
FY2021-FY2025
Trend
-41.3%
vs FY2024
Sector context
#81 of 400
Financials
What the data says
LPL Financial Holdings Inc.'s return on assets (roa) of 4.7% is higher than 80% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 4.0% in FY2016 to 10.3% in FY2023.
Based on SEC 10-K filings.
4.7% in FY2025 with a 5-year CAGR of -2.5%. Top quartile in the Financials sector.
Declined from 10.3% to 4.7% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -4.3pp
- 5-Year Change
- -2.5pp
- 10-Year Change
- -
Sector benchmark
+121.8% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 41.3% year-over-year.
- Currently 2.6pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
- Lowest return on assets (roa) in the period was in FY2016.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 4.7% | -41.3% |
| FY2024 | 8.0% | -22.6% |
| FY2023 | 10.3% | +15.1% |
| FY2022 | 8.9% | +55.1% |
| FY2021 | 5.8% | -19.8% |
| FY2020 | 7.2% | -24.7% |
| FY2019 | 9.5% | +18.7% |
| FY2018 | 8.0% | +79.8% |
| FY2017 | 4.5% | +12.3% |
| FY2016 | 4.0% | +6.4% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026