Company / Return on Equity (ROE)
LPL Financial Holdings Inc. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
16.2%
FY2025
5-year range
16.2% / 51.3%
FY2021-FY2025
Trend
-55.3%
vs FY2024
Sector context
#88 of 388
Financials
What the data says
LPL Financial Holdings Inc.'s return on equity (roe) of 16.2% is higher than 77% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 16.2% in FY2025 to 54.7% in FY2019.
Based on SEC 10-K filings.
16.2% in FY2025 with a 5-year CAGR of -19.8%. Top quartile in the Financials sector.
Declined from 51.3% to 16.2% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -22.9pp
- 5-Year Change
- -19.8pp
- 10-Year Change
- -
Sector benchmark
-1.3% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 55.3% year-over-year.
- Currently 0.2pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2019.
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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 16.2% | -55.3% |
| FY2024 | 36.1% | -29.6% |
| FY2023 | 51.3% | +31.4% |
| FY2022 | 39.0% | +41.7% |
| FY2021 | 27.5% | -23.4% |
| FY2020 | 35.9% | -34.3% |
| FY2019 | 54.7% | +21.2% |
| FY2018 | 45.1% | +82.3% |
| FY2017 | 24.8% | +5.9% |
| FY2016 | 23.4% | -0.9% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026