Company / Capital Returned to Shareholders
LPL Financial Holdings Inc. Capital Returned to Shareholders History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Capital Returned to Shareholders
$194.4M
FY2025
5-year range
$194.4M / $1.2B
FY2021-FY2025
Trend
-25.2%
vs FY2024
Sector context
#166 of 368
Financials
What the data says
At $194M, LPL Financial Holdings Inc.'s capital returned to shareholders ranks #166 of 368 in the Financials sector. Capital Returned to Shareholders has fluctuated over the past 10 years, ranging from $114M in FY2018 to $1.2B in FY2023.
Based on SEC 10-K filings.
$194M in FY2025 with a 5-year CAGR of -3.2%.
Declined from $1.2B to $194M over the past 2 years.
Financials sector context is included.
Capital Returned to Shareholders over time
Growth rates
- 3-Year CAGR
- -5.3%
- 5-Year CAGR
- -3.2%
- 10-Year CAGR
- -
Sector benchmark
-82.6% below sector average
Key checks
Key Insights
- 5-year CAGR of -3.2%, indicating a declining trend.
- In FY2025, capital returned to shareholders decreased 25.2% year-over-year.
- Ranks #166 out of 368 companies in the Financials sector.
- Peak capital returned to shareholders was recorded in FY2023.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Capital Returned to ShareholdersValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $194.4M | -25.2% |
| FY2024 | $259.8M | -78.2% |
| FY2023 | $1.2B | +420.3% |
| FY2022 | $229.1M | -60.7% |
| FY2021 | $583.0M | +154.4% |
| FY2020 | $229.1M | +12.3% |
| FY2019 | $204.0M | +78.8% |
| FY2018 | $114.1M | -76.6% |
| FY2017 | $486.6M | +31.3% |
| FY2016 | $370.7M | +29.1% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026