Annual Book Value
$2.93B$851.62M+40.96%
Summary
- Current Value
- As of today, LPLA annual book value is $2.93B, up +40.96% on
- Historical Performance
- LPLA annual book value is up +75.43% over the past 3 years, and up +186.23% over the past 5 years
- All-Time High Comparison
- LPLA annual book value is currently at its all-time high
- 3-Year Low Comparison
- LPLA annual book value is +40.96% above its 3-year low of $2.08B reached on
- Sector Comparison
- LPLA annual book value is higher than 84.20% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $2.93B | +41.0% | +75.4% | +186.2% | +244.4% | |
| Quarterly Book Value | $5.04B | +81.9% | +152.2% | +317.6% | +443.8% | |
| Price | $362.36 | +8.7% | +62.9% | +215.7% | +967.0% | |
| Annual Total Assets | $13.62B | +29.1% | +65.1% | +124.4% | +300.7% | |
| Annual Total Liabilities | $10.68B | +26.1% | +62.5% | +111.9% | +319.5% | |
| PB Ratio | 5.75 | -32.3% | -29.3% | -17.1% | +85.5% | |
| Annual Shareholders Equity | $2.93B | +41.0% | +75.4% | +186.2% | +244.4% | |
| Market Cap | $29B | +16.5% | +64.5% | +218.0% | +696.8% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $2.93B | at high | |
| 5Y | $2.93B | at high | |
| All | $2.93B | at high |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $2.08B | +41.0% | |
| 5Y | $1.31B | N/A | +122.9% |
| All | $626.92M | +367.5% |
Book Value History
FAQ
What is the current annual book value of LPLA?
As of today, LPLA annual book value is $2.93B
What is 1-year change in LPLA annual book value?
LPLA annual book value is up +40.96% year-over-year
What is 3-year change in LPLA annual book value?
LPLA annual book value is up +75.43% over the past 3 years
How far is LPLA annual book value from its all-time high?
LPLA annual book value is currently at its all-time high
How does LPLA annual book value rank versus sector peers?
LPLA annual book value is higher than 84.20% of companies in Financial Services sector
When is LPLA next annual earnings release?
The next annual earnings release for LPLA is on
Quarterly Book Value
$5.04B$31.48M-0.62%
Summary
- Current Value
- As of today, LPLA quarterly book value is $5.04B, down -0.62% on
- Historical Performance
- LPLA quarterly book value is up +81.94% year-over-year, and up +152.21% over the past 3 years
- All-Time High Comparison
- LPLA quarterly book value is currently -0.62% below its historical high of $5.07B set on
- 3-Year Low Comparison
- LPLA quarterly book value is +142.57% above its 3-year low of $2.08B reached on
- Sector Comparison
- LPLA quarterly book value is higher than 87.93% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $5.04B | -0.6% | +81.9% | +152.2% | +317.6% | |
| Annual Book Value | $2.93B | – | +41.0% | +75.4% | +186.2% | |
| Price | $362.36 | +10.7% | +8.7% | +62.9% | +215.7% | |
| Quarterly Total Assets | $18.03B | +3.2% | +51.0% | +86.0% | +196.1% | |
| Quarterly Total Liabilities | $12.99B | +4.8% | +41.6% | +68.8% | +166.0% | |
| PB Ratio | 5.75 | +10.6% | -32.3% | -29.3% | -17.1% | |
| Quarterly Shareholders Equity | $5.04B | -0.6% | +81.9% | +152.2% | +317.6% | |
| Market Cap | $29B | +10.7% | +16.5% | +64.5% | +218.0% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $5.07B | -0.6% | |
| 3Y | $5.07B | -0.6% | |
| 5Y | $5.07B | -0.6% | |
| All | $5.07B | -0.6% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $2.93B | N/A | +72.1% |
| 3Y | $2.08B | +142.6% | |
| 5Y | $1.31B | N/A | +283.5% |
| All | $626.92M | +704.4% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of LPLA?
As of today, LPLA quarterly book value is $5.04B
What is LPLA quarterly book value most recent change?
LPLA quarterly book value was down -0.62% on September 30, 2025
What is 1-year change in LPLA quarterly book value?
LPLA quarterly book value is up +81.94% year-over-year
How far is LPLA quarterly book value from its all-time high?
LPLA quarterly book value is currently -0.62% below its historical high of $5.07B set on June 30, 2025
How does LPLA quarterly book value rank versus sector peers?
LPLA quarterly book value is higher than 87.93% of companies in Financial Services sector
When is LPLA next earnings release?
The next earnings release for LPLA is on
Book Value Formula
Book Value = −
Data Sources & References
- LPLA Official Website www.lpl.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1397911/000162828025047543/0001628280-25-047543-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1397911/000139791125000018/0001397911-25-000018-index.htm
- LPLA Profile on Yahoo Finance finance.yahoo.com/quote/LPLA
- LPLA Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/lpla