Annual ROA
8.93%
-1.80%-16.78%
December 31, 2024
Summary
- As of February 7, 2025, LPLA annual return on assets is 8.93%, with the most recent change of -1.80% (-16.78%) on December 31, 2024.
- During the last 3 years, LPLA annual ROA has risen by +2.63% (+41.75%).
- LPLA annual ROA is now -16.78% below its all-time high of 10.73%, reached on December 31, 2023.
Performance
LPLA ROA Chart
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Highlights
High & Low
Earnings dates
Quarterly ROA
9.10%
-0.15%-1.62%
December 31, 2024
Summary
- As of February 7, 2025, LPLA quarterly return on assets is 9.10%, with the most recent change of -0.15% (-1.62%) on December 31, 2024.
- Over the past year, LPLA quarterly ROA has dropped by -1.17% (-11.39%).
- LPLA quarterly ROA is now -29.62% below its all-time high of 12.93%, reached on June 30, 2023.
Performance
LPLA Quarterly ROA Chart
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Earnings dates
ROA Formula
ROA = Net Income
Total Assets ✕ 100%
Total Assets ✕ 100%
LPLA ROA Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | -16.8% | -11.4% |
| 3 y3 years | +41.8% | -11.4% |
| 5 y5 years | -9.4% | -11.4% |
LPLA ROA Highs & Lows
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3-year | -16.8% | +41.8% | -29.6% | +45.8% |
| 5 y | 5-year | -16.8% | +41.8% | -29.6% | +45.8% |
| alltime | all time | -16.8% | +647.9% | -29.6% | +644.9% |
LPL Financial Holdings ROA History
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2024 | 8.93%(-16.8%) | 9.10%(-1.6%) |
| Sep 2024 | - | 9.25%(-1.7%) |
| Jun 2024 | - | 9.41%(-8.4%) |
| Mar 2024 | - | 10.27%(-7.7%) |
| Dec 2023 | 10.73%(+10.8%) | 11.13%(-10.0%) |
| Sep 2023 | - | 12.36%(-4.4%) |
| Jun 2023 | - | 12.93%(+7.9%) |
| Mar 2023 | - | 11.98%(+20.9%) |
| Dec 2022 | 9.68%(+53.7%) | 9.91%(+27.2%) |
| Sep 2022 | - | 7.79%(+18.0%) |
| Jun 2022 | - | 6.60%(+5.8%) |
| Mar 2022 | - | 6.24%(-2.3%) |
| Dec 2021 | 6.30%(-16.9%) | 6.39%(-6.0%) |
| Sep 2021 | - | 6.80%(-5.0%) |
| Jun 2021 | - | 7.16%(+0.4%) |
| Mar 2021 | - | 7.13%(-7.8%) |
| Dec 2020 | 7.58%(-23.1%) | 7.73%(-5.7%) |
| Sep 2020 | - | 8.20%(-7.8%) |
| Jun 2020 | - | 8.89%(-9.3%) |
| Mar 2020 | - | 9.80%(-2.1%) |
| Dec 2019 | 9.86%(+21.6%) | 10.01%(-1.0%) |
| Sep 2019 | - | 10.11%(+2.6%) |
| Jun 2019 | - | 9.85%(+5.5%) |
| Mar 2019 | - | 9.34%(+13.5%) |
| Dec 2018 | 8.11%(+72.9%) | 8.23%(+12.9%) |
| Sep 2018 | - | 7.29%(+12.3%) |
| Jun 2018 | - | 6.49%(+15.7%) |
| Mar 2018 | - | 5.61%(+16.4%) |
| Dec 2017 | 4.69%(+14.4%) | 4.82%(+7.1%) |
| Sep 2017 | - | 4.50%(+1.1%) |
| Jun 2017 | - | 4.45%(+9.6%) |
| Mar 2017 | - | 4.06%(-2.2%) |
| Dec 2016 | 4.10%(+4.1%) | 4.15%(+4.5%) |
| Sep 2016 | - | 3.97%(+3.9%) |
| Jun 2016 | - | 3.82%(-4.0%) |
| Mar 2016 | - | 3.98%(-2.7%) |
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2015 | 3.94%(-10.5%) | 4.09%(-13.9%) |
| Sep 2015 | - | 4.75%(+3.7%) |
| Jun 2015 | - | 4.58%(+3.6%) |
| Mar 2015 | - | 4.42%(-1.6%) |
| Dec 2014 | 4.40%(-2.9%) | 4.49%(+1.8%) |
| Sep 2014 | - | 4.41%(-2.4%) |
| Jun 2014 | - | 4.52%(-1.7%) |
| Mar 2014 | - | 4.60%(-0.4%) |
| Dec 2013 | 4.53%(+16.5%) | 4.62%(+2.2%) |
| Sep 2013 | - | 4.52%(+0.4%) |
| Jun 2013 | - | 4.50%(+2.5%) |
| Mar 2013 | - | 4.39%(+8.9%) |
| Dec 2012 | 3.89%(-14.9%) | 4.03%(-3.4%) |
| Sep 2012 | - | 4.17%(-1.4%) |
| Jun 2012 | - | 4.23%(-3.2%) |
| Mar 2012 | - | 4.37%(-5.2%) |
| Dec 2011 | 4.57%(-380.4%) | 4.61%(+1052.5%) |
| Sep 2011 | - | 0.40%(+233.3%) |
| Jun 2011 | - | 0.12%(-112.5%) |
| Mar 2011 | - | -0.96%(-42.5%) |
| Dec 2010 | -1.63%(-215.6%) | -1.67%(-170.8%) |
| Sep 2010 | - | 2.36%(+53.2%) |
| Jun 2010 | - | 1.54%(-13.0%) |
| Mar 2010 | - | 1.77%(+22.9%) |
| Dec 2009 | 1.41%(+3.7%) | 1.44%(+53.2%) |
| Sep 2009 | - | 0.94%(-36.5%) |
| Jun 2009 | - | 1.48%(+2.8%) |
| Mar 2009 | - | 1.44%(+6.7%) |
| Dec 2008 | 1.36%(-32.3%) | 1.35%(-11.8%) |
| Sep 2008 | - | 1.53%(+8.5%) |
| Jun 2008 | - | 1.41%(-17.1%) |
| Mar 2008 | - | 1.70%(-15.0%) |
| Dec 2007 | 2.01%(+67.5%) | 2.00%(-10.7%) |
| Sep 2007 | - | 2.24%(+7.7%) |
| Jun 2007 | - | 2.08%(+22.4%) |
| Mar 2007 | - | 1.70%(+63.5%) |
| Dec 2006 | 1.20% | 1.04% |
FAQ
- What is LPL Financial Holdings annual return on assets?
- What is the all time high annual ROA for LPL Financial Holdings?
- What is LPL Financial Holdings annual ROA year-on-year change?
- What is LPL Financial Holdings quarterly return on assets?
- What is the all time high quarterly ROA for LPL Financial Holdings?
- What is LPL Financial Holdings quarterly ROA year-on-year change?
What is LPL Financial Holdings annual return on assets?
The current annual ROA of LPLA is 8.93%
What is the all time high annual ROA for LPL Financial Holdings?
LPL Financial Holdings all-time high annual return on assets is 10.73%
What is LPL Financial Holdings annual ROA year-on-year change?
Over the past year, LPLA annual return on assets has changed by -1.80% (-16.78%)
What is LPL Financial Holdings quarterly return on assets?
The current quarterly ROA of LPLA is 9.10%
What is the all time high quarterly ROA for LPL Financial Holdings?
LPL Financial Holdings all-time high quarterly return on assets is 12.93%
What is LPL Financial Holdings quarterly ROA year-on-year change?
Over the past year, LPLA quarterly return on assets has changed by -1.17% (-11.39%)