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Return on equity at other companies

Charles Schwab Corporation logo
Charles Schwab CorporationSCHW
20.3%+4.7pp
Raymond James Financial logo
Raymond James FinancialRJF
17.3%-1.5pp
Stifel Financial logo
Stifel FinancialSF
16.4%+5.3pp
Ameriprise Financial logo
Ameriprise FinancialAMP
63.4%+5.2pp
T Rowe Price Group logo
T Rowe Price GroupTROW
20%+0.1pp
Lazard logo
LazardLAZ
27.4%-24.3pp

Other financials

Income statement

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Revenue$5.2B+35.2%
Net income$379.3M+38.8%
EPS (diluted)$4.74+39.4%

Balance sheet

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Cash & equivalents$1.3B-78.4%
Total debt$7.5B+2.1%
Total equity$5.8B+13.4%
Total assets$19.8B+13.3%

Cash flow

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Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

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Market cap$28.29B-5.6%
Enterprise value$34.47B+9.9%
P/E28.1×+1.3×
P/S1.4×-0.7×

Profitability

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Net margin5.1%-2.8pp
FCF margin-12.5%-13.3pp

Returns & leverage

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Debt / equity1.3×-0.1×

Where this comes from

Calculated from LPL Financial Holdings’s reported figures.

Based on trailing twelve months.

The source filing: LPL Financial Holdings’s 8-K, filed July 30, 2026. Open the filing →

Filed
Jul 30, 2026, 4:07 PM EDT
Accession
0001628280-26-051046

FAQ

What is LPL Financial Holdings's return on equity?
LPL Financial Holdings (LPLA) reported return on equity of 18.6% in Q2 2026.
How has LPL Financial Holdings's return on equity changed year-over-year?
LPL Financial Holdings's return on equity decreased by 36.9% year-over-year, from 29.5% to 18.6%.
What is the long-term trend for LPL Financial Holdings's return on equity?
Over 5 years (2020 to 2025), LPL Financial Holdings's return on equity has grown at a -12.4% compound annual growth rate (CAGR), from 40.4% to 20.9%.
What does return on equity mean?
Trailing-twelve-month net income divided by average shareholders' equity (average of the start and end of the trailing-twelve-month window). Measures the profit generated on each dollar of shareholder capital.

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