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Lpl Financial Holdings Inc   (LPLA)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial


Lpl Financial Holdings Inc 's ROA from the third quarter of 2024 to the third quarter of 2023 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is Lpl Financial Holdings Inc 's ROA in the third quarter of 2024?
Lpl Financial Holdings Inc achieved a return on average assets (ROA) of 10.47 % in its third quarter of 2024, this is above LPLA's average return on assets of 6.8%.
Lpl Financial Holdings Inc s assets during the 12 months ending in the third quarter of 2024 are valued at $12 billion

ROA fell compared to the second quarter of 2024, despite the net income growth of 4.72% from the second quarter of 2024.

However, within the Financial sector 29 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2024 quarter, so far to 292, from total ROA ranking in the second quarter of 2024 at 416.

What is ROA?


Return On Assets (Sep 30 2024)
III. Quarter
(Jun 30 2024)
II. Quarter
(Mar 31 2024)
I. Quarter
(Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
Y / Y Total Assets Change 22.29 % 67.31 % 61.72 % 62.81 % 49.65 %
Y / Y Net Income Change 13.83 % 51.86 % 115.91 % 431.39 % 88.32 %
Net Income (TTM) in million 1,336 1,305 1,221 1,066 622
Return On Assets (TTM) 10.47 % 10.73 % 11.25 % 11.04 % 7.34 %
LPLA's Total Ranking # 292 # 416 # 394 # 493 # 829
Total Assets (TTM) in million 13,214 12,944 12,571 12,301 10,805
Seq. Total Assets Change 2.08 % 2.97 % 2.19 % 13.85 % 39.66 %
Seq. Net Income Change 4.72 % -15.57 % -47.27 % 144.18 % 39.71 %



Return On Assets Company Ranking
Within: No.
Industry # 11
Sector # 30
Overall # 292

Return On Assets Statistics
High Average Low
12.65 %
6.8 %
3.76 %
(Mar 31 2024)   (June 30. 2016)



  News about Lpl Financial Holdings Inc

BrookBridge Private Wealth Joins LPL Private Wealth Management



BrookBridge Private Wealth Joins LPL Private Wealth Management: A Strategic Move in Wealth Management Landscape
nnIntroductionnn
On September 10, 2024, LPL Financial LLC solidified its strategic expansion in the financial services sector by announcing that private client advisor John Duane and portfolio manager Gregory Giantsos have joined its high-net-worth-focused employee affiliation model, known as LPL Private Wealth Management. This partnership has led to the establishment of BrookBridge Private Wealth, situated in Long Island, New York, and reflects an evolving landscape in wealth management.
nnFacts at a Glancenn
1. nnKey Personnelnn:
- John Duane: Private Client Advisor
- Gregory Giantsos: Portfolio Manager
2. nnFirm Detailsnn:
- New entity: BrookBridge Private Wealth
- Location: Long Island, New York
- Previous affiliation: Bank of America Private Bank
3. nnAssets Managednn:
- Approximately $700 million in advisory, brokerage, and retirement plan assets.




Financial Statements
Lpl Financial Holdings Inc 's Assets $ 13,214 million LPLA's Balance sheet
Lpl Financial Holdings Inc 's Income $ 255 million Quarterly LPLA's Income Statement
LPLA's Income by Division See LPLA's Income by Division



Annual Return On Assets (Dec 31 2023)
FY 2023
(Dec 31 2020)
FY 2020
(Dec 31 2019)
FY 2019
(Dec 31 2018)
FY 2018
(Dec 31 2017)
FY 2017
Y / Y Total Assets Change 88.57 % 10.94 % 7.35 % 2.22 % 10.83 %
Total Assets in million 12,301 6,524 5,880 5,477 5,359
Y / Y Net Income Change 125.59 % -15.58 % 27.4 % 83.98 % 24.45 %
Net Income in million 1,066 473 560 439 239
Return On Assets 8.67 % 7.25 % 9.52 % 8.02 % 4.46 %




Comment on LPLA's ROA in the fiscal year ending 2023
In the fiscal year 2023 ROA improved to 8.67 % compared to prior year, due to annual net income growth of 125.59 % to $1,066.25 million, while value of Lpl Financial Holdings Inc 's overall assets grew just by 88.57 % to $12,301.48 million, compared to $12,301.48 a year before.


More Return On Assets Ratios
LPLA's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
LPLA's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Roa for LPLA's Competitors
Roa for Lpl Financial Holdings Inc 's Suppliers
Return On Assets for LPLA's Customers

You may also want to know
LPLA's Roi LPLA's Inventory Turnover Ratio LPLA's Growth Rates LPLA's Dividend Comparisons
LPLA's Profitability Ratios LPLA's Asset Turnover Ratio LPLA's Dividend Growth
LPLA's Roe LPLA's Valuation Ratios LPLA's Financial Strength Ratios LPLA's Dividend Payout Ratio



Companies with similar Return On Assets at Sep 30 2024, within Financial Sector ROA
United States 12 month Oil Fund Lp  27.04 %
Abrdn Gold Etf Trust  26.87 %
Teucrium Commodity Trust  25.33 %
Artisan Partners Asset Management Inc   23.47 %
United States Brent Oil Fund Lp  22.69 %
Cohen and Steers Inc   22.18 %
Sei Investments Company  21.21 %
Erie Indemnity Company  21.13 %
Hamilton Lane Inc  20.80 %
Abrdn Precious Metals Basket Etf Trust  20.49 %
Invesco Db Base Metals Fund  19.97 %
Site Centers Corp   19.41 %
United States Commodity Index Funds Trust  18.57 %
Diamond Hill Investment Group Inc   17.87 %
Corvel Corporation  17.12 %
Price T Rowe Group Inc  16.89 %
Grayscale Bitcoin Cash Trust bch   16.35 %
Dave Inc   15.73 %
Marketaxess Holdings Inc   14.55 %
Pjt Partners Inc   13.51 %
Federated Hermes Inc   13.30 %
Moody s Corporation  13.27 %
Brightsphereinvestment Group Inc   12.47 %
Oppfi Inc   12.19 %
Lpl Financial Holdings Inc   11.91 %
Wisdomtree Investments Inc  11.89 %
Mgic Investment Corp  11.61 %
Nmi Holdings Inc   11.56 %
Grayscale Ethereum Classic Trust etc   11.18 %
Essent Group Ltd   10.99 %


Date modified: 2024-11-05T15:25:12+00:00


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