Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 16.15% is 53% below its 5-year average of 34.34%, near the low end of its 5-year range (16.15%–51.29%).
As of the fiscal period ended Wednesday, December 31, 2025. 38.21% below its 12-month average of 26.13%.
Annual fiscal-year return on equity; no daily interpolation. Historical series through 2025-12-31.
RETURN ON EQUITY (ROE)
16.15%
RETURN ON EQUITY (ROE) AVG TTM
26.13%
RETURN ON EQUITY (ROE) AVG 3Y
35.65%
RETURN ON EQUITY (ROE) AVG 5Y
34.34%
RETURN ON EQUITY (ROE) AVG 10Y
34.33%
RETURN ON EQUITY (ROE) AVG 15Y
27.10%
RETURN ON EQUITY (ROE) AVG 20Y
21.83%
CURRENT VS TTM AVG
-38.21%
CURRENT VS 3Y AVG
-54.69%
CURRENT VS 5Y AVG
-52.97%
CURRENT VS 10Y AVG
-52.95%
CURRENT VS 15Y AVG
-40.40%
CURRENT VS 20Y AVG
-26.03%
SECTOR MEDIAN · FINANCIAL SERVICES
12.98%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
+24.42%
vs the sector median at left
LPL Financial Holdings Inc.
Market Cap
$25.34B
Return on Equity (ROE)
16.15%
TTM Avg
26.13%
3Y Avg
35.65%
5Y Avg
34.34%
Market Cap
$25.69B
Return on Equity (ROE)
18.89%
TTM Avg
19.63%
3Y Avg
19.57%
5Y Avg
17.01%
Market Cap
$24.85B
Return on Equity (ROE)
19.96%
TTM Avg
15.74%
3Y Avg
10.53%
5Y Avg
12.67%
Market Cap
$23.97B
Return on Equity (ROE)
12.74%
TTM Avg
12.07%
3Y Avg
19.35%
5Y Avg
15.94%
Market Cap
$26.76B
Return on Equity (ROE)
20.36%
TTM Avg
9.45%
3Y Avg
10.01%
5Y Avg
13.52%
Market Cap
$27.17B
Return on Equity (ROE)
8.12%
TTM Avg
6.59%
3Y Avg
7.13%
5Y Avg
7.18%
Market Cap
$23.41B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
Market Cap
$23.14B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$22.40B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| LPL Financial Holdings Inc. (LPLA) | $25.34B | 16.15% | 26.13% | 35.65% | 34.34% |
| W. R. Berkley Corporation (WRB)vs › | $25.69B | 18.89% | 19.63% | 19.57% | 17.01% |
| Cincinnati Financial Corporation (CINF)vs › | $24.85B | 19.96% | 15.74% | 10.53% | 12.67% |
| Principal Financial Group, Inc. (PFG)vs › | $23.97B | 12.74% | 12.07% | 19.35% | 15.94% |
| Willis Towers Watson Public Limited Company (WTW)vs › | $26.76B | 20.36% | 9.45% | 10.01% | 13.52% |
| Citizens Financial Group, Inc. (CFG)vs › | $27.17B | 8.12% | 6.59% | 7.13% | 7.18% |
| Synchrony Financial (SYF)vs › | $23.41B | 20.82% | 21.15% | 20.46% | 20.61% |
| Regions Financial Corporation (RF)vs › | $23.14B | 11.85% | 10.96% | 11.97% | 11.28% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.40B | 20.19% | 19.76% | 18.99% | 23.49% |
| Cboe Global Markets, Inc. (CBOE)vs › | $28.34B | 24.05% | 19.64% | 16.29% | 15.64% |
ROE
16.1%
ROA
4.7%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | 16.15% |
| 2024-12-31 | 36.12% |
| 2023-12-31 | 51.29% |
| 2022-12-31 | 39.02% |
| 2021-12-31 | 27.53% |
| 2020-12-31 | 35.95% |
| 2019-12-31 | 54.68% |
| 2018-12-31 | 45.12% |
| 2017-12-31 | 24.75% |
| 2016-12-31 | 23.38% |
| 2015-12-31 | 23.59% |
| 2014-12-31 | 18.32% |
| 2013-12-31 | 16.53% |
| 2012-12-31 | 13.33% |
| 2011-12-31 | 12.67% |
| 2010-12-31 | -4.84% |
| 2009-12-31 | 5.58% |
| 2008-12-31 | 5.76% |
| 2007-12-31 | 8.17% |
| 2006-12-31 | 5.37% |
| 2005-12-31 | 0.00% |
