LPLA Scorecard | LPL Financial Holdings Inc.

LPL Financial Holdings Inc. (LPLA) Scorecard

2026-Q2: Total return Lose; Revenue growth Win; EPS growth Lose.
2026-Q1: Total return Lose; Revenue growth Win; EPS growth Lose.
2025-Q4: Total return Win; Revenue growth Win; EPS growth Lose.
2025-Q3: Total return Lose; Revenue growth Win; EPS growth Lose.

40 QUARTERS × 3 ROAST BATTLES

84/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.

Trailing 1 year (4 quarters): 5 wins, 7 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly.

Quarter	Total return	Revenue growth	EPS growth
2026-Q21/3	LoseLPLA / S&P -6.27% / 15.20%	WinLPLA / S&P 38.82% / 15.00%	LoseLPLA / S&P -13.96% / 50.40%
2026-Q11/3	LoseLPLA / S&P -15.69% / -4.33%	WinLPLA / S&P 38.08% / 11.30%	LoseLPLA / S&P -22.23% / 27.70%
2025-Q42/3	WinLPLA / S&P 7.44% / 2.65%	WinLPLA / S&P 37.18% / 9.00%	LoseLPLA / S&P -21.31% / 13.40%
2025-Q31/3	LoseLPLA / S&P -11.20% / 8.12%	WinLPLA / S&P 35.19% / 4.61%	LoseLPLA / S&P -18.54% / 13.45%
2025-Q23/3	WinLPLA / S&P 14.71% / 10.94%	WinLPLA / S&P 29.23% / 4.83%	WinLPLA / S&P 13.79% / 10.63%
2025-Q12/3	WinLPLA / S&P 0.29% / -4.27%	WinLPLA / S&P 26.32% / 4.98%	LoseLPLA / S&P 8.90% / 10.57%
2024-Q42/3	WinLPLA / S&P 40.49% / 2.41%	WinLPLA / S&P 23.20% / 5.25%	LoseLPLA / S&P 2.63% / 6.15%
2024-Q31/3	LoseLPLA / S&P -16.58% / 5.89%	WinLPLA / S&P 18.21% / 5.89%	LoseLPLA / S&P -9.57% / 6.11%
2024-Q22/3	WinLPLA / S&P 5.83% / 4.28%	WinLPLA / S&P 16.49% / 5.38%	LoseLPLA / S&P -12.53% / 5.12%
2024-Q12/3	WinLPLA / S&P 16.20% / 10.56%	WinLPLA / S&P 16.92% / 5.71%	LoseLPLA / S&P 2.00% / 5.59%
2023-Q42/3	LoseLPLA / S&P -4.09% / 11.69%	WinLPLA / S&P 16.88% / 6.81%	WinLPLA / S&P 31.44% / 7.78%
2023-Q33/3	WinLPLA / S&P 9.45% / -3.27%	WinLPLA / S&P 16.51% / 7.52%	WinLPLA / S&P 88.85% / -5.03%
2023-Q22/3	LoseLPLA / S&P 7.60% / 8.74%	WinLPLA / S&P 14.15% / 9.50%	WinLPLA / S&P 136.77% / -8.57%
2023-Q12/3	LoseLPLA / S&P -6.25% / 7.50%	WinLPLA / S&P 10.82% / 10.77%	WinLPLA / S&P 128.47% / -15.69%
2022-Q41/3	LoseLPLA / S&P -0.97% / 7.56%	LoseLPLA / S&P 11.40% / 11.88%	WinLPLA / S&P 84.40% / -17.99%
2022-Q33/3	WinLPLA / S&P 18.56% / -4.88%	WinLPLA / S&P 16.01% / 13.47%	WinLPLA / S&P 37.08% / -1.41%
2022-Q22/3	WinLPLA / S&P 1.11% / -16.10%	WinLPLA / S&P 23.65% / 13.71%	LoseLPLA / S&P 8.39% / 11.04%
2022-Q12/3	WinLPLA / S&P 14.29% / -4.60%	WinLPLA / S&P 32.10% / 15.97%	LoseLPLA / S&P 2.89% / 42.23%
2021-Q41/3	LoseLPLA / S&P 2.28% / 11.03%	WinLPLA / S&P 31.49% / 15.00%	LoseLPLA / S&P -3.75% / 96.40%
2021-Q32/3	WinLPLA / S&P 16.33% / 0.58%	WinLPLA / S&P 25.61% / 10.77%	LoseLPLA / S&P -5.64% / 69.42%
2021-Q21/3	LoseLPLA / S&P -4.89% / 8.55%	WinLPLA / S&P 16.76% / 6.58%	LoseLPLA / S&P -9.35% / 51.81%
2021-Q12/3	WinLPLA / S&P 36.64% / 6.17%	WinLPLA / S&P 6.98% / -1.06%	LoseLPLA / S&P -18.07% / 7.39%
2020-Q43/3	WinLPLA / S&P 36.33% / 12.15%	WinLPLA / S&P 4.39% / -3.72%	WinLPLA / S&P -11.48% / -33.42%
2020-Q32/3	LoseLPLA / S&P -1.92% / 8.93%	WinLPLA / S&P 4.45% / -2.04%	WinLPLA / S&P -6.22% / -27.10%
2020-Q23/3	WinLPLA / S&P 44.54% / 20.54%	WinLPLA / S&P 5.25% / -0.46%	WinLPLA / S&P 4.30% / -27.11%
2020-Q12/3	LoseLPLA / S&P -40.72% / -19.60%	WinLPLA / S&P 7.48% / 3.47%	WinLPLA / S&P 19.68% / -14.75%
2019-Q43/3	WinLPLA / S&P 12.96% / 9.07%	WinLPLA / S&P 8.41% / 5.36%	WinLPLA / S&P 36.21% / 2.99%
2019-Q32/3	LoseLPLA / S&P 0.74% / 1.70%	WinLPLA / S&P 10.15% / 5.02%	WinLPLA / S&P 53.46% / 0.21%
2019-Q23/3	WinLPLA / S&P 17.47% / 4.30%	WinLPLA / S&P 14.59% / 6.64%	WinLPLA / S&P 66.67% / 8.65%
2019-Q13/3	WinLPLA / S&P 14.42% / 13.65%	WinLPLA / S&P 18.52% / 8.12%	WinLPLA / S&P 83.71% / 14.29%
2018-Q43/3	WinLPLA / S&P -4.94% / -13.52%	WinLPLA / S&P 21.18% / 9.05%	WinLPLA / S&P 88.37% / 18.23%
2018-Q32/3	LoseLPLA / S&P -1.21% / 7.71%	WinLPLA / S&P 19.54% / 10.21%	WinLPLA / S&P 78.30% / 19.06%
2018-Q23/3	WinLPLA / S&P 7.71% / 3.43%	WinLPLA / S&P 14.42% / 9.03%	WinLPLA / S&P 57.83% / 14.46%
2018-Q13/3	WinLPLA / S&P 7.30% / -0.76%	WinLPLA / S&P 10.00% / 7.68%	WinLPLA / S&P 46.89% / 12.46%
2017-Q42/3	WinLPLA / S&P 11.37% / 6.64%	LoseLPLA / S&P 5.73% / 7.03%	WinLPLA / S&P 21.13% / 13.82%
2017-Q32/3	WinLPLA / S&P 22.12% / 4.48%	LoseLPLA / S&P 2.71% / 5.68%	WinLPLA / S&P 20.51% / 17.57%
2017-Q22/3	WinLPLA / S&P 7.22% / 3.09%	LoseLPLA / S&P 0.64% / 4.83%	WinLPLA / S&P 27.78% / 17.74%
2017-Q12/3	WinLPLA / S&P 13.86% / 6.07%	LoseLPLA / S&P -2.19% / 3.67%	WinLPLA / S&P 16.76% / 13.32%
2016-Q42/3	WinLPLA / S&P 18.52% / 3.82%	LoseLPLA / S&P -5.28% / 2.09%	WinLPLA / S&P 21.71% / 7.05%
2016-Q32/3	WinLPLA / S&P 34.01% / 3.85%	LoseLPLA / S&P -6.81% / 0.20%	WinLPLA / S&P -0.51% / -3.15%

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

Metric	LPLA total return	S&P 500 Total Return Index
Total return	-0.54%	20.78%
Annualized return	-0.54%	20.78%

5Y · 2021-09-01 to 2026-08-27

Metric	LPLA total return	S&P 500 Total Return Index
Total return	147.55%	83.14%
Annualized return	19.88%	12.86%

10Y · 2016-09-01 to 2026-08-27

Metric	LPLA total return	S&P 500 Total Return Index
Total return	1257.57%	319.30%
Annualized return	29.80%	15.41%

Calculation rules

window: Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis: Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule: Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency: Quarter endpoints only.
fundamentals: Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring

Snapshot captured 2026-09-04.

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