LPL Financial Holdings (MEX:LPLA) Retained Earnings: MXN111,215 Mil (As of Mar. 2026)

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MEX:LPLA LPL Financial Holdings Inc MEX:LPLA
94 GF Score
Price MXN5,591.19
GF Value MXN7,883.99
Valuation Modestly Undervalued
! 4 Warning Signs
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What is LPL Financial Holdings Retained Earnings?

LPL Financial Holdings MEX:LPLA 94 Retained Earnings is MXN111,215 Mil as of Mar. 2026. GuruFocus rates MEX:LPLA with a GF Score™ of 94/100 and a GF Value™ of MXN7,883.99 (Modestly Undervalued). The stock has 4 warning signs investors should review.

Retained earnings is the accumulated portion of net income that is not distributed to shareholders. LPL Financial Holdings's retained earnings for the quarter that ended in Mar. 2026 was MXN111,215 Mil.

LPL Financial Holdings's quarterly retained earnings increased from Sep. 2025 (MXN102,172 Mil) to Dec. 2025 (MXN105,064 Mil) and increased from Dec. 2025 (MXN105,064 Mil) to Mar. 2026 (MXN111,215 Mil).

LPL Financial Holdings's annual retained earnings increased from Dec. 2023 (MXN69,342 Mil) to Dec. 2024 (MXN105,666 Mil) but then declined from Dec. 2024 (MXN105,666 Mil) to Dec. 2025 (MXN105,064 Mil).


LPL Financial Holdings  (MEX:LPLA) Retained Earnings Explanation

Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.

For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.

If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.

Of course, many companies with negative retained earnings have indeed lost money in the past.

Retained Earnings: Warren Buffett's Secret.

One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.

If the company loses more than it has accumulated, retained earnings is negative.

If a company isn't adding to its retained earnings, it isn't growing its net worth.

Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.

Microsoft is negative because it chose to buyback stock and pay dividends.

The more earnings retained, the faster it grows and increases growth rate for future earnings.


LPL Financial Holdings Retained Earnings Historical Data

* Premium members only.

The historical data trend for LPL Financial Holdings's Retained Earnings can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

LPL Financial Holdings Retained Earnings Chart

LPL Financial Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Retained Earnings
Get a 7-Day Free Trial Premium Member Only Premium Member Only 47,748.43 60,458.50 69,341.74 105,665.93 105,064.29

LPL Financial Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Retained Earnings Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 109,780.32 105,811.56 102,172.43 105,064.29 111,214.64
MEX:LPLA
94GF Score
LPL Financial Holdings Inc MEX:LPLA
Retained Earnings is just one metric. See GF Score™, valuation, warning signs, and more.
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LPL Financial Holdings Retained Earnings Calculation

Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.

Of course, if a company loses, it is called retained losses, or accumulated losses.

Frequently Asked Questions Learn more about Retained Earnings →
What does a Retained Earnings of MXN111,215 Mil mean?
LPL Financial Holdings (MEX:LPLA) has a Retained Earnings of MXN111,215 Mil as of Mar. 2026. Retained earnings is the amount of net income not issued to shareholders. View historical data on LPL Financial Holdings and its competitors.
Is LPL Financial Holdings' Retained Earnings too high?
LPL Financial Holdings' current Retained Earnings is MXN111,215 Mil. Overall, LPL Financial Holdings has a GF Score™ of 94/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Retained Earnings compare to TW and CRCL?
LPL Financial Holdings' Retained Earnings of MXN111,215 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Retained Earnings for a Capital Markets company?
A good Retained Earnings depends on the Capital Markets industry context. However, Retained Earnings should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Retained Earnings mean?
A high Retained Earnings can signal that a stock is expensive relative to its fundamentals. Retained earnings is the amount of net income not issued to shareholders. View historical data on LPL Financial Holdings and its competitors. LPL Financial Holdings's current Retained Earnings is MXN111,215 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (MEX:LPLA) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN7,883.99, compared to a current price of MXN5,591.19 — trading 29.1% below its estimated fair value. The current Retained Earnings is MXN111,215 Mil. LPL Financial Holdings' overall GF Score™ is 94/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Retained Earnings calculated?
Retained Earnings is calculated from a company's financial statements. For LPL Financial Holdings (MEX:LPLA), the current Retained Earnings is MXN111,215 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is LPL Financial Holdings (MEX:LPLA) Overvalued in 2026?

Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued. The current stock price of MXN5,591.19 is trading 29.1% below its estimated GF Value™ of MXN7,883.99. GuruFocus considers LPL Financial Holdings to be Modestly Undervalued.

Key valuation signals for MEX:LPLA:

  • Retained Earnings: MXN111,215 Mil
  • GF Value™: MXN7,883.99 vs. price of MXN5,591.19 (29.1% below fair value)
  • GF Score™: 94/100 with 4 warning signs

No single metric tells the full story. See the MEX:LPLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


LPL Financial Holdings Business Description

Address 4707 Executive Drive, San Diego, CA, USA, 92121
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
94GF Score

Get the complete analysis for MEX:LPLA

Retained Earnings is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN5,591.19
Price
MXN7,883.99
GF Value