LPLA — LPL Financial Holdings Inc.
—
Nasdaq ·
Financials ·
Capital Markets ·
CIK 1397911 ·
Last close
$364.18
Market Cap
$28.68B
52W High
$378.70
52W Low
$259.94
ADV30
660,435
Next earnings
2026-10-29
Quarterly Fundamentals
Revenues vs Net Income (last 4 Q)
Assets vs Liabilities (last 4 Q)
| Period | Revenues | GrossProfit | OpIncome | NetIncome | Assets | Cash | Liabilities |
|---|---|---|---|---|---|---|---|
| Jun 2026 | — | — | — | — | — | — | — |
| Mar 2026 | 4,938,434,000 | 1,223,010,000 | 584,876,000 | 356,404,000 | 18,835,241,000 | 1,024,459,000 | 13,149,539,000 |
| Dec 2025 | 4,932,470,000 | 1,167,377,000 | 503,174,000 | 300,719,000 | 18,492,753,000 | 1,037,378,000 | 13,148,268,000 |
| Sep 2025 | 4,551,977,000 | 898,012,000 | 72,184,000 | -29,517,000 | 18,032,214,000 | 1,343,507,000 | 12,989,276,000 |
Cashflow TTM (yfinance, fills SEC gap)
Operating CF
$-252,164,000
Investing CF
$-2,553,921,000
Financing CF
$-178,381,000
CapEx
$-679,127,000
Dividends Paid
$-96,049,000
Buybacks
$-309,476,000
EPS Diluted TTM
$12.54
As of
2026-08-09
Balance + Analyst (yfinance extras)
Retained Earnings
$6,522,675,000
Inventory
—
Receivables
$6,579,881,000
ST Investments
$188,006,000
EBIT TTM
$1,777,240,000
Pretax Income TTM
$1,363,538,000
Interest Exp TTM
$413,702,000
Analysts
14
Yahoo Snapshot (yfinance, live)
Total Revenue
$19,195,801,600
EBITDA
—
Free Cash Flow
—
Enterprise Value
$33,624,791,040
Total Cash
$2,843,863,040
Total Debt
$7,793,063,936
Shares Out
78,742,290
Trailing EPS
$12.57
Book Value
$72.72
ROE
18.6%
ROA
5.4%
Div Yield
0.33%
Annual Trend (SEC EDGAR, last 4y)
Revenues vs Net Income (last 4y)
| FY end | Revenues | OpIncome | NetIncome | Assets | Liabilities | Equity | OCF |
|---|---|---|---|---|---|---|---|
| Dec 2025 | 16,989,479,000 | 1,552,913,000 | 863,024,000 | 18,492,753,000 | 13,148,268,000 | — | -411,404,000 |
| Dec 2024 | 12,385,107,000 | 1,667,073,000 | 1,058,616,000 | 13,317,404,000 | 10,386,802,000 | — | 277,589,000 |
| Dec 2023 | 10,052,848,000 | 1,631,579,000 | 1,066,250,000 | 10,385,480,000 | 8,306,501,000 | — | 512,611,000 |
| Dec 2022 | 8,600,825,000 | 1,237,887,000 | 845,702,000 | 9,482,226,000 | 7,314,674,000 | — | 1,945,577,000 |
TTM Snapshot
Revenues TTM
$9,637,973,000
NetIncome TTM
$803,486,000
OpCashFlow TTM
$0
Assets (Latest)
$13,317,404,000
Forward EPS
$29.86
Max Pain — expiry 2026-09-18
max pain strike: $350.00 · spot: $361.11 · call oi: 1,850 · put oi: 554
Expected Move to 2026-09-18:
±$23.65
(6.55%) —
implied range
$337.46 –
$384.76
· ATM straddle on $360.00 strike
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| NMR | NOMURA HOLDINGS INC | $28.52B | $9.76 | — |
| NRSCF | NOMURA HOLDINGS INC | $27.62B | $9.45 | — |
| ARES | Ares Management Corp | $31.09B | $140.01 | — |
| CBOE | Cboe Global Markets, Inc. | $32.17B | $308.09 | — |
| MS-PA | MORGAN STANLEY | $32.70B | $19.01 | — |
News headlines (Yahoo Finance, 1h cache)
LPL Financial Recruits $1.6 Billion Advisor Team From Cambridge Investment Research
2026-08-25 16:42 · Yahoo
LPL Financial Welcomes Preferred Financial Group
2026-08-25 12:55 · Yahoo
LPL Financial Welcomes Conte Wealth Advisors, LLC
2026-08-24 12:55 · Yahoo
LPL Financial Welcomes Advisor Chris Stockton
2026-08-18 12:55 · Yahoo
3 Big Reasons to Love LPL Financial (LPLA)
2026-08-15 00:13 · Yahoo
FINNY Launches "Pay-as-You-Grow" Pricing, Directly Linking its Success to Advisors’ Growth
2026-08-17 18:26 · Yahoo
FINNY AI Rolls Out 'Pay-as-You-Grow' Pricing Model
2026-08-17 10:00 · Yahoo
LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer
2026-08-24 20:05 · Yahoo
Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?
2026-08-21 15:17 · Yahoo
LPL Financial (LPLA) Stock Looks Like A Bargain On Returns But Fully Priced On Earnings
2026-08-21 14:11 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.