LPLA — LPL Financial Holdings Inc.
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Nasdaq ·
Financials ·
Capital Markets ·
CIK 1397911 ·
Last close
$282.42
Market Cap
$22.59B
52W High
$339.63
52W Low
$274.93
ADV30
891,076
Next earnings
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Quarterly Fundamentals
Revenues vs Net Income (last 4 Q)
Assets vs Liabilities (last 4 Q)
| Period | Revenues | GrossProfit | OpIncome | NetIncome | Assets | Cash | Liabilities |
|---|---|---|---|---|---|---|---|
| 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 |
| Jun 2025 | 3,835,025,000 | 989,470,000 | 474,440,000 | 273,249,000 | 17,473,676,000 | 4,185,337,000 | 12,399,260,000 |
Cashflow TTM (yfinance, fills SEC gap)
Operating CF
$-460,814,000
Investing CF
$-2,498,955,000
Financing CF
$3,011,040,000
CapEx
$-616,671,000
Dividends Paid
$-96,074,000
Buybacks
$240,000
EPS Diluted TTM
$11.20
As of
2026-05-10
Balance + Analyst (yfinance extras)
Retained Earnings
$6,167,387,000
Inventory
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Receivables
$6,068,327,000
ST Investments
$84,862,000
EBIT TTM
$1,634,674,000
Pretax Income TTM
$1,216,838,000
Interest Exp TTM
$417,836,000
Analysts
14
Yahoo Snapshot (yfinance, live)
Total Revenue
$17,840,070,656
EBITDA
—
Free Cash Flow
—
Enterprise Value
$27,652,868,096
Total Cash
$2,725,543,936
Total Debt
$7,521,254,912
Shares Out
79,982,861
Trailing EPS
$11.12
Book Value
$70.91
ROE
20.5%
ROA
5.5%
Div Yield
0.42%
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
$28.45
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $22.25B | $103.82 | — |
| NMR | NOMURA HOLDINGS INC | $23.59B | $8.07 | — |
| NRSCF | NOMURA HOLDINGS INC | $23.73B | $8.12 | — |
| ARES | Ares Management Corp | $27.82B | $125.28 | — |
| RJF | RAYMOND JAMES FINANCIAL INC | $29.65B | $152.13 | — |
News headlines (Yahoo Finance, 1h cache)
LPL Financial's Brokerage & Advisory Assets Rise in April 2026
2026-05-25 15:22 · Yahoo
AI Could Kill the Brokerage Industry’s Cash Cow
2026-05-23 08:00 · Yahoo
Q1 Earnings Outperformers: LPL Financial (NASDAQ:LPLA) And The Rest Of The Investment Banking & Brokerage Stocks
2026-05-22 03:00 · Yahoo
LPL Financial Welcomes True Compass Advisors
2026-05-21 17:00 · Yahoo
LPL Financial Welcomes Emerald Wealth Management
2026-05-21 12:55 · Yahoo
LPL Attracts $1B Florida Team From Ameriprise
2026-05-20 14:53 · Yahoo
LPL Financial Welcomes Cebert Wealth Advisors
2026-05-20 12:55 · Yahoo
LPL Financial Awards And Governance Shifts Shape Long Term Investor Story
2026-05-19 15:11 · Yahoo
Davis Executive Wealth Joins LPL Strategic Wealth
2026-05-19 12:55 · Yahoo
AI Bubble Fears? ETFs Still Offer Growth Potential
2026-05-18 15:00 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.