LPLA — LPL Financial Holdings Inc.
—
Nasdaq ·
Financials ·
Capital Markets ·
CIK 1397911 ·
Last close
$330.88
Market Cap
$26.05B
52W High
$399.03
52W Low
$259.94
ADV30
817,441
Next earnings
2026-10-27
Quarterly Fundamentals
Revenues vs Net Income (last 4 Q)
Assets vs Liabilities (last 4 Q)
| Period | Revenues | Gross profit | Op income | Net income | 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
$32,805,892,096
Total Cash
$2,843,863,040
Total Debt
$7,793,063,936
Shares Out
78,742,290
Trailing EPS
$12.48
Book Value
$72.72
ROE
18.6%
ROA
5.4%
Div Yield
0.34%
Annual Trend (SEC EDGAR, last 4y)
Revenues vs Net Income (last 4y)
| FY end | Revenues | Op income | Net income | Assets | Liabilities | Equity | Op cash flow |
|---|---|---|---|---|---|---|---|
| Dec 2025 | 16,989,479,000 | 1,552,913,000 | 863,024,000 | 18,492,753,000 | 13,148,268,000 | 5,344,485,000 | -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 | 2,930,602,000 | 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 | 2,078,979,000 | 512,611,000 |
| Dec 2022 | 8,600,825,000 | 1,237,887,000 | 845,702,000 | 9,482,226,000 | 7,314,674,000 | 2,167,552,000 | 1,945,577,000 |
TTM Snapshot
Revenues TTM
$18,257,906,000
NetIncome TTM
$900,855,000
OpCashFlow TTM
—
Assets (Latest)
$18,835,241,000
Forward EPS
$29.83
Max Pain — expiry 2026-10-16
max pain strike: $320.00 · spot: $330.88 · call oi: 2,651 · put oi: 2,073
Expected Move to 2026-10-16:
±$15.35
(4.64%) —
implied range
$315.53 –
$346.23
· ATM straddle on $330.00 strike
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| ARES | Ares Management Corp | $26.25B | $117.22 | — |
| NMR | NOMURA HOLDINGS INC | $28.03B | $9.59 | — |
| SCHW-PD | SCHWAB CHARLES CORP | $28.83B | $21.35 | — |
| TROW | PRICE T ROWE GROUP INC | $22.43B | $105.16 | — |
| RJF | RAYMOND JAMES FINANCIAL INC | $30.42B | $158.38 | — |
News headlines (Yahoo Finance, 1h cache)
LPL Financial (LPLA) Stock Still Looks Cheap Following Its 97% Five Year Run
2026-10-09 04:28 · Yahoo
LPL Financial Welcomes Legacy Financial Group
2026-10-07 12:55 · Yahoo
LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call
2026-10-06 20:05 · Yahoo
Wells Fargo Financial Advisor Team That Oversaw $1.1 Billion Jumps to LPL Financial
2026-10-06 18:34 · Yahoo
Investment Banking & Brokerage Stocks Q2 Results: Benchmarking LPL Financial (NASDAQ:LPLA)
2026-10-06 17:20 · Yahoo
LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNet
2026-10-05 19:07 · Yahoo
LPL Financial Welcomes Praxis Financial Partners
2026-10-05 12:55 · Yahoo
Finra Bars Former LPL Broker Who Allegedly Stole $1.7 Million From 2 Clients
2026-10-01 17:14 · Yahoo
LPL Financial Welcomes Lakewood Wealth Management
2026-09-30 12:55 · Yahoo
FINRA Bars Former LPL Rep For Taking $1.7M From Clients
2026-09-29 17:25 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.