LPLA — LPL Financial Holdings Inc.
—
Nasdaq ·
Financials ·
Capital Markets ·
CIK 1397911 ·
Last close
$295.32
Market Cap
$23.62B
52W High
$339.63
52W Low
$260.15
ADV30
1,067,031
Next earnings
2026-07-30
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
—
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
$28,415,893,504
Total Cash
$2,725,543,936
Total Debt
$7,521,254,912
Shares Out
79,982,861
Trailing EPS
$11.10
Book Value
$70.91
ROE
20.5%
ROA
5.5%
Div Yield
0.41%
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
Max Pain — expiry 2026-06-18
max pain strike: $290.00 · spot: $303.30 · call oi: 1,186 · put oi: 726
Expected Move to 2026-06-18:
±$9.68
(3.19%) —
implied range
$293.62 –
$312.97
· ATM straddle on $300.00 strike
Peers — same industry
| Ticker | Name | Market Cap | Last | Daily % |
|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $23.27B | $108.61 | — |
| NRSCF | NOMURA HOLDINGS INC | $24.70B | $8.45 | — |
| NMR | NOMURA HOLDINGS INC | $25.75B | $8.81 | — |
| ARES | Ares Management Corp | $30.05B | $135.36 | — |
| RJF | RAYMOND JAMES FINANCIAL INC | $30.15B | $154.71 | — |
News headlines (Yahoo Finance, 1h cache)
LPL Financial Reports Monthly Activity for May 2026
2026-06-16 20:05 · Yahoo
LPL Recruits $1.5B Dallas Team From MassMutual
2026-06-16 15:44 · Yahoo
LPL Financial Welcomes Spectrum Wealth Strategies
2026-06-16 12:55 · Yahoo
LPL Financial Welcomes Fortress Financial Planning
2026-06-15 12:55 · Yahoo
LPL Financial (LPLA) Stock Is Up, What You Need To Know
2026-06-12 23:57 · Yahoo
CINC Systems and HOA Invest Partner to Automate Off-Book Reserve Visibility for Community Association Management
2026-06-11 19:56 · Yahoo
‘Mansplaining’ Hasn’t Gone Away. Plus, Women on the Move.
2026-06-11 16:44 · Yahoo
LPL Financial Welcomes Advisor Les Smith
2026-06-11 12:55 · Yahoo
LPL Welcomes Allegia Wealth Management
2026-06-09 12:55 · Yahoo
Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model
2026-06-09 10:00 · Yahoo
Recent Insider Activity
No insider activity indexed for this ticker.