LPL Financial Holdings Inc.
LPLANasdaq
$324.90
↓ -1.8%Jul 17 close · end-of-day
Price
1Y↓ -11.5%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$26.1B
Enterprise Value
$32.2B
P/E
29.2
P/S
1.4
P/B
4.6
EV/EBITDA
—
PEG
17.8
FCF Yield
-4.1%
Dividend Yield
0.4%
Revenue (TTM)
$18.3B
Net Income (TTM)
$900.9M
Free Cash Flow (TTM)
-$1.1B
Gross Margin
—
Operating Margin
—
Net Margin
4.9%
ROE
15.8%
ROIC
—
Debt / Equity
1.3
Net Cash
-$6.1B
Return 1Y
-13.9%
Company profile
LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance.
- CEO
- Dan H. Arnold
- Sector
- Finance, Insurance, And Real Estate
- Industry
- Trading
- Employees
- 6,900
- Headquarters
- California
- Website
- lpl.com
Management & directors
- Jambusaria AneriGroup Managing Director
- Cohen Marc EliotGroup Managing Director
- Gates GregGroup Managing Director
- Audette Matthew JPresident and CFO
- Enyedi MatthewGroup Managing Director
- Field EmilyGroup Managing Director
- Morningstar MatthewGroup Managing Director
- Reeping KatharinePrincipal Accounting Officer
- Steinmeier RichardChief Executive Officer
Roles derived from SEC Form 4 filings.
Earnings
LPLA Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$4.9B↑ +34.6%
Diluted EPS$4.43↑ +4.5%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $5.9B | $7.7B | $8.6B | $10.1B | $12.4B | $17.0B |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
| Net income | $472.6M | $459.9M | $845.7M | $1.1B | $1.1B | $863.0M |
| Diluted EPS | $5.86 | $5.63 | $10.40 | $13.69 | $14.03 | $10.92 |
| Operating cash flow | $789.9M | $453.1M | $1.9B | $512.6M | $277.6M | -$411.4M |
| Free cash flow | $634.4M | $237.1M | $1.6B | $109.3M | -$284.9M | -$981.8M |
| Gross margin | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — |
| Net margin | 8.0% | 6.0% | 9.8% | 10.6% | 8.5% | 5.1% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.9B | $3.1B | $3.5B | $3.7B | $3.8B | $4.6B | $4.9B | $4.9B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $243.8M | $255.3M | $270.7M | $318.6M | $273.2M | -$29.5M | $300.7M | $356.4M |
| Diluted EPS | $3.23 | $3.39 | $3.58 | $4.24 | $3.40 | -$0.37 | $3.65 | $4.43 |
| Operating cash flow | -$178.9M | $209.3M | -$178.8M | $339.8M | $193.3M | -$1.7B | $785.0M | $290.4M |
| Free cash flow | -$307.8M | $62.3M | -$344.3M | $220.3M | $56.3M | -$1.9B | $613.3M | $124.6M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 8.3% | 8.2% | 7.7% | 8.7% | 7.1% | -0.6% | 6.1% | 7.2% |
Company news
Jul 20, 2026
Jul 16, 2026
Jul 15, 2026
Jul 14, 2026
Jul 9, 2026
- 11d agoLPL Financial Announces Second Quarter 2026 Earnings Release Date and Conference Callfinance.yahoo.com
- 11d agoStifel, Commonwealth Top JD Power’s Advisor Satisfaction Rankingsfinance.yahoo.com
- 11d agoLPL Financial (LPLA) Declined Amid Structural Fee Pressure and AI Disruptionfinance.yahoo.com
- 11d agoLPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfactionfinance.yahoo.com
- 11d agoIs LPL Financial Holdings (LPLA) Undervalued As Russell Value Index Additions Draw New Buyers?finance.yahoo.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-17 | Jambusaria Aneri· Group Managing Director | Sale | 308 | $306.00 | $94,248.00 | filing |
| 2026-06-12 | Gates Greg· Group Managing Director | Tax withholding | 232 | $295.66 | $68,593.12 | filing |
| 2026-06-12 | Cohen Marc Eliot· Group Managing Director | Tax withholding | 44 | $295.66 | $13,009.04 | filing |
| 2026-06-04 | Glavin William Francis Jr | Award | 15 | $0.00 | $0.00 | filing |
| 2026-06-04 | EBERHART PAULETT | Award | 5 | $0.00 | $0.00 | filing |
| 2026-06-04 | BERNARD EDWARD C | Award | 4 | $0.00 | $0.00 | filing |
| 2026-06-04 | Thomas Corey E. | Award | 7 | $0.00 | $0.00 | filing |
| 2026-06-04 | SCHIFTER RICHARD P | Award | 19 | $0.00 | $0.00 | filing |
| 2026-06-04 | Putnam James S | Award | 10 | $0.00 | $0.00 | filing |
| 2026-06-04 | Mnookin Allison | Award | 3 | $0.00 | $0.00 | filing |
| 2026-05-15 | Glavin William Francis Jr | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | EBERHART PAULETT | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | BERNARD EDWARD C | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | BERNARD EDWARD C | Award | 348 | $0.00 | $0.00 | filing |
| 2026-05-15 | Putnam James S | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | Thomas Corey E. | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | Thomas Corey E. | Award | 348 | $0.00 | $0.00 | filing |
| 2026-05-15 | SCHIFTER RICHARD P | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | SCHIFTER RICHARD P | Award | 348 | $0.00 | $0.00 | filing |
| 2026-05-15 | MULCAHY ANNE M | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | MULCAHY ANNE M | Award | 348 | $0.00 | $0.00 | filing |
| 2026-05-15 | Mnookin Allison | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | Ko Albert J | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-15 | Khanna Somesh | Award | 712 | $0.00 | $0.00 | filing |
| 2026-05-07 | Putnam James S | Gift | 100 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.