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1.50%
Lpl financial holdings inc.
1.79%
Avg of Sector
-0.31%
S&P500

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| Quarterly | EPS Forecast | QoQ | Max | Min |
|---|---|---|---|---|
| 2026Q1 | ||||
| 2026Q2 | ||||
| 2026Q3 | ||||
| 2026Q4 | ||||
| 2027Q1 |
LPL Financial Holdings Inc., together with its subsidiaries, 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, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Unit : USD
| QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
|---|---|---|---|---|---|---|---|
| Current | |||||||
| 2025Q4 | |||||||
| 2025Q3 | |||||||
| 2025Q2 | |||||||
| 2025Q1 |
The most recent financial report for Lpl financial holdings inc. (LPLA) covers the period of 2025Q4 and was published on 2025/12/31. This report is prepared according to IFRS/US GAAP standards and includes key financial indicators—Revenue, Profitability, Cash Flow, and Capital Structure. This information is essential for investors evaluating LPLA's short-term business performance and financial health. For the latest updates on LPLA's earnings releases, visit this page regularly.
According to historical valuation range analysis, Lpl financial holdings inc. (LPLA)'s current price-to-earnings (P/E) ratio is 28.2, placing it in the Watch zone on the P/E River chart. This level indicates that the market's expectations for future earnings are already reflected in the share price, with the valuation currently leaning optimistic. Investors are advised to further examine the company's fundamentals and its position in the industry cycle to validate whether the valuation is justified.
According to the latest financial report, Lpl financial holdings inc. (LPLA) reported an Operating Profit of 503.17M with an Operating Margin of 10.2% this period, representing a growth of 18.88% compared to the same period last year. Operating Profit reflects the company's core business efficiency and cost control, making it a key indicator for evaluating operational strength and profitability.
In the latest financial report, Lpl financial holdings inc. (LPLA) announced revenue of 4.93B, with a Year-Over-Year growth rate of 40.43%. Revenue growth can be driven by product mix changes, market share expansion, price adjustments, or international market penetration. Investors should also monitor gross margin and regional revenue distribution for a comprehensive view of growth quality and sustainability.
At the end of the period, Lpl financial holdings inc. (LPLA) held Total Cash and Cash Equivalents of 3.05B, accounting for 0.17 of total assets. Both current and quick ratios indicate robust short-term debt repayment ability. High cash reserves typically mean the company has strong liquidity, supporting operational needs, expansion investments, or shareholder returns.
In the latest report, Lpl financial holdings inc. (LPLA) achieved the “three margins increasing” benchmark, with a gross margin of 31.3%%, operating margin of 10.2%%, and net margin of 6.1%%. This demonstrates improvement in profitability, which is a key signal for fundamental analysis. Investors should consider margin trends alongside other financial indicators to assess LPLA's profit trajectory and future growth potential.
According to the past four quarterly reports, Lpl financial holdings inc. (LPLA)'s earnings per share (EPS) shows a steady growth trend, with the latest EPS at 3.78. If EPS continues to rise due to revenue growth and cost optimization, it can support P/E valuation recovery and attract long-term investors.
Lpl financial holdings inc. (LPLA)'s Free Cash Flow (FCF) for the period is 613.33M, calculated as Operating Cash Flow minus Capital Expenditures, representing a rise of 278.14% compared with the previous period. Positive FCF growth provides stable funding for dividends, debt repayment, or strategic acquisitions, and is an important measure of true profitability and shareholder return potential.
The latest valuation data shows Lpl financial holdings inc. (LPLA) has a Price-To-Earnings (PE) ratio of 28.2 and a Price/Earnings-To-Growth (PEG) ratio of -0.02. A PEG below 1 usually suggests the market is underestimating growth potential, while a PEG above 1 indicates high growth expectations are already priced in. Investors should conduct a comprehensive valuation by considering historical growth, market forecasts, and industry cycles.