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LPL Financial Holdings Inc.

LPLA Finance Investment Bankers/Brokers/Service
$359.33
Today
as of Sep 4, 16:51 ET
Last 30 days +4.94% Jul 28 → Sep 04
$334.67 $345.95 $357.23 $368.51 $379.79 Jul 28 Aug 05 Aug 12 Aug 20 Aug 27 Sep 04
Open
$355.43
High
$359.34
Low
$353.49
Volume
$440,921
Avg Vol
$889,792
Mkt Cap
$28.3B
P/E (TTM)
42.12
Beta
—
52w High
$400.16
52w Low
$260.15
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 25 items

mixed ▲ 3 ● 22 ▼ 0
Sep 1 · 12:55 PR GlobeNewswire neutral
LPL Welcomes ClearHaven Wealth Management to Linsco
Sep 1 · 00:22 Simply Wall St. neutral
How Investors May Respond To LPL Financial (LPLA) Losing Sierra Ridge While Revamping Its Tech Leadership
Aug 31 · 12:05 MA Barrons.com bullish
Cetera Recruits $2.1 Billion Advisor Group From LPL in Wake of Atria Acquisition
▸ Show all 25 press releases & news Free account →

Overview

52-week range
$260
$400
71% of range
Avg surprise (last 2)
+10.3%
Avg reaction (last 1)
+1.3%
100% positive
Latest IV / EM
31%
EM ±4.8% · $360 · Sep 18

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.37$1.01$2.39$3.77$5.15 Actual $4.24Actual $3.65Actual $2.91Actual $3.83Actual $3.23Actual $3.39Actual $5.15Est $4.54Actual $4.51Est $4.21Actual $-0.37Actual $4.43Actual $4.74 MarJunSepMarJunSepMar/2025Jun/2025SepMarJun
Revenue vs Net Income Revenue Net income
$-30M$1.3B$2.7B$4.1B$5.4B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Jun 30, 2026Jun 2026 $4.74 — — — — financials
Tue Mar 31, 2026Mar 2026 $4.43 — — — — financials
Tue Sep 30, 2025Sep 2025 $-0.37 — — — — financials
Thu Jul 31, 2025Jun/2025 $4.51 $4.21 +7.1% — — earnings
Thu May 8, 2025Mar/2025 $5.15 $4.54 +13.4% — +1.3% earnings
Mon Sep 30, 2024Sep 2024 $3.39 — — — — financials
Sun Jun 30, 2024Jun 2024 $3.23 — — — — financials
Sun Mar 31, 2024Mar 2024 $3.83 — — — — financials
Sat Sep 30, 2023Sep 2023 $2.91 — — — — financials
Fri Jun 30, 2023Jun 2023 $3.65 — — — — financials
Fri Mar 31, 2023Mar 2023 $4.24 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$5.19B$4.94B—$4.55B$3.84B$3.67B—$3.11B
Cost of revenue————————
Gross profit————————
Operating income————————
Net income$379M$356M—$-30M$273M$319M—$255M
EPS (diluted)$4.74$4.43—$-0.37$3.40$4.24—$3.39

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$1.28B$1.02B$1.04B$1.34B$4.19B$1.23B$967M$1.47B
Inventory————————
Total current assets————————
Total assets$19.79B$18.84B$18.49B$18.03B$17.47B$13.96B$13.32B$11.94B
Long-term debt$7.46B$7.18B$7.26B$7.52B$7.18B$5.69B—$4.44B
Total liabilities$14.03B$13.15B$13.15B$12.99B$12.40B$10.84B$10.39B$9.17B
Total equity$5.76B$5.69B$5.34B$5.04B$5.07B$3.12B$2.93B$2.77B

Implied volatility — last 90 days

29%39%48%57%67% Jun 07 — IV 51% · EM ±7.1%Jun 08 — IV 47% · EM ±6.2%Jun 09 — IV 47% · EM ±5.9%Jun 10 — IV 47% · EM ±5.5%Jun 11 — IV 48% · EM ±5.3%Jun 12 — IV 44% · EM ±4.5%Jun 15 — IV 52% · EM ±3.8%Jun 16 — IV 54% · EM ±3.2%Jun 17 — IV 67% · EM ±2.8%Jun 19 — IV 41% · EM ±9.1%Jun 22 — IV 41% · EM ±8.5%Jun 23 — IV 41% · EM ±8.4%Jun 24 — IV 43% · EM ±8.7%Jun 25 — IV 42% · EM ±8.2%Jun 26 — IV 42% · EM ±8.0%Jun 29 — IV 46% · EM ±8.1%Jun 30 — IV 41% · EM ±7.0%Jul 01 — IV 41% · EM ±6.8%Jul 02 — IV 41% · EM ±6.6%Jul 03 — IV 42% · EM ±6.6%Jul 06 — IV 44% · EM ±6.1%Jul 07 — IV 43% · EM ±5.7%Jul 08 — IV 42% · EM ±5.3%Jul 09 — IV 38% · EM ±4.5%Jul 10 — IV 39% · EM ±4.3%Jul 13 — IV 45% · EM ±3.8%Jul 14 — IV 43% · EM ±3.1%Jul 15 — IV 50% · EM ±3.0%Jul 16 — IV 50% · EM ±2.1%Jul 20 — IV 48% · EM ±11.4%Jul 21 — IV 48% · EM ±11.2%Jul 22 — IV 48% · EM ±11.0%Jul 23 — IV 48% · EM ±10.9%Jul 24 — IV 48% · EM ±10.7%Jul 27 — IV 50% · EM ±10.5%Jul 28 — IV 50% · EM ±10.2%Jul 29 — IV 50% · EM ±10.1%Jul 30 — IV 50% · EM ±9.9%Jul 31 — IV 39% · EM ±7.4%Aug 03 — IV 39% · EM ±7.0%Aug 04 — IV 39% · EM ±6.7%Aug 05 — IV 36% · EM ±5.9%Aug 06 — IV 36% · EM ±5.9%Aug 07 — IV 34% · EM ±5.3%Aug 10 — IV 33% · EM ±4.6%Aug 11 — IV 33% · EM ±4.4%Aug 12 — IV 32% · EM ±4.0%Aug 13 — IV 34% · EM ±4.0%Aug 14 — IV 30% · EM ±3.4%Aug 17 — IV 36% · EM ±3.0%Aug 18 — IV 37% · EM ±2.7%Aug 19 — IV 37% · EM ±2.2%Aug 20 — IV 42% · EM ±1.8%Aug 24 — IV 32% · EM ±6.8%Aug 25 — IV 32% · EM ±6.5%Aug 26 — IV 31% · EM ±6.2%Aug 27 — IV 30% · EM ±6.0%Aug 28 — IV 30% · EM ±5.7%Aug 31 — IV 30% · EM ±5.3%Sep 01 — IV 30% · EM ±5.2%Sep 02 — IV 32% · EM ±5.4%Sep 03 — IV 31% · EM ±5.1%Sep 04 — IV 31% · EM ±4.8%

Sector peers

JPM
J P Morgan Chase & Co
$962.4B $358.500.0%
BAC
Bank of America Corporation
$440.8B $62.68-0.0%
HSBC
HSBC Holdings plc
$349.6B $107.30+0.2%
MS
Morgan Stanley
$341.0B $218.00+0.1%
GS
The Goldman Sachs Group, Inc.
$302.2B $1,038.61+0.0%
RY
Royal Bank Of Canada
$292.3B $210.75+0.1%
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