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Apr 30, 2026·SEC
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LPL Financial Holdings Inc.(LPLA)Earnings, Financials & Key Ratios
LPLA•NASDAQ•Banking & Credit
$327.58
$26.27B mkt cap·30.0× P/E·Price updated May 6, 2026
AboutLPL 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.Show more
- Net Interest Income-$172M+37.3%
- Total Revenue$16.99B+37.2%
- Net Income$863M-18.5%
- Return on Equity20.86%-50.6%
- Net Interest Margin-0.93%+54.9%
- Efficiency Ratio12.14%-11.7%
- ROA5.43%-39.3%
- Equity / Assets28.9%+31.3%
- Book Value per Share67.60+74.0%
- Tangible BV/Share-7.98+17.0%
- Debt/Equity1.36-30.7%
LPLA Key Insights
LPL Financial Holdings Inc. (LPLA) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Excellent 3Y average ROE of 37.8%
- ✓Efficient operations: 12.1% efficiency ratio
- ✓Well capitalized: 28.9% equity/assets
- ✓Diversified revenue: 98.6% from non-interest income
✗Weaknesses
- ✗Weak Piotroski F-Score: 3/9
- ✗Weak NIM of -0.9%
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
LPLA Price & Volume
LPL Financial Holdings Inc. (LPLA) stock price & volume — 10-year historical chart
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LPLA Growth Metrics
LPL Financial Holdings Inc. (LPLA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years14.8%
5 Years23.68%
3 Years25.47%
TTM-
Profit CAGR
10 Years17.73%
5 Years12.8%
3 Years0.68%
TTM-18.48%
EPS CAGR
10 Years20.16%
5 Years13.26%
3 Years1.64%
TTM-21.58%
Return on Capital
10 Years18.84%
5 Years20.64%
3 Years21.91%
Last Year19.06%
LPLA Recent Earnings
LPL Financial Holdings Inc. (LPLA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 30, 2026EPS
$5.60
Est $5.49
+2.0%
Revenue
$4.9B
Est $5.0B
-0.9%
Q1 2026
Jan 29, 2026EPS
$5.23
Est $4.92
+6.3%
Revenue
$4.9B
Est $4.9B
+0.5%
Q4 2025
Oct 30, 2025EPS
$5.20
Est $4.49
+15.8%
Revenue
$4.6B
Est $4.4B
+4.6%
Q3 2025
Jul 31, 2025EPS
$4.51
Est $4.23
+6.6%
Revenue
$3.8B
Est $3.8B
+1.6%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $5.60vs $5.49+2.0% | $4.9Bvs $5.0B-0.9% |
| Q1 2026 | Jan 29, 2026 | $5.23vs $4.92+6.3% | $4.9Bvs $4.9B+0.5% |
| Q4 2025 | Oct 30, 2025 | $5.20vs $4.49+15.8% | $4.6Bvs $4.4B+4.6% |
| Q3 2025 | Jul 31, 2025 | $4.51vs $4.23+6.6% | $3.8Bvs $3.8B+1.6% |
Based on last 12 quarters of dataView full earnings history →
LPLA Peer Comparison
LPL Financial Holdings Inc. (LPLA) competitors in Wealth Management Platforms — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 RJF | 31.31B | 158.87 | 15.42 | 7.94% | 13.42% | 16.36% | 7.17% | 0.36 |
 SF | 12.03B | 77.75 | 13.22 | 6.94% | 10.86% | 11.96% | 9.98% | 0.36 |
 AMTD | 7.51M | 1.06 | 0.25 | -55.94% | 94.4% | 12.95% | 68.62% | 0.17 |
 CSWC | 1.44B | 24.30 | 16.53 | 7.67% | 43.07% | 10.32% | 1.08 | |
 SCHW | 164.19B | 92.40 | 30.90 | 1.87% | 22.85% | 291.38% | 1.25% | 0.93 |
 MS | 301.05B | 189.21 | 23.80 | 16.83% | 12.98% | 14.57% | 3.42 | |
 AMP | 45.71B | 474.65 | 13.05 | 5.17% | 18.84% | 58.14% | 6.33% | 0.90 |
 RILY | 311.09M | 8.85 | 1.16 | -11.45% | 29.82% |
Compare LPLA vs Peers
LPL Financial Holdings Inc. (LPLA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LPLA Income Statement
LPL Financial Holdings Inc. (LPLA) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -82.55M | -84.81M | -83.49M | -76.35M | -75.84M | -126.23M | -186.8M | -274.18M | -171.79M |
| NII Growth % | -9.78% | -2.74% | 1.56% | 8.55% | 0.68% | -66.45% | -47.98% | -46.77% | 37.34% |
| Net Interest Margin % | -1.54% | -1.55% | -1.42% | -1.16% | -0.95% | -1.33% | -1.8% | -2.06% | -0.93% |
| Interest Income | 24.47M | 40.21M | 46.51M | 29.41M | 28.58M | 0 | 0 | 0 | 231.62M |
| Interest Expense | 107.03M | 125.02M | 130M | 105.77M | 104.41M | 126.23M | 186.8M | 274.18M | 403.41M |
| Loan Loss Provision | 3.08B | 3.62B | 3.88B | 4.27B | 5.9B | 6.11B | 6.81B | 8.74B | 12.24B |
| Non-Interest Income | 4.26B | 5.15B | 5.58B | 5.84B | 7.69B | 8.6B | 10.05B | 12.39B | 16.76B |
| Non-Interest Income % | 99.43% | 99.23% | 99.17% | 99.5% | 99.63% | 100% | 100% | 100% | 98.64% |
| Total Revenue | 4.28B▲ 0% | 5.19B▲ 21.2% | 5.62B▲ 8.4% | 5.87B▲ 4.4% | 7.72B▲ 31.5% | 8.6B▲ 11.4% | 10.05B▲ 16.9% | 12.39B▲ 23.2% | 16.99B▲ 37.2% |
| Revenue Growth % | 5.73% | 21.18% | 8.41% | 4.39% | 31.49% | 11.4% | 16.88% | 23.2% | 37.18% |
| Non-Interest Expense | 603.91M | 723.36M | 741.11M | 762.21M | 983.57M | 1.13B | 1.42B | 1.7B | 2.06B |
| Efficiency Ratio | 14.11% | 13.94% | 13.18% | 12.98% | 12.74% | 13.15% | 14.12% | 13.75% | 12.14% |
| Operating Income | 494M▲ 0% | 717.66M▲ 45.3% | 874.99M▲ 21.9% | 731.84M▼ 16.4% | 730.14M▼ 0.2% | 1.24B▲ 69.5% | 1.63B▲ 31.8% | 1.67B▲ 2.2% | 2.28B▲ 37.1% |
| Operating Margin % | 11.54% | 13.83% | 15.56% | 12.46% | 9.46% | 14.39% | 16.23% | 13.46% | 13.45% |
| Operating Income Growth % | 25.38% | 45.27% | 21.92% | -16.36% | -0.23% | 69.54% | 31.8% | 2.18% | 37.06% |
| Pretax Income | 364.57M▲ 0% | 592.64M▲ 62.6% | 741.84M▲ 25.2% | 626.07M▼ 15.6% | 601.33M▼ 4.0% | 1.11B▲ 84.9% | 1.44B▲ 30.0% | 1.39B▼ 3.6% | 1.15B▼ 17.5% |
| Pretax Margin % | 8.52% | 11.42% | 13.19% | 10.66% | 7.79% | 12.92% | 14.37% | 11.25% | 6.77% |
| Income Tax | 125.71M | 153.18M | 181.96M | 153.43M | 141.46M | 265.95M | 378.52M | 334.28M | 286.48M |
| Effective Tax Rate % | 34.48% | 25.85% | 24.53% | 24.51% | 23.53% | 23.92% | 26.2% | 24% | 24.92% |
| Net Income | 238.86M▲ 0% | 439.46M▲ 84.0% | 559.88M▲ 27.4% | 472.64M▼ 15.6% | 459.87M▼ 2.7% | 845.7M▲ 83.9% | 1.07B▲ 26.1% | 1.06B▼ 0.7% | 863.02M▼ 18.5% |
| Net Margin % | 5.58% | 8.47% | 9.95% | 8.05% | 5.96% | 9.83% | 10.61% | 8.55% | 5.08% |
| Net Income Growth % | 24.45% | 83.98% | 27.4% | -15.58% | -2.7% | 83.9% | 26.08% | -0.72% | -18.48% |
| Net Income (Continuing) | 238.86M | 439.46M | 559.88M | 472.64M | 459.87M | 845.7M | 1.07B | 1.06B | 863.02M |
| EPS (Diluted) | 2.59▲ 0% | 4.85▲ 87.3% | 6.62▲ 36.5% | 5.86▼ 11.5% | 5.63▼ 3.9% | 10.40▲ 84.7% | 13.69▲ 31.6% | 14.03▲ 2.5% | 10.92▼ 22.2% |
| EPS Growth % | 21.6% | 87.26% | 36.49% | -11.48% | -3.92% | 84.72% | 31.63% | 2.48% | -22.17% |
| EPS (Basic) | 2.65 | 4.99 | 6.78 | 5.96 | 5.75 | 10.60 | 13.88 | 14.17 | 10.97 |
| Diluted Shares Outstanding | 92.11M | 90.62M | 84.62M | 80.7M | 81.74M | 81.28M | 77.86M | 75.43M | 79.06M |
LPLA Balance Sheet
LPL Financial Holdings Inc. (LPLA) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 822.51M | 520.76M | 616.16M | 818.36M | 514.92M | 884.28M | 541.76M | 1.01B | 1.13B |
| Cash & Due from Banks | 811.14M | 511.1M | 590.21M | 808.61M | 495.25M | 847.52M | 465.67M | 967.08M | 1.04B |
| Short Term Investments | 11.38M | 9.67M | 25.95M | 9.75M | 19.67M | 36.76M | 76.09M | 42.27M | 91.53M |
| Total Investments | 23.21M | 22.67M | 37.75M | 95.58M | 144.17M | 174.86M | 268.44M | 336.16M | 183.06M |
| Investments Growth % | 34.44% | -2.34% | 66.55% | 153.17% | 50.84% | 21.29% | 53.52% | 25.23% | -45.55% |
| Long-Term Investments | 11.83M | 13M | 11.81M | 85.83M | 124.49M | 138.1M | 192.35M | 293.9M | 91.53M |
| Accounts Receivables | 540.44M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill & Intangibles | 1.84B | 1.97B | 1.94B | 1.91B | 2.1B | 2.07B | 2.53B | 3.66B | 5.98B |
| Goodwill | 1.43B | 1.49B | 1.5B | 1.51B | 1.64B | 1.64B | 1.86B | 2.17B | 2.64B |
| Intangible Assets | 414.09M | 484.17M | 439.84M | 397.49M | 455.03M | 427.68M | 671.59M | 1.48B | 3.33B |
| PP&E (Net) | 412.68M | 461.42M | 635.52M | 684.79M | 753.92M | 872.89M | 1.03B | 1.33B | 1.41B |
| Other Assets | 447.77M | 305.15M | 401.34M | 436.43M | 556.67M | 564.84M | 778.6M | 1.09B | 2.2B |
| Total Current Assets | 2.64B | 2.72B | 2.89B | 3.45B | 4.45B | 5.74B | 5.69B | 6.82B | 8.81B |
| Total Non-Current Assets | 2.71B | 2.75B | 2.99B | 3.14B | 3.54B | 3.74B | 4.69B | 6.5B | 9.68B |
| Total Assets | 5.36B▲ 0% | 5.48B▲ 2.2% | 5.88B▲ 7.4% | 6.6B▲ 12.2% | 7.99B▲ 21.2% | 9.48B▲ 18.7% | 10.39B▲ 9.5% | 13.32B▲ 28.2% | 18.49B▲ 38.9% |
| Asset Growth % | 10.83% | 2.22% | 7.35% | 12.18% | 21.16% | 18.65% | 9.53% | 28.23% | 38.86% |
| Return on Assets (ROA) | 4.69% | 8.11% | 9.86% | 7.58% | 6.3% | 9.68% | 10.73% | 8.93% | 5.43% |
| Accounts Payable | 1.06B | 1.08B | 1.22B | 1.93B | 2.27B | 3.29B | 2.92B | 2.62B | 0 |
| Total Debt | 2.49B | 2.48B | 2.65B | 2.59B | 3.05B | 2.95B | 3.96B | 5.75B | 7.26B |
| Net Debt | 1.68B | 1.97B | 2.06B | 1.78B | 2.56B | 2.1B | 3.5B | 4.78B | 6.22B |
| Long-Term Debt | 2.39B | 2.37B | 2.35B | 2.35B | 2.72B | 2.72B | 3.45B | 4.45B | 7.26B |
| Short-Term Debt | 0 | 0 | 45M | 0 | 90M | 0 | 280M | 1.05B | 0 |
| Other Liabilities | 212.97M | 212.86M | 263.82M | 378.01M | 460.05M | 595.47M | 1.06B | 1.49B | 2.25B |
| Total Current Liabilities | 1.6B | 1.72B | 1.9B | 2.22B | 2.74B | 3.63B | 3.57B | 4.19B | 3.64B |
| Total Non-Current Liabilities | 2.79B | 2.79B | 2.95B | 3.07B | 3.58B | 3.68B | 4.74B | 6.19B | 9.51B |
| Total Liabilities | 4.39B | 4.5B | 4.86B | 5.28B | 6.32B | 7.31B | 8.31B | 10.39B | 13.15B |
| Total Equity | 965.01M▲ 0% | 974.07M▲ 0.9% | 1.02B▲ 5.1% | 1.31B▲ 28.4% | 1.67B▲ 27.1% | 2.17B▲ 29.8% | 2.08B▼ 4.1% | 2.93B▲ 41.0% | 5.34B▲ 82.4% |
| Equity Growth % | 17.54% | 0.94% | 5.11% | 28.42% | 27.05% | 29.75% | -4.09% | 40.96% | 82.37% |
| Equity / Assets (Capital Ratio) | 18.01% | 17.78% | 17.41% | 19.93% | 20.9% | 22.86% | 20.02% | 22.01% | 28.9% |
| Return on Equity (ROE) | 26.75% | 45.33% | 56.05% | 40.42% | 30.81% | 44.07% | 50.22% | 42.26% | 20.86% |
| Book Value per Share | 10.48 | 10.75 | 12.10 | 16.29 | 20.44 | 26.67 | 26.70 | 38.85 | 67.60 |
| Tangible BV per Share | -9.52 | -11.04 | -10.87 | -7.39 | -5.22 | 1.20 | -5.77 | -9.62 | -7.98 |
| Common Stock | 123K | 125K | 126K | 127K | 129K | 130K | 130K | 131K | 136K |
| Additional Paid-in Capital | 1.56B | 1.63B | 1.7B | 1.76B | 1.84B | 1.91B | 1.99B | 2.07B | 3.83B |
| Retained Earnings | 718.34M | 1.07B | 1.55B | 1.94B | 2.33B | 3.1B | 4.09B | 5.07B | 5.85B |
| Accumulated OCI | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Treasury Stock | -1.31B | -1.73B | -2.23B | -2.39B | -2.5B | -2.85B | -3.99B | -4.2B | -4.33B |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
LPLA Cash Flow Statement
LPL Financial Holdings Inc. (LPLA) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 443.78M | 581.58M | 623.87M | 789.94M | 453.13M | 1.95B | 512.61M | 277.59M | -423.04M |
| Operating CF Growth % | 61.47% | 31.05% | 7.27% | 26.62% | -42.64% | 329.36% | -73.65% | -45.85% | -252.4% |
| Net Income | 238.86M | 439.46M | 559.88M | 472.64M | 459.87M | 845.7M | 1.07B | 1.06B | 863.02M |
| Depreciation & Amortization | 122.36M | 147.91M | 161.11M | 177.09M | 230.69M | 287.38M | 354.2M | 443.76M | 651.61M |
| Deferred Taxes | -9.39M | -1.75M | -18.61M | -23.68M | 18.46M | -93.35M | -68.45M | -76.24M | 52.94M |
| Other Non-Cash Items | 68.95M | 87.2M | 95.61M | 111.66M | 180.72M | 214.83M | 287.37M | 405.59M | 539.71M |
| Working Capital Changes | -5.53M | -120.39M | -206.98M | 18.26M | -480.78M | 638.41M | -1.2B | -1.65B | -2.61B |
| Cash from Investing | -437.69M | -161.75M | -180.99M | -187.5M | -458.64M | -376.4M | -860.19M | -1.59B | -2.37B |
| Purchase of Investments | -5.97M | -6.14M | -3.75M | -6.51M | -1.74M | -18.35M | -8.93M | -4.77M | -45.81M |
| Sale/Maturity of Investments | 3M | 5M | 5M | 5.1M | 5M | 5M | 5.5M | 5M | 24.01M |
| Net Investment Activity | -2.97M | -1.14M | 1.25M | -1.41M | 3.26M | -13.35M | -3.42M | 231K | -21.8M |
| Acquisitions | -322.82M | -27.93M | -25.85M | -30.56M | -245.91M | -56.46M | -453.48M | -1.02B | -1.79B |
| Other Investing | 12K | 0 | 0 | 0 | 0 | 0 | 0 | -9.61M | 4.81M |
| Cash from Financing | 57.34M | -483.36M | -533.23M | -275.19M | 278.84M | -504.27M | -208.53M | 1.42B | 3.17B |
| Dividends Paid | -90.27M | -88.36M | -82.6M | -79.1M | -80.09M | -79.83M | -92.19M | -89.73M | -94.41M |
| Share Repurchases | -113.73M | -417.89M | -500.37M | -150.04M | -90.01M | -325.03M | -1.1B | -170.1M | -133.49M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -113.73M | -417.89M | -500.37M | -150.04M | -90.01M | -325.03M | -1.1B | -170.1M | -133.49M |
| Debt Issuance (Net) | 1000K | -1000K | 1000K | -1000K | 1000K | -1000K | 1000K | 1000K | 1000K |
| Other Financing | 57.15M | 46.7M | 16.68M | 10.82M | -29M | 1.7M | -34.81M | -80.53M | 1.62B |
| Net Change in Cash | 63.43M▲ 0% | -63.54M▼ 200.2% | -90.34M▼ 42.2% | 327.26M▲ 462.2% | 273.33M▼ 16.5% | 1.06B▲ 289.6% | -556.11M▼ 152.2% | 102.89M▲ 118.5% | 370.69M▲ 260.3% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 747.71M | 1.63B | 1.56B | 1.47B | 1.8B | 2.07B | 3.14B | 2.58B | 2.68B |
| Cash at End | 811.14M | 1.56B | 1.47B | 1.8B | 2.07B | 3.14B | 2.58B | 2.68B | 3.05B |
| Interest Paid | 92.65M | 123.62M | 126.95M | 106.88M | 103.69M | 118.82M | 191.35M | 268.35M | 379.92M |
| Income Taxes Paid | 139.2M | 122.22M | 213.34M | 169.24M | 144.56M | 238.16M | 535.96M | 320.26M | 0 |
| Free Cash Flow | 171.55M▲ 0% | 420.96M▲ 145.4% | 467.48M▲ 11.1% | 634.41M▲ 35.7% | 237.15M▼ 62.6% | 1.64B▲ 591.1% | 109.33M▼ 93.3% | -284.94M▼ 360.6% | -993.42M▼ 248.6% |
| FCF Growth % | 16.55% | 145.39% | 11.05% | 35.71% | -62.62% | 591.12% | -93.33% | -360.64% | -248.64% |
LPLA Banking Ratios
LPL Financial Holdings Inc. (LPLA) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 24.98% | 26.75% | 45.33% | 56.05% | 40.42% | 30.81% | 44.07% | 50.22% | 42.26% | 20.86% |
| Return on Assets (ROA) | 4.1% | 4.69% | 8.11% | 9.86% | 7.58% | 6.3% | 9.68% | 10.73% | 8.93% | 5.43% |
| Net Interest Margin | -1.56% | -1.54% | -1.55% | -1.42% | -1.16% | -0.95% | -1.33% | -1.8% | -2.06% | -0.93% |
| Efficiency Ratio | 13.92% | 14.11% | 13.94% | 13.18% | 12.98% | 12.74% | 13.15% | 14.12% | 13.75% | 12.14% |
| Equity / Assets | 16.98% | 18.01% | 17.78% | 17.41% | 19.93% | 20.9% | 22.86% | 20.02% | 22.01% | 28.9% |
| Book Value / Share | 9.12 | 10.48 | 10.75 | 12.1 | 16.29 | 20.44 | 26.67 | 26.7 | 38.85 | 67.6 |
| NII Growth | -88.25% | -9.78% | -2.74% | 1.56% | 8.55% | 0.68% | -66.45% | -47.98% | -46.77% | 37.34% |
| Dividend Payout | 46.41% | 37.79% | 20.11% | 14.75% | 16.74% | 17.42% | 9.44% | 8.65% | 8.48% | 10.94% |
LPLA SEC Filings & Documents
LPL Financial Holdings Inc. (LPLA) SEC filings — annual & quarterly reports (10-K, 10-Q)
LPLA Frequently Asked Questions
LPL Financial Holdings Inc. (LPLA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
LPL Financial Holdings Inc. (LPLA) grew revenue by 37.2% over the past year. This is strong growth.
Yes, LPL Financial Holdings Inc. (LPLA) is profitable, generating $863.0M in net income for fiscal year 2025 (5.1% net margin).
Dividend & Returns
Yes, LPL Financial Holdings Inc. (LPLA) pays a dividend with a yield of 0.36%. This makes it attractive for income-focused investors.
LPL Financial Holdings Inc. (LPLA) has a return on equity (ROE) of 20.9%. This is excellent, indicating efficient use of shareholder capital.
Industry Metrics
LPL Financial Holdings Inc. (LPLA) has a net interest margin (NIM) of -0.9%. NIM has been under pressure due to interest rate environment.
LPL Financial Holdings Inc. (LPLA) has an efficiency ratio of 12.1%. This is excellent, indicating strong cost control.
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LPL Financial Holdings Inc. (LPLA) financial analysis — history, returns, DCA and operating performance tools
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