Company Analysis

LPL Financial Holdings Inc. (LPLA)

Nasdaq: LPLA · Security & Commodity Brokers, Dealers, Exchanges & Services · San Diego, CA · filing with the SEC since 2007
Grade5.9
◀ Past 7.8● Present 5.6▶ Future 5.0
The companyfiscal 2025, as filed
Revenue$16.99B+37.2%
Net income$863M-18.5%
Earnings per share$10.92-22.2%
Operating cash flow-$411M-248.2%
Cash$1.04B+7.3%
Debt$7.26B+32.1%
Shareholders’ equity$5.34B+82.4%
Shares, diluted79.1M+4.8%
Return on equity16.2%
The recordfrom its filings
Filings in 202687
Newest filingOct 29 · 10-Q
Annual reportFeb 23, 2026
Quarterly reportOct 29, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$8.0M
Insider buys, 12 months$0.00
Patents granted2
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $20.40BNet income $1.39BCash from operations $1.77Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

News

Oct 29, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Oct 27, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Sep 14, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 8, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 1, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton LPLA · research, not advice