LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
| Revenue (TTM) | $17.84B |
| Gross Profit (TTM) | $5.42B |
| EBITDA | $2.11B |
| Operating Margin | 11.10% |
| Return on Equity | 20.40% |
| Return on Assets | 5.49% |
| Revenue/Share (TTM) | $222.84 |
| Book Value | $70.91 |
| Price-to-Book | 4.67 |
| Price-to-Sales (TTM) | 1.53 |
| EV/Revenue | 1.799 |
| EV/EBITDA | 14.27 |
| Quarterly Earnings Growth (YoY) | 4.50% |
| Quarterly Revenue Growth (YoY) | 35.00% |
| Shares Outstanding | $79.98M |
| Float | $79.43M |
| % Insiders | 0.39% |
| % Institutions | 106.68% |
Volatility is currently contracting
Besides Wall Street's top-and-bottom-line estimates for LPL Financial (LPLA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
SAN DIEGO, July 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Dawn Parks, CFP®, CLU®, Enrolled Agent, of Sunny Day Financial has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. She reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera Wealth Services.
SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced LPL Latitude, the company's unified technology experience that connects the firm's capabilities across data, cybersecurity, infrastructure resiliency, artificial intelligence, advisor workflows and end-investor applications. “LPL Latitude is more than a technology system — it's a strategic investment in the future of advice,” said Rich Steinmeier, CEO of LPL Financial.
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The financial advisors of Williams Tax & Financial Services have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform.
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial Advisors, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $145 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.
SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corporation.
SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisors. The team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank.
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
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