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General information

Country: UNITED STATES

Sector: Capital Markets

LPL Financial Holdings, Inc. offers technology, brokerage, and investment advisory services through business relationships with all types of financial advisors. The Company, through proprietary technology, custody, and clearing platforms, offers access to financial products and services that enable them to provide financial advice and brokerage services to retail investors.
Website: lpl.com



Growth: Good revenue growth rate >200%, there is acceleration compared to average historical growth rates 39.5%. The revenue growth dynamics is unstable Site traffic for the last 3 months showed a change of -11.4%

Profitability: LTM net profit margin is positive, +18.8%. On average the margin is decreasing unsteadily. Gross margin is normal, +27.2%. In the last quarter the company beat the estimated EPS, +3.7%. The company was ahead of estimated EPS in 100% of quarters (showing a gain of +$0.22 per share on average)

Cash Flow Generation: Dividend yield for the last twelve months 0.3%.

Undervaluation: Fundamental value created in LTM (estimate)


Entry Point: Share price is 100.1% higher than minimum and 9.2% lower than maximum for the last 3 years

AI Insight: the companies with similar growth trajectories, Net Income margin, industries and geography on average are valued 9.3x by P / Sales multiple , the company can be >100% undervalued

Insiders: For the last 3 months insiders sold company shares on $2.7 mln (-0.010% of cap.)

Key Financials (Download financials)

Ticker: LPLA
Share price, USD:  (-4.3%)362.11
year average price 355.82  


year start price 360.29 2025-01-25

min close price 283.31 2025-04-04

max close price 399.00 2025-07-30

current price 362.11 2026-01-24
Common stocks: 76 062 000

Dividend Yield:  0.3%
P / E LTM: 6.9x
P / E annualized: 3.3x
Last revenue growth (y/y):  > +200.0%
Last growth of Net Income (y/y):  > +200.0%
Historical revenue growth:  +39.5%
Historical growth of Net Income:  +99.2%
P / Sales: 1.3x
Margin (Net Income LTM / Revenue): 18.8%
Fundamental value created in LTM:
Market Cap ($m): 27 543
Price to Book: 5.7x

Revenue and Net Income

Quarterly values ($m)

Change (y/y)

Share price and dividends (Download history)

Share price

Payment USD per share

Multiple and potential

EV / Sales

Potential dynamics

News


2026-01-22zacks.com

Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report?

2026-01-22zacks.com

LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

2025-10-30seekingalpha.com

LPL Financial Holdings Inc. (LPLA) Q3 2025 Earnings Call Transcript

2025-10-29zacks.com

Countdown to LPL Financial (LPLA) Q3 Earnings: Wall Street Forecasts for Key Metrics

2025-07-31seekingalpha.com

LPL Financial Holdings, Inc. (LPLA) Q2 2025 Earnings Call Transcript

2025-07-31zacks.com

Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q2 Earnings

2025-07-29zacks.com

LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

2025-06-26zacks.com

Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock

2025-06-10zacks.com

LPLA, SF & Others to Face Penalty for Overcharging Retail Investors

2025-06-10zacks.com

Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term
More information for subscribed users:
detailed calculation of
Fundamental value created in LTM

Financial reporting

Income Statement

Property 2025 q3 2025 q2 2024 q4 2024 q3 2024 q2 2024 q1 2023 q4 2023 q3 2023 q2 2023 q1 2022 q4 2022 q3 2021 q4 2020 q4
date 2025-09-30 2025-06-30 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2021-12-31 2020-12-31
symbol LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA
reportedCurrency USD USD USD USD USD USD USD USD USD USD USD USD USD USD
cik 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M
fillingDate 2025-11-03 2025-08-04 2024-11-04 2024-07-30 2024-05-02 2023-10-31 2023-08-01 2023-05-02 2022-11-01
acceptedDate 2025-11-03 08:15:26 2025-08-04 08:22:09 2025-02-20 16:16:57 2024-11-04 16:18:42 2024-07-30 16:17:51 2024-05-02 16:09:41 2024-02-21 16:10:48 2023-10-31 16:21:21 2023-08-01 16:49:09 2023-05-02 16:14:52 2023-02-23 17:12:32 2022-11-01 17:08:58 2022-02-22 17:22:49 2021-02-23 16:06:22
calendarYear 2025 2025 2024 2024 2024 2023 2023 2023 2022
period Q3 Q2 FY Q3 Q2 Q1 FY Q3 Q2 Q1 FY Q3 FY FY
revenue 4 552M 3 835M 12 385M 3 108M 2 932M 2 833M 10 053M 2 522M 946M 982M 8 601M 804M 7 721M 5 872M
costOfRevenue 3 654M 2 846M 9 016M 2 244M 1 954M 1 861M 7 001M 1 757M 315M 308M 6 232M 0 6 007M 4 378M
grossProfit 898M 989M 3 369M 864M 978M 972M 3 051M 765M 631M 674M 2 369M 804M 1 714M 1 494M
grossProfitRatio 0.197 0.258 0.278 0.334 0.343 0.303 0.667 0.686 1
researchAndDevelopmentExpenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0
generalAndAdministrativeExpenses 398M 144M 451M 114M 111M 99M 397M 100M 232M 234M 821M 208M 319M 276M
sellingAndMarketingExpenses 209M 178M 589M 165M 136M 127M 459M 132M 103M 98M 340M 95M 302M 208M
sellingGeneralAndAdministrativeExpenses 607M 322M 1 040M 279M 247M 226M 856M 231M 334M 332M 1 161M 303M 621M 484M
otherExpenses 219M 194M 662M 0 -547M -420M 564M -545M -891M -546M -29M 0 362M 278M
operatingExpenses 826M 515M 1 702M 427M 411M 420M 1 420M 399M -557M -214M 1 131M 0 984M 762M
costAndExpenses 4 480M 3 361M 10 718M 2 671M 2 313M 2 281M 8 421M 2 156M -557M 308M 7 363M 0 6 991M 5 140M
interestIncome 0 0 0 0 0 0 0 48M 38M 37M 0 22M 29M 29M
interestExpense 106M 106M 274M 68M 64M 60M 187M 48M 45M 39M 126M 33M 104M 106M
depreciationAndAmortization 164M 142M 444M 111M 102M 97M 354M 92M 85M 80M 287M 74M 231M 177M
ebitda 237M 617M 2 111M 526M 721M 648M 1 986M 458M 474M 540M 1 525M 414M 936M 909M
ebitdaratio 0.052 0.161 0.169 0.246 0.229 0.182 0.501 0.55 0.515
operatingIncome 72M 474M 1 667M 437M 619M 551M 1 632M 366M 389M 460M 1 238M 340M 730M 732M
operatingIncomeRatio 0.016 0.124 0.141 0.211 0.195 0.145 0.411 0.468 0.423
totalOtherIncomeExpensesNet -106M -106M -274M -90M -239M -177M -187M -48M 0 -15M -126M -33M -129M -106M
incomeBeforeTax -34M 369M 1 393M 347M 330M 374M 1 445M 318M 389M 444M 1 112M 307M 601M 626M
incomeBeforeTaxRatio -0.007 0.096 0.112 0.113 0.132 0.126 0.411 0.453 0.381
incomeTaxExpense -5M 96M 334M 92M 86M 85M 379M 93M 103M 106M 266M 74M 141M 153M
netIncome -30M 273M 1 059M 255M 244M 289M 1 066M 224M 286M 339M 846M 232M 460M 473M
netIncomeRatio -0.006 0.071 0.082 0.083 0.102 0.089 0.302 0.345 0.289
eps -0.37 3.42 14.17 3.41 3.26 3.87 13.88 2.95 3.7 4.3 10.6 2.91 5.75 5.96
epsdiluted -0.37 3.4 3.39 3.23 3.83 2.91 3.65 4.24 2.86
weightedAverageShsOut 80M 77M 75M 75M 75M 75M 77M 76M 77M 79M 80M 80M 80M 79M
weightedAverageShsOutDil 80M 78M 75M 75M 76M 75M 78M 77M 78M 80M 81M 81M 82M 81M
link Link Link Link Link Link Link Link Link Link
finalLink Link Link Link Link Link Link Link Link Link
filingDate 2025-02-20 2024-02-21 2023-02-23 2022-02-22 2021-02-23
fiscalYear 2024 2023 2022 2021 2020
netInterestIncome -274M -187M -126M -76M -76M
ebit 1 667M 1 632M 1 238M 706M 732M
nonOperatingIncomeExcludingInterest 0 0 0 24M 0
netIncomeFromContinuingOperations 1 059M 1 066M 846M 460M 473M
netIncomeFromDiscontinuedOperations 0 0 0 0 0
otherAdjustmentsToNetIncome 0 0 0 0 0
netIncomeDeductions 0 0 0 0 0
bottomLineNetIncome 1 059M 1 066M 846M 460M 473M
epsDiluted 14.03 13.69 10.4 5.63 5.86

Balance Sheet Statement

Property 2025 q3 2025 q2 2024 q4 2024 q3 2024 q2 2024 q1 2023 q4 2023 q3 2023 q2 2023 q1 2022 q4 2022 q3 2021 q4 2020 q4
date 2025-09-30 2025-06-30 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2021-12-31 2020-12-31
symbol LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA
reportedCurrency USD USD USD USD USD USD USD USD USD USD USD USD USD USD
cik 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M
fillingDate 2025-11-03 2025-08-04 2024-11-04 2024-07-30 2024-05-02 2023-10-31 2023-08-01 2023-05-02 2022-11-01
acceptedDate 2025-11-03 08:15:26 2025-08-04 08:22:09 2025-02-20 16:16:57 2024-11-04 16:18:42 2024-07-30 16:17:51 2024-05-02 16:09:41 2024-02-21 16:10:48 2023-10-31 16:21:21 2023-08-01 16:49:09 2023-05-02 16:14:52 2023-02-23 17:12:32 2022-11-01 17:08:58 2022-02-22 17:22:49 2021-02-23 16:06:22
calendarYear 2025 2025 2024 2024 2024 2023 2023 2023 2022
period Q3 Q2 FY Q3 Q2 Q1 FY Q3 Q2 Q1 FY Q3 FY FY
cashAndCashEquivalents 1 344M 4 185M 967M 1 475M 2 959M 2 827M 466M 799M 761M 470M 848M 1 219M 495M 809M
shortTermInvestments 200M 125M 42M 111M 2M 5M 76M 53M 50M 51M 37M 0 20M 10M
cashAndShortTermInvestments 1 543M 4 310M 1 009M 1 586M 2 961M 2 832M 542M 799M 761M 521M 884M 1 219M 515M 818M
netReceivables 5 576M 4 327M 3 894M 3 391M 3 160M 3 132M 2 862M 2 715M 1 317M 1 329M 2 419M 1 401M 2 227M 1 525M
inventory 0 0 0 -15M -45M -15M 0 -36M 0 0 0 0 0 0
otherCurrentAssets 1 658M 1 942M 1 717M 1 612M 1 791M -5 964M 2 115M -4 995M 0 0 2 290M 0 1 597M 1 010M
totalCurrentAssets 8 778M 10 579M 6 815M 6 574M 6 346M 6 137M 5 692M 4 990M 2 078M 1 103M 5 737M 2 621M 4 453M 3 454M
propertyPlantEquipmentNet 1 496M 1 413M 1 329M 1 145M 1 160M 1 080M 1 027M 883M 850M 816M 873M 847M 754M 685M
goodwill 2 675M 2 213M 2 173M 1 868M 1 860M 1 841M 1 857M 1 772M 1 772M 1 766M 1 642M 1 642M 1 642M 1 514M
intangibleAssets 3 303M 1 641M 1 483M 782M 783M 691M 672M 641M 606M 580M 428M 428M 455M 397M
goodwillAndIntangibleAssets 5 978M 3 855M 3 656M 2 651M 2 643M 2 532M 2 528M 2 413M 2 378M 2 346M 2 070M 2 070M 2 097M 1 911M
longTermInvestments 363M 329M 294M 0 225M 254M 192M 53M 50M 51M 138M 165M 124M 86M
taxAssets 132M 130M 130M 0 168M 167M 167M 99M 99M 0 99M 0 6M 24M
otherNonCurrentAssets 1 286M 1 169M 1 093M 0 962M 848M 779M 1 049M -99M -51M 565M -3 083M 557M 436M
totalNonCurrentAssets 9 255M 6 895M 6 502M 3 795M 5 158M 4 881M 4 694M 4 497M 3 279M 3 162M 3 745M 3 083M 3 538M 3 143M
otherAssets 0 0 0 1 572M 0 0 0 0 4 035M 4 903M 0 3 992M 0 0
totalAssets 18 032M 17 474M 13 317M 11 942M 11 504M 11 018M 10 385M 9 487M 9 392M 9 168M 9 482M 9 696M 7 992M 6 596M
accountPayables 2 961M 2 920M 2 616M 2 736M 593M 2 856M 2 915M 2 389M 577M 510M 3 291M 561M 2 266M 1 933M
shortTermDebt 344M 0 1 047M 0 0 197M 280M 412M 287M 135M 0 0 90M 0
taxPayables 0 0 0 0 0 0 0 0 0 0 0 0 0 28M
deferredRevenue 266M 263M 208M 209M 208M 207M 156M 172M 290M 0 138M 0 161M 95M
otherCurrentLiabilities 355M 304M 0 253M 179M 626M 0 -277M -577M -135M 0 -561M 0 0
totalCurrentLiabilities 3 926M 3 487M 4 195M 3 198M 3 086M 3 886M 3 568M 2 696M 577M 510M 3 633M 561M 2 740M 2 216M
longTermDebt 7 363M 7 338M 4 448M 4 680M 4 670M 3 854M 3 454M 3 124M 3 001M 2 851M 2 717M 2 954M 2 724M 2 345M
deferredRevenueNonCurrent 0 0 0 0 208M 207M 0 172M 173M 175M 138M 150M 161M 95M
deferredTaxLiabilitiesNonCurrent 0 0 0 0 438M -367M 0 -172M 2 828M 0 0 0 0 0
otherNonCurrentLiabilities 1 701M 1 574M 1 491M 1 292M 3 339M 1 168M 1 055M 1 576M -3 001M -2 515M 595M -561M 460M 378M
totalNonCurrentLiabilities 9 064M 8 912M 6 192M 5 973M 5 902M 4 862M 4 738M 4 701M 3 001M 510M 3 682M 561M 3 581M 3 066M
otherLiabilities 0 0 0 0 0 0 0 0 3 692M 5 954M 0 6 574M 0 0
capitalLeaseObligations 186M 163M 253M 238M 227M 227M 229M 231M 232M 227M 231M 235M 236M 247M
totalLiabilities 12 989M 12 399M 10 387M 9 170M 8 988M 8 748M 8 307M 7 397M 7 270M 6 975M 7 315M 7 696M 6 321M 5 281M
preferredStock 0 0 0 0 0 0 0 0 0 0 0 0 0 0
commonStock 136 000 136 000 131 000 131 000 131 000 131 000 130 000 130 000 130 000 130 000 130 000 129 000 129 000 127 000
retainedEarnings 5 570M 5 620M 5 067M 4 815M 4 579M 4 354M 4 085M 3 887M 3 683M 3 419M 3 101M 2 800M 2 328M 1 943M
accumulatedOtherComprehensiveIncomeLoss 0 0 0 0 0 0 0 0 0 0 0 0 0 0
othertotalStockholdersEquity -527M -545M -2 043M -2 064M -2 084M -1 797M -1 562M -1 226M -800M
totalStockholdersEquity 5 043M 5 074M 2 931M 2 772M 2 515M 2 270M 2 079M 2 091M 2 122M 2 193M 2 168M 2 000M 1 671M 1 315M
totalEquity 5 043M 5 074M 2 931M 2 772M 2 515M 2 270M 2 079M 2 091M 2 122M 2 193M 2 168M 2 000M 1 671M 1 315M
totalLiabilitiesAndStockholdersEquity 18 032M 17 474M 11 942M 11 504M 11 018M 9 487M 9 392M 9 168M 9 696M
minorityInterest 0 0 0 0 0 0 0 0 0 0 0 0 0 0
totalLiabilitiesAndTotalEquity 18 032M 17 474M 13 317M 11 942M 11 504M 11 018M 10 385M 9 487M 9 392M 9 168M 9 482M 9 696M 7 992M 6 596M
totalInvestments 563M 453M 336M 111M 2M 259M 268M 53M 50M 102M 175M 165M 144M 96M
totalDebt 7 707M 7 338M 5 748M 4 680M 4 881M 4 278M 3 963M 3 124M 3 001M 2 851M 2 948M 2 954M 3 050M 2 592M
netDebt 6 363M 3 153M 4 780M 3 205M 1 922M 1 451M 3 497M 2 325M 2 240M 2 381M 2 101M 1 735M 2 555M 1 784M
link Link Link Link Link Link Link Link Link Link
finalLink Link Link Link Link Link Link Link Link Link
filingDate 2025-02-20 2024-02-21 2023-02-23 2022-02-22 2021-02-23
fiscalYear 2024 2023 2022 2021 2020
accountsReceivables 0 0 0 0 0
otherReceivables 3 894M 2 862M 2 419M 2 227M 1 525M
prepaids 195M 173M 145M 115M 100M
totalPayables 2 616M 2 915M 3 291M 2 266M 1 933M
otherPayables 0 0 0 0 0
accruedExpenses 324M 217M 203M 222M 187M
capitalLeaseObligationsCurrent 0 0 0 0 0
capitalLeaseObligationsNonCurrent 253M 229M 231M 236M 247M
treasuryStock -4 202M -3 994M -2 847M -2 499M -2 391M
additionalPaidInCapital 2 066M 1 988M 1 913M 1 841M 1 763M
otherTotalStockholdersEquity 0 0 0 0 0

Cash Flow Statement

Property 2025 q3 2025 q2 2025 q1 2024 q4 2024 q3 2024 q2 2024 q1 2023 q4 2023 q3 2023 q2 2023 q1 2022 q4 2022 q3 2021 q4 2020 q4
date 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2021-12-31 2020-12-31
symbol LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA LPLA
reportedCurrency USD USD USD USD USD USD USD USD USD USD USD USD USD USD USD
cik 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M 1M
fillingDate 2025-11-03 2025-08-04 2025-05-09 2024-11-04 2024-07-30 2024-05-02 2023-10-31 2023-08-01 2023-05-02 2022-11-01
acceptedDate 2025-11-03 08:15:26 2025-08-04 08:22:09 2025-05-09 16:08:47 2025-02-20 16:16:57 2024-11-04 16:18:42 2024-07-30 16:17:51 2024-05-02 16:09:41 2024-02-21 16:10:48 2023-10-31 16:21:21 2023-08-01 16:49:09 2023-05-02 16:14:52 2023-02-23 17:12:32 2022-11-01 17:08:58 2022-02-22 17:22:49 2021-02-23 16:06:22
calendarYear 2025 2025 2025 2024 2024 2024 2023 2023 2023 2022
period Q3 Q2 Q1 FY Q3 Q2 Q1 FY Q3 Q2 Q1 FY Q3 FY FY
netIncome -30M 273M 319M 1 059M 255M 244M 289M 1 066M 224M 286M 339M 846M 232M 460M 473M
depreciationAndAmortization 164M 142M 136M 444M 111M 102M 97M 354M 92M 85M 80M 287M 74M 231M 177M
deferredIncomeTax -171 000 -106 000 -72 000 -76M 103 000 -69 000 4000 -68M -18 000 -46 000 -96 000 -93M -50 000 18M -24M
stockBasedCompensation 19M 20M 19M 92M 21M 21M 23M 69M 16M 17M 19M 53M 12M 44M 34M
changeInWorkingCapital -2 004M -354M -240M -1 646M -245M -617M -95M -1 195M -224M -45M -708M 638M 1 774M -481M 18M
accountsReceivables -1 204M -296M -351M -1 289M 441M -103M -337M -688M -2M 3M -21M -386M 60M -846M -267M
inventory 0 0 0 0 0 0 0 0 0 -78M 0 0 0 0 0
accountsPayables -29M 141M 163M -365M 92M -430M 148M -382M -76M 28M -90M 1 011M 57M 270M 248M
otherWorkingCapital -771M -199M -52M 8M -778M -84M 95M -126M -146M 2M -598M 13M 1 657M 94M 37M
otherNonCashItems 120M 111M 106M 406M 67M 860M 485M 287M 64M 60M 65M 215M 32M 181M 112M
netCashProvidedByOperatingActivities -1 730M 193M 340M 278M 209M -149M 393M 513M 173M 403M -206M 1 946M 2 125M 453M 790M
investmentsInPropertyPlantAndEquipment -142M -137M -119M -563M -147M -129M -121M -403M -95M -101M -101M -307M -82M -216M -156M
acquisitionsNet -1 540M -112M -78M -1 020M -34M -115M -10M -453M -60M -49M -251M -56M -15M -246M -31M
purchasesOfInvestments -1M -1M -1M -5M -1M 26M -33M -9M -2M -2M -2M -18M -9M -2M -7M
salesMaturitiesOfInvestments 1M 1M 1M 5M 1M -29M 34M 6M 1M 1M 2M 5M 1M 5M 5M
otherInvestingActivites -1M -2M -1M 0 -2M 1M -1M 0 2M 0
netCashUsedForInvestingActivites -1 684M -250M -199M -181M -276M -97M -156M -151M -351M -106M
debtRepayment 344M 1 497M 201M -3M 595M -118M -17M -286M -39M -3M
commonStockIssued 1 682M 0 0 4M 0 9M 143M 0 0 0
commonStockRepurchased 0 1 725M -100M -170M 0 -2M -70M -1 100M -250M -350M -275M -325M -75M -90M -150M
dividendsPaid -24M -24M -22M -22M -22M -22M -23M -23M -24M -20M
otherFinancingActivites -1 681M -82M -48M -3M -14M -85M -8M 438M 140M 4M
netCashUsedProvidedByFinancingActivities 321M 3 116M 30M -24M 557M -50M -155M -221M -198M -94M
effectOfForexChangesOnCash 0 0 0 0 0 0 0 0 138M -30M 0 0 0 0 0
netChangeInCash -3 092M 3 059M 171M 103M 4M 131M 246M -556M -138M 30M -755M 1 065M 1 925M 273M 327M
cashAtEndOfPeriod 2 821M 5 913M 2 855M 2 684M 2 963M 2 959M 2 827M 2 581M 2 275M 2 413M 2 383M 3 137M 3 579M 2 072M 1 799M
cashAtBeginningOfPeriod 5 913M 2 855M 2 684M 2 581M 2 959M 2 827M 2 581M 3 137M 2 413M 2 383M 3 137M 2 072M 1 654M 1 799M 1 472M
operatingCashFlow -1 730M 193M 340M 278M 212M -149M 393M 513M 173M 403M -206M 1 946M 2 125M 453M 790M
capitalExpenditure -142M -137M -119M -563M -147M -129M -121M -403M -95M -101M -101M -307M -82M -216M -156M
freeCashFlow -1 872M 56M 220M -285M 65M -278M 272M 109M 78M 302M -307M 1 639M 2 042M 237M 634M
link Link Link Link Link Link Link Link Link Link Link
finalLink Link Link Link Link Link Link Link Link Link Link
filingDate 2025-02-20 2024-02-21 2023-02-23 2022-02-22 2021-02-23
fiscalYear 2024 2023 2022 2021 2020
otherInvestingActivities -10M 0 0 0 0
netCashProvidedByInvestingActivities -1 592M -860M -376M -459M -187M
netDebtIssuance 1 758M 1 019M -101M 478M -57M
longTermNetDebtIssuance 1 758M 1 019M -101M 478M -57M
shortTermNetDebtIssuance 0 0 0 0 0
netStockIssuance -170M -1 100M -325M -90M -150M
netCommonStockIssuance -170M -1 100M -325M -90M -150M
commonStockIssuance 0 0 0 0 0
netPreferredStockIssuance 0 0 0 0 0
netDividendsPaid -90M -92M -80M -80M -79M
commonDividendsPaid -90M -92M -80M -80M -79M
preferredDividendsPaid 0 0 0 0 0
otherFinancingActivities -81M -35M 2M -29M 11M
netCashProvidedByFinancingActivities 1 417M -209M -504M 279M -275M
incomeTaxesPaid 320M 536M 238M 145M 169M
interestPaid 268M 191M 119M 104M 107M

Earning call transcript

2025 q3
2025-10-30 ET (fiscal 2025 q3)
2025 q2
2025-07-31 ET (fiscal 2025 q2)
2025 q1
2025-05-08 ET (fiscal 2025 q1)
2024 q4
2025-01-30 ET (fiscal 2024 q4)
2024 q3
2024-10-30 ET (fiscal 2024 q3)
2024 q2
2024-07-25 ET (fiscal 2024 q2)
2024 q1
2024-04-30 ET (fiscal 2024 q1)
2023 q4
2024-02-01 ET (fiscal 2023 q4)
2023 q3
2023-10-26 ET (fiscal 2023 q3)
2023 q2
2023-07-27 ET (fiscal 2023 q2)
2023 q1
2023-04-28 ET (fiscal 2023 q1)
2022 q4
2023-02-02 ET (fiscal 2022 q4)
2022 q3
2022-10-27 ET (fiscal 2022 q3)
2022 q2
2022-08-03 ET (fiscal 2022 q2)
2022 q1
2022-04-29 ET (fiscal 2022 q1)

SEC forms

Show financial reports only

SEC form 10
2025-11-03 13:15 ET
LPL Financial reported for 2025 q3
SEC form 8
2025-10-30 20:13 ET
LPL Financial published news for 2025 q3
SEC form 8
2025-10-30 20:13 ET
LPL Financial reported for 2025 q3
SEC form 10
2025-08-04 12:22 ET
LPL Financial reported for 2025 q2
SEC form 8
2025-08-01 13:11 ET
LPL Financial published news for 2025 q2
SEC form 8
2025-08-01 13:11 ET
LPL Financial published news for 2025 q2
SEC form 8
2025-07-31 20:10 ET
LPL Financial published news for 2025 q2
SEC form 8
2025-07-31 20:10 ET
LPL Financial reported for 2025 q2
SEC form 10
2025-05-09 20:08 ET
LPL Financial published news for 2025 q1
SEC form 10
2025-05-09 00:00 ET
LPL Financial published news for 2025 q1
SEC form 8
2025-05-08 20:17 ET
LPL Financial published news for 2025 q1
SEC form 8
2025-05-08 20:17 ET
LPL Financial reported for 2025 q1
SEC form 8
2025-04-02 20:28 ET
LPL Financial published news for 2025 q1
SEC form 8
2025-04-02 20:28 ET
LPL Financial published news for 2025 q1
SEC form 8
2025-04-02 20:28 ET
LPL Financial published news for 2025 q1
SEC form 8
2025-03-31 10:15 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-03-31 10:15 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-03-31 10:15 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-03-31 10:15 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-02-25 21:06 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-02-25 21:06 ET
LPL Financial published news for 2024 q4
SEC form 10
2025-02-20 21:16 ET
LPL Financial published news for 2024 q4
SEC form 10
2025-02-20 00:00 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-01-30 16:14 ET
LPL Financial published news for 2024 q4
SEC form 8
2025-01-30 16:14 ET
LPL Financial reported for 2024 q4
SEC form 10
2024-11-04 16:18 ET
LPL Financial reported for 2024 q3
SEC form 8
2024-10-30 16:08 ET
LPL Financial published news for 2024 q3
SEC form 8
2024-10-30 16:08 ET
LPL Financial reported for 2024 q3
SEC form 10
2024-07-30 00:00 ET
LPL Financial reported for 2024 q2
SEC form 8
2024-07-25 16:07 ET
LPL Financial published news for 2024 q2
SEC form 8
2024-07-25 16:07 ET
LPL Financial reported for 2024 q2
SEC form 10
2024-05-02 00:00 ET
LPL Financial published news for 2024 q1
SEC form 8
2024-04-30 16:13 ET
LPL Financial published news for 2024 q1
SEC form 8
2024-04-30 16:13 ET
LPL Financial reported for 2024 q1
SEC form 10
2024-02-21 00:00 ET
LPL Financial published news for 2023 q4
SEC form 8
2024-02-01 00:00 ET
LPL Financial published news for 2023 q4
SEC form 8
2024-02-01 00:00 ET
LPL Financial reported for 2023 q4
SEC form 10
2023-10-31 00:00 ET
LPL Financial reported for 2023 q3
SEC form 8
2023-10-26 16:07 ET
LPL Financial reported for 2023 q3
SEC form 10
2023-08-01 00:00 ET
LPL Financial reported for 2023 q2
SEC form 6
2023-07-27 16:09 ET
LPL Financial reported for 2023 q2
SEC form 8
2023-07-27 00:00 ET
LPL Financial reported for 2023 q2
SEC form 10
2023-05-02 00:00 ET
LPL Financial published news for 2023 q1
SEC form 8
2023-04-27 00:00 ET
LPL Financial published news for 2023 q1
SEC form 10
2023-02-23 17:12 ET
LPL Financial reported for 2022 q4
SEC form 10
2023-02-23 00:00 ET
LPL Financial published news for 2022 q4
SEC form 6
2023-02-21 16:34 ET
LPL Financial published news for 2022 q4
SEC form 6
2023-02-16 16:18 ET
LPL Financial published news for 2022 q4
SEC form 6
2023-02-02 16:09 ET
LPL Financial published news for 2022 q4
SEC form 8
2023-02-02 00:00 ET
LPL Financial reported for 2022 q4
SEC form 6
2023-01-11 16:23 ET
LPL Financial published news for 2022 q4
SEC form 6
2023-01-11 16:21 ET
LPL Financial published news for 2022 q4
SEC form 10
2022-11-01 17:08 ET
LPL Financial reported for 2022 q3
SEC form 10
2022-11-01 00:00 ET
LPL Financial reported for 2022 q3
SEC form 6
2022-10-27 16:10 ET
LPL Financial published news for 2022 q3
SEC form 8
2022-10-27 00:00 ET
LPL Financial reported for 2022 q3
SEC form 10
2022-08-04 16:27 ET
LPL Financial reported for 2022 q2
SEC form 10
2022-08-04 00:00 ET
LPL Financial reported for 2022 q2
SEC form 6
2022-08-02 16:09 ET
LPL Financial published news for 2022 q2
SEC form 8
2022-08-02 00:00 ET
LPL Financial reported for 2022 q2
SEC form 6
2022-06-14 08:32 ET
LPL Financial published news for 2022 q1
SEC form 6
2022-05-18 16:47 ET
LPL Financial published news for 2022 q1
SEC form 6
2022-05-10 16:33 ET
LPL Financial published news for 2022 q1
SEC form 10
2022-05-03 16:44 ET
LPL Financial reported for 2022 q1
SEC form 10
2022-05-03 00:00 ET
LPL Financial reported for 2022 q1
SEC form 6
2022-04-28 16:17 ET
LPL Financial published news for 2022 q1
SEC form 8
2022-04-28 00:00 ET
LPL Financial reported for 2022 q1
SEC form 6
2022-04-08 16:06 ET
LPL Financial published news for 2022 q1
SEC form 6
2022-02-23 17:11 ET
LPL Financial published news for 2021 q4
SEC form 10
2022-02-22 17:22 ET
LPL Financial published news for 2021 q4
SEC form 10
2022-02-22 00:00 ET
LPL Financial published news for 2021 q4
SEC form 6
2022-02-03 16:15 ET
LPL Financial published news for 2021 q4
SEC form 8
2022-02-03 00:00 ET
LPL Financial published news for 2021 q4
SEC form 10
2021-11-02 17:22 ET
LPL Financial published news for 2021 q3
SEC form 10
2021-11-02 00:00 ET
LPL Financial published news for 2021 q3
SEC form 6
2021-10-28 16:13 ET
LPL Financial published news for 2021 q3
SEC form 8
2021-10-28 00:00 ET
LPL Financial published news for 2021 q3
SEC form 6
2021-08-09 16:09 ET
LPL Financial published news for 2021 q2
SEC form 10
2021-08-03 16:43 ET
LPL Financial published news for 2021 q2
SEC form 10
2021-08-03 00:00 ET
LPL Financial published news for 2021 q2
SEC form 6
2021-07-30 09:06 ET
LPL Financial published news for 2021 q2
SEC form 6
2021-07-29 16:19 ET
LPL Financial published news for 2021 q2
SEC form 8
2021-07-29 00:00 ET
LPL Financial published news for 2021 q2
SEC form 6
2021-06-02 16:16 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-05-18 16:21 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-05-10 19:45 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-05-05 17:09 ET
LPL Financial published news for 2021 q1
SEC form 10
2021-05-04 16:07 ET
LPL Financial published news for 2021 q1
SEC form 10
2021-05-04 00:00 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-04-30 17:00 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-04-29 16:08 ET
LPL Financial published news for 2021 q1
SEC form 8
2021-04-29 00:00 ET
LPL Financial published news for 2021 q1
SEC form 6
2021-03-30 17:11 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-03-22 16:26 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-03-15 16:17 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-03-04 19:41 ET
LPL Financial published news for 2020 q4
SEC form 10
2021-02-23 16:06 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-02-17 18:29 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-02-17 16:33 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-02-16 17:04 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-02-04 16:04 ET
LPL Financial published news for 2020 q4
SEC form 6
2021-01-28 16:28 ET
LPL Financial published news for 2020 q4
SEC form 6
2020-12-02 17:10 ET
LPL Financial published news for 2020 q3
SEC form 10
2020-11-03 16:02 ET
LPL Financial published news for 2020 q3
SEC form 6
2020-10-29 16:14 ET
LPL Financial published news for 2020 q3
SEC form 6
2020-10-08 17:05 ET
LPL Financial published news for 2020 q3