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LPL Financial Holdings LPLA · USD

Financials · US listing · 🇺🇸 United States

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305.49

+3.38%

Close of 9 Nov 2026, in USD

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Reference data, closing prices and charts across 45,000 companies, plus crypto, commodities and currencies.

At a glance

Figures in USD, from our data supplier.

FY2025

Revenue, before interest expense

$16.99bn

FY2016FY2025

Net income

$863.0m

FY2016FY2025

Total assets

$18.49bn

FY2016FY2025

Shareholders' equity

$5.34bn

FY2016FY2025

Income statement

Fiscal years

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue, before interest expense$16.99bn$12.39bn$10.05bn$8.60bn$7.72bn$5.87bn$5.62bn$5.19bn$4.28bn$4.05bn
Research and development——$0$0$0$0$0$0$0$0
Operating income$2.28bn$1.67bn$1.63bn$1.24bn$730.1m$731.8m$875.0m$717.7m$494.0m$394.0m
Net income$863.0m$1.06bn$1.07bn$845.7m$459.9m$472.6m$559.9m$439.5m$238.9m$191.9m
Diluted earnings per share10.7314.0513.9910.465.635.846.774.982.592.11

Balance sheet

At each fiscal year end

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Total assets$18.49bn$13.32bn$10.39bn$9.48bn$7.99bn$6.52bn$5.88bn$5.48bn$5.36bn$4.83bn
Cash and short-term investments$1.13bn$1.01bn$541.8m$847.5m$495.2m$808.6m$616.2m$511.1m$811.1m$747.7m
Total liabilities$13.15bn$10.39bn$8.31bn$7.31bn$6.32bn$5.21bn$4.86bn$4.50bn$4.39bn$4.01bn
Debt$7.26bn$5.60bn$3.84bn$2.82bn$2.92bn$2.45bn$2.73bn$2.70bn$2.68bn$2.48bn
Shareholders' equity$5.34bn$2.93bn$2.08bn$2.17bn$1.67bn$1.31bn$1.02bn$974.1m$965.0m$821.0m
Shares outstanding80m75m76m81m82m81m83m88m92m91m

Latest quarters

By quarter end

Jun 2026Mar 2026Dec 2025Sept 2025Jun 2025Mar 2025Dec 2024Sept 2024
Revenue, before interest expense$5.19bn$4.94bn$4.93bn$4.55bn$3.84bn$3.67bn$3.51bn$3.11bn
Operating income$798.0m$646.1m$582.0m$72.2m$474.4m$503.1m$423.3m$437.3m
Net income$379.3m$356.4m$300.7m−$29.5m$273.2m$318.6m$270.7m$255.3m
Diluted earnings per share4.734.443.74-0.373.403.963.593.39
Total assets$19.79bn$18.84bn$18.49bn$18.03bn$17.47bn$13.96bn$13.32bn$11.94bn
Cash and short-term investments$2.70bn$2.91bn$1.13bn$1.54bn$4.31bn$1.35bn$1.01bn$1.57bn
Debt$7.18bn$7.55bn$7.18bn$7.52bn$7.18bn$5.69bn$5.49bn$4.44bn
Shareholders' equity$5.76bn$5.69bn$5.34bn$5.04bn$5.07bn$3.12bn$2.93bn$2.77bn

Financial ratios

Data as of 23 Sept 2026

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018
Operating margin13.4%13.5%16.2%14.4%9.5%12.5%——
Net margin5.1%8.5%10.6%9.8%6.0%8.0%——
Return on equity16.1%36.1%51.3%39.0%27.5%35.9%——
Return on assets4.7%7.9%10.3%8.9%5.8%7.2%——
Revenue growth37.2%23.2%16.9%11.4%31.5%4.4%——
Earnings growth-18.5%-0.7%26.1%83.9%-2.7%-15.6%——
Current ratio2.42x1.62x1.60x3.59x2.73x2.27x——
Debt to equity1.34x1.87x1.93x1.47x1.74x2.30x——
Equity ratio28.9%22.0%20.0%22.9%20.9%20.2%——
Interest coverage5.66x6.08x8.73x9.81x6.99x6.92x——
R&D as a share of sales——0.0%0.0%0.0%0.0%0.0%0.0%
Buybacks as a share of market value-6.7%1.2%5.7%1.1%-1.0%2.2%——

Growth per year

Compound annual rate

3 years5 years10 years
Revenue25.5%23.7%14.8%
Operating income22.7%25.6%20.5%
Net income0.7%12.8%17.7%

Average margins

Over each period

1 year3 years5 years10 years
Operating margin13.5%14.2%13.4%13.1%
Net margin6.5%8.0%7.7%7.5%

Valuation history

At each fiscal year end

FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Price to earnings33.323.216.320.728.517.813.612.322.116.7
Price to sales1.72.01.72.01.71.41.41.01.20.8

Market value over time

31 Oct 2016 to 22 Sept 2026, in USD

$2.79bn$24.67bn

Share price return

Finished calendar years

2025202420232022202120202019201820172016
Return10%45%6%37%48%11%58%6%55%-15%

Dividends and splits

Per share, in the currency the company pays

Paid for 14 years. Last went ex-dividend on 12 Nov 2026.

FY2026FY2025FY2024FY2023FY2022FY2021FY2020FY2019
Paid in the year1.201.201.201.201.001.001.001.00

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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