About LPL Financial Holdings Inc.
https://www.lpl.comLPL 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.
CEO
Richard Steinmeier
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 511
Ratings Snapshot
Rating : B
Price Target
Institutional Ownership
JANUS HENDERSON INVESTORS US LLC
Shares:9M
Value:$3.35B
VANGUARD GROUP INC
Shares:8.3M
Value:$3.09B
BLACKROCK INC.
Shares:5.3M
Value:$1.97B
Summary
Showing Top 3 of 939
About LPL Financial Holdings Inc.
https://www.lpl.comLPL 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.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $4.55B ▲ | $825.83M ▲ | $-29.52M ▼ | -0.65% ▼ | $-0.37 ▼ | $236.61M ▼ |
| Q2-2025 | $3.84B ▲ | $515.03M ▲ | $273.25M ▼ | 7.13% ▼ | $3.42 ▼ | $616.77M ▼ |
| Q1-2025 | $3.67B ▲ | $463.28M ▼ | $318.57M ▲ | 8.68% ▲ | $4.27 ▲ | $638.99M ▲ |
| Q4-2024 | $3.51B ▲ | $481.94M ▲ | $270.75M ▲ | 7.71% ▼ | $3.62 ▲ | $557.91M ▲ |
| Q3-2024 | $3.11B | $426.95M | $255.3M | 8.21% | $3.41 | $525.93M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $1.54B ▼ | $18.03B ▲ | $12.99B ▲ | $5.04B ▼ |
| Q2-2025 | $4.31B ▲ | $17.47B ▲ | $12.4B ▲ | $5.07B ▲ |
| Q1-2025 | $1.35B ▲ | $13.96B ▲ | $10.84B ▲ | $3.12B ▲ |
| Q4-2024 | $1.01B ▼ | $13.32B ▲ | $10.39B ▲ | $2.93B ▲ |
| Q3-2024 | $1.57B | $11.94B | $9.17B | $2.77B |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $-29.52M ▼ | $-1.73B ▼ | $-1.68B ▼ | $320.61M ▼ | $-3.09B ▼ | $-1.87B ▼ |
| Q2-2025 | $273.25M ▼ | $193.3M ▼ | $-250.47M ▼ | $3.12B ▲ | $3.06B ▲ | $56.31M ▼ |
| Q1-2025 | $318.57M ▲ | $339.81M ▲ | $-199.16M ▲ | $29.97M ▼ | $170.62M ▲ | $220.34M ▲ |
| Q4-2024 | $270.75M ▲ | $-178.78M ▼ | $-1.03B ▼ | $934.82M ▲ | $-278.65M ▼ | $-344.3M ▼ |
| Q3-2024 | $255.3M | $209.34M | $-181.18M | $-24.11M | $4.04M | $62.27M |
Revenue by Products
| Product | Q1-2018 | Q2-2018 | Q3-2018 | Q4-2018 |
|---|---|---|---|---|
 Assetbased Revenue | $220.00M ▲ | $240.00M ▲ | $250.00M ▲ | $270.00M ▲ |
 Cashsweep Revenue | $100.00M ▲ | $120.00M ▲ | $130.00M ▲ | $0 ▼ |
 Money Market Cash Sweep Revenue | $0 ▲ | $10.00M ▲ | $10.00M ▲ | $480.00M ▲ |
 Recordkeeping Revenues | $60.00M ▲ | $60.00M ▲ | $60.00M ▲ | $60.00M ▲ |
 Sponsorship Programs | $50.00M ▲ | $60.00M ▲ | $60.00M ▲ | $60.00M ▲ |
CEO
Richard Steinmeier
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 511
Ratings Snapshot
Rating : B
Price Target
Institutional Ownership
JANUS HENDERSON INVESTORS US LLC
Shares:9M
Value:$3.35B
VANGUARD GROUP INC
Shares:8.3M
Value:$3.09B
BLACKROCK INC.
Shares:5.3M
Value:$1.97B
Summary
Showing Top 3 of 939