Stocks›Financial Services›LPLA

LPLA

LPL Financial Holdings Inc.

NasdaqResearch view

$314.36+3.83%

Sep 25 close · 1D EOD · Databento

Financial ServicesSecurity & Commodity Brokers, Dealers, Exchanges & ServicesLarge-capSEC EDGAR FY 2025-12-31

What happened

Daily closes · dots are Wire stories

What’s next

Expected around late October, going by its own filing history. The company has not announced a date yet. Its matching report came Oct 30, 2025 and Oct 30, 2024, after the close.

Last report

Jul 30, 2026+4.28%

after the close

Last 4, next close

median 4.46% either way

up 3 of 4

Every report since 2022 →

DateEventSourceNext close

Jul 30Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗+4.28%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

Big days · last year

Daily closes · Databento EOD

20 big days: a close more than 3.97% from the one before, three times LPLA’s median day (1.32%). On 2 of 20, its largest peers moved the same way at least half as far. We show what we hold, never a cause.

Shaded: since our stories began, May 26, 2026

20Sep 22, 2026
Sep 22, 2026Nothing in our recordNo LPLA story, brief or results filing in our record that dayGroup −1.6% did not move with it
−1.6% did not move with itCME −3.0 · CBOE −1.7 · ICE −1.6 · NDAQ −0.2
−7.45%
19Jul 31, 2026
Jul 31, 2026ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −0.4% did not move with it
−0.4% did not move with itCBOE +4.6 · ICE −2.4 · NDAQ −1.0 · CME +0.2
+4.28%
18Jul 1, 2026
Jul 1, 2026Nothing in our recordNo LPLA story, brief or results filing in our record that dayGroup +3.8% moved the same way
+3.8% moved the same wayNDAQ +5.0 · CME +4.6 · ICE +2.9 · CBOE +2.1
+4.11%
17Jun 30, 2026
Jun 30, 2026Nothing in our recordNo LPLA story, brief or results filing in our record that dayGroup +1.8% did not move with it
+1.8% did not move with itCBOE +4.8 · NDAQ +2.6 · CME +1.0 · ICE +0.2
+4.62%
16Jun 24, 2026
Jun 24, 2026Nothing in our recordNo LPLA story, brief or results filing in our record that dayGroup −2.6% moved the same way
−2.6% moved the same wayCME −4.4 · CBOE −3.0 · ICE −2.2 · NDAQ −1.1
−4.39%
15May 11, 2026
May 11, 2026Before our storiesGroup +0.5% did not move with it
+0.5% did not move with itICE +1.3 · CBOE +0.6 · NDAQ −0.5 · CME +0.5
−4.77%
14May 7, 2026
May 7, 2026Before our storiesGroup −0.4% did not move with it
−0.4% did not move with itCBOE −2.1 · ICE +1.8 · CME −0.5 · NDAQ −0.2
−4.65%
13May 1, 2026
May 1, 2026ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −0.0% did not move with it
−0.0% did not move with itCBOE +8.9 · ICE −2.1 · NDAQ −0.6 · CME +0.6
−4.64%
12Apr 16, 2026
Apr 16, 2026Before our storiesGroup +0.1% did not move with it
+0.1% did not move with itCBOE +1.4 · ICE −0.8 · NDAQ +0.4 · CME −0.2
−5.68%
11Apr 8, 2026
Apr 8, 2026Before our storiesGroup +0.7% did not move with it
+0.7% did not move with itCME −2.5 · NDAQ +2.0 · ICE +0.9 · CBOE +0.4
+4.49%
10Mar 12, 2026
Mar 12, 2026Before our storiesGroup +1.6% did not move with it
+1.6% did not move with itCME +2.6 · CBOE +2.2 · NDAQ −1.7 · ICE +1.0
−4.40%
9Feb 27, 2026
Feb 27, 2026Before our storiesGroup +0.9% did not move with it
+0.9% did not move with itCBOE +2.5 · NDAQ −1.1 · CME +1.0 · ICE +0.8
−6.00%
8Feb 23, 2026
Feb 23, 2026Before our storiesGroup +0.3% did not move with it
+0.3% did not move with itNDAQ −2.4 · CME +1.9 · CBOE +0.5 · ICE +0.1
−4.81%
7Feb 11, 2026
Feb 11, 2026Before our storiesGroup −2.3% did not move with it
−2.3% did not move with itICE −7.8 · NDAQ −2.5 · CBOE −2.0 · CME −1.4
−6.08%
6Feb 10, 2026
Feb 10, 2026Before our storiesGroup −2.6% did not move with it
−2.6% did not move with itNDAQ −4.4 · ICE −2.8 · CBOE −2.4 · CME −0.2
−8.31%
5Feb 5, 2026
Feb 5, 2026Before our storiesGroup +1.2% did not move with it
+1.2% did not move with itNDAQ −3.4 · ICE +2.1 · CBOE +1.5 · CME +0.9
−4.27%
4Jan 23, 2026
Jan 23, 2026Before our storiesGroup −0.5% did not move with it
−0.5% did not move with itICE −0.8 · NDAQ −0.7 · CME +0.5 · CBOE −0.3
−4.26%
3Jan 7, 2026
Jan 7, 2026Before our storiesGroup −0.6% did not move with it
−0.6% did not move with itICE −2.5 · CBOE +2.0 · CME −0.9 · NDAQ −0.3
−4.56%
2Oct 31, 2025
Oct 31, 2025ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group +0.4% did not move with it
+0.4% did not move with itCBOE +3.7 · ICE −1.5 · CME +1.0 · NDAQ −0.2
+11.47%
1Oct 1, 2025
Oct 1, 2025Before our storiesGroup −1.7% did not move with it
−1.7% did not move with itICE −3.5 · NDAQ −1.7 · CME −1.6 · CBOE −1.5
−4.72%

A story on the same day is not a cause, and a group move is not proof either. Group: CME, ICE, NDAQ, CBOE, the largest companies in LPLA’s SEC industry; “the same way” means the same direction and at least half as far. Prior-session closes only; not a call, not advice.

The numbers · FY2025, filed

SEC EDGAR

Market cap$24.8B

Revenue$17.0B+37.20%

Net income$863.0M

EPS, diluted$10.92−22.20%

Return on equity16.1%

Debt / equity1.39

All filed figures

Snapshot

SEC EDGAR · FY 2025-12-31

SectorFinancial Services

Market Cap$24.8B

Enterprise Value$29.1B

Income$863.0M

Sales$17.0B

Book/sh$67.87

Cash/sh$38.79

Dividend TTM—

Payout11%

Employees—

IPO—

Quick Ratio—

Current Ratio—

Debt/Eq1.39

EPS (ttm)$10.92

EPS this Y-22.2%

EPS past 3/5Y1.6%

Sales past 3/5Y25.5%

EPS Y/Y TTM-22.2%

Sales Y/Y TTM37.2%

Shs Outstand78.74M

ROA4.7%

ROE16.1%

ROIC—

Gross Margin—

Oper. Margin—

Profit Margin5.1%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$7.7B

FY21

$8.6B

FY22

$10.1B

FY23

$12.4B

FY24

$17.0B

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$7.7B	$8.6B	$10.1B	$12.4B	$17.0B
Gross Profit	—	—	—	—	—
Operating Income	—	—	—	—	—
Net Income	$459.9M	$845.7M	$1.1B	$1.1B	$863.0M
Diluted EPS	$5.63	$10.40	$13.69	$14.03	$10.92
Operating Cash Flow	$453.1M	$1.9B	$512.6M	$277.6M	$-411.4M
Free Cash Flow	$237.1M	$1.6B	$109.3M	$-284.9M	$-981.8M

Same industry

In the screener →

CME$95.3B ICE$86.6B NDAQ$52.3B CBOE$26.9B TW$21.7B SNEX$8.1B BGC$5.7B TOP$574M

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.