LPLANasdaqSecurity & Commodity Brokers, Dealers, Exchanges & ServicesFiscal year ends December 31

LPL Financial Holdings Inc.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026

$316.16−4.80 (-1.50%)

Close on Oct 19, 2026

Market cap: $25.30B
P/E (TTM): 25.2
Dividend yield: 0.38%

LPL Financial Holdings Inc. income statement

Annual Quarterly TTM

Millions of USD, except per-share data. Shares in millions.

Line item	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2021 2021-12-31	FY 2020 2020-12-31	FY 2019 2019-12-31	FY 2018 2018-12-31	FY 2017 2017-12-31	FY 2016 2016-12-31	FY 2015 2015-12-31	FY 2014 2014-12-31	FY 2013 2013-12-31	FY 2012 2012-12-31	FY 2011 2011-12-31	FY 2010 2010-12-31	FY 2009 2009-12-31
Revenue	16,989	12,385	10,053	8,601	7,721	5,872	5,625	5,188	4,281	4,049	4,275	4,374	4,141	3,661	3,479	3,113	2,750
Operating Expenses	–	–	–	–	–	5,140	4,750	4,471	3,787	3,655	3,933	4,023	3,790	3,339	3,128	3,074	2,576
Total Costs & Expenses	15,840	10,992	8,608	7,489	7,120	5,246	4,883	–	–	–	–	–	–	–	–	–	–
Interest Expense	403	274	187	126	104	106	130	–	–	–	–	–	–	–	–	–	–
Merger & Restructuring Charges	–	–	–	–	–	–	–	–	0	0	12	35	30	5.60	21	14	59
Asset Impairment Charges	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0.84	1.29
Gain (Loss) on Sale of Assets	–	–	–	–	–	–	–	–	–	–	–	-1.76	-0.17	-0.20	-0.11	-0.16	-0.33
Legal Settlements	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	-11	–
Pretax Income	1,150	1,393	1,445	1,112	601	626	742	593	365	298	283	295	291	251	283	-89	73
Income Tax Expense	286	334	379	266	141	153	182	153	126	106	114	117	109	99	112	-32	25
Net Income	863	1,059	1,066	846	460	473	560	439	239	192	169	178	182	152	170	-57	48
Net Income to Common	–	–	–	–	–	–	–	–	–	–	–	–	182	152	168	-57	47
EPS (Basic)(per share)	10.97	14.17	13.88	10.60	5.75	5.96	6.78	4.99	2.65	2.15	1.77	1.78	1.74	1.39	1.55	-0.64	0.54
EPS (Diluted)(per share)	10.92	14.03	13.69	10.40	5.63	5.86	6.62	4.85	2.59	2.13	1.74	1.75	1.72	1.37	1.50	-0.64	0.47
Shares Outstanding (Basic, Weighted)(shares)	79	75	77	80	80	79	83	88	90	89	95	100	105	109	108	89	87
Shares Outstanding (Diluted, Weighted)(shares)	79	75	78	81	82	81	85	91	92	90	97	102	106	111	112	89	98
Dividend per Share(per share)	1.20	1.20	1.20	1.00	1.00	1.00	1.00	–	–	–	–	–	–	–	–	–	–
Net Interest Income	–	–	–	–	–	29	47	40	24	21	19	19	18	19	20	20	21

Italic numbers are calculated by StockData (for example Q4 = full year − nine months). Per-share data and share counts are adjusted for stock splits. Hover a number for its source; click it to open the filing on SEC.gov. Click a row to chart it.

Ratios

Latest available, balances at Jun 30, 2026

Profitability, TTM

Gross margin: –
Operating margin: –
Net margin: 5.1%
Return on equity, FY2025: 20.9%

Financial strength

Current ratio: –
Debt to equity: –
Debt to assets: –
Cash to current liabilities: –

Valuation

P/E ratio: 25.2
Price to sales: 1.29
Price to book: 4.40
Dividend yield: 0.38%