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. revenue by segment
By business segment
By product or service
| Revenue | Q4 18 | Q3 18 | Q2 18 | Q1 18 | Q4 17 | Q3 17 | Q2 17 | Q1 17 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|
| Money Market Cash Sweep Revenue [Member] | $484.84M | $5.76M | $5.06M | $4.76M | $285.80M | $4.20M | $6.26M | $5.19M | 49.1% | +69.6% |
| Asset-based Revenue [Member] | $265.68M | $248.90M | $238.60M | $219.34M | $193.71M | $183.95M | $173.45M | $157.22M | 26.9% | +37.2% |
| Transaction and Fee Revenue [Member] | $119.25M | $118.94M | $116.46M | – | $103.15M | $104.00M | $109.36M | – | 12.1% | +15.6% |
| Recordkeeping Revenues [Member] | $61.26M | $63.66M | $61.94M | $60.52M | $55.64M | $54.04M | $52.57M | $51.44M | 6.2% | +10.1% |
| Sponsorship Programs [Member] | $56.65M | $58.07M | $55.28M | $54.73M | $49.73M | $48.29M | $49.03M | $46.13M | 5.7% | +13.9% |
| Client cash [Member] | – | $127.17M | $121.39M | $104.08M | – | $81.62M | $71.85M | $59.65M | – | – |
By region
From the segment and revenue-disaggregation notes of LPL Financial's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.