Financials [ 9/12 ] | Capital Markets [ 40/74 ]
NASDAQ | Common Stock
LPL 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 institutions in the United States.
The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account.
It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities.
In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors.
Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling.
The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012.
LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Jan 30, 25 | 4.25 Increased by +21.08% | 4.01 Increased by +5.99% |
| Oct 30, 24 | 4.16 Increased by +11.23% | 3.71 Increased by +12.13% |
| Jul 25, 24 | 3.88 Decreased by -1.52% | 3.70 Increased by +4.86% |
| Apr 30, 24 | 4.21 Decreased by -6.24% | 3.81 Increased by +10.50% |
| Feb 1, 24 | 3.51 Decreased by -16.63% | 3.38 Increased by +3.85% |
| Oct 26, 23 | 3.74 Increased by +19.49% | 3.57 Increased by +4.76% |
| Jul 27, 23 | 3.94 Increased by +75.89% | 3.88 Increased by +1.55% |
| Apr 27, 23 | 4.49 Increased by +130.26% | 4.33 Increased by +3.70% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Dec 31, 24 | 3.51 B Increased by +32.85% | 270.75 M Increased by +24.45% | Increased by +7.71% Decreased by -6.32% |
| Sep 30, 24 | 3.11 B Increased by +23.23% | 255.30 M Increased by +13.83% | Increased by +8.21% Decreased by -7.63% |
| Jun 30, 24 | 2.93 B Increased by +209.90% | 243.80 M Decreased by -14.61% | Increased by +8.32% Decreased by -72.45% |
| Mar 31, 24 | 2.83 B Increased by +188.48% | 288.76 M Decreased by -14.79% | Increased by +10.19% Decreased by -70.46% |
| Dec 31, 23 | 2.64 B Increased by +182.73% | 217.56 M Decreased by -31.82% | Increased by +8.23% Decreased by -75.88% |
| Sep 30, 23 | 2.52 B Increased by +213.54% | 224.29 M Decreased by -3.46% | Increased by +8.89% Decreased by -69.21% |
| Jun 30, 23 | 946.05 M Decreased by -53.60% | 285.52 M Increased by +77.84% | Increased by +30.18% Increased by +283.28% |
| Mar 31, 23 | 981.89 M Decreased by -52.47% | 338.88 M Increased by +153.38% | Increased by +34.51% Increased by +433.07% |