LPL Financial Holdings Inc. (LPLA)
LPL Financial Holdings Inc. brought in $19.6B of revenue over the twelve months to June 30, 2026, up 38.8% from a year earlier. Net income was $1B, a net margin of 5.1%. In fiscal 2025 capital spending exceeded operating cash flow by $981.8M. At June 30, 2026 it held $1.3B in cash against $7.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 3, 2026.
What LPL Financial Holdings Inc. does
LPL Financial Holdings Inc. is registered with the SEC under industry code SIC 6200 (Security & Commodity Brokers, Dealers, Exchanges & Services). Its shares trade on NASDAQ under the ticker LPLA.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $17B | $863M | $10.92 | -$981.8M |
| 2024 | $12.4B | $1.1B | $14.03 | -$284.9M |
| 2023 | $10.1B | $1.1B | $13.69 | $109.3M |
| 2022 | $8.6B | $845.7M | $10.40 | $1.6B |
| 2021 | $7.7B | $459.9M | $5.63 | $237.1M |
| 2020 | $5.9B | $472.6M | $5.86 | $634.4M |
Latest SEC filings
What LPL Financial Holdings Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- August 13, 2026Passive stake (5% or more) SCHEDULE 13G
- August 4, 2026Passive stake (5% or more) SCHEDULE 13G
- August 3, 2026Quarterly report 10-Q · period to June 30, 2026
- July 30, 2026
- May 15, 2026
- May 14, 2026Passive stake (5% or more) SCHEDULE 13G
- May 4, 2026Quarterly report 10-Q · period to March 31, 2026
- April 30, 2026
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
- April 2, 2026
Questions about LPLA
What does LPL Financial Holdings Inc. do?
LPL Financial Holdings Inc. is registered with the SEC under industry code SIC 6200 (Security & Commodity Brokers, Dealers, Exchanges & Services). Its shares trade on NASDAQ under the ticker LPLA.
Is LPL Financial Holdings Inc. profitable?
Yes. Over the twelve months to June 30, 2026 it reported net income of $1B on revenue of $19.6B, a net margin of 5.1%.
How much revenue does LPL Financial Holdings Inc. make?
Over the twelve months to June 30, 2026 LPL Financial Holdings Inc. reported revenue of $19.6B. That is 38.8% more than a year earlier.
When did LPL Financial Holdings Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 3, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from September 14, 2026.
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Follow LPLA: get an email when it filesWhere the numbers come from
Financial figures are the values LPL Financial Holdings Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.