LPLA
LPL Fin Hldg (LPLA)
NASDAQ
$295.00-$2.62 (-0.88%)
Price as of Jun 23, 2026 5:39 PM EDT
  • $23.8B
    Market Cap
  • -20.21%
    1-Year Change
  • Capital Markets
    Industry
Annual
Quarterly
12/31/2025
12/31/2024
12/31/2023
12/31/2022
Income Statement
Total Operating Revenue
17.0B
+37.18%
12.4B
+23.20%
10.1B
+16.88%
8.6B
+11.40%
Cost of Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
17.0B
+37.18%
12.4B
+23.20%
10.1B
+16.88%
8.6B
+11.40%
Sales and Marketing Expense
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Research and Development Expense
-85.8M
+13.20%
-75.8M
+0.16%
-75.7M
+11.86%
-67.7M
+12.26%
Depreciation and Amortization Expense
236.6M
+74.94%
135.2M
+26.14%
107.2M
+22.44%
87.6M
+10.47%
Total Operating Expenses
15.8B
+44.10%
11.0B
+27.70%
8.6B
+14.94%
7.5B
+5.19%
Operating Profit
1.1B
-17.47%
1.4B
-3.59%
1.4B
+29.97%
1.1B
+84.87%
Interest Income
231.6M
+23.46%
187.6M
+17.68%
159.4M
+106.69%
77.1M
+169.89%
Interest Expense
-403.4M
+47.13%
-274.2M
+46.77%
-186.8M
+47.98%
-126.2M
+20.90%
Interest Income and Expense and Net
-171.8M
+98.43%
-86.6M
+216.09%
-27.4M
-44.23%
-49.1M
-35.25%
Total Nonoperating Income and Expense
172.4M
+19.59%
144.2M
+21.12%
119.0M
+237.55%
-86.5M
-220.22%
Income before Taxes
1.1B
-17.47%
1.4B
-3.59%
1.4B
+29.97%
1.1B
+84.87%
Income Taxes
286.5M
-14.30%
334.3M
-11.69%
378.5M
+42.33%
266.0M
+88.00%
Extraordinary Items
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Income
863.0M
-18.48%
1.1B
-0.72%
1.1B
+26.08%
845.7M
+83.90%
Net Income from Continuing Operations Applicable to Common
1.1B
-17.47%
1.4B
-3.59%
1.4B
+29.97%
1.1B
+84.87%
Basic EPS and Net Income
10.97
-22.58%
14.17
+2.09%
13.88
+30.94%
10.60
+84.35%
Diluted EPS and Net Income
10.92
-22.17%
14.03
+2.48%
13.69
+31.63%
10.40
+84.72%
Basic Weighted Average Shares
78.7M
+5.31%
74.7M
-2.73%
76.8M
-3.75%
79.8M
-0.25%
Diluted Weighted Average Shares
79.1M
+4.82%
75.4M
-3.13%
77.9M
-4.21%
81.3M
-0.56%
Balance Sheet
Cash and Cash Equivalents
1.0B
+7.27%
967.1M
+107.67%
465.7M
-45.05%
847.5M
+71.13%
Short-Term Investments
91.5M
+59.23%
57.5M
-37.05%
91.3M
+73.56%
52.6M
+6.95%
Cash and Cash Equivalents and Short-Term Investments
1.1B
+10.18%
1.0B
+83.95%
557.0M
-38.12%
900.1M
+65.33%
Total Current Assets
2.2B
+21.30%
1.8B
+30.63%
1.4B
+35.85%
1.0B
+15.36%
Accumulated Depreciation
1.2B
-15.92%
1.4B
+30.90%
1.1B
+29.44%
817.0M
+30.86%
Property and Plant and Equipment and Net
1.4B
+16.47%
1.2B
+29.68%
933.1M
+19.57%
780.4M
+18.44%
Total Long-Term Assets
2.2B
+21.30%
1.8B
+30.63%
1.4B
+35.85%
1.0B
+15.36%
Total Assets
18.5B
+38.86%
13.3B
+28.23%
10.4B
+9.53%
9.5B
+18.65%
Income Taxes Payable
69.3M
-48.56%
134.8M
+449.77%
24.5M
N/A
N/A
N/A
Total Short-Term Debt
79.0M
-92.45%
1.0B
+273.93%
280.0M
N/A
0
-100.00%
Total Current Liabilities
821.6M
+39.63%
588.5M
+21.09%
486.0M
+8.32%
448.6M
+16.82%
Total Long-Term Debt
7.3B
+32.10%
5.5B
+47.15%
3.7B
+37.41%
2.7B
-3.43%
Total Long-Term Liabilities
7.3B
+32.10%
5.5B
+47.15%
3.7B
+37.41%
2.7B
-3.43%
Total Liabilities
13.1B
+26.59%
10.4B
+25.04%
8.3B
+13.56%
7.3B
+15.72%
Retained Earnings
5.8B
+15.17%
5.1B
+24.02%
4.1B
+31.73%
3.1B
+33.23%
Total Stockholders Equity
5.3B
+82.37%
2.9B
+40.96%
2.1B
-4.09%
2.2B
+29.75%
Total Shares Outstanding
136.6M
+4.37%
130.9M
+0.52%
130.2M
+0.45%
129.7M
+0.70%
Cash Flow
Cash from Operating Activities
-411.4M
-248.21%
277.6M
-45.85%
512.6M
-73.65%
1.9B
+329.36%
Capital Expenditures
570.4M
+1.39%
562.5M
+39.49%
403.3M
+31.54%
306.6M
+41.95%
Cash from Investing Activities
-2.4B
+49.90%
-1.6B
+85.09%
-860.2M
+128.53%
-376.4M
-17.93%
Dividends Paid
94.4M
+5.22%
89.7M
-2.67%
92.2M
+15.48%
79.8M
-0.33%
Cash from Financing Activities
3.2B
+123.55%
1.4B
+779.72%
-208.5M
-58.65%
-504.3M
-280.85%
Financials Ratio
Gross Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Operating Margin
6.77%
-39.84%
11.25%
-21.75%
14.37%
+11.19%
12.93%
+65.95%
Return on Assets
5.43%
-39.25%
8.93%
-16.78%
10.73%
+10.89%
9.68%
+52.76%
Return on Equity
20.86%
-50.65%
42.26%
-15.84%
50.22%
+13.95%
44.07%
+43.04%
Revenue Growth
37.18%
+60.24%
23.20%
+37.42%
16.88%
+48.12%
11.40%
-63.81%
Current Ratio
2.68
-13.13%
3.09
+7.88%
2.86
+25.41%
2.28
-1.25%
Cash Ratio
1.26
-23.17%
1.64
+71.51%
0.96
-49.28%
1.89
+46.49%
Debt-to-Equity Ratio
1.37
-38.50%
2.23
+15.61%
1.93
+54.01%
1.25
-27.00%
Debt-to-Assets Ratio
0.40
-19.22%
0.49
+27.09%
0.39
+34.86%
0.29
-20.17%

Earnings & Revenue History

Debt-to-Assets

Cash Flow