LPL FINANCIAL HOLDINGS INC (LPLA)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
$359.33-0.31%
Close 2026-09-04 · 1-day change
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
QuarterlyIQ Insights · LPLA
Income statement, balance sheet, and cash flow — annual and quarterly history, as reported.
Figures in millions of USD, except per-share and ratios.
| TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenues | ||||||||||||||||
| Revenues | 19,609.5 | 16,989.5 | 12,385.1 | 10,052.8 | 8,600.8 | 7,720.8 | 5,871.6 | 5,624.9 | 5,188.4 | 4,281.5 | 4,049.4 | 4,275.1 | 4,373.7 | 4,140.9 | 3,661.1 | 3,479.4 |
| Total Revenues | 19,609.5 | 16,989.5 | 12,385.1 | 10,052.8 | 8,600.8 | 7,720.8 | 5,871.6 | 5,624.9 | 5,188.4 | 4,281.5 | 4,049.4 | 4,275.1 | 4,373.7 | 4,140.9 | 3,661.1 | 3,479.4 |
| Operating Expenses & Income | ||||||||||||||||
| Operating Income | — | — | — | 1,444.8 | 1,111.7 | 601.3 | 626.1 | 741.8 | 592.6 | 364.6 | 297.5 | 282.6 | 294.7 | 291.3 | 250.6 | 282.7 |
| Earnings from Continuing Operations | ||||||||||||||||
| Asset Writedown | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.8 | 2.8 |
| EBT, Incl. Unusual Items | 1,363.5 | 1,149.5 | 1,392.9 | 1,444.8 | 1,111.7 | 601.3 | 626.1 | 741.8 | 592.6 | 364.6 | 297.5 | 282.6 | 294.7 | 291.3 | 250.6 | 282.7 |
| Income Tax Expense | 356.7 | 286.5 | 334.3 | 378.5 | 266.0 | 141.5 | 153.4 | 182.0 | 153.2 | 125.7 | 105.6 | 113.8 | 116.7 | 109.4 | 98.7 | 112.3 |
| Net Income | ||||||||||||||||
| Net Income | 1,006.9 | 863.0 | 1,058.6 | 1,066.3 | 845.7 | 459.9 | 472.6 | 559.9 | 439.5 | 238.9 | 191.9 | 168.8 | 178.0 | 181.9 | 151.9 | 170.4 |
| Per Share | ||||||||||||||||
| Basic EPS | 12.62 | 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 |
| Diluted EPS | 12.58 | 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 |
| Revenue per Share | 245.02 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Basic Weighted Avg Shares | 79.8 | 78.7 | 74.7 | 76.8 | 79.8 | 80.0 | 79.2 | 82.6 | 88.1 | 90.0 | 89.1 | 95.3 | 99.8 | 104.7 | 109.4 | 108.4 |
| Diluted Weighted Avg Shares | 80.0 | 79.1 | 75.4 | 77.9 | 81.3 | 81.7 | 80.7 | 84.6 | 90.6 | 92.1 | 90.0 | 96.8 | 101.7 | 106.0 | 111.1 | 112.1 |
| Supplemental | ||||||||||||||||
| EBITDA | — | — | — | 1,691.8 | 1,311.5 | 752.8 | 735.8 | 837.6 | 680.3 | 448.6 | 373.4 | 355.9 | 391.5 | 374.8 | 322.4 | 355.4 |
| EBIT | — | — | — | 1,444.8 | 1,111.7 | 601.3 | 626.1 | 741.8 | 592.6 | 364.6 | 297.5 | 282.6 | 294.7 | 291.3 | 250.6 | 282.7 |
| Effective Tax Rate | 26.2% | — | — | 26.2% | 23.9% | 23.5% | 24.5% | 24.5% | 25.8% | 34.5% | 35.5% | 40.3% | 39.6% | 37.6% | 39.4% | 39.7% |
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.