LPL Financial Holdings Inc. (LPLA) Stock Profile — Insider Trades & Financials

Revenue$4.9B

Net Income$300.7M

EPS$10.92

Market Cap$23.8B

Price Performance

Historical data including institutional events

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Company Profile

Rich Steinmeier

CEO & Executive Director

LPL Financial Holdings Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC.

Employees: 8,400
Headquarters: SAN DIEGO, CA, United States
Website: www.lpl.com/waddell-reed/access-your-account.html

Peer Comparison

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Core Efficiency

ROE?

5.63%

ROA?

1.63%

D/E Ratio?

2.46

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Profitability Ratios

Net Margin?

6.10%

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Earnings Calendar

Filing history and next expected filing date

Next Expected Filing

Jul 18, 2026 (in 102 days)

Annual Report (10-K) — Based on filing pattern

Jul 18, 2026

Predicted10-K

Feb 23, 2026

10-KQ4 20254d after period end

Nov 3, 2025

10-QQ3 20254d after period end

Aug 4, 2025

10-QQ2 20255d after period end

May 9, 2025

10-QQ1 20252d after period end

Feb 20, 2025

10-KQ4 20246d after period end

Nov 4, 2024

10-QQ3 20244d after period end

Jul 30, 2024

10-QQ2 20245d after period end

May 2, 2024

10-QQ1 20243d after period end

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LPL Financial Holdings Inc.

Price Performance

Company Profile

Core Efficiency

Profitability Ratios

Earnings Calendar

Core Efficiency

Profitability Ratios

Earnings Calendar

Data Freshness