Touchstone
Last syncNov 1, 2026, 6:55 PM ET

LPLA

Lpl Financial Holdings Inc. Financials Security & Commodity Brokers, Dealers, Exchanges & Services Russell 3000
$283.74Close $38.8BMarket cap $265.65 – $392.1452-week range Jan 26, 2027Next report · estimated

Highlights

Cautions

  • Not in an uptrend 1 of 8 trend conditions
  • Lagging the market RS 16 · weaker than 84% of stocks over 12 months
  • Far from its high 28% below its 52-week high

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Oct 29, 2026
Off 12-month high 28%
1wk down 10.1% price change
1mo down 7.2% price change
12-month return down 16% market up 11% · its own down 28%
F-score — — Not assessed
Altman Z — Unknown
P/E 44.9× price / earnings
PEG — P/E / EPS growth
P/B 7.3× price / book
Earnings yield — EBIT / enterprise value
Cheaper than — of the market · not assessed
Revenue growth up 37% year on year
EPS growth — latest quarter
Sales growth up 17% latest quarter · -18 pts
ROE up 21% return on equity
Free cash margin —
D/E 1.36 long-term debt / equity
Net debt / EBITDA —
Interest cover —EBIT / interest

Trade setup

ATR% 4.4% $12.54 a day · 2×ATR $258.66
RS 16 / 99 vs the universe
Trend 1 / 8 trend template
Relative volume 2.5× vs 50-day average
Up/down volume 0.71 50 sessions
Implied move — no scheduled report
Trend template · 1 of 8
  • 50-day average above the 150 and 200-day: passes

Screen verdict

Did not qualify for any screen.

Warning signs

1 flagged
  • Shareholders diluted The share count rose 4.4% over the year, from 131m to 137m shares. Each existing share owns a smaller fraction of the company than it did a year ago.
Last reported Oct 27, 2026
Last shock Oct 28, 2026-15% in one session6.3× volumeon results+5% since

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $17.0B +37% on FY2024
$0 $20B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $5.9B FY2021 · $7.7B FY2022 · $8.6B FY2023 · $10.1B FY2024 · $12.4B FY2025 · $17.0B
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $863.0M -18% on FY2024
$0 $2B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $472.6M FY2021 · $459.9M FY2022 · $845.7M FY2023 · $1.1B FY2024 · $1.1B FY2025 · $863.0M
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Net 5%
0% 20% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Net 8% FY2021 · Net 6% FY2022 · Net 10% FY2023 · Net 11% FY2024 · Net 9% FY2025 · Net 5%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology
  • Cash
  • Long-term debt
$0 $10B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $808.6M · Long-term debt $2.3B FY2021 · Cash $495.2M · Long-term debt $2.8B FY2022 · Cash $847.5M · Long-term debt $2.7B FY2023 · Cash $465.7M · Long-term debt $3.7B FY2024 · Cash $967.1M · Long-term debt $5.5B FY2025 · Cash $1.0B · Long-term debt $7.3B
Shares outstanding Shares in issue at the year's end. A rising count means each share owns a smaller slice of the company (stock pay, share sales); a falling one, buybacks. The chart's scale is fitted to the count, so a small change looks large: read the percentage. Methodology 136.64m +7.1% since FY2020
136.64m 127.59m FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · 127.59m FY2021 · 128.76m FY2022 · 129.66m FY2023 · 130.23m FY2024 · 130.91m FY2025 · 136.64m
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue $5.9B $7.7B $8.6B $10.1B $12.4B $17.0B
Net income $472.6M $459.9M $845.7M $1.1B $1.1B $863.0M
Net margin 8% 6% 10% 11% 9% 5%
Earnings per share $5.86 $5.63 $10.40 $13.69 $14.03 $10.92
Cash $808.6M $495.2M $847.5M $465.7M $967.1M $1.0B
Long-term debt $2.3B $2.8B $2.7B $3.7B $5.5B $7.3B
Shareholders' equity $1.3B $1.7B $2.2B $2.1B $2.9B $5.3B
Shares outstanding 127.59m 128.76m 129.66m 130.23m 130.91m 136.64m

Filings

SEC EDGAR
FiledReportPeriod to Lag
Oct 29, 2026 Quarterly ↗ Sep 30, 2026 29d
Aug 3, 2026 Quarterly ↗ Jun 30, 2026 34d
May 4, 2026 Quarterly ↗ Mar 31, 2026 34d
Feb 23, 2026 Annual ↗ Dec 31, 2025 54d
Nov 3, 2025 Quarterly ↗ Sep 30, 2025 34d
Aug 4, 2025 Quarterly ↗ Jun 30, 2025 35d
May 9, 2025 Quarterly ↗ Mar 31, 2025 39d
Feb 20, 2025 Annual ↗ Dec 31, 2024 51d
Nov 4, 2024 Quarterly ↗ Sep 30, 2024 35d
Jul 30, 2024 Quarterly ↗ Jun 30, 2024 30d
May 2, 2024 Quarterly ↗ Mar 31, 2024 32d
Feb 21, 2024 Annual ↗ Dec 31, 2023 52d

Current reports

FiledDisclosed
Oct 27, 2026 Results ↗
Jul 30, 2026 Results ↗
May 15, 2026 Charter or bylaws · Shareholder vote ↗
Apr 30, 2026 Results ↗
Jan 29, 2026 Results ↗
Jan 8, 2026 Director or officer change · Regulation FD ↗
Oct 30, 2025 Results ↗
Aug 1, 2025 Regulation FD · Other events ↗
Jul 31, 2025 Results ↗
Jul 3, 2025 Director or officer change ↗
Jun 3, 2025 Director or officer change ↗
May 23, 2025 Shareholder vote ↗