US · Financial Services · Capital Markets
EPS came in at 5.97 against a street estimate of 5.69 — a beat of 4.9%.
Analysts rate LPL Financial Holdings Inc a buy (14 buy, 4 hold, 0 sell out of 18) with an average price target of $404.06.
CONFIDENT LPL delivered record Q2 EPS of $5.84, beat street on both metrics, grew organic assets 4% annualized, and raised FY26 core G&A guidance lower. Commonwealth integration on track for Q4 onboarding. Q2 2026 Call did not break down results or guidance by geography or region. Analysts pressed on organic growth sustainability amid recruiting competition, pricing review timeline/adviser feedback, and Latitude's competitive differentiation. Management emphasized normalized adviser movement, comprehensive review scope, and demo-level proof points but provided no specific timeline on pricing decision. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.08% |
| Dodge & Cox | 5.88% |
| Boston Partners Global Investors, Inc | 5.46% |
| Jupiter Topco LLC | 5.39% |
| Vanguard Portfolio Management, LLC | 4.92% |
| Vanguard Capital Management, LLC | 4.64% |
| Principal Financial Group Inc | 3.45% |
| Samlyn Capital, LLC | 3.09% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $5,344.0 million, up from $4,552.0 million in the third quarter of 2025. • Net income was $356.6 m | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income was $357 million, or diluted EPS of $4.52, versus a net loss of $30 million, or $(0.37) per share, in Q3 2025. | 2026-10-27 |
| Quarterly report · Q2 2026 LPL FINANCIAL HOLDINGS INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q2 2026): $5,186.6 million, up 35% from $3,835.0 million (Q2 20 | 2026-08-03 |
| Results announced · Q3 2026 LPL FINANCIAL HOLDINGS INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $379 million (Q2 2026) vs. $273 million (Q2 2025) — up 39% • D | 2026-07-30 |
| Charter / bylaws change · Q2 2026 LPL FINANCIAL HOLDINGS INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 14, 2026 • 11 directors elected to serve throu | 2026-05-15 |
| Quarterly report · Q1 2026 LPL FINANCIAL HOLDINGS INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income: $356.4 million for Q1 2026 vs. $318.6 million for Q1 2025 (+12%) • | 2026-05-04 |
| Results announced · Q2 2026 LPL FINANCIAL Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $356 million, up 12% year-over-year • Diluted EPS: $4.43, up 4% year-over-year | 2026-04-30 |
| Proxy statement · Q2 2026 LPL FINANCIAL HOLDINGS INC. — 2026 PROXY SUMMARY CEO TOTAL COMPENSATION • CEO compensation figures not provided in the document excerpt supplied. Th | 2026-04-02 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Nov 12, 2026 · pay Nov 30, 2026 | 2026-11-12 |
| Dividend | $0.30 / share ex-date Aug 14, 2026 · pay Aug 28, 2026 | 2026-08-14 |
| Dividend | $0.30 / share ex-date May 21, 2026 · pay Jun 4, 2026 | 2026-05-21 |
| Dividend | $0.30 / share ex-date Mar 10, 2026 · pay Mar 24, 2026 | 2026-03-10 |
| Dividend | $0.30 / share ex-date Nov 13, 2025 · pay Dec 1, 2025 | 2025-11-13 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for LPL Financial Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.