US · Financial Services · Capital Markets
EPS came in at 5.84 against a street estimate of 5.39 — a beat of 8.3%.
Analysts rate LPL Financial Holdings Inc a buy (12 buy, 2 hold, 1 sell out of 15) with an average price target of $430.00.
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 | 6.32% |
| Dodge & Cox | 5.81% |
| Boston Partners Global Investors, Inc | 5.25% |
| Massachusetts Financial Services Company | 4.91% |
| Vanguard Portfolio Management, LLC | 4.89% |
| HHG PLC | 4.66% |
| Vanguard Capital Management, LLC | 4.57% |
| Principal Financial Group Inc | 3.41% |
| Document | Date |
|---|---|
| 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 |
| Annual report FY2025 LPL FINANCIAL HOLDINGS INC. – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Assets Under Administration/Custody: $2.4 trillion in brokerage and advi | 2026-02-23 |
| Results announced · Q1 2026 LPL FINANCIAL HOLDINGS INC. - Q4 2025 EARNINGS SUMMARY HEADLINE NUMBERS • Q4 2025 Net Income: $301 million ($3.74 diluted EPS), up 4% from Q4 2024's | 2026-01-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.30 / share ex-date Aug 15, 2025 · pay Aug 29, 2025 | 2025-08-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for LPL Financial Holdings Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.