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LPLA LPL Financial Holdings Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-03, not restated
Financials

Scale

Market cap
$28.5bn
Revenue TTM
$19.6bn
Net income TTM
$1.0bn
Free cash flow
$-931m
Composite score
48.5
Sector rank
#349

Valuation

P / E
28.3
EV / EBITDA
EV / sales
1.8
FCF yield
-3.27%
Earnings yield vs 10-yr
-1.20pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.1%
EBITDA margin
ROE
17.5%
ROIC
Revenue growth
38.8%

Insider activity, last 90 days

Net open-market
$-1.91m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our Sources of Revenue Our revenue is derived primarily from fees and commissions from products and advisory services offered by our advisors to their clients, a substantial portion of which we pay out to our advisors, as well as fees we receive from our advisors for the use of our technology, custody, clearing, trust and reporting platforms. Advisory assets were $1.5 trillion, or 60% of total advisory a nd brokerage assets served, at June 30, 2026, up 46% from $1.1 trillion at June 30, 2025. Brokerage assets were $1.0 trillion at June 30, 2026, up 18% from $858.5 billion at June 30, 2025. …LPL Financial Holdings Inc., 10-Q, period ended 2026-06-30, filed 2026-08-03

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