LPL Financial (LPLA) Stock
Fundamentals
Recent news

Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?
Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?
LPLA

Valero Energy Corporation Elects Matt Audette to its Board of Directors
Valero Energy Corporation Elects Matt Audette to its Board of Directors
LPLA

Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
LPLA

Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?
Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?
LPLA
Technicals
Analyst Ratings
Financials
Performance
Debt & Balance Sheet
Revenue to Profit
2025Earnings
The market is expecting earnings per share of $5.64 for this quarter. The company has not yet shared when it is announcing earnings.
% positive news of 10 articles
published over the past 14 days
Latest news

Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?
Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?
LPLA

Valero Energy Corporation Elects Matt Audette to its Board of Directors
Valero Energy Corporation Elects Matt Audette to its Board of Directors
LPLA

Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
LPLA

Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?
Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?
LPLA

3 Stocks We'd Still Buy After Earnings
3 Stocks We'd Still Buy After Earnings
LPLA

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?
Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?
LPLA

LPL Financial Q2 Earnings Beat on Revenue and Advisory Asset Growth
LPL Financial Q2 Earnings Beat on Revenue and Advisory Asset Growth
LPLA

LPL Financial Holdings Inc. (LPLA) Q2 Earnings and Revenues Beat Estimates
LPL Financial Holdings Inc. (LPLA) Q2 Earnings and Revenues Beat Estimates
LPLA

LPL Financial (LPLA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
LPL Financial (LPLA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
LPLA

LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
LPLA
About LPL Financial
LPL Financial is the largest US independent broker-dealer, with nearly 29,000 financial advisors affiliated with its platform and roughly 10 million associated customer accounts at the end of 2024. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $1.7 trillion in assets under management or advisory on its platform at year-end 2024. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
Key Executives
| Name | Title | Year Born |
|---|---|---|
| Mr. Richard Steinmeier | CEO & Director | 1974 |
| Mr. Matthew Jon Audette B.S. | President & CFO | 1975 |
| Mr. Matthew K. Enyedi | MD & Chief Client Officer | 1974 |
| Ms. Aneri Jambusaria CFP | Group MD & Chief Wealth Officer | 1984 |
| Mr. Greg Gates | Group MD and Chief Product & Technology Officer | 1977 |
| Ms. Judith Kohoskie Ricketts | Executive Vice President of Operations | — |
| Mr. Marc Andrew Zabicki C.F.A. | Chief Investment Officer | — |
| Ms. Katharine Reeping | Senior VP, Controller & Chief Accounting Officer | 1978 |
| Mr. Jonathan Lewis | Chief Technology & Information Officer | — |
| Mr. Matthew Edwin Morningstar J.D. | Group MD & Chief Legal Officer | 1976 |
Fundamentals
Valuation
Earnings Per Share
Income Statement
Dividend
Solvency
Technicals
What the experts say
8 Wall Street Analyst Ratings
Seasonality
Monthly price change (%)| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -1.5 | +2.4 | -5.4 | +3.5 | ||||||||
| 2022 | +5.8 | +2.0 | +10.5 | +2.4 | +3.0 | -3.9 | +15.8 | +6.9 | -1.8 | +13.3 | -8.9 | -7.2 |
| 2023 | +9.2 | +5.9 | -20.3 | +5.7 | -7.9 | +11.1 | +4.0 | -1.1 | +1.4 | -5.7 | +1.7 | +2.5 |
| 2024 | +3.7 | +11.4 | -0.8 | +1.0 | +7.8 | -2.3 | -21.5 | +4.5 | +5.9 | +22.8 | +15.8 | +0.8 |
| 2025 | +11.9 | +2.1 | -8.8 | -4.5 | +19.5 | -2.2 | +6.1 | -1.5 | -8.3 | +19.0 | -6.0 | -0.3 |
| 2026 | +0.8 | -20.2 | -1.7 | +15.5 | -14.1 | +2.4 | +20.6 | +2.7 | -12.1 |
Corporate actions
Upcoming
No upcoming corporate actions for LPLA



