LPLA
LPL Financial Holdings Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Advisory assets | 1.4 | Q1 2026 | — |
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| Advisory assets as a percentage of total client assets | 59.5% | Q1 2026 | — |
| Client cash balances as a percentage of total client assets | 2.5% | Q1 2026 | — |
| Dividends paid | 24M | Q1 2026 | — |
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| Recruited assets over the trailing twelve months | 83B | Q1 2026 | — |
| Total client assets | 2.3 | Q1 2026 | — |
| Total client cash balances | 59B | Q1 2026 | — |
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| Total organic net new assets | 21B | Q1 2026 | — |
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| adjusted pretax margin non-GAAP | 38% | Q1 2026 call | — |
| asset retention | 97% | trailing 12 months call | — |
| client cash balances | $59B | Q1 2026 call | — |
| ICA yield | 336 | Q1 2026 call | — |
| leverage ratio | 1.86 | Q1 2026 call | — |
| organic net new assets | $21B | Q1 2026 call | — |
| organic net new assets annualized growth rate | 4% | Q1 2026 call | — |
| recruited assets | $17B | Q1 2026 call | — |
| Advisory assets as a percentage of total assets | 58.8% | Q4 FY2025 | — |
| Client cash balances as a percentage of total assets | 2.6% | Q4 FY2025 | — |
| Total advisory and brokerage assets | 2.4 | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LPLA
this stock
LPL Financial Holdings Inc.
|
$25.36B | -11.2% | +37.2% | 28.5 | 5.4% |
|
MS
Morgan Stanley
|
$350.60B | +25.9% | +5.5% | 20.1 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$312.21B | +20.7% | — | 19.3 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$179.34B | +2.3% | -9.3% | 20.5 | 1.4% |
|
HOOD
Robinhood Markets, Inc.
|
$100.83B | +1.8% | +51.6% | 54.4 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LPLA | +7.4% | +9.6% | -15.8% | +12.6% | -11.2% |
| SPY | +0.8% | +2.0% | +8.9% | +0.7% | +10.2% |
| vs SPY | +6.6% | +7.6% | -24.7% | +11.9% | -21.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.