LPLA · LPL Financial Holdings Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
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 written earnings releases and filings| Metric | Latest | Period | YoY |
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| Advisory assets | 1.5T | second quarter 2026 | — |
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| Advisory assets as a percentage of total client assets | 60.4% | second quarter 2026 | — |
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| Client cash balances as a percentage of total client assets | 2.2% | second quarter 2026 | — |
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| Corporate cash | $430M | second quarter 2026 | — |
| Dividends paid | $24M | second quarter 2026 | — |
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| Leverage ratio | 1.91 | second quarter 2026 | — |
| Recruited assets | 25B | second quarter 2026 | — |
| Recruited assets over the trailing twelve months | 89B | second quarter 2026 | — |
| Share repurchases | $309M | second quarter 2026 | — |
| Total client assets | 2.6T | second quarter 2026 | — |
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| Total client cash balances | 57B | second quarter 2026 | — |
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| Total organic net new assets | 23B | second quarter 2026 | — |
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| Advisory assets as a percentage of total assets | 58.8% | Q4 2025 | — |
| Americans serviced | 8M | Q4 2025 | — |
| Client cash balances as a percentage of total assets | 2.6% | Q4 2025 | — |
| Financial institutions served | 1,200 | Q4 2025 | — |
| Total advisory and brokerage assets | 2.4T | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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LPLA
this stock
LPL Financial Holdings Inc.
|
$29.19B | +3.8% | +37.2% | 29.8 | 3.7% |
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MS
Morgan Stanley
|
$341.38B | +22.4% | +5.5% | 17.6 | 0.8% |
|
GS
Goldman Sachs Group Inc
|
$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
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SCHW
Schwab Charles Corp
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$189.09B | +11.2% | +22.0% | 19.9 | 1.2% |
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HOOD
Robinhood Markets, Inc.
|
$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
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 | +2.2% | +14.1% | +22.0% | +4.8% | +3.8% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +1.8% | +9.6% | +8.2% | +0.9% | -10.1% |
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.