LPL Financial Holdings Inc.

NasdaqGS:LPLA Stock Report

Market Cap: US$24.6b

LPL Financial Holdings Past Earnings Performance

Past criteria checks 2/6

LPL Financial Holdings has been growing earnings at an average annual rate of 20%, while the Capital Markets industry saw earnings growing at 7.8% annually. Revenues have been growing at an average rate of 15.6% per year. LPL Financial Holdings's return on equity is 36.3%, and it has net margins of 8.7%.

Key information

20.0%

Earnings growth rate

21.7%

EPS growth rate

Capital Markets Industry Growth10.3%
Revenue growth rate15.6%
Return on equity36.3%
Net Margin8.7%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

After Leaping 29% LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Are Not Flying Under The Radar

Nov 07
After Leaping 29% LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Are Not Flying Under The Radar

Earnings Update: Here's Why Analysts Just Lifted Their LPL Financial Holdings Inc. (NASDAQ:LPLA) Price Target To US$309

Nov 06
Earnings Update: Here's Why Analysts Just Lifted Their LPL Financial Holdings Inc. (NASDAQ:LPLA) Price Target To US$309

LPL Financial: Near-Term Overhang Is A Buying Opportunity

Oct 16

It's Down 29% But LPL Financial Holdings Inc. (NASDAQ:LPLA) Could Be Riskier Than It Looks

Aug 03
It's Down 29% But LPL Financial Holdings Inc. (NASDAQ:LPLA) Could Be Riskier Than It Looks

LPL Financial: Strong EPS Upside In 2025 And '26, Fresh Breakout To New Highs

Jun 21

Is Now The Time To Put LPL Financial Holdings (NASDAQ:LPLA) On Your Watchlist?

Apr 23
Is Now The Time To Put LPL Financial Holdings (NASDAQ:LPLA) On Your Watchlist?

LPL Financial Holdings Inc. (NASDAQ:LPLA) Screens Well But There Might Be A Catch

Mar 27
LPL Financial Holdings Inc. (NASDAQ:LPLA) Screens Well But There Might Be A Catch

Revenue & Expenses Breakdown

How LPL Financial Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:LPLA Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2411,5171,0059570
30 Jun 2410,9319749140
31 Mar 2410,4681,0168740
31 Dec 2310,0531,0668430
30 Sep 239,7421,1687930
30 Jun 239,3831,1767470
31 Mar 238,9531,0517090
31 Dec 228,6018466860
30 Sep 228,3626356740
30 Jun 228,2205056570
31 Mar 228,0794646280
31 Dec 217,7214606210
30 Sep 217,2084635480
30 Jun 216,6474645080
31 Mar 216,1164474870
31 Dec 205,8724734840
30 Sep 205,7384884790
30 Jun 205,6935164810
31 Mar 205,7175604710
31 Dec 195,6255604650
30 Sep 195,4945544610
30 Jun 195,4095294530
31 Mar 195,3195014440
31 Dec 185,1884394560
30 Sep 184,9883834640
30 Jun 184,7213354380
31 Mar 184,4882844250
31 Dec 174,2812393850
30 Sep 174,1722173580
30 Jun 174,1262103580
31 Mar 174,0801903560
31 Dec 164,0491923530
30 Sep 164,0621773520
30 Jun 164,1001663470
31 Mar 164,1711683380
31 Dec 154,2751693350
30 Sep 154,3591912860
30 Jun 154,3931833170
31 Mar 154,3961763210
31 Dec 144,3741783130
30 Sep 144,3631743270
30 Jun 144,3271782900
31 Mar 144,2531802780
31 Dec 134,1411822690

Quality Earnings: LPLA has high quality earnings.

Growing Profit Margin: LPLA's current net profit margins (8.7%) are lower than last year (12%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: LPLA's earnings have grown by 20% per year over the past 5 years.

Accelerating Growth: LPLA's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: LPLA had negative earnings growth (-13.9%) over the past year, making it difficult to compare to the Capital Markets industry average (12.6%).

Return on Equity

High ROE: Whilst LPLA's Return on Equity (36.27%) is high, this metric is skewed due to their high level of debt.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:45
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

LPL Financial Holdings Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin BudishBarclays
Craig SiegenthalerBofA Global Research
Caydee BlankenshipCFRA Equity Research