LPL Financial Holdings Inc Dossier
Financial Snapshot
Revenue, profitability, returns, debt, and capital allocation
Revenue $19.6B+58.3% YoYTTM through 30 Jun 2026
Net Income $1B-4.9% YoYTTM through 30 Jun 2026
Free Cash Flow -$931.3MTTM through 30 Jun 2026
Margins
| Current | |
|---|---|
| Operating Margin | 7.0% |
| Net Margin | 5.1% |
Returns
17.5%ROE
5.1%ROA
8.4%ROIC
Balance Sheet Health
Debt / Equity1.30x
Net Debt$6.2B
Cash & Equivalents$1.3B
Quality Metrics
Piotroski F-Score3 / 9
FCF Margin-4.7%
Rule of 402.8
Earnings-Beat Rate100.0%
Multi-Year Trend
RevenueFY2025: $17B
Diluted EPS$12.48TTMFY2025: $10.92
Dividend
$0.60Per share, FY20260.20%Yield-9.7%5-yr growth
Capital Allocation
Capex Intensity3.5%
Segment Performance
| Segment | Revenue | YoY | Outlook |
|---|---|---|---|
| Advisory | $8.2B | +49.4% | View detailsConversion of Commonwealth Financial Network is on track to complete in the fourth quarter of 2026, with expected asset retention of approximately 90% |
| Commission | $2.6B | +50.0% |
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