LPL Financial Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
21.7%projected annual EPS growth
Analyst Coverage
14analysts covering
FY Revenue (est.)
$21.1Bnext fiscal year
FY EPS (est.)
$24.04next fiscal year
Monitoring Framework
Key Performance Indicators
Total Client Assets Monthly2.3T
Financial Advisor Count Quarterly32K
Organic Net New Assets Growth Rate (Annualized) Quarterly4.0%
Watch Items
- Cash-sorting process and client cash balancesTrigger: Further contraction of client cash balances below $59 billionAction: Assess impact on net interest margin and cash-sweep revenue streams.
- Commonwealth Financial Network asset retention ratioTrigger: Retention ratio dropping below 85% (target is 90%)Action: Evaluate integration operational risks and adjust forecasted annual EBITDA.
Research as of 2 Sep 2026