LPL Financial Holdings Inc.

LPLA Financial Capital Markets

LPL Financial Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $17.0 billion, up 37.2% from fiscal 2024.

Revenue
+17.4%
EPS
+1,325.2%
Free cash flow
+103.6%
Total debt
+3.74%

Quarter to September 2026, against a year earlier

301.16 10.32 −3.31%
Market cap
$23.4B
P/E
17.2×
Fwd P/E
15.2×
Dividend yield
0.40%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

LPL Financial Holdings Inc. (LPLA) SEC filings, changes and red flags

Red flags

Filings

Form Period Filed What it reports Flags
10-Q Sep 30, 2026 P1I2: no comparison — the Item was not found
P2I1A: no material changes, the filing says
8-K Oct 27, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jun 30, 2026 P1I2: no comparison — the Item was not found
P2I1A: no material changes, the filing says
8-K Jul 30, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K May 14, 2026 5.03 Amendments to the articles or bylaws; change in fiscal year; 5.07 Submission of matters to a vote of security holders; 9.01 Financial statements and exhibits
10-Q Mar 31, 2026
8-K Apr 30, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-K Dec 31, 2025 1: 4 added · 3 removed · 46 modified
1A: 5 added · 1 removed · 56 modified
7: 10 added · 20 removed · 47 modified
8-K Jan 29, 2026 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Jan 5, 2026 5.02 Departure or appointment of directors or officers; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits Officer departure
10-Q Sep 30, 2025
8-K Oct 30, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jun 30, 2025
8-K Jul 31, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Mar 31, 2025
8-K May 8, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-K Dec 31, 2024
8-K Jan 30, 2025 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Sep 30, 2024
8-K Oct 30, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
10-Q Jun 30, 2024
8-K Jul 25, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Apr 30, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits
8-K Feb 1, 2024 2.02 Results of operations and financial condition; 9.01 Financial statements and exhibits

From the company’s filings on sec.gov. Red flags are raised by rules over the filings’ own data and text; they are not investment advice.