Jun 2026 (Q2 FY26) — Jul 30, 2026
LPL Financial Holdings Inc. Q2 FY26 — Record EPS and Strong Organic Growth
Read the full callLPL Financial Holdings (LPLA) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
LPL Financial Holdings earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5,187 | +35.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 379 | +38.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$316.16 −1.50% · −$4.8
Performance −6.4% 1Y
1Y: $337.94 on 17 Oct 2025 → $316.16. High $393.25 (9 Feb 2026), low $265.86 (28 May 2026).
- Previous close
- $320.96
- 52-week range
- $265.86 – $393.25
- One year
- −6.97%
Overview
- Symbol
- LPLA
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
LPL Financial Q1 FY26 — Record EPS and Strong Organic Growth
Read the full callEvery analysed call
LPL Financial Holdings earnings calls (LPLA)
Financials
What the filings say
Net profit, year on year: +39% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,108 | 3,512 | 3,670 | 3,835 | 4,552 | 4,932 | 4,938 | 5,187 |
| Expenses | 2,761 | 3,171 | 3,253 | 3,466 | 4,586 | 4,535 | 4,454 | 4,671 |
| Profit before tax | 347 | 341 | 417 | 369 | -34 | 398 | 485 | 516 |
| Tax rate | 26.5% | 20.7% | 23.6% | 25.9% | 13.5% | 24.4% | 26.4% | 26.4% |
| Net profit | 255 | 271 | 319 | 273 | -30 | 301 | 356 | 379 |
| EPS ($ per share) | 3.41 | — | 4.27 | 3.42 | -0.37 | — | 4.45 | 4.75 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 1,070 | 1,555 | 1,943 | 2,328 | 3,101 | 4,085 | 5,067 | 5,835 |
| Total liabilities | 4,503 | 4,856 | 5,281 | 6,321 | 7,315 | 8,307 | 10,387 | 13,148 |
| Fixed assets | 461 | 533 | 583 | 659 | 780 | 933 | 1,210 | 1,409 |
| Investments | — | — | 42 | 49 | 53 | 91 | 57 | 92 |
| Total assets | 5,477 | 5,880 | 6,596 | 7,992 | 9,482 | 10,385 | 13,317 | 18,493 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 582 | 624 | 790 | 453 | 1,946 | 513 | 278 | -411 |
| Cash from investing | -162 | -181 | -187 | -459 | -376 | -860 | -1,592 | -2,387 |
| Cash from financing | -483 | -533 | -275 | 279 | -504 | -209 | 1,417 | 3,169 |
| Net cash flow | -64 | -90 | 327 | 273 | 1,065 | -556 | 103 | 371 |
| Capital expenditure | -133 | -156 | -156 | -216 | -307 | -403 | -563 | -570 |
| Free cash flow | 449 | 467 | 634 | 237 | 1,639 | 109 | -285 | -982 |
LPLA operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net new assets | $21BWe attracted organic net new assets of $21 billion, representing a 4% annualized growth rate.Source: earnings call transcript | $23BWe attracted organic net new assets of $23 billion, representing a 4% annualized growth rate.Source: earnings call transcript | +9.5% |
| Payout rate | 87.2%Our payout rate was 87.2%, down 80 basis points from Q4 and largely due to the seasonal reset of the production bonus at the beginning of the year.Source: earnings call transcript | 87.4%Our payout rate was 87.4%, up 22 basis points from Q1, largely due to the typical seasonal build in the production.Source: earnings call transcript | +0.2 pt |
| Advisers | 30K+But on the other hand, we only exist to serve the over 30,000 advisers and over 1,000 institutions that have trusted us with their business in the 8 million American families they serve.Source: earnings call transcript | 32KWe've got to make sure and we're engaged with those clients to ensure as we build any solution and evaluate those solutions across 32,000 advisers, 1,000-plus institutions and 8 million end investors that they work -- the solutions work across those clients and their operating models.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
125 filings between Nov 5, 2025 and Sep 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$7.74M
48 sales by 7 insiders
92% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 61
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Gates Greg | — | $2.31M | Aug 20, 2026 |
| Steinmeier Richard | — | $1.88M | Dec 5, 2025 |
| Enyedi Matthew | — | $1.03M | Jul 31, 2026 |
| Audette Matthew J | — | $1.03M | Apr 15, 2026 |
| Cohen Marc Eliot | — | $1.02M | Mar 10, 2026 |
| Jambusaria Aneri | — | $326.8K | Aug 27, 2026 |
| Reeping Katharine | — | $153.0K | Sep 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Reeping Katharine Principal Accounting Officer | Sale | 440 | $153.0K |
| Sep 5, 2026 | Field Emily Group Managing Director | Tax withheld | 106 | $38.1K |
| Aug 28, 2026 | BERNARD EDWARD C Director | Award | 3 | $0 |
| Aug 28, 2026 | SCHIFTER RICHARD P Director | Award | 14 | $0 |
| Aug 28, 2026 | Putnam James S Director | Award | 7 | $0 |
| Aug 28, 2026 | Thomas Corey E. Director | Award | 4 | $0 |
| Aug 28, 2026 | Mnookin Allison Director | Award | 2 | $0 |
| Aug 28, 2026 | Glavin William Francis Jr Director | Award | 10 | $0 |
| Aug 28, 2026 | EBERHART PAULETT Director | Award | 4 | $0 |
| Aug 27, 2026 | Jambusaria Aneri Group Managing Director | Sale 10b5-1 plan | 308 | $110.1K |
| Aug 20, 2026 | Gates Greg Group Managing Director | Option exercise | 7,189 | $557.4K |
| Aug 20, 2026 | Gates Greg Group Managing Director | Sale | 4,119 | $1.46M |
| Aug 3, 2026 | Putnam James S Director | Gift | 2,000 | $0 |
| Jul 31, 2026 | Enyedi Matthew Group Managing Director | Sale 10b5-1 plan | 1 | $356 |
| Jul 31, 2026 | Enyedi Matthew Group Managing Director | Sale 10b5-1 plan | 51 | $18.1K |
| Jul 31, 2026 | Enyedi Matthew Group Managing Director | Sale 10b5-1 plan | 189 | $66.4K |
| Jul 31, 2026 | Enyedi Matthew Group Managing Director | Sale 10b5-1 plan | 296 | $104.6K |
| Jul 31, 2026 | Enyedi Matthew Group Managing Director | Sale 10b5-1 plan | 463 | $163.3K |
| Jun 17, 2026 | Jambusaria Aneri Group Managing Director | Sale 10b5-1 plan | 308 | $94.2K |
| Jun 12, 2026 | Cohen Marc Eliot Group Managing Director | Tax withheld | 44 | $13.0K |
| Jun 12, 2026 | Gates Greg Group Managing Director | Tax withheld | 232 | $68.6K |
| Jun 4, 2026 | Mnookin Allison Director | Award | 3 | $0 |
| Jun 4, 2026 | Glavin William Francis Jr Director | Award | 15 | $0 |
| Jun 4, 2026 | EBERHART PAULETT Director | Award | 5 | $0 |
| Jun 4, 2026 | BERNARD EDWARD C Director | Award | 4 | $0 |
| Jun 4, 2026 | Thomas Corey E. Director | Award | 7 | $0 |
| Jun 4, 2026 | SCHIFTER RICHARD P Director | Award | 19 | $0 |
| Jun 4, 2026 | Putnam James S Director | Award | 10 | $0 |
| May 15, 2026 | Thomas Corey E. Director | Award | 712 | $0 |
| May 15, 2026 | SCHIFTER RICHARD P Director | Award | 348 | $0 |
| May 15, 2026 | SCHIFTER RICHARD P Director | Award | 712 | $0 |
| May 15, 2026 | Putnam James S Director | Award | 712 | $0 |
| May 15, 2026 | MULCAHY ANNE M Director | Award | 348 | $0 |
| May 15, 2026 | MULCAHY ANNE M Director | Award | 712 | $0 |
| May 15, 2026 | Ko Albert J Director | Award | 712 | $0 |
| May 15, 2026 | Mnookin Allison Director | Award | 712 | $0 |
| May 15, 2026 | Khanna Somesh Director | Award | 712 | $0 |
| May 15, 2026 | Glavin William Francis Jr Director | Award | 712 | $0 |
| May 15, 2026 | EBERHART PAULETT Director | Award | 712 | $0 |
| May 15, 2026 | Thomas Corey E. Director | Award | 348 | $0 |
| May 15, 2026 | BERNARD EDWARD C Director | Award | 348 | $0 |
| May 15, 2026 | BERNARD EDWARD C Director | Award | 712 | $0 |
| May 7, 2026 | Putnam James S Director | Gift | 100 | $0 |
| Apr 15, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 106 | $35.2K |
| Apr 15, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 595 | $197.0K |
| Apr 15, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 189 | $62.1K |
| Apr 15, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 220 | $72.0K |
| Apr 14, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 139 | $45.3K |
| Apr 14, 2026 | Audette Matthew J President and CFO | Sale 10b5-1 plan | 330 | $107.3K |
| Mar 24, 2026 | Thomas Corey E. Director | Award | 7 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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