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LPL Financial Holdings LPLA Long-term investments

Long-term investments at other companies

T Rowe Price Group logo
T Rowe Price GroupTROW
$3.17B-2.3%
Lazard logo
LazardLAZ
$540.63M-15.2%
Moelis & Company logo
Moelis & CompanyMC
$228.82M+21.5%
SEI Investments logo
SEI InvestmentsSEIC
$318.91M+9.8%
Siebert Financial logo
Siebert FinancialSIEB
$2.52M

Other financials

Income statement

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Revenue$4.9B+34.6%
Net income$356.4M+11.9%
EPS (diluted)$4.43+4.5%

Balance sheet

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Cash & equivalents$2.9B+1.8%
Total debt$7.4B+24.4%
Total equity$5.7B+82.0%
Total assets$18.8B+34.9%

Cash flow

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Operating cash flow$290.4M-14.5%
CapEx$165.8M+38.8%
Free cash flow$124.6M-43.4%

Valuation

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Market cap$26.18B-13.7%
Enterprise value$30.69B-3.3%
P/E29.1×+1.9×
P/S1.4×-0.7×

Profitability

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Net margin4.9%-3.3pp
FCF margin-12.5%-13.3pp

Returns & leverage

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Return on equity20.5%-19.9pp
Debt / equity1.3×-0.6×

Where this comes from

Reported directly by LPL Financial Holdings in its filing.

Tagged under the XBRL concept us-gaap:ShortTermInvestments.

The official record: LPL Financial Holdings’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is LPL Financial Holdings's long-term investments?
LPL Financial Holdings (LPLA) reported long-term investments of $100.32M in Q1 2026.
How has LPL Financial Holdings's long-term investments changed year-over-year?
LPL Financial Holdings's long-term investments decreased by 27.3% year-over-year, from $138.01M to $100.32M.
What is the long-term trend for LPL Financial Holdings's long-term investments?
Over 5 years (2020 to 2025), LPL Financial Holdings's long-term investments has grown at a 16.6% compound annual growth rate (CAGR), from $42.49M to $91.53M.
What does long-term investments mean?
Equity investments, venture capital, strategic stakes, and other investments with holding periods expected to exceed one year.