LPL Financial Holdings (LPLA) Asset-based — Quarterly & Annual

Screener

Segments

By product

Client cash$445.33M+13.6%

Other asset-based$391.64M+28.4%

Other financials

Income statement

Revenue$5.2B+35.2%

Net income$379.3M+38.8%

EPS (diluted)$4.74+39.4%

Balance sheet

Cash & equivalents$1.3B-78.4%

Total debt$7.5B+2.1%

Total equity$5.8B+13.4%

Total assets$19.8B+13.3%

Cash flow

Operating cash flow$290.4M-14.5%

CapEx$165.8M+38.8%

Free cash flow$124.6M-43.4%

Valuation

Market cap$28.34B-6.5%

Enterprise value$34.53B+8.9%

P/E28.2×+1.0×

P/S1.5×-0.7×

Profitability

Net margin5.1%-2.8pp

FCF margin-12.5%-13.3pp

Returns & leverage

Return on equity18.6%-10.9pp

Debt / equity1.3×-0.1×

Where this comes from

Reported directly by LPL Financial Holdings in its filing.

Tagged under the XBRL concept lpla:AssetBasedFees.

The source filing: LPL Financial Holdings’s 8-K, filed July 30, 2026. Open the filing →

Filed: Jul 30, 2026, 4:07 PM EDT
Accession: 0001628280-26-051046

FAQ

What is LPL Financial Holdings's asset-based?: LPL Financial Holdings (LPLA) reported asset-based of $835.14M in Q2 2026.
How has LPL Financial Holdings's asset-based changed year-over-year?: LPL Financial Holdings's asset-based increased by 18.9% year-over-year, from $702.35M to $835.14M.

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