LPL Financial Holdings Inc. (LPLA) Form 8-K — Oct 27, 2026
LPL Financial reported Q3 2026 net income of $357 million, or $4.52 diluted EPS, with adjusted EPS up 15% year-over-year to a record $5.97. Total revenue rose 17% YoY to $5.34 billion and gross profit grew 12% to $1.66 billion. Total client assets reached $2.56 trillion, up 11% YoY, with advisory assets at $1.6 trillion (60.9% of total). Organic net new assets were $29 billion (5% annualized), though recruited assets fell 26% YoY to $24 billion.
Key figures
- Eps
- 4.52
- Revenue
- 5344030000
- Guidance
- 2026 Core G&A outlook narrowed to $2,140-2,160 million, including Commonwealth-related expenses
- Net Income
- 356561000
- Total Debt
- 7836000000
- Revenue Yoy
- 17%
- Total Assets
- 19870620000
- Cash Position
- 1059019000
- Shares Outstanding
- 136850801
- Core ga
- 532205000
- Advisors
- 32597
- Adjusted eps
- 5.97
- Gross profit
- 1661896000
- Corporate cash
- 562759000
- Dividends paid
- $23.6 million
- Leverage ratio
- 1.93x
- Adjusted ebitda
- 864240000
- Advisory assets
- $1.561 trillion (+16% YoY)
- Adjusted eps yoy
- 15%
- Gross profit yoy
- 12%
- Recruited assets
- $24.1 billion (-26% YoY)
- Share repurchases
- $300.6 million
- Dividend per share
- $0.30
- Total client assets
- $2.56 trillion (+11% YoY)
- Client cash balances
- $56.6 billion
- Adjusted pretax income
- 641119000
- Commonwealth retention
- approximately 83%
- Organic net new assets
- $29.1 billion (5% annualized growth)
- Adjusted pretax income yoy
- 13%
- Commonwealth run rate ebitda
- $415 million
AI analysis
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