Every 10-Q that LPL Financial Holdings Inc. (LPLA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow LPLA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LPLA filings page.
LPL Financial Holdings Inc. reported Q2 2026 results marked by higher revenue and earnings. Total revenue was $5,186.6 million versus $3,835.0 million a year earlier, and net income was $379.3 million, or $4.74 diluted EPS, up from $273.2 million, or $3.40. Non-GAAP adjusted EPS was $5.84 and gross profit rose to $1,618.3 million.
Advisory and brokerage assets reached $2,562.7 billion at June 30, 2026, compared with $1,919.2 billion, supported by $23.6 billion of total net new assets and market gains. Advisory assets grew to $1,548.4 billion, 60.4% of total assets, while the advisor base expanded to 32,475. Client cash balances were $56.9 billion.
The company returned capital through $24.0 million of dividends and repurchased approximately 1.1 million shares for $309.5 million in Q2, with a new $2.5 billion repurchase authorization approved in July. Credit Agreement net debt was $7,065.9 million and the leverage ratio was 1.91, below the 4.0 maximum covenant, supported by $430.1 million of Corporate Cash.
LPL Financial Holdings Inc. reported strong first‑quarter 2026 results, with total revenue of $4.94 billion, up 35% from 2025. Net income was $356.4 million, or $4.43 per diluted share, compared with $318.6 million, or $4.24 a year earlier.
Advisory and brokerage assets reached $2.34 trillion at March 31 2026, up from $1.79 trillion a year prior, driven by growth and acquisitions including Commonwealth. Gross profit rose 25% to $1.59 billion, while adjusted EBITDA increased to $819.1 million. The company paid $24.1 million in dividends and kept its leverage ratio at 1.86, well below its 4.0 covenant maximum.
LPL Financial Holdings Inc. reported third-quarter results reflecting the August 1 closing of its Commonwealth acquisition. The company recorded a net loss of $29.5 million, or ($0.37) per diluted share, driven by $419.0 million of acquisition-related expenses at closing. On a non-GAAP basis, adjusted net income was $418.2 million with adjusted EPS of $5.20.
Total revenue rose to $4,552.0 million as assets expanded following the deal. Gross profit increased to $1,479.3 million. Total advisory and brokerage assets reached $2.3145 trillion, with advisory assets of $1.3469 trillion representing 58% of the total. Net new assets were $307.7 billion in the quarter. The company paid $24.0 million in common dividends and reported a leverage ratio of 2.04. Management expects to complete the Commonwealth asset conversion in the fourth quarter of 2026.