LPL Financial Holdings Net Income
| LPLA Stock | USD 385.14 12.80 3.44% |
As of the 9th of February, LPL Financial secures the mean deviation of 1.43, and Risk Adjusted Performance of 0.0243. In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of LPL Financial Holdings, as well as the relationship between them.
LPL Financial Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 2.1818 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 863 M | 906.2 M | |
| Net Income Applicable To Common Shares | 972.6 M | 1 B | |
| Net Income From Continuing Ops | 1.2 B | 1.3 B | |
| Net Income Per Share | 10.97 | 11.52 | |
| Net Income Per E B T | 0.75 | 0.52 |
LPL | Net Income | Build AI portfolio with LPL Stock |
Analyzing LPL Financial's Net Income over time reveals critical patterns in financial health and operational efficiency. This metric helps investors evaluate trends, identify inflection points, and make informed decisions based on historical performance. Understanding how Net Income has evolved provides context for assessing LPL Financial's current valuation and future prospects.
Latest LPL Financial's Net Income Growth Pattern
Below is the plot of the Net Income of LPL Financial Holdings over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in LPL Financial Holdings financial statement analysis. It represents the amount of money remaining after all of LPL Financial Holdings operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is LPL Financial's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in LPL Financial's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 863.02 M | 10 Years Trend |
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Net Income |
| Timeline |
LPL Net Income Regression Statistics
| Arithmetic Mean | 470,381,129 | |
| Geometric Mean | 340,569,813 | |
| Coefficient Of Variation | 74.41 | |
| Mean Deviation | 291,719,917 | |
| Median | 439,459,000 | |
| Standard Deviation | 349,992,235 | |
| Sample Variance | 122494.6T | |
| Range | 1B | |
| R-Value | 0.92 | |
| Mean Square Error | 19849.1T | |
| R-Squared | 0.85 | |
| Slope | 63,827,582 | |
| Total Sum of Squares | 1959913T |
LPL Net Income History
Other Fundumenentals of LPL Financial Holdings
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
LPL Financial Net Income component correlations
LPL Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for LPL Financial is extremely important. It helps to project a fair market value of LPL Stock properly, considering its historical fundamentals such as Net Income. Since LPL Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of LPL Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of LPL Financial's interrelated accounts and indicators.
Click cells to compare fundamentals
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. Expected growth trajectory for LPL significantly influences the price investors are willing to assign. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive LPL Financial assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.043 | Dividend Share 1.2 | Earnings Share 10.9 | Revenue Per Share | Quarterly Revenue Growth 0.418 |
The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Understanding that LPL Financial's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether LPL Financial represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Meanwhile, LPL Financial's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
LPL Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to LPL Financial's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of LPL Financial.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in LPL Financial on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding LPL Financial Holdings or generate 0.0% return on investment in LPL Financial over 90 days. LPL Financial is related to or competes with BGC, Nelnet, Virtu Financial, Selective Insurance, Axos Financial, and First Financial. LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment... More
LPL Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure LPL Financial's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess LPL Financial Holdings upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.14 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 7.84 | |||
| Value At Risk | (3.79) | |||
| Potential Upside | 2.82 |
LPL Financial Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for LPL Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as LPL Financial's standard deviation. In reality, there are many statistical measures that can use LPL Financial historical prices to predict the future LPL Financial's volatility.| Risk Adjusted Performance | 0.0243 | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0229 |
LPL Financial February 9, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0243 | |||
| Market Risk Adjusted Performance | 0.0329 | |||
| Mean Deviation | 1.43 | |||
| Semi Deviation | 2.05 | |||
| Downside Deviation | 2.14 | |||
| Coefficient Of Variation | 4327.36 | |||
| Standard Deviation | 1.85 | |||
| Variance | 3.42 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0229 | |||
| Maximum Drawdown | 7.84 | |||
| Value At Risk | (3.79) | |||
| Potential Upside | 2.82 | |||
| Downside Variance | 4.58 | |||
| Semi Variance | 4.22 | |||
| Expected Short fall | (1.32) | |||
| Skewness | (0.53) | |||
| Kurtosis | 0.1704 |
LPL Financial Holdings Backtested Returns
At this point, LPL Financial is very steady. LPL Financial Holdings has Sharpe Ratio of 0.0266, which conveys that the firm had a 0.0266 % return per unit of volatility over the last 3 months. We have found twenty-nine technical indicators for LPL Financial, which you can use to evaluate the volatility of the firm. Please verify LPL Financial's mean deviation of 1.43, and Risk Adjusted Performance of 0.0243 to check out if the risk estimate we provide is consistent with the expected return of 0.0509%. LPL Financial has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 1.43, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, LPL Financial will likely underperform. LPL Financial Holdings currently secures a risk of 1.92%. Please verify LPL Financial Holdings total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if LPL Financial Holdings will be following its current price movements.
Auto-correlation | -0.06 |
Very weak reverse predictability
LPL Financial Holdings has very weak reverse predictability. Overlapping area represents the amount of predictability between LPL Financial time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of LPL Financial Holdings price movement. The serial correlation of -0.06 indicates that barely 6.0% of current LPL Financial price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.06 | |
| Spearman Rank Test | 0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 79.38 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
LPL Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, LPL Financial Holdings reported net income of 863.02 M. This is 32.44% lower than that of the Capital Markets sector and 15.3% lower than that of the Financials industry. The net income for all United States stocks is 51.15% lower than that of the firm.
LPL Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses LPL Financial's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of LPL Financial could also be used in its relative valuation, which is a method of valuing LPL Financial by comparing valuation metrics of similar companies.LPL Financial is currently under evaluation in net income category among its peers.
LPL Financial ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, LPL Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to LPL Financial's managers, analysts, and investors.Environmental | Governance | Social |
LPL Financial Institutional Holders
Institutional Holdings refers to the ownership stake in LPL Financial that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of LPL Financial's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing LPL Financial's value.| Shares | Geode Capital Management, Llc | 2025-06-30 | 1.7 M | Principal Financial Group Inc | 2025-06-30 | 1.6 M | Jennison Associates Llc | 2025-06-30 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.4 M | Samlyn Capital, Llc | 2025-06-30 | 1.2 M | Winslow Capital Management, Llc | 2025-06-30 | 1.2 M | Jpmorgan Chase & Co | 2025-06-30 | 1.2 M | Norges Bank | 2025-06-30 | 1.1 M | Bank Of America Corp | 2025-06-30 | 962.1 K | Vanguard Group Inc | 2025-06-30 | 8 M | Blackrock Inc | 2025-06-30 | 4.8 M |
LPL Fundamentals
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0543 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 37.07 B | ||||
| Shares Outstanding | 80.06 M | ||||
| Shares Owned By Insiders | 0.52 % | ||||
| Shares Owned By Institutions | 99.48 % | ||||
| Number Of Shares Shorted | 2.76 M | ||||
| Price To Earning | 40.90 X | ||||
| Price To Book | 5.77 X | ||||
| Price To Sales | 1.86 X | ||||
| Revenue | 16.99 B | ||||
| Gross Profit | 5.12 B | ||||
| EBITDA | 2.18 B | ||||
| Net Income | 863.02 M | ||||
| Cash And Equivalents | 1.22 B | ||||
| Cash Per Share | 15.28 X | ||||
| Total Debt | 7.26 B | ||||
| Debt To Equity | 1.36 % | ||||
| Current Ratio | 7.94 X | ||||
| Book Value Per Share | 66.76 X | ||||
| Cash Flow From Operations | 277.59 M | ||||
| Short Ratio | 4.24 X | ||||
| Earnings Per Share | 10.90 X | ||||
| Price To Earnings To Growth | 0.51 X | ||||
| Target Price | 453.15 | ||||
| Number Of Employees | 10.1 K | ||||
| Beta | 0.56 | ||||
| Market Capitalization | 30.83 B | ||||
| Total Asset | 18.49 B | ||||
| Retained Earnings | 5.85 B | ||||
| Working Capital | 2.62 B | ||||
| Current Asset | 2.28 B | ||||
| Current Liabilities | 1.48 B | ||||
| Annual Yield | 0 % | ||||
| Five Year Return | 1.14 % | ||||
| Net Asset | 18.49 B | ||||
| Last Dividend Paid | 1.2 |
About LPL Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze LPL Financial Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of LPL Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of LPL Financial Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether LPL Financial Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of LPL Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Lpl Financial Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Lpl Financial Holdings Stock:Check out You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. Expected growth trajectory for LPL significantly influences the price investors are willing to assign. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive LPL Financial assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth 0.043 | Dividend Share 1.2 | Earnings Share 10.9 | Revenue Per Share | Quarterly Revenue Growth 0.418 |
The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Understanding that LPL Financial's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether LPL Financial represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Meanwhile, LPL Financial's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.