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LPL Financial (LPLA)
NASDAQ:LPLA
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
4.43Last Year’s EPS
3.88Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 11.14%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, record asset growth, and strategic acquisitions, which indicate positive business momentum. However, these achievements were set against macroeconomic challenges, increased competition in recruiting, and capital management adjustments. The overall sentiment of the call is positive, driven by significant growth and strategic initiatives.Company Guidance
During the first quarter of fiscal year 2025, LPL Financial Holdings, Inc. reported strong financial performance, with several key metrics highlighting their success. Total assets reached a new quarterly high of $1.8 trillion, driven by record organic net new assets of $71 billion, which represented a 16% annualized growth rate. The company also achieved a record adjusted earnings per share (EPS) of $5.15. Additionally, recruited assets for the quarter were $39 billion, contributing to a total of $167 billion over the trailing twelve months. Asset retention remained robust at 98%. LPL Financial also completed the acquisition of the Investment Center and announced plans to acquire Commonwealth Financial Network, aiming for a 90% retention target. The company's adjusted pretax margin was approximately 40%, with gross profit rising to $1.273 billion, and core G&A expenses being adjusted to a range of $1.730 billion to $1.765 billion for the full year 2025.Record Organic Net New Assets
LPL Financial attracted record organic net new assets of $71 billion, representing a 16% annualized growth rate.
Acquisition of Commonwealth Financial Network
LPL Financial reached an agreement to acquire Commonwealth Financial Network, aiming to preserve Commonwealth’s service experience while enhancing it with LPL's platform.
Record Recruited Assets
In the first quarter, recruited assets were $39 billion, bringing the total for the trailing 12 months to a record $167 billion.
Strong Asset Retention
Overall asset retention remains industry leading at 98% for the first quarter and over the last twelve months.
Adjusted EPS and Margin
The company reported a record adjusted EPS of $5.15 and an adjusted pre-tax margin of approximately 40%.
Onboarding of Large Institutions
Successfully onboarded the retail wealth management business of WinTrust Financial and completed the transition of Prudential Advisors onto the platform.
Lowered G&A Expense Outlook
The upper end of the full year 2025 core G&A outlook range was lowered by $15 million due to efficiency efforts.
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LPLA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LPLA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $338.99 | $360.42 | +6.32% |
Jan 30, 2025 | $361.45 | $366.54 | +1.41% |
Oct 30, 2024 | $263.51 | $281.64 | +6.88% |
Jul 25, 2024 | $238.38 | $220.48 | -7.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does LPL Financial (LPLA) report earnings?
LPL Financial (LPLA) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is LPL Financial (LPLA) earnings time?
LPL Financial (LPLA) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LPLA EPS forecast?
LPLA EPS forecast for the fiscal quarter 2025 (Q2) is 4.43.
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