LPL Financial Holdings Inc. (LPLA)

NASDAQ: LPLA · Real-Time Price · USD

336.89

+3.70 (1.11%)

At close: Mar 28, 2025, 4:00 PM

336.88

-0.01 (0.00%)

After-hours: Mar 28, 2025, 5:50 PM EDT

LPL Financial Holdings Income Statement

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	2019 - 2015
Period Ending	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	2019 - 2015
Interest and Dividend Income	187.61	159.42	77.13	28.58	29.41	Upgrade
Total Interest Expense	274.18	186.8	126.23	104.41	105.77	Upgrade
Net Interest Income	-86.58	-27.39	-49.11	-75.84	-76.35	Upgrade
Brokerage Commission	3,305	2,553	2,326	2,379	1,907	Upgrade
Asset Management Fee	2,498	2,378	1,760	1,148	1,045	Upgrade
Underwriting & Investment Banking Fee	5,462	4,136	3,875	3,525	2,328	Upgrade
Other Revenue	906.06	827.4	562.11	640.07	563.63	Upgrade
Revenue	12,085	9,866	8,475	7,616	5,766	Upgrade
Revenue Growth (YoY)	22.49%	16.42%	11.27%	32.09%	4.93%	Upgrade
Salaries & Employee Benefits	1,090	973.58	820.74	741	609.26	Upgrade
Cost of Services Provided	8,891	6,864	6,111	5,887	4,252	Upgrade
Other Operating Expenses	199.19	167.74	143.94	131.54	101.02	Upgrade
Total Operating Expenses	10,624	8,360	7,363	6,991	5,140	Upgrade
Operating Income	1,461	1,506	1,112	625.73	626.07	Upgrade
EBT Excluding Unusual Items	1,461	1,506	1,112	625.73	626.07	Upgrade
Merger & Restructuring Charges	-64.2	-21.4	-	-	-	Upgrade
Legal Settlements	-18	-40	-	-	-	Upgrade
Other Unusual Items	14.4	-	-	-24.4	-	Upgrade
Pretax Income	1,393	1,445	1,112	601.33	626.07	Upgrade
Income Tax Expense	334.28	378.53	265.95	141.46	153.43	Upgrade
Net Income	1,059	1,066	845.7	459.87	472.64	Upgrade
Net Income to Common	1,059	1,066	845.7	459.87	472.64	Upgrade
Net Income Growth	-0.72%	26.08%	83.90%	-2.70%	-15.58%	Upgrade
Shares Outstanding (Basic)	75	77	80	80	79	Upgrade
Shares Outstanding (Diluted)	75	78	81	82	81	Upgrade
Shares Change (YoY)	-3.13%	-4.21%	-0.56%	1.29%	-4.63%	Upgrade
EPS (Basic)	14.17	13.88	10.60	5.75	5.96	Upgrade
EPS (Diluted)	14.03	13.69	10.40	5.63	5.86	Upgrade
EPS Growth	2.48%	31.64%	84.72%	-3.92%	-11.48%	Upgrade
Free Cash Flow	-294.55	109.33	1,639	237.15	634.41	Upgrade
Free Cash Flow Per Share	-3.90	1.40	20.16	2.90	7.86	Upgrade
Dividend Per Share	1.200	1.200	1.000	1.000	1.000	Upgrade
Dividend Growth	-	20.00%	-	-	-	Upgrade
Operating Margin	12.09%	15.27%	13.12%	8.22%	10.86%	Upgrade
Profit Margin	8.76%	10.81%	9.98%	6.04%	8.20%	Upgrade
Free Cash Flow Margin	-2.44%	1.11%	19.34%	3.11%	11.00%	Upgrade
Effective Tax Rate	24.00%	26.20%	23.92%	23.52%	24.51%	Upgrade
Revenue as Reported	12,385	10,053	8,601	7,721	5,872	Upgrade

Updated Feb 20, 2025. Source: S&P Global Market Intelligence. Capital Markets template. Financial Sources.

SEC Filings: 10-K · 10-Q