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LPL Financial (LPLA)
NASDAQ:LPLA
US Market
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LPL Financial (LPLA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
4.99
Last Year’s EPS
4.25
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements including record assets, strong organic growth, and successful acquisition integration with Commonwealth. Despite these successes, challenges such as high interest expenses and depressed adviser movement were noted. Overall, the positive achievements and growth metrics outweigh the challenges presented in the call.
Company Guidance
During the third quarter of 2025, LPL Financial Holdings Inc. reported significant growth, reaching a record $2.3 trillion in total assets, bolstered by the acquisition of Commonwealth and a 7% annualized growth rate in organic net new assets, totaling $33 billion. The company achieved a record adjusted EPS of $5.20, marking a 25% increase from the previous year. LPL recruited $33 billion in assets during the quarter, bringing the trailing 12-month total to a record $168 billion. The firm maintained a 98% asset retention rate prior to the offboarding of misaligned OSJ assets. The acquisition of Commonwealth Financial Network added approximately 3,000 advisers, with nearly 80% of assets signed to remain with LPL, aiming for a 90% retention target. The integration of Commonwealth is expected to yield a run rate EBITDA of approximately $425 million once fully integrated. LPL also reported a 38% adjusted pretax margin, driven by cost efficiency measures, and lowered its 2025 core G&A expense outlook to a range of $1.86 billion to $1.88 billion.
Record-Breaking Assets
Total assets increased to a record $2.3 trillion, driven by the acquisition of Commonwealth and solid organic growth.
Strong Organic Growth
Organic net new assets of $33 billion were attracted, representing a 7% annualized growth rate.
Record Adjusted EPS
Adjusted EPS reached a record $5.20, an increase of 25% from a year ago.
Successful Acquisition Integration
Progress in integrating Commonwealth with 80% of assets signed to stay, targeting 90% retention.
Increased Recruiting Success
Recruited assets were $33 billion in Q3, contributing to a record $168 billion over the trailing 12 months.
Cost Efficiency Improvements
Meaningful progress in reducing cost to serve, leading to an adjusted pretax margin of approximately 38%.

LPL Financial (LPLA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LPLA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2025 (Q4)
4.99 / -
4.25
Oct 30, 2025
2025 (Q3)
4.49 / 5.20
4.1625.00% (+1.04)
Jul 31, 2025
2025 (Q2)
4.23 / 4.51
3.8816.24% (+0.63)
May 08, 2025
2025 (Q1)
4.68 / 5.15
4.2122.33% (+0.94)
Jan 30, 2025
2024 (Q4)
3.96 / 4.25
3.5121.08% (+0.74)
Oct 30, 2024
2024 (Q3)
3.71 / 4.16
3.7411.23% (+0.42)
Jul 25, 2024
2024 (Q2)
3.71 / 3.88
3.94-1.52% (-0.06)
Apr 30, 2024
2024 (Q1)
3.81 / 4.21
4.49-6.24% (-0.28)
Feb 01, 2024
2023 (Q4)
3.39 / 3.51
4.21-16.63% (-0.70)
Oct 26, 2023
2023 (Q3)
3.58 / 3.74
3.1319.49% (+0.61)
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

LPLA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$338.49$377.31+11.47%
Jul 31, 2025
$395.40$369.60-6.53%
May 08, 2025
$338.44$359.84+6.32%
Jan 30, 2025
$360.87$365.94+1.40%
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.

FAQ

When does LPL Financial (LPLA) report earnings?
LPL Financial (LPLA) is schdueled to report earning on Jan 29, 2026, After Close (Confirmed).
    What is LPL Financial (LPLA) earnings time?
    LPL Financial (LPLA) earnings time is at Jan 29, 2026, After Close (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 (Q4) is 4.99.
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