LPLA
What one share of LPL Financial Holdings holds
Security and Commodity Brokers, Dealers, Exchanges and Services
LPL serves the financial advisor-mediated marketplace as the nation’s largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support more than 32,000 financial advisors, and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets.
LPL Financial Holdings’s numbers from its SEC filings, divided by its shares. Results cover the last 12 months to 2026-06-30; the balance sheet is as of 2026-06-30.
| Sales | $244.20 |
|---|---|
| Profit | $12.54 |
| Capex (buildings and equipment) | $8.46 |
| Free cash flow | −$11.60 |
| Dividends | $1.20 |
| Cash and investments | $16.20 |
| Debt | $94.75 |
| Book value | $73.11 |
Per share by fiscal year
| Year | Sales | Profit | Capex | Free cash | Dividends | Book value |
|---|---|---|---|---|---|---|
| 2016 | $44.99 | $2.13 | $1.42 | $2.90 | — | $9.12 |
| 2017 | $46.48 | $2.59 | $1.21 | $3.71 | — | $10.72 |
| 2018 | $57.26 | $4.85 | $1.46 | $4.95 | — | $11.53 |
| 2019 | $66.47 | $6.62 | $1.85 | $5.52 | $1.00 | $12.86 |
| 2020 | $72.76 | $5.86 | $1.93 | $7.86 | $1.00 | $16.50 |
| 2021 | $94.45 | $5.63 | $2.64 | $2.90 | $1.00 | $20.89 |
| 2022 | $105.81 | $10.40 | $3.77 | $20.16 | $1.00 | $27.55 |
| 2023 | $129.11 | $13.69 | $5.18 | $1.40 | $1.20 | $27.92 |
| 2024 | $164.20 | $14.04 | $7.46 | −$3.78 | $1.20 | $39.30 |
| 2025 | $214.89 | $10.92 | $7.21 | −$12.42 | $1.20 | $66.74 |