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LPL Financial Holdings Inc. (LPLA)
:LPLA
US Market

LPL Financial (LPLA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 24, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
4.79
Last Year’s EPS
4.21
Same Quarter Last Year
Based on 12 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Jan 30, 2025
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% Change Since: 4.88%
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Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by LPL Financial with record organic asset growth, strategic acquisitions, and impressive financial results. However, there are challenges related to seasonal headwinds and ongoing expense growth. The positive highlights, especially the strong asset growth and financial performance, outweigh the lowlights, indicating a positive outlook overall.
Company Guidance
In LPL Financial Holdings Inc.'s fourth-quarter 2024 earnings call, the company highlighted significant growth and strategic initiatives. Key metrics included a record adjusted earnings per share (EPS) of $16.51 for the year and $4.25 for the quarter. The firm achieved industry-leading organic asset growth of 10%, with total assets reaching $1.7 trillion and organic net new assets of $68 billion, representing a 17% annualized growth rate. Recruitment efforts were strong, with $79 billion in recruited assets for the quarter and $149 billion for the year. The integration of Prudential Advisors added $63 billion to the recruited assets in Q4. Looking ahead, LPL Financial plans to maintain client centricity, empower employees, and improve operating leverage, with expectations for continued recruiting momentum and strategic focus on expanding capabilities and services across wealth management.
Record Organic Asset Growth
LPL Financial delivered industry-leading organic asset growth of 10% in 2024, aided by the onboarding of Prudential Advisors and setting recruiting records in both independent advisor and institutional channels.
Q4 Record Organic Net New Assets
In Q4, LPL Financial attracted record organic net new assets of $68 billion, representing a 17% annualized growth rate, leading to total assets reaching a new high of $1.7 trillion.
Acquisition and Integration Milestones
LPL Financial closed the acquisition of Atria Wealth Solutions and onboarded Prudential Advisors, with the transaction progressing well, on track to meet a 80% retention target.
Strong Financial Performance
LPL Financial achieved record adjusted earnings per share of $16.51 for the year and $4.25 for Q4. Gross profit increased by $100 million sequentially to $1,228 million.
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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
Apr 24, 20252025 (Q1)
4.79 / -
4.21
Jan 30, 20252024 (Q4)
3.96 / 4.25
3.5121.08% (+0.74)
Oct 30, 20242024 (Q3)
3.71 / 4.16
3.7411.23% (+0.42)
Jul 25, 20242024 (Q2)
3.71 / 3.88
3.94-1.52% (-0.06)
Apr 30, 20242024 (Q1)
3.81 / 4.21
4.49-6.24% (-0.28)
Feb 01, 20242023 (Q4)
3.39 / 3.51
4.21-16.63% (-0.70)
Oct 26, 20232023 (Q3)
3.58 / 3.74
3.1319.49% (+0.61)
Jul 27, 20232023 (Q2)
3.86 / 3.94
2.2475.89% (+1.70)
Apr 27, 20232023 (Q1)
4.33 / 4.49
1.95130.26% (+2.54)
Feb 02, 20232022 (Q4)
4.00 / 4.21
1.63158.28% (+2.58)
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
Jan 30, 2025$361.80$366.89+1.41%
Oct 30, 2024$263.77$281.91+6.88%
Jul 25, 2024$238.61$220.69-7.51%
Apr 30, 2024$268.16$264.54-1.35%
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 Holdings Inc. (LPLA) report earnings?
LPL Financial Holdings Inc. (LPLA) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
    What is LPL Financial Holdings Inc. (LPLA) earnings time?
    LPL Financial Holdings Inc. (LPLA) earnings time is at Apr 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 (Q1) is 4.79.
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