secwatch.observer — SEC 8-K summary
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Issuer:     LPL Financial Holdings Inc. (LPLA)
CIK:        0001397911
Form:       8-K
Filed at:   2023-02-02T23:59:59+00:00
Accession:  0001397911-23-000010
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LPL Financial Q4 net income $319M ($3.95 EPS), up 199% YoY; FY net income $846M
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- Q4 diluted EPS $3.95 vs $1.32 a year ago; adjusted EPS $4.21 (up 158% YoY).
- Gross profit $972M (+51% YoY); EBITDA $533M (+137% YoY).
- Total advisory & brokerage assets $1.11T, down 8% YoY; organic net new assets $21B (8% annualized).
- Advisor count 21,275, up 231 sequentially; recruited assets $15B in Q4.
- FY 2022 diluted EPS $10.40 (up 85%); share repurchases $325M; dividends $80M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/0001397911-23-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1397911/000139791123000010/lpla-20230202.htm
  HTML page:      https://secwatch.observer/filing/0001397911-23-000010

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