LPL Financial Q4 adjusted EPS falls 17% YoY to $3.51; full-year adjusted EPS up 36% to $15.72

LPL Financial Holdings Inc.

2023-FY EPS reported $13.69 revenue$10,052,848,000

Q4 net income $218M ($2.85 diluted EPS), down 28% YoY; adjusted EPS $3.51 (-17% YoY).
Total advisory and brokerage assets $1.35T (+22% YoY); advisory assets $736B (54.3% of total).
Organic net new assets $25B in Q4 (8% annualized); full-year organic net new assets $100B (9% growth).
Advisor count 22,660 (+1,385 YoY); recruited assets $17B in Q4, $80B for full year.
Share repurchases $225M in Q4 and $1.1B for full year; leverage ratio 1.63x.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

LPL Financial Holdings Inc. reported three and twelve months ended December 31, 2023 results: net income $218 million, EPS $2.85.

Period: three and twelve months ended December 31, 2023
Net income: $218 million
EPS: $2.85
Result: reported results

Exact text from the filing

On February 1, 2024, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three and twelve months ended December 31, 2023.

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LPL Financial Holdings Inc. filing history →

Source: SEC EDGAR

accession 0001397911-24-000005

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