---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-004112"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2026-01-29T23:59:59+00:00"
generated_at: "2026-05-16T06:21:25.702336+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q4 adj EPS $5.23, up 23% YoY; assets reach $2.4T

## Summary
- Net income $301M, diluted EPS $3.74 (+4% YoY); adjusted EPS $5.23 (+23%).
- Gross profit $1.54B (+26% YoY); total advisory & brokerage assets $2.4T (+36%).
- Organic net new assets $23B (4% annualized); recruited assets $14B.
- Client cash $61B; corporate cash $470M; leverage ratio 1.95x.
- Full-year adj EPS $20.09 (+22%); GAAP EPS $10.92 (-22%).

## SEC filing metadata
- accession: 0001628280-26-004112
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2026-01-29T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/0001628280-26-004112-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/lpla-20260129.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-004112
- JSON: https://secwatch.observer/filing/0001628280-26-004112.json
- Plain text: https://secwatch.observer/filing/0001628280-26-004112.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.