secwatch.observer — SEC 8-K summary
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Issuer:     LPL Financial Holdings Inc. (LPLA)
CIK:        0001397911
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0001628280-26-004112
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/0001628280-26-004112-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1397911/000162828026004112/lpla-20260129.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-004112

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer