LPL Financial Q1 EPS $4.43 (adj $5.60), assets up 30% to $2.3T; lowers Core G&A outlook

LPL Financial Holdings Inc.

2026-Q1 EPS reported $4.43 revenue$4,938,434,000

Net income $356M, diluted EPS $4.43 (+4% YoY); adjusted EPS $5.60 (+9% YoY).
Total client assets $2.3T (+30% YoY); advisory assets $1.4T (+42% YoY, 59.5% of total).
Recruited assets $17B (-55% YoY); organic net new assets $21B (4% annualized growth).
Commonwealth conversion on track for Q4 2026; run-rate EBITDA estimate cut to $410M from $425M.
Core G&A 2026 outlook lowered $20M to $2,155–2,190M; $125M share repurchases planned in Q2.

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 0.9

LPL Financial Holdings Inc. reported the three months ended March 31, 2026 results: net income $356 million, EPS $4.43. Guidance lowered.

Period: the three months ended March 31, 2026
Net income: $356 million
EPS: $4.43
Guidance: lowered
Result: reported results

Exact text from the filing

LPL Financial Announces First Quarter 2026 Results Key Financial Results • Net income was $356 million, translating to diluted earnings per share ("EPS") of $4.43, up 4% from a year ago

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LPL Financial Holdings Inc. filing history →

Source: SEC EDGAR

accession 0001628280-26-028890

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