{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-028890","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.234183+00:00","generated_at":"2026-05-15T00:37:06.733974+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"LPL Financial Q1 EPS $4.43 (adj $5.60), assets up 30% to $2.3T; lowers Core G&A outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-028890","json":"https://secwatch.observer/filing/0001628280-26-028890.json","markdown":"https://secwatch.observer/filing/0001628280-26-028890.md","text":"https://secwatch.observer/filing/0001628280-26-028890.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000162828026028890/0001628280-26-028890-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000162828026028890/lpla-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:37:06.733974+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b0a0f67c9c99cc3d982cd21f1f3b1d1561903204","claim":"LPL Financial Holdings Inc. reported the three months ended March 31, 2026 results: net income $356 million, EPS $4.43. Guidance lowered.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000162828026028890/0001628280-26-028890-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended March 31, 2026"},{"label":"Net income","value":"$356 million"},{"label":"EPS","value":"$4.43"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}