---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-051046"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2026-07-30T20:07:15+00:00"
generated_at: "2026-07-30T20:08:19.842331+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# LPL Financial Q2 net income $379M, EPS $4.74 up 39% YoY; adjusted EPS $5.84 up 29%

## Summary
- Net income $379M, diluted EPS $4.74 (+39% YoY); adjusted EPS $5.84 (+29%).
- Total client assets $2.6T (+34% YoY); advisory assets $1.5T (+46%).
- Recruited assets $25B in Q2 (+35% YoY); trailing twelve months $89B.
- Commonwealth conversion on track for Q4 2026; estimated run-rate EBITDA raised to $435M.
- Board approved $2.5B increase to share repurchase authorization; $309M repurchased in Q2.

## SEC filing metadata
- accession: 0001628280-26-051046
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2026-07-30T20:07:15+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000162828026051046/0001628280-26-051046-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000162828026051046/lpla-20260730.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-051046
- JSON: https://secwatch.observer/filing/0001628280-26-051046.json
- Plain text: https://secwatch.observer/filing/0001628280-26-051046.txt

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