For the quarter ended December 2025, LPL Financial Holdings Inc. (LPLA) reported revenue of $4.91 billion, up 39.7% over the same period last year. EPS came in at $5.23, compared to $4.25 in the year-ago quarter.
The reported revenue represents a surprise of +2.19% over the Zacks Consensus Estimate of $4.81 billion. With the consensus EPS estimate being $4.82, the EPS surprise was +8.62%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how LPL Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Advisory and Brokerage Assets - Brokerage Assets: $977.90 billion compared to the $984.04 billion average estimate based on four analysts.
- Total Advisory and Brokerage Assets: $2,370.50 billion versus $2,341.72 billion estimated by four analysts on average.
- Total Advisory and Brokerage Assets - Advisory Assets: $1,392.70 billion compared to the $1,357.69 billion average estimate based on four analysts.
- Number of advisors: 32,178 versus 32,753 estimated by four analysts on average.
- Revenue- Commission: $1.23 billion compared to the $1.22 billion average estimate based on five analysts. The reported number represents a change of +27.6% year over year.
- Revenue- Service and fee: $180.64 million compared to the $170.29 million average estimate based on five analysts. The reported number represents a change of +29.9% year over year.
- Revenue- Asset-based fees: $816.07 million versus $833.46 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.8% change.
- Revenue- Advisory: $2.54 billion versus $2.47 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +59.4% change.
- Revenue- Transaction: $75.15 million compared to the $76.18 million average estimate based on five analysts. The reported number represents a change of +22.1% year over year.
- Revenue- Asset-based - Other asset-based: $375.81 million versus the four-analyst average estimate of $382.4 million. The reported number represents a year-over-year change of +29.2%.
- Revenue- Asset-based - Client cash: $440.25 million compared to the $457.44 million average estimate based on four analysts. The reported number represents a change of +16.2% year over year.
- Revenue- Commission- Trailing: $510.72 million compared to the $521.52 million average estimate based on three analysts. The reported number represents a change of +16.2% year over year.
View all Key Company Metrics for LPL Financial here>>>
Shares of LPL Financial have returned +2.7% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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LPL Financial Holdings Inc. (LPLA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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