NASDAQ · SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES · LARGE CAP
LPL Financial Holdings Inc. LPLA
17 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY
Revenue · FY2025
$17.0B
▲ 37.2% vs FY2024
EPS · FY25
$10.92
Dividend / sh · FY25
$1.20
Payout · FY25
11%
ROE · FY25
20.9%
Net margin · FY25
5.1%
Dividend coverage
9.1×
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Result
USD 17.0B
Revenue, FY2025 · full 17-year series below
Revenue
Net income
5 cents of every revenue dollar became profit this year.
Per share
USD 10.92
Diluted EPS, FY2025
EPS
Dividend
Earnings covered the dividend 9.1 times — the rest stayed in the company.
Profitability
20.9%
Return on equity, FY2025
ROE
Operating margin6.8%
Net margin5.1%
Return on assets5.4%
Each USD of equity produced 21 cents of profit this year.
Returned to shareholders
USD 94.4M
returned in FY2025 · dividends + net buybacks
Dividends paidUSD 94.4M
Net buybacksUSD -1.6B
Share of profit10.9%
Consecutive raises—
USD 94.4M in dividends — 11% of the year's profit went back to shareholders.
Growth
+23.7% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
+25.5%
+23.7%
+14.8%
+12.0%
Net income
+0.7%
+12.8%
+17.7%
EPS, diluted
+1.6%
+13.3%
+20.2%
Dividend / share
+6.3%
+3.7%
Returned to shareholders
−36.9%
−13.8%
−14.5%
Compound annual rates per period — left blank where the series crosses a loss.
Share base
—
Shares outstanding, FY2025
Change, 5 years—
Change, 10 years—
A share split breaks the comparison across the period, so we leave it out.
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Balance sheet
USD 18.5B
total assets, end of FY2025
Total assetsUSD 18.5B
EquityUSD 5.3B
CashUSD 1.0B
Gross debtUSD 7.3B
Net debtUSD 6.2B
Net debt stands at 116% of equity.
History
17 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Revenue $B
17.0
12.4
10.1
8.6
7.7
5.9
5.6
5.2
4.3
4.0
4.3
4.4
4.1
3.7
3.5
3.1
2.7
Operating income $B
1.1
1.4
1.4
1.1
0.6
0.6
0.7
0.6
0.4
0.3
0.3
0.3
0.3
0.3
0.3
−0.1
0.1
EBITDA $B
1.5
1.7
1.7
1.3
0.8
0.7
0.8
0.7
0.4
0.4
0.4
0.4
0.3
0.3
0.3
−0.0
0.1
Income tax $B
0.3
0.3
0.4
0.3
0.1
0.2
0.2
0.2
0.1
0.1
0.1
0.1
0.1
0.1
0.1
−0.0
0.0
Net income $B
0.9
1.1
1.1
0.8
0.5
0.5
0.6
0.4
0.2
0.2
0.2
0.2
0.2
0.2
0.2
−0.1
0.0
EPS, diluted $
10.92
14.03
13.69
10.40
5.63
5.86
6.62
4.85
2.59
2.13
1.74
1.75
1.72
1.37
1.50
−0.64
0.47
Dividend / sh $
1.20
1.20
1.20
1.00
1.00
1.00
1.00
·
·
·
·
·
·
·
·
·
·
Payout %
11
8
9
9
17
17
15
20
38
46
57
54
37
164
0
−0
·
ROE %
20.9
42.3
50.2
44.1
30.8
40.4
56.0
45.3
26.7
25.0
20.0
17.2
16.2
12.2
13.5
−5.6
5.6
Shares out B
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.
How we verifyAUDITED
33 of 33
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity
Every figure was compared against the original statement: 0 failures and 0 presentation gaps.
What we don’t show
We’d rather say what’s missing than fill the gap with an estimate.
P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed