NASDAQ$LPLA

LPL Financial Holdings Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

LPLA Q4 2023 — extraction skipped

LPL Financial Holdings Inc filed Form 8-K (accession 0001397911-24-000005) for Q4 2023, but headline financial numerics could not be extracted automatically: no headline numerics found by parser nor by Financial Datasets fallback. The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 8-K filed; press release body not parseable here.
  • Reason: no headline numerics found by parser nor by Financial Datasets fallback.
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$2.64B

Previous: $2.33B+13.3%
EPS (adj)

$3.51

Previous: $4.21-16.6%
Capital Expenditures

$106M

Previous: $74.4M+42.2%
Net Income

$218M

Previous: $319M-31.8%
Gross Profit

$913M

Previous: $748M+22.1%
Stock-Based Comp

$16.1M

Previous: $12.9M+25.2%

Revenue & EPS history

LPL Financial · Revenue · Quarterly

$2.64B

Q4 2023+13.3%vs Q4 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

LPL Financial · $2.52B total across 9 segments · Q3 2023

  • Advisory
    $1.08B+17.1%
  • Client cash
    $361M
  • Trailing
    $332M
  • Sales-based
    $312M
  • Other asset-based
    $225M
  • Service and fee
    $136M+11.4%
  • Transaction
    $50.2M+15.9%
  • Interest
    $40.8M+84.6%
  • Others
    -$14.5M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.6%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+4.1%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+13.7%

Q1 2019

Best reaction

-38.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.9%-2.8%-18.1%
Q4 2025-1.7%+7.2%-17.2%
Q3 2025+11.6%+10.7%+5.2%
Q1 2025+6.3%+13.6%+14.7%
Q4 2024+1.3%-0.0%+2.7%
Q3 2024+6.2%+3.1%+22.4%
Q2 2024-2.5%-2.4%-1.4%
Q1 2024-3.1%-1.1%+2.0%
Q4 2023+5.0%+1.0%+11.3%
Q3 2023+2.4%+3.8%+5.8%
Q2 2023-3.9%-1.3%-0.8%
Q1 2023+4.7%-1.7%-0.9%
Q4 2022-0.3%+4.4%+8.5%
Q3 2022+4.5%+4.3%-6.9%
Q2 2022+4.9%+8.8%+7.5%
Q1 2022-1.3%+0.4%+5.5%
Q4 2021+2.9%+7.6%-10.8%
Q3 2021-4.7%-1.2%-7.1%
Q2 2021+0.5%-2.4%+7.5%
Q1 2021+2.7%+1.6%-3.1%
Q4 2020+8.5%+8.9%+15.7%
Q3 2020+4.1%+7.8%+20.7%
Q2 2020-2.5%-1.3%+1.6%
Q1 2020+0.9%+1.2%+16.2%
Q4 2019-2.2%-1.5%-15.7%
Q3 2019+1.0%+3.2%+16.3%
Q2 2019-0.6%-3.3%-16.3%
Q1 2019+13.7%+14.6%+9.1%
Q4 2018+8.1%+10.8%+10.4%
Q3 2018+5.7%+10.2%+14.0%
Q2 2018+0.6%-3.9%-3.8%
Q1 2018+5.9%+12.8%+14.9%
Q4 2017+5.8%+4.9%+6.4%
Q3 2017-5.8%-6.3%-6.3%
Q2 2017+0.0%-0.8%+0.5%
Q1 2017+6.8%+9.2%+0.8%
Q4 2016+4.4%+4.2%+0.4%
Q3 2016-1.2%+4.5%+30.2%
Q2 2016+8.2%-0.5%+17.4%
Q1 2016-1.5%
Q4 2015-38.1%
Q3 2015+3.4%
Q2 2015-9.0%
Q1 2015-1.7%
Q4 2014+1.6%
Q3 2014-2.7%
Q2 2014-4.3%
Q1 2014-4.3%
Q4 2013-0.3%
Q3 2013-0.3%
Q2 2013+6.5%
Q1 2013+0.2%
Q4 2012-0.1%
Q3 2012+1.7%
Q2 2012-13.2%
Q1 2011-3.3%
Q1 2012+0.2%
Q4 2009+3.5%
Q4 2011+3.5%
Q1 2010+3.5%
Q3 2010+3.5%
Q3 2011+3.5%
Q2 2011-1.8%
Q4 2010-1.8%
Q2 2010-1.8%

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