Lpl Financial Holdings INC

LPL Financial Holdings Inc. announced robust second quarter 2026 financial results, driven by significant growth in client assets and advisory services, alongside strategic acquisitions.

LPL Financial reported strong first-quarter 2026 results with record earnings per share and significant growth in advisory assets.

LPL Financial announced robust fourth quarter and full year 2025 results, driven by significant asset growth and strategic acquisitions.

LPL Financial Holdings Inc. announced the election of Somesh Khanna, a seasoned expert in digital strategy and AI, as an independent director to its board, effective January 5, 2026.

LPL Financial reported a net loss of $30 million in Q3 2025, primarily due to $419 million in one-time acquisition costs from the Commonwealth Financial Network acquisition, while adjusted EPS rose 25% year-over-year.

LPL Financial Holdings Inc. has successfully closed its acquisition of Commonwealth Financial Network, integrating a firm supporting approximately 3,000 advisors and managing $305 billion in assets.

LPL Financial Holdings Inc. announced robust financial performance for the second quarter of 2026, with significant growth in advisory and brokerage assets and a substantial increase in net income.

LPL Financial Holdings Inc. reported a significant increase in net income and revenue for the first quarter of 2026, driven by substantial growth in advisory assets and strategic acquisitions.

LPL Financial Holdings Inc. reported a net loss for Q3 2025, primarily due to significant acquisition-related expenses from the Commonwealth Financial Network deal, despite strong growth in assets and adjusted earnings.

LPL Financial reports strong second-quarter 2025 results with significant increases in net income, total revenue, and advisory and brokerage assets, driven by strategic acquisitions and market growth.

LPL Financial's Q1 2025 net income increased to $318.6 million, driven by significant growth in advisory and brokerage assets, and the company announced a definitive agreement to acquire Commonwealth Financial Network for $2.7 billion.

LPL Financial Holdings reported a net income of $255.3 million for the third quarter of 2024, alongside the completion of the Atria Wealth Solutions acquisition.

LPL Financial reports a significant increase in total revenue and assets driven by strategic acquisitions, despite a decrease in net income for the fiscal year ended December 31, 2025.

LPL Financial's 2024 results showcase significant growth in assets and strategic expansion through acquisitions, despite a slight dip in net income.

LPL Financial Holdings Inc.'s 10-K filing outlines the company's share structure, voting rights, anti-takeover provisions, and other corporate governance matters.

Greg Gates, Group Managing Director at LPL Financial Holdings Inc., reported a transaction involving 232 shares of common stock.

Marc Cohen, Group Managing Director at LPL Financial Holdings Inc., reported a transaction involving the acquisition of 44 shares of common stock.

LPL Financial Holdings Inc. reports a director's acquisition of vested stock units under the 2021 Omnibus Equity Incentive Plan.

Richard P. Schifter, a Director at LPL Financial Holdings Inc., reported transactions involving common stock and stock units on June 4, 2026.

James S. Putnam, a Director at LPL Financial Holdings Inc., acquired 10 stock units on June 4, 2026, as part of a dividend reinvestment plan.

Director Allison Mnookin acquired 3 stock units of LPL Financial Holdings Inc. on June 4, 2026, under the company's equity incentive plan.

LPL Financial Holdings Inc. will hold its 2025 Annual Meeting of Stockholders on May 22, 2025, to vote on the election of directors, ratification of the company's independent auditor, and executive compensation.

LPL Financial Holdings Inc. announces its 2025 Annual Meeting of Stockholders to be held on May 22, 2025, featuring proposals for director elections, auditor ratification, and executive compensation approval.

LPL Financial Holdings Inc. will hold its 2024 Annual Meeting of Stockholders on May 9, 2024, and is providing proxy materials for review and voting.

LPL Financial Holdings Inc. details the agenda and logistics for its 2024 Annual Meeting of Stockholders, including proposals for director elections, auditor ratification, and executive compensation approval.

Dodge & Cox has reported beneficial ownership of 4,146,547 shares, representing 5.2% of the outstanding common stock of LPL Financial Holdings Inc., as of March 31, 2026.

Vanguard Capital Management reports beneficial ownership of over 4.3 million shares, representing 5.36% of LPL Financial Holdings' common stock.

The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in LPL Financial Holdings Inc. following an internal realignment.

The Vanguard Group has increased its beneficial ownership in LPL Financial Holdings Inc. to 10.05% of common stock, holding over 8 million shares.