Fond Bamco Inc. ve druhém čtvrtletí nakoupil nový podíl v LPL Financial Holdings za zhruba 32,2 mil. USD. Fond držel 114 224 akcií, tedy 0,15 % společnosti.
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 114,224 shares of the financial services provider’s stock, valued at approximately $32,175,000. Bamco Inc. NY owned 0.15% of LPL Financial at the end of the most recent quarter.
A number of other institutional investors also recently modified their holdings of the stock. Osterweis Capital Management Inc. purchased a new position in LPL Financial in the second quarter valued at about $26,000. Clearstead Advisors LLC lifted its stake in shares of LPL Financial by 3,650.0% in the fourth quarter. Clearstead Advisors LLC now owns 75 shares of the financial services provider’s stock worth $27,000 after buying an additional 73 shares during the last quarter. Core Wealth Advisors LLC bought a new position in LPL Financial in the 4th quarter worth $36,000. Physician Wealth Advisors Inc. raised its holdings in LPL Financial by 580.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 136 shares of the financial services provider’s stock worth $41,000 after acquiring an additional 116 shares during the period. Finally, Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in LPL Financial during the 4th quarter worth $50,000. Institutional investors and hedge funds own 95.66% of the company’s stock.
LPL Financial Stock Performance LPL Financial stock opened at $360.24 on Thursday. LPL Financial Holdings Inc. has a 12-month low of $260.15 and a 12-month high of $400.16. The stock has a 50-day simple moving average of $330.25 and a 200 day simple moving average of $315.00. The stock has a market capitalization of $28.37 billion, a price-to-earnings ratio of 28.73, a P/E/G ratio of 0.61 and a beta of 0.48. The company has a quick ratio of 2.39, a current ratio of 2.39 and a debt-to-equity ratio of 1.30.
LPL Financial (NASDAQ:LPLA – Get Free Report) last released its earnings results on Thursday, July 30th. The financial services provider reported $5.84 EPS for the quarter, beating the consensus estimate of $5.39 by $0.45. LPL Financial had a return on equity of 32.20% and a net margin of 5.13%.The company had revenue of $5.19 billion during the quarter, compared to analysts’ expectations of $5.04 billion. During the same period last year, the firm earned $4.51 EPS. The business’s revenue for the quarter was up 35.2% on a year-over-year basis. On average, research analysts anticipate that LPL Financial Holdings Inc. will post 24.09 earnings per share for the current fiscal year. LPL Financial Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, August 14th. LPL Financial’s dividend payout ratio is 9.57%.
Analyst Upgrades and Downgrades A number of research firms have issued reports on LPLA. William Blair reaffirmed an “outperform” rating on shares of LPL Financial in a report on Thursday, June 4th. Barclays increased their price objective on LPL Financial from $394.00 to $401.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Weiss Ratings restated a “hold (c)” rating on shares of LPL Financial in a research note on Friday, July 24th. UBS Group dropped their target price on shares of LPL Financial from $395.00 to $391.00 and set a “buy” rating on the stock in a research report on Wednesday, July 8th. Finally, Morgan Stanley lifted their target price on LPL Financial from $374.00 to $387.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Twelve research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, LPL Financial currently has an average rating of “Moderate Buy” and a consensus target price of $406.69.
Get Our Latest Stock Report on LPLA
Insiders Place Their Bets In other news, Director Greg Gates sold 4,119 shares of LPL Financial stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $355.38, for a total transaction of $1,463,810.22. Following the transaction, the director owned 23,602 shares in the company, valued at $8,387,678.76. The trade was a 14.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Aneri Jambusaria sold 308 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $306.00, for a total transaction of $94,248.00. Following the completion of the transaction, the director owned 6,415 shares of the company’s stock, valued at $1,962,990. This trade represents a 4.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,427 shares of company stock worth $1,910,778 over the last ninety days. 0.60% of the stock is currently owned by corporate insiders.
LPL Financial Company Profile (Free Report)
LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.
The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.
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BlackRock Inc. acquired a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,732,991 shares of the financial services provider’s stock, valued at approximately $1,333,189,000. BlackRock Inc. owned approximately 6.01% of LPL Financial as of its most recent filing with the Securities & Exchange Commission.
Several other large investors have also recently added to or reduced their stakes in LPLA. Egerton Capital UK LLP purchased a new position in LPL Financial in the fourth quarter valued at about $91,012,000. Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of LPL Financial by 7.1% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 77,992 shares of the financial services provider’s stock worth $28,204,000 after purchasing an additional 5,179 shares in the last quarter. Markel Group Inc. raised its stake in shares of LPL Financial by 1.2% during the 4th quarter. Markel Group Inc. now owns 559,951 shares of the financial services provider’s stock worth $199,998,000 after purchasing an additional 6,630 shares in the last quarter. Norges Bank acquired a new stake in shares of LPL Financial during the 4th quarter valued at about $371,616,000. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in shares of LPL Financial by 56.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 158,783 shares of the financial services provider’s stock valued at $56,713,000 after buying an additional 57,362 shares during the last quarter. Institutional investors and hedge funds own 95.66% of the company’s stock.
Insider Activity In related news, Director Aneri Jambusaria sold 308 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $306.00, for a total transaction of $94,248.00. Following the completion of the transaction, the director owned 6,415 shares of the company’s stock, valued at approximately $1,962,990. The trade was a 4.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Enyedi sold 1,000 shares of the stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $352.72, for a total value of $352,720.00. Following the sale, the director owned 13,121 shares of the company’s stock, valued at approximately $4,628,039.12. The trade was a 7.08% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.
LPL Financial Trading Down 1.5% NASDAQ:LPLA opened at $354.02 on Friday. The company’s 50 day moving average is $325.27 and its 200-day moving average is $315.54. The company has a quick ratio of 2.39, a current ratio of 2.39 and a debt-to-equity ratio of 1.30. LPL Financial Holdings Inc. has a 12 month low of $260.15 and a 12 month high of $400.16. The firm has a market cap of $27.88 billion, a price-to-earnings ratio of 28.23, a P/E/G ratio of 0.60 and a beta of 0.48. LPL Financial (NASDAQ:LPLA – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The financial services provider reported $5.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.39 by $0.45. The business had revenue of $5.19 billion during the quarter, compared to the consensus estimate of $5.04 billion. LPL Financial had a net margin of 5.13% and a return on equity of 32.20%. LPL Financial’s quarterly revenue was up 35.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.51 EPS. Equities analysts anticipate that LPL Financial Holdings Inc. will post 24.09 EPS for the current year.
LPL Financial Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Friday, August 14th. LPL Financial’s dividend payout ratio is 9.57%.
Wall Street Analysts Forecast Growth A number of research firms recently commented on LPLA. Weiss Ratings restated a “hold (c)” rating on shares of LPL Financial in a report on Friday, July 24th. Morgan Stanley lifted their target price on shares of LPL Financial from $374.00 to $387.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. William Blair reissued an “outperform” rating on shares of LPL Financial in a research report on Thursday, June 4th. TD Cowen increased their price target on shares of LPL Financial from $330.00 to $372.00 and gave the stock a “hold” rating in a research note on Friday, July 31st. Finally, Wolfe Research restated an “outperform” rating and set a $454.00 price target on shares of LPL Financial in a report on Wednesday, August 12th. Twelve investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $406.69.
Check Out Our Latest Stock Report on LPLA
LPL Financial Company Profile (Free Report)
LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.
The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.
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LPL Financial uvedla, že klientská aktiva na konci července klesla meziměsíčně o 0,6 % na 2,55 bilionu USD. Čistá organická nová aktiva dosáhla 7,4 miliardy USD.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026.
Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago.
Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate.
Total client cash balances at the end of July were $54.3 billion, a decrease of $2.6 billion compared to the end of June. Net buying in July was $14.7 billion.
(End of period $ in billions, unless noted)July June Change July Change 2026 2026 M/M 2025 Y/Y Client Assets Advisory1,544.2 1,548.4 (0.3%)1,077.0 43.4%Brokerage1,002.4 1,014.3 (1.2%)862.4 16.2%Total Client Assets2,546.6 2,562.7 (0.6%)1,939.4 31.3% Organic NNA Advisory10.2 13.3 n/m 7.5 n/m Brokerage(2.8)(2.0)n/m (2.0)n/m Total Organic NNA7.4 11.3 n/m 5.4 n/m Acquired NNA Advisory0.0 0.5 n/m 0.0 n/m Brokerage0.0 0.0 n/m 0.0 n/m Total Acquired NNA0.0 0.5 n/m 0.0 n/m Total NNA Advisory10.2 13.8 n/m 7.5 n/m Brokerage(2.8)(2.0)n/m (2.0)n/m Total NNA7.4 11.8 n/m 5.5 n/m Net brokerage to advisory conversions1.9 2.3 n/m 2.4 n/m Client Cash Balances Insured cash account sweep36.8 38.4 (4.2%)33.7 9.2%Deposit cash account sweep15.0 15.6 (3.8%)10.8 38.9%Total Bank Sweep51.8 54.1 (4.3%)44.4 16.7%Money market sweep1.1 1.1 — %3.4 (67.6%)Total Client Cash Sweep Held by Third Parties52.8 55.2 (4.3%)47.9 10.2%Client cash account1.5 1.7 (11.8%)1.6 (6.3%)Total Client Cash Balances54.3 56.9 (4.6%)49.5 9.7% Net buy (sell) activity14.7 13.1 n/m 13.7 n/m Market Drivers S&P 500 Index (end of period)7,490 7,499 (0.1%)6,339 18.2%Russell 2000 Index (end of period)2,931 3,024 (3.1%)2,212 32.5%Fed Funds daily effective rate (average bps)363 363 —%433 (16.2%) For additional information regarding these and other Company business metrics, please refer to the Company’s most recent earnings announcement, which is available in the quarterly results section of investor.lpl.com.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”) and LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisers and broker-dealers. Members FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial or LPL Enterprise.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Research spustila 17 nových Building Block Model Portfolios a rozšířila nabídku na více než 70 modelů. Platforma mezitím překročila 100 miliard USD v AUM.
SAN DIEGO , Aug. 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisors with greater flexibility in portfolio construction, the new models can be combined to create customized investment solutions tailored to a broad range of client objectives. The launch reflects LPL Research's continued investment in portfolio innovation and comes as its model portfolio platform surpassed $100 billion in assets under management (AUM).
Introducing Building Block Model Portfolios
LPL Research has introduced 17 Building Block Model Portfolios designed to provide advisors with greater portfolio construction flexibility. The new models include single-asset mutual fund, ETF and SMA strategies across equities, fixed income and alternatives.
The models can be used independently or combined within Unified Managed Account (UMA) structures, enabling advisors to build tailored portfolios aligned with clients' investment objectives and risk preferences.
“The introduction of our building block model portfolios enhances the flexibility and choice we provide to advisors and institutions,” said LPL Chief Investment Officer Marc Zabicki. “Grounded in our research and asset allocation expertise, these modular solutions are designed to help build more personalized portfolios and adapt investment strategies to reflect evolving client needs.”
Growing Adoption of LPL Research Models
The launch comes as LPL Research's model portfolio platform surpasses $100 billion in AUM (as of February 2026), reflecting continued advisor adoption of professionally managed investment solutions. The milestone underscores the platform's growth and the increasing demand for model-based portfolio management across advisory practices.
“Surpassing $100 billion in model portfolio assets reflects the strength of our investment platform, the performance of our strategies and the trust advisors place in our team,” said LPL Chief Wealth Officer Aneri Jambusaria. “When we pursue strong investment outcomes, our community is better positioned to help clients pursue their financial goals. That impact extends to the more than 8 million Americans served through the LPL platform, and it remains at the center of everything we do.”
Expanding Portfolio Construction Capabilities
The Building Block Model Portfolios are designed to give advisors greater control over portfolio design through a modular approach that spans equities, fixed income and alternatives. Used individually or within UMA structures, the models allow advisors to create more customized investment strategies while benefiting from the ongoing oversight and expertise of LPL Research.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
There is no assurance that advisory model portfolios are suitable for all investors or will yield positive outcomes.
The purchase of certain securities will be required to affect some of the strategies. Investing involves risks, including possible loss of principal. This material is general information only and is not intended to provide specific advice or recommendations for your clients.
Advisory accounts may not be appropriate for every investor. A brokerage account may be more appropriate if your client prefers a buy-and-hold strategy.
LPL Finl reported quarterly earnings of $5.60 per share which beat the analyst consensus estimate of $5.40 per share. The company reported quarterly sales of $5.186 billion which beat the analyst consensus estimate of $4.995 billion.
LPL Financial shares gained 4.6% to $355.00 in pre-market trading.
These analysts made changes to their price targets on LPL Financial following earnings announcement.
Keefe, Bruyette & Woods analyst Chris Allen maintained the stock with an Outperform rating and raised the price target from $365 to $390. Barclays analyst Benjamin Budish maintained the stock with an Overweight rating and raised the price target from $394 to $401. Considering buying LPLA stock? Here’s what analysts think:
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LPL Financial Holdings Inc. zveřejnila výsledky za 2. čtvrtletí 2026. V přepisu konferenčního hovoru ale nejsou uvedena žádná konkrétní čísla ani komentář k výkonu.
LPL Financial Holdings Inc. (LPLA) Q2 2026 Earnings Call July 30, 2026 5:00 PM EDT
Company Participants
Richard Steinmeier - CEO & Director
Matthew Audette - President & CFO
Conference Call Participants
Alexander Blostein - Goldman Sachs Group, Inc., Research Division
Steven Chubak - Wolfe Research, LLC
Daniel Fannon - Jefferies LLC, Research Division
Devin Ryan - Citizens JMP Securities, LLC, Research Division
Y. Cho - JPMorgan Chase & Co, Research Division
Craig Siegenthaler - BofA Securities, Research Division
Michael Brown - UBS Investment Bank, Research Division
Brennan Hawken - BMO Capital Markets Equity Research
Michael Cyprys - Morgan Stanley, Research Division
Benjamin Budish - Barclays Bank PLC, Research Division
Jeffrey Schmitt - William Blair & Company L.L.C., Research Division
William Katz - TD Cowen, Research Division
Presentation
Operator
Good afternoon, and thank you for joining the Second Quarter 2026 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are Chief Executive Officer, Rich Steinmeier; and President and Chief Financial Officer, Matt Audette. Rich and Matt will offer introductory remarks, and then the call will be open for questions.
[Operator Instructions]
The company has posted its earnings press release and supplementary information on the Investor Relations section of the company's website, investor.lpl.com.
Today's call will include forward-looking statements, including statements about LPL Financial's future financial and operating results, outlook, business strategies and plans as well as other opportunities and potential risks that management foresees. Such forward-looking statements reflect management's current estimates or beliefs and are subject to known and unknown risks and uncertainties that may cause actual results or the timing of events to differ materially from those expressed or implied in such forward-looking statements. For more information about such risks and uncertainties, the company refers listeners to disclosures set forth under the caption Forward-Looking Statements in the earnings press release as well as the risk factors and other disclosures contained in the
LPL Financial vykázala ve čtvrtletí výnosy 5,05 miliardy USD, meziročně o 34,5 % více, a EPS 5,84 USD, oproti 4,51 USD před rokem a nad odhadem 5,39 USD.
For the quarter ended June 2026, LPL Financial Holdings Inc. (LPLA - Free Report) reported revenue of $5.05 billion, up 34.5% over the same period last year. EPS came in at $5.84, compared to $4.51 in the year-ago quarter.
The reported revenue represents a surprise of +0.31% over the Zacks Consensus Estimate of $5.03 billion. With the consensus EPS estimate being $5.39, the EPS surprise was +8.35%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:
Advisory and Brokerage Assets - Brokerage assets: $1,014.30 billion versus $963.52 billion estimated by three analysts on average.Advisory and Brokerage Assets - Total: $2,562.70 billion versus $2,411.01 billion estimated by three analysts on average.Advisory and Brokerage Assets - Advisory assets: $1,548.40 billion versus $1,447.46 billion estimated by three analysts on average.Advisors: 32,475 versus 32,219 estimated by three analysts on average.Revenue- Commission- Total: $1.23 billion versus the four-analyst average estimate of $1.21 billion. The reported number represents a year-over-year change of +18.7%.Revenue- Service and fee: $208.88 million versus the four-analyst average estimate of $202.83 million. The reported number represents a year-over-year change of +37.6%.Revenue- Asset-based - Client cash: $443.5 million versus $463.47 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.6% change.Revenue- Asset-based- Total: $835.14 million compared to the $848.04 million average estimate based on four analysts. The reported number represents a change of +18.9% year over year.Revenue- Transaction: $83.22 million versus $88.07 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +37.5% change.Revenue- Asset-based - Other asset-based: $391.64 million versus the four-analyst average estimate of $384.57 million. The reported number represents a year-over-year change of +28.4%.Revenue- Advisory: $2.63 billion compared to the $2.64 billion average estimate based on four analysts. The reported number represents a change of +53.3% year over year.Revenue- Commission- Sales-based: $728.16 million versus $712.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.5% change.View all Key Company Metrics for LPL Financial here>>>
Shares of LPL Financial have returned +15.2% over the past month versus the Zacks S&P 500 composite's -1.5% 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.
LPL Financial spouští LPL Latitude, sjednocenou technologickou platformu s umělou inteligencí, kyberbezpečností a novými nástroji pro poradce i jejich klienty. Firma do ní za tři roky investovala téměř 2 miliardy USD.
SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, cybersecurity, infrastructure resiliency, artificial intelligence, advisor workflows and end-investor applications.
“LPL Latitude is more than a technology system — it’s a strategic investment in the future of advice,” said Rich Steinmeier, CEO of LPL Financial. “By creating a unified foundation across our business, we are accelerating innovation, unlocking the power of AI and data, and delivering more seamless, intelligent experiences for advisors and their clients. As the industry evolves, this integrated technology helps ensure our advisors remain at the forefront of delivering exceptional advice.”
Over the last three years, LPL has invested nearly $2 billion in building the core pillars of Latitude, including a significant annual increase in cyber protections, reinforcing its commitment to protecting advisors, clients and data at every level. This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude, representing the largest set of advanced features in the company’s history.
“LPL Latitude represents a step-change in how LPL delivers technology to advisors — at a time when expectations around security, personalization and digital experiences continue to rise,” added Greg Gates, LPL’s chief technology and information officer. “The LPL Latitude experience is agile and designed to scale alongside advisor needs. We’re continuing to champion advisors’ choice through our ClientWorks connected ecosystem, which leverages third-party applications, all while integrating agentic AI and strengthening protections. As the name implies, Latitude will provide both flexibility and guided direction to help advisors run efficient, secure and successful businesses.”
LPL Latitude is anchored in five core strengths:
Connected Data Architecture
LPL’s position as a self-clearing, broker-dealer and custodian gives the firm a dynamic advantage in creating one of the most vertically integrated data ecosystems in wealth management — turning information into actionable insight that can improve outcomes. For example, LPL’s comprehensive data-driven framework is the foundation of its Advisor Growth System, which helps advisors and institutions benchmark their performance, identify growth opportunities and execute strategic improvements with LPL's support. The Advisor Growth System is available at no cost to LPL advisors and institutions.
Secure, Resilient Infrastructure
Enterprise-grade security is embedded throughout LPL Latitude, supported by increased cybersecurity investments to meet evolving risk and regulatory expectations. Key enhancements include the LPL Business Browser, which strengthens security controls while enabling future AI-powered capabilities; phishing-resistant multi-factor authentication; and data-minimization initiatives that help reduce risk and protect sensitive information. Since the firm started deploying the LPL Business Browser earlier this year, it has blocked thousands of cyberattacks on advisors’ systems to date.
Agentic AI, Embedded in Workflows
AI capabilities will be integrated directly into how advisors work — not bolted on — helping reduce friction, automate tasks and guide decision-making in real time. A core asset of LPL Latitude is Cyan, LPL’s AI agent designed to operate across advisor workflows and deliver contextual, real-time intelligence. Cyan is being built to reduce complexity and unlock advisor capacity — quietly working behind the scenes to surface insights, automate routine tasks and support informed decisions. Initial capabilities will focus on high-impact use cases, including:
Conversational generative AI for workflow support and guidanceAgentic automation for account maintenanceRecommendations for growing an advisor’s practice based on performance dataAI-generated financial planning insights and summaries These early applications, all of which will launch later this year, demonstrate how AI can enhance — not replace — the advisor, enabling more personalized and proactive experiences.
Advanced Advisor Operating System
LPL’s ClientWorks advisor operating system is built on a resilient infrastructure and is scalable for incremental innovation. Among the operating system upgrades coming as part of the major enhancements this year, the company plans to launch single client relationship agreements and a mobile app for its operating platform, simplifying the account opening process and supporting advisors on the go.
Enhanced End-Investor Applications
Account View, LPL's investor digital experience, will expand with new digital capabilities that make it easier for clients to securely access information, complete key tasks and stay connected to their financial plans, including enhanced self-service features such as secure document sharing, income and distribution tracking, integrated eSignature and financial planning connectivity.
At the LPL Focus 2026 conference next month, which is among the largest gatherings of financial professionals in the world, the company plans to feature the core pillars of Latitude including cybersecurity enhancements and demonstrations of Cyan’s advanced agentic workflows.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com/.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
Forward-Looking Statements
Certain of the statements included in this release, such as those regarding the expected introduction of operational and technological capabilities and enhancements, and the anticipated benefits of the Latitude platform, including the Cyan AI agent, constitute forward-looking statements. Words such as “expects,” “believes,” “anticipates,” “plans,” “assumes,” “estimates,” “projects,” “intends,” “should,” “will,” “shall” or variations of such words are generally part of forward-looking statements. Forward-looking statements are made based on current expectations and beliefs concerning future developments and their potential effects on LPL Financial. In particular, no assurance can be provided that all currently anticipated enhancements will be made this year or at all; that Cyan will launch as anticipated; and that the Latitude platform, including Cyan, will deliver the expected benefits to individual advisors and end-clients. These forward-looking statements are not a guarantee of future performance and involve risks and uncertainties, including economic, legislative, regulatory, competitive and other factors, and there are certain important factors that could cause actual results or the timing of events to differ, possibly materially, from expectations or estimates expressed or implied in such forward-looking statements. Important factors that could cause or contribute to such differences include: difficulties in developing new technologies and integrating them into our business; changes in general economic and financial market conditions, including retail investor sentiment; the effects of competition in the financial services industry and the success of LPL Financial in attracting and retaining financial advisors and institutions, and their ability to market financial products and services effectively; the effect of current, pending and future legislation, regulation and regulatory actions, including disciplinary actions imposed by federal and state regulators and self-regulatory organizations; and the execution of LPL Financial's plans and its success in realizing the synergies, expense savings, service improvements or efficiencies expected to result from its investments, initiatives and acquisitions, expense plans and technology initiatives. Certain additional important factors that could cause actual results or the timing of events to differ, possibly materially, from expectations or estimates expressed or implied in such forward-looking statements can be found in the “Risk Factors” and “Special Note Regarding Forward-Looking Statements” sections included in LPL Financial Holdings Inc.’s most recent Annual Report on Form 10-K. Except as required by law, LPL Financial does not undertake to update any particular forward-looking statement included in this document as a result of developments occurring after the date of this press release.
Wall Street expects a year-over-year increase in earnings on higher revenues when LPL Financial Holdings Inc. (LPLA - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $5.39 per share in its upcoming report, which represents a year-over-year change of +19.5%.
Revenues are expected to be $5.03 billion, up 34.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.63% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for LPL Financial?For LPL Financial, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.27%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that LPL Financial will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that LPL Financial would post earnings of $5.49 per share when it actually produced earnings of $5.60, delivering a surprise of +2.00%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
LPL Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerEvercore (EVR - Free Report) , another stock in the Zacks Financial - Investment Bank industry, is expected to report earnings per share of $3.02 for the quarter ended June 2026. This estimate points to a year-over-year change of +24.8%. Revenues for the quarter are expected to be $993.52 million, up 18.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Evercore has remained unchanged. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Evercore will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
