LPLA - Public offerings

Fourth Quarter 2025Key Financial Results: Net income was $301 million, translating to diluted earnings per share ("EPS") of $3.74, up 4% from a year ago Adjusted EPS* increased 23% year-over-year to $5.23 Gross profit* increased 26% year-over-year to $1,542 millionCore G&A* increased 27% year-over-year to $536 millionAdjusted pre-tax income* increased 36% year-over-year to $559 million Key Business Results: Total advisory and brokerage assets increased 36% year-over-year to $2.4 trillion Advisory assets increased 46% year-over-year to $1.4 trillionAdvisory assets as a percentage of total assets increased to 58.8%, up from 55.0% a year ago Total organic net new assets were $23 billion, re

SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joined by members of the Board of Directors, the LPL leadership team and select 15-year-tenured employees to ring the Opening Bell at the Nasdaq MarketSite in Times Square. Since going public on November 18, 2010, LPL has reshaped the wealth management landscape through its advisor-first approach and a relentless commitment to maki

Key Financial Results: Net Income was $319 million, translating to diluted earnings per share ("EPS") of $4.24, up 11% from a year agoAdjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 millionCore G&A* increased 14% year-over-year to $413 millionAdjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: Total advisory and brokerage assets increased 25% year-over-year to $1.8 trillion Advisory assets increased 23% year-over-year to $977 billionAdvisory assets as a percentage of total assets decreased to 54.5%, down from 55.0% a year ago Total organic net new assets were $71 billion, representing 16% ann

SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced the pricing of an underwritten public offering of 4,687,500 shares of its common stock at a price to the public of $320.00 per share. LPL also granted the underwriters a 30-day option to purchase up to an additional 703,125 shares of its common stock at the public offering price, less underwriting discounts and commissions. The offering is expected to close on April 2, 2025, subject to satisfaction of customary closing conditions. Morgan Stanley & Co. LLC is acting as sole active book-running man

SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has commenced an underwritten public offering of $1.5 billion of its common stock. Morgan Stanley & Co. LLC is acting as sole active book-running manager. LPL also intends to grant the underwriters a 30-day option to purchase up to an additional $225.0 million of its common stock. LPL intends to use the net proceeds of this offering to fund a portion of the cash consideration payable in connection with its previously announced proposed acquisition of Commonwealth Financial Network (the "