LPL Financial Holdings Inc.
For the period ended Jun 30, 2026. Filed Aug 3, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 30, 2026 · Filed Aug 3, 2026
LPLA$308.51+1.0%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Stockholders’ Equity (unaudited)
Condensed Consolidated Statements of Stockholders’ Equity
(In thousands)
| Three Months Ended June 30, 2025 | ||||||||
|---|---|---|---|---|---|---|---|---|
| AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity | ||||||||
| Common Stock · Treasury Stock | ||||||||
| Shares · Amount · Shares · Amount | ||||||||
| BALANCE — March 31, 2025 | 131,195 | $131 | $2,089,155 | 56,611 | $(4,331,582) | $5,366,079 | $3,123,783 | |
| Net income | — | — | — | — | — | 273,249 | 273,249 | |
| Issuance of common stock to settle restricted stock units | 25 | — | — | 3 | (1,475) | — | (1,475) | |
| Treasury stock purchases | — | — | — | — | 240 | — | 240 | |
| Cash dividends on common stock - $0.30 per share | — | — | — | — | — | (23,998) | (23,998) | |
| Stock option exercises and other | (8) | — | 316 | (15) | 542 | 4,216 | 5,074 | |
| Share-based compensation | 20,322 | 20,322 | ||||||
| Equity issuance | 5,391 | 5 | 1,677,216 | — | — | — | 1,677,221 | |
| BALANCE — June 30, 2025 | 136,603 | $136 | $3,787,009 | 56,599 | $(4,332,275) | $5,619,546 | $5,074,416 | |
| Three Months Ended June 30, 2026 | ||||||||
| AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity | ||||||||
| Common Stock · Treasury Stock | ||||||||
| Shares · Amount · Shares · Amount | ||||||||
| BALANCE — March 31, 2026 | 136,811 | $137 | $3,870,612 | 56,623 | $(4,352,434) | $6,167,387 | $5,685,702 | |
| Net income | — | — | — | — | — | 379,261 | 379,261 | |
| Issuance of common stock to settle restricted stock units | 10 | — | — | 3 | (853) | — | (853) | |
| Treasury stock purchases | — | — | — | 1,055 | (312,074) | — | (312,074) | |
| Cash dividends on common stock - $0.30 per share | — | — | — | — | — | (23,973) | (23,973) | |
| Stock option exercises and other | 1 | — | 4,501 | (20) | 695 | — | 5,196 | |
| Share-based compensation | — | — | 23,581 | — | — | — | 23,581 | |
| BALANCE — June 30, 2026 | 136,822 | $137 | $3,898,694 | 57,661 | $(4,664,666) | $6,522,675 | $5,756,840 | |
| Six Months Ended June 30, 2025 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity | |||||||||
| Common Stock · Treasury Stock | |||||||||
| Shares · Amount · Shares · Amount | |||||||||
| BALANCE — December 31, 2024 | 130,915 | $131 | $2,066,268 | 56,254 | $(4,202,322) | $5,066,525 | $2,930,602 | ||
| Net income | — | — | — | — | — | 591,822 | 591,822 | ||
| Issuance of common stock to settle restricted stock units | 237 | — | — | 86 | (31,001) | — | (31,001) | ||
| Treasury stock purchases | — | — | — | 289 | (100,004) | — | (100,004) | ||
| Cash dividends on common stock - $0.60 per share | — | — | — | — | — | (46,390) | (46,390) | ||
| Stock option exercises and other | 60 | — | 3,955 | (30) | 1,052 | 7,589 | 12,596 | ||
| Share-based compensation | — | — | 39,570 | — | — | — | 39,570 | ||
| Equity issuance | 5,391 | 5 | 1,677,216 | — | — | — | 1,677,221 | ||
| BALANCE — June 30, 2025 | 136,603 | $136 | $3,787,009 | 56,599 | $(4,332,275) | $5,619,546 | $5,074,416 | ||
| 136603000 | 136000 | 3787009000 | 56599000 | -4332275000 | |||||
| Six Months Ended June 30, 2026 | |||||||||
| AdditionalPaid-InCapital · RetainedEarnings · TotalStockholders’Equity | |||||||||
| Common Stock · Treasury Stock | |||||||||
| Shares · Amount · Shares · Amount | |||||||||
| BALANCE — December 31, 2025 | 136,638 | $136 | $3,843,017 | 56,577 | $(4,333,725) | $5,835,057 | $5,344,485 | ||
| Net income | — | — | — | — | — | 735,665 | 735,665 | ||
| Issuance of common stock to settle restricted stock units | 172 | — | — | 63 | (20,063) | — | (20,063) | ||
| Treasury stock purchases | — | — | — | 1,055 | (312,074) | — | (312,074) | ||
| Cash dividends on common stock - $0.60 per share | — | — | — | — | — | (48,028) | (48,028) | ||
| Stock option exercises and other | 12 | 1 | 9,037 | (34) | 1,196 | (19) | 10,215 | ||
| Share-based compensation | — | — | 46,640 | — | — | — | 46,640 | ||
| BALANCE — June 30, 2026 | 136,822 | $137 | $3,898,694 | 57,661 | $(4,664,666) | $6,522,675 | $5,756,840 | ||
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.