LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

09.05.25 02:30 Uhr

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LPL Financial Holdings Inc. (LPLA) reported $3.69 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 30.3%. EPS of $5.15 for the same period compares to $4.21 a year ago.The reported revenue represents a surprise of +2.23% over the Zacks Consensus Estimate of $3.61 billion. With the consensus EPS estimate being $4.54, the EPS surprise was +13.44%.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.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.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: Total Advisory and Brokerage Assets - Brokerage Assets: $817.5 billion compared to the $821.02 billion average estimate based on four analysts. Total Advisory and Brokerage Assets: $1,794.9 billion versus $1,816.08 billion estimated by four analysts on average. Total Advisory and Brokerage Assets - Advisory Assets: $977.4 billion versus the four-analyst average estimate of $995.07 billion. Number of advisors: 29,493 versus the four-analyst average estimate of 29,289. Revenue- Commission: $1.05 billion versus $960.89 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +40.4% change. Revenue- Service and fee: $145.20 million compared to the $139.93 million average estimate based on six analysts. The reported number represents a change of +9.9% year over year. Revenue- Asset-based fees: $695.24 million compared to the $711.71 million average estimate based on six analysts. The reported number represents a change of +15.7% year over year. Revenue- Advisory: $1.69 billion versus the six-analyst average estimate of $1.68 billion. The reported number represents a year-over-year change of +40.8%. Revenue- Transaction: $67.86 million versus $62.16 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +18.5% change. Revenue- Asset-based - Other asset-based: $303.21 million compared to the $293.49 million average estimate based on five analysts. Revenue- Asset-based - Client cash: $392.03 million versus $415.02 million estimated by five analysts on average. Revenue- Commission- Trailing: $437.72 million compared to the $436.23 million average estimate based on three analysts. The reported number represents a change of +21.2% year over year. View all Key Company Metrics for LPL Financial here>>>Shares of LPL Financial have returned +4.9% over the past month versus the Zacks S&P 500 composite's +11.3% 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.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LPL Financial Holdings Inc. (LPLA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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DatumRatingAnalyst
08.05.2019LPL Financial NeutralCompass Point
28.04.2017LPL Financial BuyInstinet
10.11.2016LPL Financial NeutralUBS AG
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28.04.2017LPL Financial BuyInstinet
DatumRatingAnalyst
08.05.2019LPL Financial NeutralCompass Point
10.11.2016LPL Financial NeutralUBS AG
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