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LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended March 2025, LPL Financial Holdings Inc. (LPLA - Free Report) reported revenue of $3.69 billion, up 30.3% over the same period last year. EPS came in at $5.15, compared to $4.21 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.61 billion, representing a surprise of +2.21%. The company delivered an EPS surprise of +13.44%, with the consensus EPS estimate being $4.54.
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:
Total Advisory and Brokerage Assets - Brokerage Assets: $817.5 billion versus $821.02 billion estimated by four analysts on average.
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 29,289 estimated by four analysts on average.
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 versus the six-analyst average estimate of $139.93 million. The reported number represents a year-over-year change of +9.9%.
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 the six-analyst average estimate of $62.16 million. The reported number represents a year-over-year change of +18.5%.
Revenue- Asset-based - Other asset-based: $303.21 million versus the five-analyst average estimate of $293.49 million.
Revenue- Asset-based - Client cash: $392.03 million versus $415.02 million estimated by five analysts on average.
Revenue- Commission- Trailing: $437.72 million versus the three-analyst average estimate of $436.23 million. The reported number represents a year-over-year change of +21.2%.
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.
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LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended March 2025, LPL Financial Holdings Inc. (LPLA - Free Report) reported revenue of $3.69 billion, up 30.3% over the same period last year. EPS came in at $5.15, compared to $4.21 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.61 billion, representing a surprise of +2.21%. The company delivered an EPS surprise of +13.44%, with the consensus EPS estimate being $4.54.
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:
- Total Advisory and Brokerage Assets - Brokerage Assets: $817.5 billion versus $821.02 billion estimated by four analysts on average.
- 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 29,289 estimated by four analysts on average.
- 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 versus the six-analyst average estimate of $139.93 million. The reported number represents a year-over-year change of +9.9%.
- 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 the six-analyst average estimate of $62.16 million. The reported number represents a year-over-year change of +18.5%.
- Revenue- Asset-based - Other asset-based: $303.21 million versus the five-analyst average estimate of $293.49 million.
- Revenue- Asset-based - Client cash: $392.03 million versus $415.02 million estimated by five analysts on average.
- Revenue- Commission- Trailing: $437.72 million versus the three-analyst average estimate of $436.23 million. The reported number represents a year-over-year change of +21.2%.
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.