For the quarter ended March 2026, LPL Financial Holdings Inc. (LPLA Quick QuoteLPLA - Free Report) reported revenue of $4.97 billion, up 34.6% over the same period last year. EPS came in at $5.60, compared to $5.15 in the year-ago quarter.

The reported revenue represents a surprise of -0.23% over the Zacks Consensus Estimate of $4.98 billion. With the consensus EPS estimate being $5.49, the EPS surprise was +2.03%.

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: $945.90 billion versus $943.47 billion estimated by three analysts on average.
• Advisory and Brokerage Assets - Total: $2,336.30 billion versus the three-analyst average estimate of $2,315.14 billion.
• Advisory and Brokerage Assets - Advisory assets: $1,390.40 billion versus the three-analyst average estimate of $1,371.67 billion.
• Advisors: 32,144 versus 32,352 estimated by three analysts on average.
• Revenue- Commission- Total: $1.19 billion versus the five-analyst average estimate of $1.23 billion. The reported number represents a year-over-year change of +13.8%.
• Revenue- Service and fee: $210.98 million versus the five-analyst average estimate of $192.04 million. The reported number represents a year-over-year change of +45.3%.
• Revenue- Asset-based- Total: $820.81 million versus the five-analyst average estimate of $836.36 million. The reported number represents a year-over-year change of +18.1%.
• Revenue- Advisory: $2.62 billion versus $2.55 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +54.8% change.
• Revenue- Transaction: $80.54 million versus $80.38 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +18.7% change.
• Revenue- Asset-based - Other asset-based: $375.48 million versus $369.08 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23.8% change.
• Revenue- Asset-based - Client cash: $445.33 million compared to the $457.6 million average estimate based on four analysts. The reported number represents a change of +13.6% year over year.
• Revenue- Commission- Trailing: $486.62 million versus $511.51 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.2% change.

View all Key Company Metrics for LPL Financial here>>>

Shares of LPL Financial have returned +14.4% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.