PRESS-RELEASE ·Filed Aug 12, 2026

LPLA

LPL Financial Holdings, Inc.
BEARISH
Impact 5/10
Horizondays Processed1mo ago WireGlobeNewswire
Press release: earnings
Actionable Insight ▼ Bearish

The EPS miss, though modest, is a negative surprise for a company with a strong beat history. Monitor the next 10-Q for revenue details and any guidance updates, as the lack of financial data in this filing leaves uncertainty.

DirectionBearish
Confidencemedium
Horizondays
Latest settled — T+20d
LPLA ▼ -7.81% at T+20d
SHORT call ✓ call won +7.81% · α vs SPY +5.91% · entry $376.68 → $347.26
Next anchor: T+60d in 5w
Latest observation: T+34 +37.74% FF3 residual α
Entry anchored
Aug 12, 01:14 PM ET
via exact tick
T+1d
-0.46%
call +0.46% · α +1.15%
$374.96
settled 7w ago
T+5d
-4.66%
call +4.66% · α +4.22%
$359.12
settled 6w ago
T+20d
-7.81%
call +7.81% · α +5.91%
$347.26
settled 22d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

LPL Financial reported Q2 2026 EPS of $5.84, a 2.2% miss versus consensus of $5.97, though revenue was not explicitly stated in the filing. The press release focuses on the company's annual conference and technology/service modernization initiatives, with no financial details or guidance provided, making the earnings miss the primary takeaway for traders.

Key Financial Metrics

EPS
$5.84
est $5.97 · -2.2%
Rating
miss

Key Facts

  • Reported EPS of $5.84 missed consensus estimate of $5.97 by 2.2%
  • No revenue figure or guidance was provided in the filing
  • Press release highlights technology investments, AI-powered workflows, and service modernization
  • Company supports over 32,000 financial advisors and approximately $2.6 trillion in brokerage and advisory assets

Financial Impact

EPS miss of $0.13 per share vs consensus

eps

Risk Factors

  • EPS miss could pressure the stock in the short term given the strong beat history
  • Absence of revenue and guidance details may increase uncertainty

Market Snapshot

Exchange
Nasdaq
Sector
Security & Commodity Brokers, Dealers, Exchanges & Services
Analyst Consensus
83% bullish (23 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3343965
15 reports for LPLA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LPLA — sortable, filterable
TypeNow
Sep 8, 2026
24d ago
Court Ruling
NEUTRAL ★ 1/10
$350.22 $341.74▼ −2.42%▼ −1.30%$309.00 (−11.77%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$370.14 $350.22▼ −5.38%▼ −5.24%$309.00 (−16.52%)
Aug 12, 2026
7w ago
Press Release
BEARISH ★ 5/10
$376.68 $359.12▲ +4.66%▲ +4.22%$309.00 (+17.97%)
Jul 29, 2026
9w ago
Court Ruling
NEUTRAL ★ 2/10
$337.78 $359.92▲ +6.55%▲ +1.03%$309.00 (−8.52%)
Jul 15, 2026
11w ago
Press Release
NEUTRAL ★ 2/10
$329.12 $327.38▼ −0.53%▲ +0.45%$309.00 (−6.11%)
Jul 14, 2026
11w ago
Press Release
BULLISH ★ 4/10
$321.35 $327.96▲ +2.06%▲ +3.35%$309.00 (−3.84%)
Jun 27, 2026
13w ago
Institutional Cluster
MIXED ★ 5/10
$269.24 $304.75▲ +13.19%▲ +11.80%$309.00 (+14.77%)
May 27, 2026
18w ago
Press Release
NEUTRAL ★ 3/10
$269.45 $281.03▲ +4.30%▲ +3.83%$309.00 (+14.68%)
May 21, 2026
19w ago
Press Release
NEUTRAL ★ 3/10
$285.33 $272.27▼ −4.58%▼ −6.43%$309.00 (+8.29%)
May 7, 2026
21w ago
Press Release
NEUTRAL ★ 2/10
$308.03 $301.18▼ −2.23%▼ −3.73%$309.00 (+0.31%)
Showing 10 of 15

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Report published Aug 12, 2026