Every material Form 8-K LPL Financial Holdings Inc. has filed with the SEC since April 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LPL Financial reported third-quarter 2026 net income of $357 million, or $4.52 per diluted share, compared with a net loss of $30 million in the same quarter of 2025 and net income of $379 million in the second quarter of 2026. Adjusted EPS rose 15% year-over-year to $5.97, and the company narrowed its 2026 Core G&A outlook while reporting that the Commonwealth Financial Network conversion remains on track for the fourth quarter of 2026.
Net income was $357 million, or $4.52 diluted EPS, versus a net loss of $30 million, or $0.37, in Q3 2025 and $379 million, or $4.74, in Q2 2026.
Total revenue was $5.34 billion, up 17% year-over-year; adjusted EPS rose 15% to $5.97.
Commonwealth conversion is on track for Q4 2026, with asset retention now expected at about 83% and estimated run-rate EBITDA of $415 million.
The board declared a $0.30 per share dividend payable November 30, 2026, to stockholders of record as of November 12, 2026.
LPL Financial reported second-quarter 2026 net income of $379 million, or $4.74 per diluted share, up from $273 million and $3.40 a year earlier. Adjusted EPS rose 29% to $5.84, and the company lowered its 2026 Core G&A outlook to $2,140-2,165 million, which includes Commonwealth-related expenses. The company also resumed share repurchases, with $309 million bought back in the quarter.
Net income $379 million and diluted EPS $4.74 for the quarter ended June 30, 2026, versus $273 million and $3.40 in Q2 2025 and $356 million and $4.43 in Q1 2026
Total revenue $5.19 billion, up 35% year-over-year; gross profit up 24% to $1,618 million
2026 Core G&A outlook lowered to $2,140-2,165 million, including Commonwealth-related expenses
Share repurchases of $309 million in Q2; Board approved a $2.5 billion increase to the repurchase authorization on July 23, 2026; $0.30 per share dividend payable August 28, 2026
LPL Financial reported first quarter 2026 net income of $356 million, or $4.43 per diluted share, up from $4.24 a year earlier, and adjusted EPS of $5.60. The company also lowered the upper end of its 2026 Core G&A outlook by $20 million and reduced its estimated Commonwealth run-rate EBITDA, which shareholders may weigh against the stronger quarter.
Net income was $356 million, with diluted EPS of $4.43 versus $4.24 in Q1 2025; adjusted EPS was $5.60, up 9% year over year
Total revenue was $4.94 billion, flat from the prior quarter and up 35% from a year ago
2026 Core G&A outlook upper end lowered by $20 million to a range of $2,155-2,190 million
Estimated Commonwealth run-rate EBITDA decreased from $425 million to $410 million; conversion on track for Q4 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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