Workflow
Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
LPL FinancialLPL Financial(US:LPLA) ZACKSยท2025-05-05 14:21

Core Viewpoint - Analysts expect LPL Financial Holdings Inc. to report quarterly earnings of $4.50 per share, reflecting a year-over-year increase of 6.9%, with revenues projected at $3.61 billion, up 27.5% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 5.4% lower over the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Projections - Analysts estimate 'Revenue- Commission' at $960.89 million, a year-over-year increase of 28.7% [4] - 'Revenue- Service and fee' is projected to reach $139.93 million, reflecting a 5.9% increase from the prior year [4] - 'Revenue- Asset-based fees' is expected to be $711.71 million, indicating an 18.5% year-over-year change [4] - The consensus estimate for 'Revenue- Advisory' stands at $1.68 billion, showing a 40% increase year-over-year [5] - 'Revenue- Transaction' is forecasted at $62.16 million, suggesting an 8.6% increase from the previous year [5] - 'Revenue- Commission- Trailing' is expected to reach $436.23 million, reflecting a 20.8% increase [5] Asset Metrics - 'Total Advisory and Brokerage Assets - Brokerage Assets' is projected to reach $821.02 billion, up from $647.9 billion in the same quarter last year [6] - 'Total Advisory and Brokerage Assets' is expected to be $1,816.08 billion, compared to $1,440.9 billion reported in the same quarter last year [6] - 'Total Advisory and Brokerage Assets - Advisory Assets' is estimated at $995.07 billion, up from $793 billion a year ago [7] Advisor and Asset Growth - The number of advisors is expected to reach 29,289, an increase from 22,884 in the previous year [7] - 'Net New Assets (NNA) - Net new advisory assets' is projected at $33.65 billion, compared to $16.2 billion reported in the same quarter last year [8] - 'Total Net New Assets' is expected to be $69.17 billion, up from $16.7 billion a year ago [8] Stock Performance - LPL Financial shares have returned +17.7% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [9]