Core Insights - The upcoming earnings report for LPL Financial Holdings Inc. (LPLA) is anticipated to show quarterly earnings of $4.47 per share, reflecting a 7.5% increase year-over-year, with revenues expected to reach $4.34 billion, a 39.5% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 1.2% lower over the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings estimates are crucial as they serve as indicators for predicting investor actions regarding the stock [3] Revenue Projections - Analysts estimate 'Revenue- Commission' will be $1.14 billion, representing a 41.2% year-over-year increase [5] - 'Revenue- Service and fee' is projected to reach $168.93 million, indicating a 15.9% increase from the previous year [5] - 'Revenue- Asset-based fees' is expected to be $778.34 million, reflecting a 24.3% year-over-year change [5] - 'Revenue- Advisory' is forecasted at $2.06 billion, a 49.2% increase from the prior-year quarter [6] Advisory and Brokerage Metrics - The number of advisors is estimated to be 31,123, up from 23,686 in the same quarter last year [6] - Total Advisory and Brokerage Assets - Advisory Assets are projected to be $1,284.19 billion, compared to $892.00 billion a year ago [6] - Total Advisory and Brokerage Assets - Brokerage Assets are expected to reach $949.53 billion, up from $700.10 billion last year [7] - Total Advisory and Brokerage Assets are projected at $2,233.72 billion, compared to $1,592.10 billion a year ago [7] Net New Assets - Net New Assets (NNA) - Net new advisory assets are estimated at $31.04 billion, up from $23.70 billion last year [8] - Total Net New Assets are projected to be $33.03 billion, compared to $27.50 billion in the same quarter of the previous year [8] - Net new advisors are expected to reach 515, compared to 224 in the same quarter last year [9] - Net New Assets (NNA) - Net new brokerage assets are forecasted at $1.99 billion, down from $3.80 billion a year ago [9] Stock Performance - Over the past month, LPL Financial shares have recorded a return of +3.1%, compared to the Zacks S&P 500 composite's +3.8% change [9] - Based on its Zacks Rank 3 (Hold), LPLA is expected to perform in line with the overall market in the upcoming period [10]