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Zacks Company Profile for LPL Financial Holdings Inc. (LPLA : NSDQ)

• Company Description    LPL Financial provides an advisory and brokerage platform for advisors, broker/dealer services which serve financial institutions and resources for practice management. The company provide advisors and institution the freedom they deserve to choose the business model, services and technology resources which allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. LPL Financial is based in SAN DIEGO. Number of Employees: 9,000

• Price / Volume Information    Yesterday's Closing Price: $376.47 Daily Weekly Monthly 20 Day Moving Average: 626,914 shares Shares Outstanding: 79.98 (millions) Market Capitalization: $30,108.46 (millions) Beta: 0.64 52 Week High: $390.23 52 Week Low: $187.19 Short Interest Ratio:   % Price Change % Price Change Relative to S&P 500 4 Week 0.06% -4.06% 12 Week 18.06% 3.45% Year To Date 15.30% 8.90%

• Address & Contact Information Street Address Phone / Fax Email Address Web URL 4707 EXECUTIVE DRIVE - SAN DIEGO,CA 92121 USA ph: 800-877-7210 fax: - investor.relations@lplfinancial.com http://www.lpl.com

• General Corporate Information    Officers Richard Steinmeier - Chief Executive Officer Matthew J. Audette - President and Chief Financial Officer Althea Brown - Managing Director; Chief Legal Officer and Corpora Edward C. Bernard - Director Paulett Eberhart - Director Peer Information LPL Financial Holdings Inc. (HDHL) LPL Financial Holdings Inc. (AGE.) LPL Financial Holdings Inc. (DIR) LPL Financial Holdings Inc. (SIEB) LPL Financial Holdings Inc. (OPY) LPL Financial Holdings Inc. (FFGI) Industry / Sector / Ticker Info Analyst Coverage: No Industry Group: FIN-INVEST BKRS Sector: Finance CUSIP: 50212V100 SIC: 6200 Fiscal Year Fiscal Year End: December Last Reported Quarter: 03/01/25 Next Expected EPS Date: 07/24/25 Share - Related Items Shares Outstanding: 79.98 Most Recent Split Date: (:1) Beta: 0.64 Market Capitalization: $30,108.46 (millions)

• EPS Information     • Dividend Information Analyst Coverage: No Dividend Yield: 0.32% Current Fiscal Quarter EPS Consensus Estimate: $4.65 Indicated Annual Dividend: $1.20 Current Fiscal Year EPS Consensus Estimate: $18.61 Payout Ratio: 0.07 Number of Estimates in the Fiscal Year Consensus: 8.00 Change In Payout Ratio: -0.04 Estmated Long-Term EPS Growth Rate: 19.61% Last Dividend Paid: 05/30/2025 - $0.30 Next EPS Report Date: 07/24/25

• Fundamental Ratios P/E Current FY Estimate: 20.23 Trailing 12 Months: 21.59 PEG Ratio: 1.03 Price Ratios Price/Book: 9.56 Price/Cash Flow: 16.58 Price / Sales: 2.28 EPS Growth vs. Year Ago Period: 22.33% vs. Previous Quarter: 21.18% Sales Growth vs. Year Ago Period: 29.56% vs. Previous Quarter: 4.49% ROE 06/30/25 - - 03/31/25 - 46.34 12/31/24 - 47.47 ROA 06/30/25 - - 03/31/25 - 10.36 12/31/24 - 10.42 Current Ratio 06/30/25 - - 03/31/25 - 2.31 12/31/24 - 2.26 Quick Ratio 06/30/25 - - 03/31/25 - 2.31 12/31/24 - 2.26 Operating Margin 06/30/25 - - 03/31/25 - 9.94 12/31/24 - 10.05 Net Margin 06/30/25 - - 03/31/25 - 8.23 12/31/24 - 8.55 Pre-Tax Margin 06/30/25 - - 03/31/25 - 10.86 12/31/24 - 11.25 Book Value 06/30/25 - - 03/31/25 - 39.37 12/31/24 - 39.14 Inventory Turnover 06/30/25 - - 03/31/25 - - 12/31/24 - - Debt-to-Equity 06/30/25 - - 03/31/25 - 1.82 12/31/24 - 1.87 Debt-to-Capital 06/30/25 - - 03/31/25 - 64.54 12/31/24 - 65.22

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