LPL Financial vs ORIX
This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating approaches, revenue considerations, and competitive positioning to illuminate how these organisations differ. Educational content, not financial advice.
This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating appr...
Why It's Moving
LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge
- Dynasty Wealth Management added 3,313 shares, increasing its LPL position to 8,748 shares valued at $2.91 million, underscoring bullish institutional momentum.
- Somesh Khanna joins as independent director under Nasdaq standards, with equity awards set for February 1 vesting May 13, enhancing governance expertise.
- LPL released its 2026 Market Outlook, spotlighting policy impacts, AI expansion, and diversification to guide advisors through anticipated volatility.
ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook
- CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
- New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
- Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.
LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge
- Dynasty Wealth Management added 3,313 shares, increasing its LPL position to 8,748 shares valued at $2.91 million, underscoring bullish institutional momentum.
- Somesh Khanna joins as independent director under Nasdaq standards, with equity awards set for February 1 vesting May 13, enhancing governance expertise.
- LPL released its 2026 Market Outlook, spotlighting policy impacts, AI expansion, and diversification to guide advisors through anticipated volatility.
ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook
- CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
- New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
- Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.
Investment Analysis
LPL Financial
LPLA
Pros
- LPL Financial reported a 16% year-over-year increase in adjusted EPS, demonstrating strong profitability growth.
- Total advisory and brokerage assets increased 7% to $1.9 trillion in Q2 2025, indicating robust business expansion.
- The company maintains a high advisor retention rate of 98%, supporting stable revenue and client relationships.
Considerations
- LPL Financial has a relatively high debt-to-equity ratio of 1.41, increasing financial risk during downturns.
- Stock price volatility is notable, with a 52-week range from $242.94 to $403.58, which may concern risk-averse investors.
- Recent insider selling activity could signal concerns about future company performance among insiders.
ORIX
IX
Pros
- ORIX has a diversified business portfolio spanning financial services and other sectors, reducing sector-specific risk.
- The company has a strong presence in global markets, which supports growth opportunities and geographic revenue diversification.
- ORIX demonstrates solid asset management capabilities with a track record of stable earnings generation.
Considerations
- ORIX faces cyclicality risks due to its exposure to interest rates and economic cycles affecting financial services.
- Regulatory environments in different countries may impact ORIX's operations and require ongoing adaptation costs.
- The company could be vulnerable to global macroeconomic fluctuations, including currency and geopolitical risks.
LPL Financial (LPLA) Next Earnings Date
LPL Financial (LPLA) is expected to report its next earnings on January 29, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-January releases for year-end results, following the Q3 2025 report on October 30, 2025. Investors should monitor for official confirmation as the date approaches.
ORIX (IX) Next Earnings Date
ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.
LPL Financial (LPLA) Next Earnings Date
LPL Financial (LPLA) is expected to report its next earnings on January 29, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-January releases for year-end results, following the Q3 2025 report on October 30, 2025. Investors should monitor for official confirmation as the date approaches.
ORIX (IX) Next Earnings Date
ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.
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Published: September 5, 2025
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Explore BasketBuy LPLA or IX in Nemo
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