Education
About Us
Working with TipRanks
Follow Us
LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
Day’s Range― - ―
52-Week Range$187.19 - $384.04
Previous CloseN/A
Volume60.60K
Average Volume (3M)1.18M
Market Cap
$22.66B
Enterprise Value$27.94B
Total Cash (Recent Filing)$324.76M
Total Debt (Recent Filing)$1.41B
Price to Earnings (P/E)20.2
Beta1.01
Next Earnings
Apr 24, 2025EPS Estimate
4.7Last Dividend Ex-Date
Mar 11, 2025Dividend Yield0.42%
Share Statistics
EPS (TTM)14.03
Shares Outstanding79,973,740
10 Day Avg. Volume1,573,645
30 Day Avg. Volume1,184,639
Financial Highlights & Ratios
PEG Ratio8.49
Price to Book (P/B)N/A
Price to Sales (P/S)1.97
Price to Cash Flow (P/CF)-34.20
P/FCF Ratio0.00
Enterprise Value/Market Cap1.23
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit8.29
Enterprise Value/Ebitda11.59
Forecast
1Y Price Target
$390.90Price Target Upside36.25% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
---
Bulls Say, Bears Say
Bulls Say
Acquisition SynergiesThe acquisition of Commonwealth Financial Network for $2.7B is expected to enhance LPLA's scale and competitive position in the market.
Client Asset GrowthLPL expects the acquisition to add 16% to client asset growth in addition to organic growth estimates.
Market Share GrowthThe deal is expected to increase LPL’s market share in the retail advisor-mediated market from 5.2% to 6.0%.
Bears Say
Asset OutflowsThe separation of large OSJs has resulted in significant outflows, with $8.5B out of the expected $20B occurring so far.
Increased LeverageShare repurchases will be on hold in the near term due to the increased leverage ratio following the acquisition.
Integration CostsSubstantial onboarding and integration costs are expected, totaling approximately $485M, which will impact financials in the short term.
---
Ownership Overview
0.73% Insiders
30.87% Mutual Funds
35.00% Other Institutional Investors
19.04% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
---
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $187.19 and its highest was $384.04 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $22.66B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Apr 24, 2025 which is in 15 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Jan 30, 2025. The company reported $4.25 earnings per share for the quarter, beating the consensus estimate of $3.958 by $0.292.
Is LPL Financial overvalued?
According to Wall Street analysts LPL Financial’s price is currently Undervalued.
Does LPL Financial pay dividends?
LPL Financial pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 0.42%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 4.7.
How many shares outstanding does LPL Financial have?
LPL Financial has 79,973,740 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $4.25 in its last earnings report, beating expectations of $3.958. Following the earnings report the stock price went up 1.408%.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in LPLA
---
LPL Financial Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$390.90 (36.25% Upside)
$390.90 (36.25% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Increased
By 178.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $642.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 32.7%
Last 30 Days ▲ 41.5%
Last 30 Days ▲ 41.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
10.29%
12-Months-Change
Fundamentals
Return on Equity
42.26%
Trailing 12-Months
Asset Growth
29.05%
Trailing 12-Months
Company Description
LPL Financial
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
---
LPLA Company Deck
---
LPLA Earnings Call
Q4 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by LPL Financial with record organic asset growth, strategic acquisitions, and impressive financial results. However, there are challenges related to seasonal headwinds and ongoing expense growth. The positive highlights, especially the strong asset growth and financial performance, outweigh the lowlights, indicating a positive outlook overall.Read More>---
LPLA Revenue Breakdown
41.14% Advisory
25.39% Commission
23.65% Asset-based
5.06% Service and fee
4.76% Other
---
LPLA Stock 12 Month Forecast
Average Price Target
$390.90
▲(36.25% Upside)
Technical Analysis
Jefferies
―
Marketaxess Holdings
―
Raymond James Financial
―
Stifel Financial
―
Tradeweb Markets
―
Best Analysts Covering LPLA
1 Year
1 Year Success Rate
23/25 ratings generated profit
1 Year Average Return
+41.67%
reiterated a buy rating 8 days ago
Copying Craig Siegenthaler's trades and holding each position for 1 Year would result in 92.00% of your transactions generating a profit, with an average return of +41.67% per trade.
---