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LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
Day’s Range― - ―
52-Week Range$222.75 - $403.58
Previous CloseN/A
Volume60.60K
Average Volume (3M)926.07K
Market Cap
$26.66B
Enterprise Value$31.98B
Total Cash (Recent Filing)$4.31B
Total Debt (Recent Filing)$7.34B
Price to Earnings (P/E)22.8
Beta1.05
Next Earnings
Oct 23, 2025EPS Estimate
4.66Last Dividend Ex-Date
Aug 15, 2025Dividend Yield0.36%
Share Statistics
EPS (TTM)4.51
Shares Outstanding80,004,105
10 Day Avg. Volume1,058,134
30 Day Avg. Volume926,068
Financial Highlights & Ratios
PEG Ratio11.03
Price to Book (P/B)8.32
Price to Sales (P/S)1.97
P/FCF Ratio-85.61
Enterprise Value/Market Cap1.20
Enterprise Value/Revenue2.26
Enterprise Value/Gross Profit3.62
Enterprise Value/Ebitda12.81
Forecast
1Y Price Target
$424.58Price Target Upside26.17% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering14
Bulls Say, Bears Say
Bulls Say
Client Asset GrowthClient asset growth was 28% from strong market gains, industry-leading recruiting, and recent deals.
EarningsLPL continued its long record of beats, with adjusted EPS driven by lower expenses.
Bears Say
Client Cash LevelsLPLA's May update was soft, with mid-single digit NNA growth and a 5% drop in client cash to a record low 2.65%.
OutflowsThe planned separation of large OSJs has been gradual, with roughly $10.2B outflows of the expected $20B occurring so far.
LPL Financial News
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $222.75 and its highest was $403.57 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $26.66B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Oct 23, 2025 which is in 26 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Jul 31, 2025. The company reported $4.51 earnings per share for the quarter, beating the consensus estimate of $4.227 by $0.283.
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 0.36%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 4.66.
How many shares outstanding does LPL Financial have?
LPL Financial has 80,004,105 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $4.51 in its last earnings report, beating expectations of $4.227. Following the earnings report the stock price went down -6.525%.
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
Moderate Buy
Average Price Target:
$424.58 (26.17% Upside)
$424.58 (26.17% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Increased
By 816.1K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 3.4%
Last 30 Days ▼ 3.9%
Last 30 Days ▼ 3.9%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
46.60%
12-Months-Change
Fundamentals
Return on Equity
29.46%
Trailing 12-Months
Asset Growth
51.90%
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
Q2 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with record total assets and successful recruitment and asset growth. Despite some challenges in adviser movement and cash balance decline, the company demonstrated efficient cost management and high asset retention. Overall, the positive aspects outweigh the negative trends.View all LPLA earnings summariesLPLA 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
$424.58
▲(26.17% Upside)
Technical Analysis
Interactive Brokers
―
Raymond James Financial
―
Stifel Financial
―
Charles Schwab
―
Tradeweb Markets
―
Ownership Overview
0.50% Insiders
35.47% Mutual Funds
36.68% Other Institutional Investors
12.98% Public Companies and Individual Investors