Education
About Us
Working with TipRanks
Follow Us
LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
$358.29
-$1.27(-0.38%)
At close: 4:00 PM EST
$358.29
-$1.27(-0.38%)
Day’s Range― - ―
52-Week Range$262.83 - $403.58
Previous CloseN/A
Volume60.60K
Average Volume (3M)701.78K
Market Cap
$28.68B
Enterprise Value$31.96B
Total Cash (Recent Filing)$1.54B
Total Debt (Recent Filing)$7.71B
Price to Earnings (P/E)33.0
Beta1.18
Next Earnings
Jan 29, 2026EPS Estimate
5.01Last Dividend Ex-Date
Nov 13, 2025Dividend Yield0.33%
Share Statistics
EPS (TTM)5.20
Shares Outstanding80,037,620
10 Day Avg. Volume514,992
30 Day Avg. Volume701,782
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 Cap1.11
Enterprise Value/Revenue2.05
Enterprise Value/Gross Profit4.73
Enterprise Value/Ebitda12.35
Forecast
1Y Price Target
$427.92Price Target Upside19.43% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering15
EPS Forecast (FY)19.82
Revenue Forecast (FY)$16.78B
Bulls Say, Bears Say
Bulls Say
Client Asset GrowthTotal client asset growth remained well above peers at 41%, pointing to the strength of its aggregation model.
Earnings GrowthA combination of the Commonwealth deal, better organic growth, rising spread income, and improving expense discipline should drive EPS growth of 19%.
ValuationThe stock trades at only 14 times the 2026 EPS estimate and 12 times the 2027 EPS estimate, which is lower than the average forward P/E of 16 times over the last five years.
Bears Say
Organic GrowthOrganic growth was weaker than normal at 4%, which has been the case since April due to macro pressures and economic uncertainty.
Rate RiskRate risk remains, as sorting behavior and client shifts could pressure sweep economics.
Retention ChallengesLPLA could face pressure achieving targeted 90% retention.
LPL Financial News
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $262.83 and its highest was $403.57 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $28.68B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Jan 29, 2026 which is in 56 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Oct 30, 2025. The company reported $5.2 earnings per share for the quarter, beating the consensus estimate of $4.49 by $0.71.
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 0.33%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 5.01.
How many shares outstanding does LPL Financial have?
LPL Financial has 80,037,620 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $5.2 in its last earnings report, beating expectations of $4.49. Following the earnings report the stock price went up 11.469%.
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:
$427.92 (19.43% Upside)
$427.92 (19.43% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 32.5K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.7%
Last 30 Days ▼ 4.4%
Last 30 Days ▼ 4.4%
Technicals
SMA
Positive
20 days / 200 days
Momentum
9.67%
12-Months-Change
Fundamentals
Return on Equity
21.32%
Trailing 12-Months
Asset Growth
51.00%
Trailing 12-Months
Company Description
LPL Financial
LPL Financial (LPLA) is a leading brokerage and investment advisory firm in the United States, providing a broad range of financial services to independent financial advisors and institutions. Founded in 1989, LPL operates in the financial services sector, primarily focusing on wealth management, asset management, and financial planning. The company offers a variety of core products and services, including investment advisory services, brokerage services, retirement plan services, and technology solutions that support advisors in managing client portfolios and enhancing their practices.
LPLA Company Deck
LPLA Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements including record assets, strong organic growth, and successful acquisition integration with Commonwealth. Despite these successes, challenges such as high interest expenses and depressed adviser movement were noted. Overall, the positive achievements and growth metrics outweigh the challenges presented in the call.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
$427.92
▲(19.43% Upside)
Technical Analysis
Interactive Brokers
―
Raymond James Financial
―
Stifel Financial
―
Charles Schwab
―
Tradeweb Markets
―
Ownership Overview
0.50% Insiders
37.63% Mutual Funds
10.40% Other Institutional Investors
36.61% Public Companies and Individual Investors