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LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
$393.25
-$1.27(-0.38%)
At close: 4:00 PM EST
$393.25
-$1.27(-0.38%)
Day’s Range― - ―
52-Week Range$262.83 - $403.58
Previous CloseN/A
Volume60.60K
Average Volume (3M)632.58K
Market Cap
$28.86B
Enterprise Value$33.85B
Total Cash (Recent Filing)$1.13B
Total Debt (Recent Filing)$7.26B
Price to Earnings (P/E)36.0
Beta1.23
Next Earnings
Apr 23, 2026EPS Estimate
5.82Next Dividend Ex-DateN/A
Dividend Yield0.32%
Share Statistics
EPS (TTM)5.23
Shares Outstanding80,037,620
10 Day Avg. Volume940,042
30 Day Avg. Volume632,583
Financial Highlights & Ratios
PEG Ratio-1.44
Price to Book (P/B)5.26
Price to Sales (P/S)1.65
P/FCF Ratio0.00
Enterprise Value/Market Cap1.17
Enterprise Value/Revenue1.99
Enterprise Value/Gross Profit8.42
Enterprise Value/Ebitda15.51
Forecast
1Y Price Target
$450.50Price Target Upside14.56% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Acquisition Integration BenefitsAnalyst believes faster integration of the Commonwealth acquisition will free recruiting teams to pursue external advisor opportunities, supporting future asset inflows and delivering cost synergies.
Client Cash TrendsImproving client cash sweep balances support liquidity and increase fee-generating potential from cash-related products.
Fee Revenue EnhancementAnalyst notes that pricing changes to service and account fees are expected to materially boost fee revenue and improve profitability.
Bears Say
Net New Asset GrowthNet new asset growth missed expectations and remains a weak area, posing downside risk to future revenue growth.
Operating ExpensesHigher core administrative expenses exceeded expectations and could pressure earnings momentum.
Payouts And CompensationAn increased payout ratio and higher production-based payouts raise costs and could dampen margin expansion.
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 $28.86B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Apr 23, 2026 which is in 70 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Jan 29, 2026. The company reported $5.23 earnings per share for the quarter, beating the consensus estimate of $4.916 by $0.314.
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 0.32%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 5.82.
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 $5.23 in its last earnings report, beating expectations of $4.916. Following the earnings report the stock price went up 0.494%.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in LPLA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LPL Financial Stock Smart Score
Neutral
1
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4
5
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7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$450.50 (14.56% Upside)
$450.50 (14.56% 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 ▼ 0.7%
Last 30 Days ▼ 6.6%
Last 30 Days ▼ 6.6%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
6.89%
12-Months-Change
Fundamentals
Return on Equity
20.86%
Trailing 12-Months
Asset Growth
35.82%
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 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a predominantly positive picture: record adjusted EPS, record assets under management ($2.4 trillion), strong full-year organic net new assets ($147 billion, ~8% growth), high retention (97%) and clear progress on strategic M&A (Commonwealth, Atria, Prudential) and operating efficiency. Key near-term risks highlighted include Commonwealth retention noise (adviser sign-ups currently in the low-80% of assets versus a 90% target), elevated transition assistance and TA levels, short-term recruiting cadence and timing for pipeline pull-through, modest yield pressure from recent rate cuts, and higher 2026 G&A driven by Commonwealth integration. On balance, the company’s material operational and financial wins and clear path to realize Commonwealth synergies outweigh the near-term integration and recruiting timing challenges.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
$450.50
▲(14.56% Upside)
Technical Analysis
Interactive Brokers
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Raymond James Financial
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Stifel Financial
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Charles Schwab
―
Tradeweb Markets
―
Ownership Overview
0.49% Insiders
35.30% Mutual Funds
0.18% Other Institutional Investors
47.84% Public Companies and Individual Investors