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LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
$355.72
-$1.27(-0.38%)
At close: 4:00 PM EST
$355.72
-$1.27(-0.38%)
Day’s Range― - ―
52-Week Range$262.83 - $403.58
Previous CloseN/A
Volume60.60K
Average Volume (3M)581.40K
Market Cap
$29.45B
Enterprise Value$31.96B
Total Cash (Recent Filing)$1.54B
Total Debt (Recent Filing)$7.71B
Price to Earnings (P/E)33.9
Beta1.17
Next Earnings
Jan 29, 2026EPS Estimate
5.03Next Dividend Ex-DateN/A
Dividend Yield0.34%
Share Statistics
EPS (TTM)5.20
Shares Outstanding80,037,620
10 Day Avg. Volume721,554
30 Day Avg. Volume581,397
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 Cap1.09
Enterprise Value/Revenue2.05
Enterprise Value/Gross Profit8.50
Enterprise Value/Ebitda15.59
Forecast
1Y Price Target
$428.71Price Target Upside20.52% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering16
EPS Forecast (FY)19.84
Revenue Forecast (FY)$16.78B
Bulls Say, Bears Say
Bulls Say
Client Asset GrowthTotal client asset growth remained well above peers at 34% from Commonwealth, market gains, and solid organic.
Earnings GrowthThe company is on pace for EPS growth of around 20% for 2025.
ValuationShares trade at only 15.4 times the 2026 EPS estimate and 12.5 times future estimates, indicating a strong outlook.
Bears Say
Organic Growth ChallengesOrganic 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 PressureLPLA 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 $29.45B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Jan 29, 2026 which is in 41 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 0.34%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 5.03.
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
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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5
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7
8
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$428.71 (20.52% Upside)
$428.71 (20.52% 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 ▼ 1.1%
Last 30 Days ▼ 6.5%
Last 30 Days ▼ 6.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
8.35%
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 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
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
$428.71
▲(20.52% Upside)
Technical Analysis
Interactive Brokers
―
Raymond James Financial
―
Stifel Financial
―
Charles Schwab
―
Tradeweb Markets
―
Ownership Overview
0.50% Insiders
37.44% Mutual Funds
36.70% Other Institutional Investors
10.11% Public Companies and Individual Investors