LPLA
LPL Financial Holdings Inc. NASDAQ Listed Nov 18, 2010$293.95
-3.46%
vs $304.50
Mkt Cap $23.2B
52w Low $265.86
21.1% of range
52w High $399.00
50d MA $303.04
200d MA $332.78
P/E (TTM)
26.9x
EV/EBITDA
13.5x
P/B
4.3x
Debt/Equity
1.4x
ROE
16.2%
P/FCF
-23.4x
RSI (14)
64.30
ATR (14)
$10.81
Beta
0.57
50d MA
$303.04
200d MA
$332.78
Avg Volume
1.1M
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.
4707 Executive Drive · San Diego, CA 92121 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | 5.49 | 5.60 | +2.0% | 334.13 | +0.0% | -4.6% | +0.7% | +2.1% | -0.9% | -4.7% | — |
| Jan 29, 2026 | AMC | 4.92 | 5.23 | +6.3% | 362.71 | -0.9% | +0.5% | +3.2% | +2.8% | +0.5% | -4.3% | — |
| Oct 30, 2025 | AMC | 4.49 | 5.20 | +15.8% | 338.49 | +11.0% | +11.5% | +0.4% | -1.2% | +0.0% | -0.5% | — |
| Jul 31, 2025 | AMC | 4.23 | 4.51 | +6.6% | 395.73 | -5.1% | -6.5% | +1.3% | -0.2% | +1.3% | -2.6% | — |
| May 8, 2025 | AMC | 4.68 | 5.15 | +10.0% | 338.99 | +2.1% | +6.3% | +4.5% | +1.7% | +0.5% | -0.9% | — |
| Jan 30, 2025 | AMC | 4.01 | 4.25 | +6.0% | 361.80 | +3.9% | +1.4% | -0.7% | -0.6% | +1.3% | +1.2% | — |
| Oct 30, 2024 | AMC | 3.71 | 4.16 | +12.1% | 264.02 | +7.2% | +6.9% | -0.5% | -2.4% | +0.7% | +11.7% | — |
| Jul 25, 2024 | AMC | 3.70 | 3.88 | +4.9% | 239.20 | +0.8% | -7.5% | -2.6% | +2.8% | -0.0% | -3.1% | — |
| Apr 30, 2024 | AMC | 3.81 | 4.21 | +10.5% | 269.13 | +2.2% | -1.4% | +1.5% | +0.5% | +0.7% | -1.3% | — |
| Feb 1, 2024 | AMC | 3.38 | 3.51 | +3.8% | 240.46 | +4.0% | +4.5% | -1.2% | -2.7% | +1.0% | +0.0% | — |
| Oct 26, 2023 | AMC | 3.57 | 3.74 | +4.8% | 221.93 | -6.5% | -0.2% | +0.8% | +0.6% | -2.7% | +0.5% | — |
| Jul 27, 2023 | AMC | 3.88 | 3.94 | +1.5% | 236.86 | -0.2% | -4.2% | +1.1% | +1.6% | -0.5% | +2.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 17 | Morgan Stanley | Maintains | Overweight → Overweight | — | $254.78 | $255.10 | +0.1% | +2.9% | -1.4% | -0.9% | -0.1% | +0.7% |
| Oct 9 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $238.71 | $244.64 | +2.5% | +3.0% | -1.0% | +1.9% | +0.7% | +1.0% |
| Oct 9 | Wells Fargo | Upgrade | Equal Weight → Overweight | — | $238.71 | $244.64 | +2.5% | +3.0% | -1.0% | +1.9% | +0.7% | +1.0% |
| Oct 8 | UBS | Maintains | Neutral → Neutral | — | $239.17 | $237.58 | -0.7% | -0.2% | +3.0% | -1.0% | +1.9% | +0.7% |
| Oct 4 | Jefferies | Maintains | Buy → Buy | — | $235.84 | $239.64 | +1.6% | +3.0% | -1.6% | -0.2% | +3.0% | -1.0% |
| Sep 27 | Citigroup | Maintains | Buy → Buy | — | $229.27 | $228.82 | -0.2% | +0.7% | +0.8% | -1.2% | +0.5% | +2.1% |
| Sep 26 | Goldman Sachs | Maintains | Buy → Buy | — | $230.35 | $231.07 | +0.3% | -0.5% | +0.7% | +0.8% | -1.2% | +0.5% |
| Aug 6 | UBS | Maintains | Neutral → Neutral | — | $193.00 | $189.95 | -1.6% | +0.2% | +0.9% | +1.6% | -1.0% | +1.9% |
| Jul 30 | BofA Securities | Upgrade | Neutral → Buy | — | $215.51 | $220.45 | +2.3% | +2.8% | -0.0% | -3.1% | -7.8% | -2.5% |
| Jul 26 | Barclays | Maintains | Overweight → Overweight | — | $239.20 | $241.00 | +0.8% | -7.5% | -2.6% | +2.8% | -0.0% | -3.1% |
| Jul 26 | TD Cowen | Maintains | Hold → Hold | — | $239.20 | $241.00 | +0.8% | -7.5% | -2.6% | +2.8% | -0.0% | -3.1% |
| Jul 26 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $239.20 | $241.00 | +0.8% | -7.5% | -2.6% | +2.8% | -0.0% | -3.1% |
| Jul 26 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $239.20 | $241.00 | +0.8% | -7.5% | -2.6% | +2.8% | -0.0% | -3.1% |
| Jul 11 | JP Morgan | Maintains | Neutral → Neutral | — | $272.94 | $270.80 | -0.8% | -2.8% | -0.6% | +0.1% | -9.2% | -5.6% |
| Jul 10 | Barclays | Maintains | Overweight → Overweight | — | $273.22 | $272.24 | -0.4% | -0.1% | -2.8% | -0.6% | +0.1% | -9.2% |
| Jul 9 | UBS | Maintains | Neutral → Neutral | — | $272.52 | $273.64 | +0.4% | +0.3% | -0.1% | -2.8% | -0.6% | +0.1% |
| Jul 8 | TD Cowen | Maintains | Hold → Hold | — | $276.01 | $276.01 | +0.0% | -1.3% | +0.3% | -0.1% | -2.8% | -0.6% |
| Jul 8 | Jefferies | Maintains | Buy → Buy | — | $276.01 | $276.01 | +0.0% | -1.3% | +0.3% | -0.1% | -2.8% | -0.6% |
| May 1 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $269.13 | $275.00 | +2.2% | -1.4% | +1.5% | +0.5% | +0.7% | -1.3% |
| May 1 | TD Cowen | Maintains | Hold → Hold | — | $269.13 | $275.00 | +2.2% | -1.4% | +1.5% | +0.5% | +0.7% | -1.3% |
| Apr 9 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $261.30 | $265.84 | +1.7% | -1.2% | +0.5% | +1.5% | -0.8% | +0.7% |
| Apr 9 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $261.30 | $265.84 | +1.7% | -1.2% | +0.5% | +1.5% | -0.8% | +0.7% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $260.30 | $260.30 | +0.0% | +0.4% | -1.2% | +0.5% | +1.5% | -0.8% |
| Apr 2 | JP Morgan | Maintains | Neutral → Neutral | — | $266.36 | $266.00 | -0.1% | -1.0% | -0.1% | -2.6% | +1.5% | +0.4% |
| Mar 22 | TD Cowen | Maintains | Market Perform → Market Perform | — | $273.77 | $270.99 | -1.0% | -4.9% | +0.8% | -0.9% | +0.9% | +0.6% |
| Feb 26 | Barclays | Maintains | Overweight → Overweight | — | $263.36 | $263.00 | -0.1% | +1.7% | +0.0% | +0.2% | -0.2% | -0.6% |
| Feb 14 | UBS | Maintains | Neutral → Neutral | — | $257.80 | $257.75 | -0.0% | -1.1% | +1.0% | +0.1% | -0.7% | +0.3% |
| Feb 13 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $251.44 | $257.14 | +2.3% | +2.5% | -1.1% | +1.0% | +0.1% | -0.7% |
| Feb 5 | UBS | Maintains | Neutral → Neutral | — | $251.21 | $251.60 | +0.2% | -1.2% | -2.7% | +1.0% | +0.0% | +1.8% |
| Feb 2 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $240.46 | $250.00 | +4.0% | +4.5% | -1.2% | -2.7% | +1.0% | +0.0% |
| Oct 30 | Barclays | Maintains | Overweight → Overweight | — | $221.46 | $221.49 | +0.0% | +0.8% | +0.6% | -2.7% | +0.5% | -0.7% |
| Oct 30 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $221.46 | $221.49 | +0.0% | +0.8% | +0.6% | -2.7% | +0.5% | -0.7% |
| Oct 11 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $237.17 | $236.99 | -0.1% | -1.6% | -2.4% | +0.0% | +1.9% | +2.6% |
| Oct 10 | Barclays | Maintains | Overweight → Overweight | — | $236.80 | $238.59 | +0.8% | +0.2% | -1.6% | -2.4% | +0.0% | +1.9% |
| Oct 10 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $236.80 | $238.59 | +0.8% | +0.2% | -1.6% | -2.4% | +0.0% | +1.9% |
| Oct 10 | JP Morgan | Maintains | Neutral → Neutral | — | $236.80 | $238.59 | +0.8% | +0.2% | -1.6% | -2.4% | +0.0% | +1.9% |
| Sep 22 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $238.87 | $239.25 | +0.2% | +1.0% | -0.2% | -1.3% | -0.2% | +0.8% |
| Sep 7 | Barclays | Maintains | Overweight → Overweight | — | $234.59 | $235.08 | +0.2% | +0.4% | +2.9% | -0.7% | +0.8% | +0.0% |
| Aug 18 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $219.19 | $219.19 | +0.0% | +2.7% | +3.0% | -1.4% | +0.1% | +2.3% |
| Aug 1 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $229.36 | $228.98 | -0.2% | +1.6% | -0.5% | +2.1% | -2.4% | +1.3% |
| Jul 31 | Goldman Sachs | Maintains | Buy → Buy | — | $226.85 | $229.00 | +0.9% | +1.1% | +1.6% | -0.5% | +2.1% | -2.4% |
| Jul 31 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $226.85 | $229.00 | +0.9% | +1.1% | +1.6% | -0.5% | +2.1% | -2.4% |
| Jul 28 | Citigroup | Maintains | Buy → Buy | — | $236.86 | $236.34 | -0.2% | -4.2% | +1.1% | +1.6% | -0.5% | +2.1% |
| Jul 13 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $219.60 | $221.33 | +0.8% | +0.9% | -0.5% | +2.4% | +3.6% | -2.0% |
| Jul 10 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $224.82 | $225.33 | +0.2% | -1.6% | +0.5% | -1.2% | +0.9% | -0.5% |
| Jun 5 | Jefferies | Maintains | Buy → Buy | — | $202.77 | $201.94 | -0.4% | -1.4% | +0.2% | +2.3% | -2.0% | +1.9% |
| Apr 28 | JMP Securities | Maintains | Market Outperform → Outperform | — | $203.01 | $192.71 | -5.1% | +2.9% | +1.2% | -7.2% | -4.3% | -3.6% |
| Apr 28 | Citigroup | Maintains | Buy → Buy | — | $203.01 | $192.71 | -5.1% | +2.9% | +1.2% | -7.2% | -4.3% | -3.6% |
| Apr 28 | Credit Suisse | Maintains | Neutral → Neutral | — | $203.01 | $192.71 | -5.1% | +2.9% | +1.2% | -7.2% | -4.3% | -3.6% |
| Apr 13 | BofA Securities | Maintains | Neutral → Neutral | — | $196.76 | $196.51 | -0.1% | +1.4% | +1.8% | +0.6% | -0.4% | +1.6% |
No insider trades available.
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3,526,526 | $1.3B | Added | Dec 2025 |
| 2 | Dodge & Cox | 4,146,547 | $1.2B | Added | Mar 2026 |
| 3 | Boston Partners | 4,131,498 | $1.2B | Added | Mar 2026 |
| 4 | Vanguard Portfolio Management Llc | 3,851,978 | $1.2B | New | Mar 2026 |
| 5 | Janus Henderson Group Plc | 3,666,780 | $1.1B | New | Mar 2026 |
| 6 | Vanguard Capital Management Llc | 3,596,968 | $1.1B | New | Mar 2026 |
| 7 | Samlyn Capital, Llc | 2,323,360 | $699M | Added | Mar 2026 |
| 8 | Capital World Investors | 2,312,446 | $696M | Reduced | Mar 2026 |
| 9 | Principal Financial Group Inc | 1,934,483 | $691M | Reduced | Dec 2025 |
| 10 | Lone Pine Capital Llc | 2,049,967 | $617M | New | Mar 2026 |
| 11 | Fmr Llc | 1,297,690 | $390M | Added | Mar 2026 |
| 12 | Barrow Hanley Mewhinney & Strauss Llc | 1,093,406 | $329M | Reduced | Mar 2026 |
| 13 | Citadel Advisors Llc | 923,471 | $278M | Added | Mar 2026 |
| 14 | Millennium Management | 890,253 | $268M | Added | Mar 2026 |
| 15 | Bank Of America Corp /de/ | 803,428 | $242M | Reduced | Mar 2026 |
| 16 | Jpmorgan Chase & Co | 790,730 | $237M | Reduced | Mar 2026 |
| 17 | Apg Asset Management N.v. | 772,692 | $202M | Added | Mar 2026 |
| 18 | Raymond James Financial Inc | 666,069 | $200M | Reduced | Mar 2026 |
| 19 | Ubs Group Ag | 653,883 | $197M | Added | Mar 2026 |
| 20 | Northern Trust Corp | 525,446 | $158M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock Fund | 2,790,827 | $840M | Mar 2026 |
| 2 | MidCap Fund | 1,736,253 | $633M | Jan 2026 |
| 3 | MFS Value Fund | 1,122,714 | $337M | Feb 2026 |
| 4 | MFS Growth Fund | 793,014 | $238M | Feb 2026 |
| 5 | iShares Russell Mid-Cap Growth ETF | 534,931 | $161M | Mar 2026 |
| 6 | Fidelity Extended Market Index Fund | 418,521 | $126M | Feb 2026 |
| 7 | Invesco Discovery Mid Cap Growth Fund | 277,903 | $101M | Jan 2026 |
| 8 | iShares Russell 1000 Growth ETF | 321,298 | $97M | Mar 2026 |
| 9 | iShares Russell Mid-Cap ETF | 304,168 | $92M | Mar 2026 |
| 10 | Heritage Fund | 245,564 | $90M | Jan 2026 |
| 11 | VANGUARD MID-CAP GROWTH FUND | 221,276 | $81M | Jan 2026 |
| 12 | Dodge & Cox Global Stock Fund | 236,424 | $71M | Mar 2026 |
| 13 | Dodge & Cox Balanced Fund | 234,200 | $70M | Mar 2026 |
| 14 | JPMorgan Mid Cap Growth Fund | 208,968 | $63M | Mar 2026 |
| 15 | Franklin Small-Mid Cap Growth Fund | 139,948 | $51M | Jan 2026 |
| 16 | Capital Group Growth ETF | 158,207 | $48M | Feb 2026 |
| 17 | Schwab U.S. Large-Cap Growth ETF | 153,414 | $46M | Feb 2026 |
| 18 | Fidelity Total Market Index Fund | 149,636 | $45M | Feb 2026 |
| 19 | Capital World Growth & Income Fund | 138,905 | $42M | Feb 2026 |
| 20 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 131,090 | $39M | Feb 2026 |
Valuation
Market Cap
$23.24B
Enterprise Value
$29.37B
P/E (TTM)
26.92x
Forward P/E
13.08x
PEG Ratio
-1.44x
P/B
4.33x
P/S
1.37x
P/FCF
-23.39x
EV/EBITDA
13.45x
Shares Out
79.1M
Financials (TTM)
Revenue
$16.99B
Net Income
$863.0M
EBITDA
$2.18B
Free Cash Flow
-$993.4M
Op Cash Flow
-$423.0M
EPS Basic
$10.97
EPS Diluted
$10.92
EPS Forward
$22.48
Gross Margin
25.6%
Op Margin
13.5%
Net Margin
5.1%
Balance Sheet
Total Assets
$18.49B
Total Liab.
$13.15B
Total Equity
$5.34B
Cash
$1.13B
LT Debt
$7.26B
Book Value/Sh
$67.93
Debt/Equity
1.36x
Current Ratio
2.42
Quick Ratio
2.42
Returns & Growth
ROE
16.2%
ROA
4.7%
ROIC
11.6%
Rev Growth YoY
+37.2%
EPS Growth YoY
-22.6%
Price Returns
2W
-8.2%
1M
-18.1%
3M
-8.9%
6M
-23.1%
12M
-29.3%
Technicals
52W High
$399.00
52W Low
$265.86
50d MA
$303.04
200d MA
$332.78
RSI (14)
64.30
ATR (14)
$10.81
Beta
0.57
Avg Volume
1.1M
Dividends
Div Rate
$1.20
Div Yield
0.4%
Frequency
4
Ex-Div Date
Mar 10, 2026
Analyst Price Targets
Consensus
$447.00
High
$500.00
Low
$374.00
Median
$454.50
Data updated apr 25, 2026 7:47pm
· Source: financialmodelingprep.com