LPLA

LPL Financial Holdings Inc. NASDAQ

Financial Services ·Financial - Capital Markets ·US · lpl.com

$318.63

Mkt Cap $25.2B

52w Low $281.51 30.4% of range 52w High $403.58

50d MA $309.34 200d MA $346.16

P/E (TTM) 29.1x

EV/EBITDA 15.7x

P/B 4.7x

Debt/Equity 1.4x

ROE 16.2%

P/FCF -28.3x

RSI (14) —

ATR (14) —

Beta 0.57

50d MA $309.34

200d MA $346.16

Avg Volume 1.0M

About

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, a…

Recent Earnings

Date	Time	Est	Rptd	Surp	Base	Gap%	D1%	D2%	D3%	D4%	D5%	1M%	Guide ▲★
Apr 30, 2026	AMC	5.49	5.60	+2.0%	334.13	+0.0%	-4.6%	—	—	—	—	—	—
Jan 29, 2026	AMC	4.92	5.23	+6.3%	362.71	-0.9%	+0.5%	+3.8%	+6.7%	+7.2%	+2.7%	-15.6%	—
Oct 30, 2025	AMC	4.49	5.20	+15.8%	338.49	+11.0%	+11.5%	+12.0%	+10.6%	+10.7%	+10.1%	+5.8%	—
Jul 31, 2025	AMC	4.23	4.51	+6.6%	395.73	-5.1%	-6.5%	-5.3%	-5.5%	-4.3%	-6.8%	-8.3%	—
May 8, 2025	AMC	4.68	5.15	+10.0%	338.99	+2.1%	+6.3%	+11.1%	+13.0%	+13.6%	+12.5%	+12.2%	—
Jan 30, 2025	AMC	4.01	4.25	+6.0%	361.80	+3.9%	+1.4%	+0.6%	+0.0%	+1.3%	+2.6%	-0.8%	—
Oct 30, 2024	AMC	3.71	4.16	+12.1%	264.02	+7.2%	+6.9%	+6.4%	+3.8%	+4.5%	+16.7%	+23.2%	—
Jul 25, 2024	AMC	3.70	3.88	+4.9%	239.20	+0.8%	-7.5%	-9.9%	-7.4%	-7.4%	-10.2%	-5.8%	—
Apr 30, 2024	AMC	3.81	4.21	+10.5%	269.13	+2.2%	-1.4%	+0.1%	+0.6%	+1.3%	-0.1%	+3.8%	—
Feb 1, 2024	AMC	3.38	3.51	+3.8%	240.46	+4.0%	+4.5%	+3.2%	+0.4%	+1.4%	+1.4%	+11.3%	—
Oct 26, 2023	AMC	3.57	3.74	+4.8%	221.93	-6.5%	-0.2%	+0.6%	+1.2%	-1.6%	-1.1%	+3.9%	—
Jul 27, 2023	AMC	3.88	3.94	+1.5%	236.86	-0.2%	-4.2%	-3.2%	-1.6%	-2.1%	-0.0%	-0.1%	—

Recent Analyst Ratings

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%	+1.5%	+0.6%	+0.5%	+1.3%
Oct 9	Wells Fargo	Upgrade	Equal Weight → Overweight	—	$238.71	$244.64	+2.5%	+3.0%	+1.9%	+3.9%	+4.6%	+5.7%
Oct 9	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$238.71	$244.64	+2.5%	+3.0%	+1.9%	+3.9%	+4.6%	+5.7%
Oct 8	UBS	Maintains	Neutral → Neutral	—	$239.17	$237.58	-0.7%	-0.2%	+2.8%	+1.8%	+3.7%	+4.4%
Oct 4	Jefferies	Maintains	Buy → Buy	—	$235.84	$239.64	+1.6%	+3.0%	+1.4%	+1.2%	+4.2%	+3.2%
Sep 27	Citigroup	Maintains	Buy → Buy	—	$229.27	$228.82	-0.2%	+0.7%	+1.5%	+0.3%	+0.8%	+2.9%
Sep 26	Goldman Sachs	Maintains	Buy → Buy	—	$230.35	$231.07	+0.3%	-0.5%	+0.2%	+1.0%	-0.2%	+0.3%
Aug 6	UBS	Maintains	Neutral → Neutral	—	$193.00	$189.95	-1.6%	+0.2%	+1.1%	+2.7%	+1.7%	+3.6%
Jul 30	BofA Securities	Upgrade	Neutral → Buy	—	$215.51	$220.45	+2.3%	+2.8%	+2.8%	-0.4%	-8.1%	-10.4%
Jul 26	Barclays	Maintains	Overweight → Overweight	—	$239.20	$241.00	+0.8%	-7.5%	-9.9%	-7.4%	-7.4%	-10.2%
Jul 26	Keefe, Bruyette & Woods	Maintains	Outperform → Outperform	—	$239.20	$241.00	+0.8%	-7.5%	-9.9%	-7.4%	-7.4%	-10.2%
Jul 26	TD Cowen	Maintains	Hold → Hold	—	$239.20	$241.00	+0.8%	-7.5%	-9.9%	-7.4%	-7.4%	-10.2%
Jul 26	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$239.20	$241.00	+0.8%	-7.5%	-9.9%	-7.4%	-7.4%	-10.2%
Jul 11	JP Morgan	Maintains	Neutral → Neutral	—	$272.94	$270.80	-0.8%	-2.8%	-3.4%	-3.3%	-12.2%	-17.2%
Jul 10	Barclays	Maintains	Overweight → Overweight	—	$273.22	$272.24	-0.4%	-0.1%	-2.9%	-3.5%	-3.4%	-12.3%
Jul 9	UBS	Maintains	Neutral → Neutral	—	$272.52	$273.64	+0.4%	+0.3%	+0.2%	-2.7%	-3.3%	-3.1%
Jul 8	TD Cowen	Maintains	Hold → Hold	—	$276.01	$276.01	+0.0%	-1.3%	-1.0%	-1.1%	-3.9%	-4.5%
Jul 8	Jefferies	Maintains	Buy → Buy	—	$276.01	$276.01	+0.0%	-1.3%	-1.0%	-1.1%	-3.9%	-4.5%
May 1	TD Cowen	Maintains	Hold → Hold	—	$269.13	$275.00	+2.2%	-1.4%	+0.1%	+0.6%	+1.3%	-0.1%
May 1	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$269.13	$275.00	+2.2%	-1.4%	+0.1%	+0.6%	+1.3%	-0.1%
Apr 9	Morgan Stanley	Upgrade	Equal Weight → Overweight	—	$261.30	$265.84	+1.7%	-1.2%	-0.7%	+0.8%	-0.1%	+0.7%
Apr 9	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$261.30	$265.84	+1.7%	-1.2%	-0.7%	+0.8%	-0.1%	+0.7%
Apr 8	Barclays	Maintains	Overweight → Overweight	—	$260.30	$260.30	+0.0%	+0.4%	-0.8%	-0.3%	+1.2%	+0.3%
Apr 2	JP Morgan	Maintains	Neutral → Neutral	—	$266.36	$266.00	-0.1%	-1.0%	-1.1%	-3.7%	-2.3%	-1.9%
Mar 22	TD Cowen	Maintains	Market Perform → Market Perform	—	$273.77	$270.99	-1.0%	-4.9%	-4.1%	-4.9%	-4.1%	-3.5%
Feb 26	Barclays	Maintains	Overweight → Overweight	—	$263.36	$263.00	-0.1%	+1.7%	+1.7%	+1.9%	+1.7%	+1.1%
Feb 14	UBS	Maintains	Neutral → Neutral	—	$257.80	$257.75	-0.0%	-1.1%	-0.1%	-0.1%	-0.8%	-0.5%
Feb 13	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$251.44	$257.14	+2.3%	+2.5%	+1.4%	+2.4%	+2.5%	+1.8%
Feb 5	UBS	Maintains	Neutral → Neutral	—	$251.21	$251.60	+0.2%	-1.2%	-3.9%	-2.9%	-2.9%	-1.2%
Feb 2	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$240.46	$250.00	+4.0%	+4.5%	+3.2%	+0.4%	+1.4%	+1.4%
Oct 30	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$221.46	$221.49	+0.0%	+0.8%	+1.4%	-1.3%	-0.9%	-1.5%
Oct 30	Barclays	Maintains	Overweight → Overweight	—	$221.46	$221.49	+0.0%	+0.8%	+1.4%	-1.3%	-0.9%	-1.5%
Oct 11	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$237.17	$236.99	-0.1%	-1.6%	-3.9%	-3.9%	-2.1%	+0.4%
Oct 10	Barclays	Maintains	Overweight → Overweight	—	$236.80	$238.59	+0.8%	+0.2%	-1.4%	-3.8%	-3.8%	-2.0%
Oct 10	JP Morgan	Maintains	Neutral → Neutral	—	$236.80	$238.59	+0.8%	+0.2%	-1.4%	-3.8%	-3.8%	-2.0%
Oct 10	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$236.80	$238.59	+0.8%	+0.2%	-1.4%	-3.8%	-3.8%	-2.0%
Sep 22	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$238.87	$239.25	+0.2%	+1.0%	+0.8%	-0.5%	-0.8%	-0.0%
Sep 7	Barclays	Maintains	Overweight → Overweight	—	$234.59	$235.08	+0.2%	+0.4%	+3.4%	+2.7%	+3.5%	+3.5%
Aug 18	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$219.19	$219.19	+0.0%	+2.7%	+5.8%	+4.4%	+4.5%	+7.0%
Aug 1	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$229.36	$228.98	-0.2%	+1.6%	+1.1%	+3.2%	+0.8%	+2.1%
Jul 31	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$226.85	$229.00	+0.9%	+1.1%	+2.8%	+2.2%	+4.4%	+1.9%
Jul 31	Goldman Sachs	Maintains	Buy → Buy	—	$226.85	$229.00	+0.9%	+1.1%	+2.8%	+2.2%	+4.4%	+1.9%
Jul 28	Citigroup	Maintains	Buy → Buy	—	$236.86	$236.34	-0.2%	-4.2%	-3.2%	-1.6%	-2.1%	-0.0%
Jul 13	Morgan Stanley	Maintains	Equal Weight → Equal Weight	—	$219.60	$221.33	+0.8%	+0.9%	+0.4%	+2.8%	+6.5%	+4.4%
Jul 10	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$224.82	$225.33	+0.2%	-1.6%	-1.1%	-2.3%	-1.4%	-1.9%
Jun 5	Jefferies	Maintains	Buy → Buy	—	$202.77	$201.94	-0.4%	-1.4%	-1.2%	+1.0%	-1.0%	+0.9%
Apr 28	JMP Securities	Maintains	Market Outperform → Outperform	—	$203.01	$192.71	-5.1%	+2.9%	+4.1%	-3.4%	-7.6%	-10.9%
Apr 28	Credit Suisse	Maintains	Neutral → Neutral	—	$203.01	$192.71	-5.1%	+2.9%	+4.1%	-3.4%	-7.6%	-10.9%
Apr 28	Citigroup	Maintains	Buy → Buy	—	$203.01	$192.71	-5.1%	+2.9%	+4.1%	-3.4%	-7.6%	-10.9%
Apr 13	BofA Securities	Maintains	Neutral → Neutral	—	$196.76	$196.51	-0.1%	+1.4%	+3.2%	+3.8%	+3.4%	+5.1%

Data updated apr 25, 2026 7:47pm · Source: massive.com