LPLA — LPL Financial Holdings Inc. stock price, charts and financials

NASDAQ·Financial Services·Financial - Capital Markets·USA

Latest market price

354.24

-6.11-1.70%

Overview Short InterestFilings

LPLAQT46LPL Financial Holdings Inc.·NASDAQ

Overview Short InterestFilings

354.24-1.70%

News

Down 1.7% — LPL Research Launches New Model Portfolios to Expand Advisor Capabilities (globenewswire.com).

Medium confidence

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Signal & projected range

Insider open-market saleHistorical pattern — not a prediction

Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)

Horizon

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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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NMR+1.56%$9.74 RJF+0.50%$178.57 TW-0.51%$100.48 CRCL+4.81%$63.25 FUTU+1.83%$109.00 EVR+0.44%$319.73 HUT-9.74%$101.16 JEF+0.04%$55.71

Snapshot

Index	-	P/E	28.25	EPS (ttm)	12.54	Insider Own	0.89%	Shs Outstand	79.98M	Perf Week	3.46%

Market Cap	28.33B	Forward P/E	11.83	EPS next Y	29.95	Insider Trans	-1.43%	Shs Float	79.55M	Perf Month	16.24%

Enterprise Value	33.32B	PEG	1.39	EPS next Q	5.94	Inst Own	-	Short Float	6.10%	Perf Quarter	10.41%

Income	1.01B	P/S	1.44	EPS this Y	88.94%	Inst Trans	-	Short Ratio	4.86	Perf Half Y	-5.87%

Sales	19.61B	P/B	4.98	EPS next Y	26.42%	ROA	5.09%	Short Interest	4.85M	Perf YTD	-0.82%

Book/sh	71.09	P/C	9.75	EPS next 5Y	20.27%	ROE	18.45%	52W High	400.18 -11.48%	Perf Year	-4.24%

Cash/sh	36.33	P/FCF	-	EPS past 3/5Y	1.64% 13.26%	ROIC	4.76%	52W Low	260.15 36.17%	Perf 3Y	56.16%

Dividend Est.	1.20 (0.34%)	EV/EBITDA	14.20	Sales past 3/5Y	25.47% 23.67%	Gross Margin	57.96%	Volatility	2.79% 2.75%	Perf 5Y	154.59%

Dividend TTM	1.20 (0.34%)	EV/Sales	1.70	EPS Y/Y TTM	-10.62%	Oper. Margin	3.34%	ATR (14)	10.26	Perf 10Y	1363.80%

Dividend Ex-Date	Aug 14, 2026	Quick Ratio	0.00	Sales Y/Y TTM	58.33%	Profit Margin	5.13%	RSI (14)	69.51	Recom	2.44

Dividend Gr. 3/5Y	6.27% 3.71%	Current Ratio	0.00	EPS Q/Q	29.49%	SMA20	7.16%	Beta	0.48	Target Price	392.67

Payout	9.54%	Debt/Eq	1.36	Sales Q/Q	35.25%	SMA50	16.42%	Rel Volume	1.30	Prev Close	360.35

Employees	10,099	LT Debt/Eq	1.36	Earnings	Oct 29	SMA200	7.32%	Avg Volume	995.14K	Price	354.24

IPO Date	Nov 18, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.30% 2.98%	Net Debt/EBITDA	-0.54	Volume	1,289,843	Change	-1.70%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Aug-03-26	Reiterated	BMO Capital		$300 → $390
Jul-31-26	Reiterated	Barclays	Overweight	$394 → $401
Jul-10-26	Reiterated	Morgan Stanley	Overweight	$375 → $387
Jul-09-26	Reiterated	Barclays	Overweight	$412 → $394
May-01-26	Reiterated	Barclays	Overweight	$369 → $412
Apr-10-26	Reiterated	Morgan Stanley	Overweight	$447 → $374
Apr-08-26	Upgrade	UBS	Neutral → Buy
Feb-03-26	Reiterated	UBS	Buy	$475 → $500
Jan-30-26	Reiterated	Wolfe Research		$486 → $478
Jan-30-26	Reiterated	Barclays	Overweight	$444 → $434

Latest News

Aug-04-26

Aug-04-2609:00AM

LPL Research Launches New Model Portfolios to Expand Advisor Capabilitiesglobenewswire.com

03:55AM

Bank of America Corp DE Raises Stake in LPL Financial Holdings Inc. $LPLAdefenseworld.net

Aug-03-26

Aug-03-2609:52AM

BMO Capital Maintains Outperform on LPL Finl Hldgs, Raises Price Target to $390Benzinga

Aug-02-26

Aug-02-2610:30AM

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?247wallst.com

Jul-31-26

Jul-31-2602:42PM

LPL Financial Q2 Earnings Beat on Revenue and Advisory Asset Growthzacks.com

08:11AM

These Analysts Raise Their Forecasts On LPL Financial After Upbeat Q2 Resultsbenzinga.com

Jul-30-26

Jul-30-2609:33PM

LPL Financial Holdings Inc. (LPLA) Q2 2026 Earnings Call Transcriptseekingalpha.com

08:31PM

LPL Financial Holdings Inc. (LPLA) Q2 Earnings and Revenues Beat Estimateszacks.com

07:31PM

LPL Financial (LPLA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com

04:05PM

LPL Financial Announces Second Quarter 2026 Resultsglobenewswire.com

Jul-29-26

Jul-29-2610:16AM

LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measureszacks.com

08:55AM

LPL Welcomes Sunny Day Financialglobenewswire.com

Jul-28-26

Jul-28-2608:30AM

LPL Financial's Latitude Unifies Technology Built for the Future of Adviceglobenewswire.com

03:16AM

Allspring Global Investments Holdings LLC Sells 122,214 Shares of LPL Financial Holdings Inc. $LPLAdefenseworld.net

Jul-26-26

Jul-26-2607:08PM

Tracking Lone Pine Capital Portfolio - Q1 2026 UpdateSeekingAlpha

Company

LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue	19,609	16,989	12,385	10,053	8,601	7,721	5,872	5,625	5,188
Cost of Goods Sold Incl. D&A	8,244	12,642	9,016	7,001	6,232	6,007	4,378	4,009	3,747
Gross Profit	11,367	4,347	3,369	3,051	2,369	1,714	1,494	1,616	1,441
Selling, General and Administrative Excl. Other	2,118	2,476	1,040	856	1,161	621	484	465	456
Research and Development	0	0	0	0	0	0	0	0	0
Other Operating Expense	296	-414	662	564	-30	363	278	276	267
Operating Income	654	2,285	1,667	1,632	1,238	730	732	875	718
Interest Expense	414	403	274	187	126	104	106	130	125
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	1,123	-732	0	0	0	-24	0	-3	0
Net Income Before Taxes	1,365	1,150	1,393	1,445	1,112	601	626	742	593
Income Taxes	356	286	334	379	266	141	153	182	153
Consolidated Net Income	1,006	863	1,059	1,066	846	460	473	560	439
Net Income From Continuing Operations	627	863	1,059	1,066	846	460	473	560	439
Net Income	1,006	863	1,059	1,066	846	460	473	560	439
EPS (Recurring)	12.59	10.97	14.17	13.88	10.60	5.75	5.96	6.78	4.99
EPS (Basic, Before Extraordinaries)	12.59	10.97	14.17	13.88	10.60	5.75	5.96	6.78	4.99
EPS (Diluted)	12.54	10.92	14.03	13.69	10.40	5.63	5.86	6.62	4.85
EBITDA	2,346	2,183	2,111	1,986	1,525	936	909	1,033	866
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	28.25	32.71	23.27	16.63	20.79	28.44	17.78	13.94	12.59
Price To Sales Ratio	1.45	1.66	1.98	1.74	2.01	1.66	1.40	1.36	1.04
Gross Margin	57.97	25.59	27.20	30.35	27.54	22.20	25.44	28.73	27.78
Operating Margin	3.34	13.45	13.46	16.23	14.39	9.45	12.47	15.56	13.84
Net Margin	5.13	5.08	8.55	10.60	9.84	5.96	8.06	9.96	8.46
Shares Outstanding	80	79	75	77	80	80	79	83	88
Market Capitalization	28,339	28,216	24,488	17,527	17,294	12,807	8,233	7,657	5,375
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Enyedi Matthew	Group Managing Director	Jul 31 '26	Sale	352.72	1,000	352,718	13,121	Aug 04
Jambusaria Aneri	Group Managing Director	Jun 17 '26	Sale	306.00	308	94,248	6,415	Jun 22
Audette Matthew J	President and CFO	Apr 15 '26	Sale	330.01	1,110	366,315	19,803	Apr 16
Audette Matthew J	President and CFO	Apr 14 '26	Sale	325.34	469	152,586	20,913	Apr 16
Cohen Marc Eliot	Group Managing Director	Mar 10 '26	Sale	309.72	1,088	337,041	4,400	Mar 11
Cohen Marc Eliot	Group Managing Director	Mar 09 '26	Option Exercise	77.53	2,212	171,496	7,700	Mar 11
Cohen Marc Eliot	Group Managing Director	Mar 09 '26	Sale	308.75	2,212	682,955	5,488	Mar 11
Jambusaria Aneri	Group Managing Director	Mar 02 '26	Sale	306.00	308	94,248	6,723	Mar 04
Enyedi Matthew	Group Managing Director	Feb 26 '26	Sale	320.15	2,109	675,192	14,121	Feb 27
Audette Matthew J	President and CFO	Feb 26 '26	Sale	320.50	1,581	506,715	21,382	Feb 27
Steinmeier Richard	Chief Executive Officer	Dec 05 '25	Sale	370.99	5,058	1,876,483	9,326	Dec 09
Gates Greg	Group Managing Director	Dec 05 '25	Sale	370.97	750	278,232	14,620	Dec 09
Jambusaria Aneri	Group Managing Director	Dec 01 '25	Sale	352.48	80	28,198	5,502	Dec 03
Gates Greg	Group Managing Director	Nov 05 '25	Sale	376.43	1,500	564,648	15,370	Nov 07
Gates Greg	Group Managing Director	Oct 06 '25	Sale	314.42	750	235,814	16,870	Oct 08

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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.