LPLA — LPL Financial Holdings Inc. stock price, charts and financials
QT58LPL Financial Holdings Inc.LPL Financial Holdings Inc. (NASDAQ: LPLA) is a Financial Services company in the Financial - Capital Markets industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 26.16 | EPS (ttm) | 12.54 | Insider Own | 0.89% | Shs Outstand | 79.98M | Perf Week | -7.26% |
| Market Cap | 26.24B | Forward P/E | 10.94 | EPS next Y | 29.99 | Insider Trans | -1.09% | Shs Float | 79.55M | Perf Month | -8.67% |
| Enterprise Value | 31.01B | PEG | 1.30 | EPS next Q | 5.90 | Inst Own | - | Short Float | 2.40% | Perf Quarter | 11.61% |
| Income | 1.01B | P/S | 1.34 | EPS this Y | 89.40% | Inst Trans | - | Short Ratio | 2.30 | Perf Half Y | 14.98% |
| Sales | 19.61B | P/B | 4.56 | EPS next Y | 26.27% | ROA | 5.09% | Short Interest | 1.91M | Perf YTD | -8.14% |
| Book/sh | 71.98 | P/C | 9.73 | EPS next 5Y | 20.16% | ROE | 18.45% | 52W High | 400.16 -18.01% | Perf Year | -2.41% |
| Cash/sh | 33.71 | P/FCF | - | EPS past 3/5Y | 1.64% 13.26% | ROIC | 10.05% | 52W Low | 260.14 26.12% | Perf 3Y | 35.11% |
| Dividend Est. | 1.20 (0.37%) | EV/EBITDA | 11.95 | Sales past 3/5Y | 25.47% 23.67% | Gross Margin | 25.19% | Volatility | 3.23% 2.91% | Perf 5Y | 127.73% |
| Dividend TTM | 1.20 (0.37%) | EV/Sales | 1.58 | EPS Y/Y TTM | -10.62% | Oper. Margin | 10.70% | ATR (14) | 10.19 | Perf 10Y | 998.39% |
| Dividend Ex-Date | Aug 14, 2026 | Quick Ratio | 2.46 | Sales Y/Y TTM | 58.33% | Profit Margin | 5.13% | RSI (14) | 32.96 | Recom | 2.44 |
| Dividend Gr. 3/5Y | 6.27% 3.71% | Current Ratio | 2.46 | EPS Q/Q | 29.49% | SMA20 | -7.08% | Beta | 0.54 | Target Price | 404.20 |
| Payout | 9.54% | Debt/Eq | 1.36 | Sales Q/Q | 35.25% | SMA50 | -6.04% | Rel Volume | 1.47 | Prev Close | 329.94 |
| Employees | 10,081 | LT Debt/Eq | 1.36 | Earnings | Oct 29 | SMA200 | -0.71% | Avg Volume | 757.26K | Price | 328.09 |
| IPO Date | Nov 18, 2010 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 8.30% 2.98% | Net Debt/EBITDA | 1.84 | Volume | 1,111,836 | Change | -0.56% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Sep-01-26 | Initiated | Truist | Hold | $389 |
| Aug-12-26 | Reiterated | Wolfe Research | $440 → $454 | |
| 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 |
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.
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| 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 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 14,670 | 12,642 | 9,016 | — | — | — | — | — | — | |
| Gross Profit | 4,940 | 4,347 | 3,369 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 2,495 | 2,476 | 1,040 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 347 | -414 | 662 | — | — | — | — | — | — | |
| Operating Income | 2,098 | 2,285 | 1,667 | — | — | — | — | — | — | |
| Interest Expense | 414 | 403 | 274 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -321 | -732 | 0 | — | — | — | — | — | — | |
| Net Income Before Taxes | 1,365 | 1,150 | 1,393 | — | — | — | — | — | — | |
| Income Taxes | 356 | 286 | 334 | — | — | — | — | — | — | |
| Consolidated Net Income | 1,006 | 863 | 1,059 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 1,006 | 863 | 1,059 | — | — | — | — | — | — | |
| Net Income | 1,006 | 863 | 1,059 | — | — | — | — | — | — | |
| EPS (Recurring) | 12.59 | 10.97 | 14.17 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 12.59 | 10.97 | 14.17 | — | — | — | — | — | — | |
| EPS (Diluted) | 12.54 | 10.92 | 14.03 | — | — | — | — | — | — | |
| EBITDA | 2,594 | 2,183 | 2,111 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 26.16 | 32.71 | 23.27 | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.34 | 1.66 | 1.98 | — | — | — | — | — | — | |
| Gross Margin | 25.19 | 25.59 | 27.20 | — | — | — | — | — | — | |
| Operating Margin | 10.70 | 13.45 | 13.46 | — | — | — | — | — | — | |
| Net Margin | 5.13 | 5.08 | 8.55 | — | — | — | — | — | — | |
| Shares Outstanding | 80 | 79 | 75 | — | — | — | — | — | — | |
| Market Capitalization | 26,247 | 28,216 | 24,488 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Reeping Katharine | Principal Accounting Officer | Sep 11 '26 | Sale | 347.88 | 440 | 153,049 | 1,774 | Sep 14 |
| Jambusaria Aneri | Group Managing Director | Aug 27 '26 | Sale | 357.36 | 308 | 110,067 | 6,107 | Aug 31 |
| Gates Greg | Group Managing Director | Aug 20 '26 | Sale | 355.38 | 4,119 | 1,463,810 | 23,602 | Aug 21 |
| Gates Greg | Group Managing Director | Aug 20 '26 | Option Exercise | 77.53 | 7,189 | 557,363 | 27,721 | Aug 21 |
| 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 |
| Audette Matthew J | President and CFO | Feb 26 '26 | Sale | 320.50 | 1,581 | 506,715 | 21,382 | Feb 27 |
| Enyedi Matthew | Group Managing Director | Feb 26 '26 | Sale | 320.15 | 2,109 | 675,192 | 14,121 | Feb 27 |
| Steinmeier Richard | Chief Executive Officer | Dec 05 '25 | Sale | 370.99 | 5,058 | 1,876,483 | 9,326 | Dec 09 |