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Screen

LPLA

QT71LPL Financial Holdings Inc.
NASDAQ·Financial Services·Financial - Capital Markets·USA
Latest market price
293.95
-10.55-3.46%
OverviewShort InterestFilings
LPLAQT71LPL Financial Holdings Inc.·NASDAQ
OverviewShort InterestFilings
293.95-3.46%
TA
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MS-0.80%$223.17GS-0.23%$1096.56SCHW-2.97%$91.70HOOD+2.80%$108.15STRD-5.56%$62.20RJF-1.83%$155.86NMR-1.43%$8.97CRCL-0.45%$80.23
Snapshot
Index-P/E27.08EPS (ttm)11.20
Insider Own0.90%
Shs Outstand79.98M
Perf Week2.98%
Market Cap24.35BForward P/E10.31EPS next Y28.52Insider Trans-0.01%Shs Float-Perf Month2.29%
Enterprise Value29.34BPEG-EPS next Q5.35Inst Own-Short Float-Perf Quarter3.02%
Income898.69MP/S1.33EPS this Y104.34%Inst Trans-Short Ratio-Perf Half Y-20.12%
Sales18.26BP/B4.29EPS next Y24.61%ROA4.78%Short Interest-Perf YTD-17.70%
Book/sh71.09P/C-EPS next 5Y18.96%ROE17.04%52W High403.56 -27.16%Perf Year-22.24%
Cash/sh36.33P/FCF-EPS past 3/5Y-ROIC6.98%52W Low260.16 12.99%Perf 3Y-
Dividend Est.1.20 (0.41%)EV/EBITDA12.75Sales past 3/5Y25.47% 23.67%Gross Margin23.56%Volatility2.38% 2.75%Perf 5Y-
Dividend TTM1.20 (0.41%)EV/Sales1.61EPS Y/Y TTM46.40%Oper. Margin9.72%ATR (14)11.22Perf 10Y-
Dividend Ex-DateMay 21, 2026Quick Ratio24.24Sales Y/Y TTM47.41%Profit Margin4.93%RSI (14)50.56Recom2.20
Dividend Gr. 3/5Y6.27% 3.71%Current Ratio24.24EPS Q/Q8.74%SMA202.83%Beta0.84Target Price441.00
Payout10.66%Debt/Eq1.39Sales Q/Q34.55%SMA50-3.00%Rel Volume1.06Prev Close304.50
Employees9,118LT Debt/Eq1.36EarningsJul 30SMA200-11.67%Avg Volume950.21KPrice293.95
IPO DateNov 18, 2010Option/ShortYes / YesEPS/Sales Surpr.2.19% -0.86%Net Debt/EBITDA2.17Volume1,007,484Change-3.46%
Analyst Ratings
DateActionAnalystRatingTarget
May-01-26ReiteratedBarclaysOverweight$369 → $412
Apr-10-26ReiteratedMorgan StanleyOverweight$447 → $374
Feb-03-26ReiteratedUBSNeutral$475 → $500
Jan-30-26ReiteratedWolfe Research$486 → $478
Jan-30-26ReiteratedBarclaysOverweight$444 → $434
Jan-08-26ReiteratedBarclaysOverweight$453 → $444
Jan-07-26ReiteratedWolfe Research$491 → $486
Dec-22-25ReiteratedMorgan StanleyOverweight$462 → $447
Dec-12-25ReiteratedBarclaysOverweight$420 → $453
Dec-11-25ReiteratedUBSNeutral$455 → $406
Latest News
Jun-16-26
Jun-16-2608:50AM
LPL Financial Holdings Inc (NASDAQ:LPLA): A Strong Growth Stock Setting Up for a Technical BreakoutChartMill
Jun-07-26
Jun-07-2603:20PM
Expanding AI Footprint Lifts Moat StocksSeekingAlpha
03:20PM
Expanding AI Footprint Lifts Moat StocksSeekingAlpha
Company
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 Revenue18,25716,98912,385
Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A13,95712,6429,016
Gross Profit4,3024,3473,369
Selling, General and Administrative Excl. Other2,0392,4761,040
Research and Development
000
Other Operating Expense489-414662
Operating Income1,7742,2851,667
Interest Expense418403274
Unusual Expense
———
Non-Operating Income (Expense)1407320
Net Income Before Taxes1,2181,1501,393
Income Taxes316286334
Consolidated Net Income9008631,059
Net Income From Continuing Operations9008631,059
Net Income9008631,059
EPS (Recurring)11.2610.9714.17
EPS (Basic, Before Extraordinaries)11.2610.9714.17
EPS (Diluted)11.2010.9214.03
EBITDA2,3032,1832,111
Other After Tax Adjustments
———
Stock Option Compensation Expense
———
Price To Earnings Ratio26.2532.71—
Price To Sales Ratio1.291.66—
Gross Margin23.5625.5927.20
Operating Margin9.7213.4513.46
Net Margin4.935.088.55
Shares Outstanding807975
Market Capitalization23,51628,216—
Operating Lease Expense
———
Insider Trading Volume
$314.77$287.30$259.82$232.35$204.88● Close Price0.00M0.55M1.09M1.64M2.18MUSD Trades VolumeJunJulAugSepOctNovDec2026FebMarAprMayJun
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Audette Matthew JPresident and CFOApr 15 '26Sale330.011,110366,31519,803Apr 16 12:00 AM
Audette Matthew JPresident and CFOApr 14 '26Sale325.34469152,58620,913Apr 16 12:00 AM
Cohen Marc EliotGroup Managing DirectorMar 10 '26Sale309.721,088337,0414,400Mar 11 12:00 AM
Cohen Marc EliotGroup Managing DirectorMar 09 '26Option Exercise77.534,424342,9927,700Mar 11 12:00 AM
Cohen Marc EliotGroup Managing DirectorMar 09 '26Sale308.752,212682,9555,488Mar 11 12:00 AM
Jambusaria AneriGroup Managing DirectorMar 02 '26Sale306.0030894,2486,723Mar 04 12:00 AM
Audette Matthew JPresident and CFOFeb 26 '26Sale320.501,581506,71521,382Feb 27 12:00 AM
Enyedi MatthewGroup Managing DirectorFeb 26 '26Sale320.152,109675,19214,121Feb 27 12:00 AM
Steinmeier RichardChief Executive OfficerDec 05 '25Sale370.995,0581,876,4839,326Dec 09 12:00 AM
Gates GregGroup Managing DirectorDec 05 '25Sale370.97750278,23214,620Dec 09 12:00 AM
Jambusaria AneriGroup Managing DirectorDec 01 '25Sale352.488028,1985,502Dec 03 12:00 AM
Gates GregGroup Managing DirectorNov 05 '25Sale376.431,500564,64815,370Nov 07 12:00 AM
Gates GregGroup Managing DirectorOct 06 '25Sale314.42750235,81416,870Oct 08 12:00 AM
Gates GregGroup Managing DirectorSep 05 '25Sale338.211,500507,31017,620Sep 09 12:00 AM
Jambusaria AneriGroup Managing DirectorSep 02 '25Sale361.258028,9005,582Sep 03 12:00 AM
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