LPL Financial Holdings Inc (LPLA)

Currency in USD
369.11
+0.26(+0.07%)
Closed·
After Hours
369.840.00(0.00%)
·
LPLA Scorecard
Full Analysis
7 analysts have revised their earnings downwards for the upcoming period
LPLA is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
363.72372.64
52 wk Range
193.22403.58
Key Statistics
Prev. Close
368.85
Open
369.85
Day's Range
363.72-372.64
52 wk Range
193.22-403.58
Volume
526.24K
Average Volume (3m)
740.25K
1-Year Change
89.05%
Book Value / Share
63.45
Fair Value
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Fair Value Upside
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LPLA Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
441.50
Upside
+19.61%
Members' Sentiments
Bearish
Bullish
ProTips
Trading at a high P/E ratio relative to near-term earnings growth

LPL Financial Holdings Inc News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

LPL Financial Holdings Inc Company Profile

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 institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; 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.

LPL Financial Holdings Inc SWOT Analysis


Financial Powerhouse
LPL Financial showcases robust revenue growth of 25.69% and impressive organic asset expansion, positioning itself as a leader in the independent broker-dealer space
Strategic Acquisitions
Delve into LPL's aggressive growth strategy, including high-profile acquisitions and enterprise wins, aimed at expanding market share and service offerings
Tech-Driven Future
Explore LPL's significant technology investments, enhancing advisor experiences and operational efficiency, potentially widening the competitive gap
Market Outlook
Analyst projections suggest EPS growth to $19.25-$23.06 for FY2025, with an average price target of $400, reflecting confidence in LPL's market positioning
Read full SWOT analysis

LPL Financial Holdings Inc Earnings Call Summary for Q2/2025

  • LPL Financial Q2 2025 EPS of $4.51 beat expectations by 6.37%, but revenue fell short at $3.84 billion vs $3.76 billion forecast
  • Total advisory and brokerage assets reached $1.9 trillion, up 7% from Q1; adjusted pre-tax margin maintained at 38%
  • Full-year 2025 core G&A outlook lowered, indicating ongoing cost management efforts; organic growth of 4% expected in Q3
  • Commonwealth Financial Network acquisition expected to contribute $415 million in run-rate EBITDA; leverage ratio target of 2x by 2026
  • Stock gained 0.25% in after-hours trading; InvestingPro analysis suggests slight overvaluation despite 'GOOD' financial health score
Last Updated: 01/08/2025, 02:42
Read Full Transcript

Compare LPLA to Peers and Sector

Metrics to compare
LPLA
Peers
Sector
Relationship
P/E Ratio
26.4x23.7x9.5x
PEG Ratio
1.870.580.03
Price/Book
5.8x3.4x1.0x
Price / LTM Sales
2.1x2.6x2.8x
Upside (Analyst Target)
22.3%9.2%13.3%
Fair Value Upside
Unlock−5.1%1.6%Unlock

Analyst Ratings

10 Buy
3 Hold
1 Sell
Ratings:
14 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 441.50
(+19.61% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 14.70%
Dividend Yield
0.33%
Industry Median 1.71%
Annualised payout
1.20
Paid quarterly
5-Years Growth
+3.71%
Growth Streak

Earnings

Latest Release
Jul 31, 2025
EPS / Forecast
4.51 / 4.24
Revenue / Forecast
3.84M / 3.76B
EPS Revisions
Last 90 days

LPLA Income Statement

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FAQ

What Stock Exchange Does LPL Financial Trade On?

LPL Financial is listed and trades on the Nasdaq Stock Exchange stock exchange.

What Is the Stock Symbol for LPL Financial?

The stock symbol for LPL Financial is "LPLA."

What Is the LPL Financial Market Cap?

As of today, LPL Financial market cap is 29.63B.

What Is LPL Financial's Earnings Per Share (TTM)?

The LPL Financial EPS (TTM) is 14.70.

When Is the Next LPL Financial Earnings Date?

LPL Financial will release its next earnings report on 22 Oct 2025.

From a Technical Analysis Perspective, Is LPLA a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has LPL Financial Stock Split?

LPL Financial has split 0 times.

How Many Employees Does LPL Financial Have?

LPL Financial has 9389 employees.

What is the current trading status of LPL Financial (LPLA)?

As of 08 Aug 2025, LPL Financial (LPLA) is trading at a price of 369.11, with a previous close of 368.85. The stock has fluctuated within a day range of 363.72 to 372.64, while its 52-week range spans from 193.22 to 403.58.

What Is LPL Financial (LPLA) Price Target According to Analysts?

The average 12-month price target for LPL Financial is USD441.5, with a high estimate of USD490 and a low estimate of USD358. 10 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +19.61% Upside potential.
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