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LPLA Stock Chart & Stats
$361.88
$5.38(1.66%)
At close: 4:00 PM EDT
$361.88
$5.38(1.66%)
Day’s Range― - ―
52-Week Range$260.15 - $400.16
Previous CloseN/A
Volume503.92K
Average Volume (3M)810.82K
Market Cap
$21.20B
Enterprise Value$29.05B
Total Cash (Recent Filing)$2.70B
Total Debt (Recent Filing)$7.46B
Price to Earnings (P/E)15.4
Beta1.13
Next Earnings
Feb 04, 2027EPS Estimate
6.05Next Dividend Ex-DateN/A
Dividend Yield0.45%
Share Statistics
EPS (TTM)12.59
Shares Outstanding78,742,290
10 Day Avg. Volume656,498
30 Day Avg. Volume810,817
Financial Highlights & Ratios
PEG Ratio-1.44
Price to Book (P/B)5.26
Price to Sales (P/S)1.65
P/FCF Ratio-28.29
Enterprise Value/Market Cap1.37
Enterprise Value/Revenue1.48
Enterprise Value/Gross Profit5.88
Enterprise Value/Ebitda10.91
Forecast
1Y Price Target
$383.27Price Target Upside5.91% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)23.44
Revenue Forecast (FY)$20.83B
Bulls Say, Bears Say
Bulls Say
Platform Scale And Adviser RetentionLPL’s $2.6 trillion platform and consistently high asset retention provide meaningful scale and recurring asset-linked revenue. Retention near 100% indicates durable adviser and client engagement, supporting operating leverage and strengthening the platform’s competitive position over time.
Organic Growth And Adviser RecruitingImproving organic asset growth combined with substantial recruited assets shows that LPL continues to attract advisers and client assets. A broad recruiting pipeline can compound platform scale, expand recurring fees, and reinforce network benefits across the independent wealth-management market.
Strategic Platform ExpansionThe Commonwealth conversion and proprietary Cyan AI rollout expand LPL’s adviser capabilities and potential addressable assets. Combining acquired relationships with internally developed technology may deepen adviser loyalty, improve service scalability, and create longer-term operating efficiencies.
Bears Say
Weak Cash ConversionRecent negative operating and free cash flow contrasts with positive net income and limits the cash available for reinvestment, debt reduction, or shareholder returns. If sustained, weak earnings conversion could reduce financial flexibility and make growth initiatives more dependent on external funding.
Margin CompressionAlthough revenue has expanded materially and earnings remain positive, the lower margin profile indicates that growth is converting into less profit than in earlier periods. Persistent compression would weaken operating leverage and reduce the earnings benefit of additional platform scale.
Commonwealth Integration And Retention RiskLower-than-underwritten asset retention reduces the acquired opportunity, while the extended EBITDA ramp delays the full economic contribution of Commonwealth. The integration therefore carries execution risk and may require sustained investment before expected synergies and earnings benefits are realized.
LPL Financial News
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $260.15 and its highest was $400.16 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $21.20B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Feb 04, 2027 which is in 98 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Oct 27, 2026. The company reported $5.97 earnings per share for the quarter, beating the consensus estimate of $5.662 by $0.308.
Is LPL Financial overvalued?
According to Wall Street analysts LPL Financial’s price is currently Undervalued.
Does LPL Financial pay dividends?
LPL Financial pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 0.45%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 6.05.
How many shares outstanding does LPL Financial have?
LPL Financial has 78,742,290 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $5.97 in its last earnings report, beating expectations of $5.662. Following the earnings report the stock price went down -15.232%.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in LPLA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
LPL Financial Stock Smart Score
Neutral
1
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5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$383.27 (5.91% Upside)
$383.27 (5.91% Upside)
Blogger Sentiment
Neutral
LPLA Sentiment 50%
Sector Average 57%
Sector Average 57%
Hedge Fund Trend
Increased
By 112.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.1%
Last 30 Days ▲ 8.0%
Last 30 Days ▲ 8.0%
News Sentiment
Bullish
Bullish news 64%
Bearish news 36%
Bearish news 36%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-21.25%
12-Months-Change
Fundamentals
Return on Equity
24.65%
Trailing 12-Months
Asset Growth
10.20%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
LPL Financial
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.
LPLA Company Deck
LPLA Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive overall. LPL reported record adjusted EPS, improved organic growth, strong recruiting and retention, expanding operating leverage, continued capital returns and progress toward the Commonwealth conversion and Cyan AI rollout. The principal challenges were Commonwealth retention of approximately 83%, expected October organic growth of about 3%, lower transaction revenue, market headwinds, elevated competitive transition assistance and several anticipated fourth-quarter expense increases. Highlights significantly outweighed the lowlights.View all LPLA earnings summariesLPLA Revenue Breakdown
41.14% Advisory
25.39% Commission
23.65% Asset-based
5.06% Service and fee
4.76% Other
LPLA Stock 12 Month Forecast
Average Price Target
$383.27
▲(5.91% Upside)
Technical Analysis
Ownership Overview
0.53% Insiders
34.83% Mutual Funds
1.64% Other Institutional Investors
46.79% Public Companies and
Individual Investors