LPLA Stock Chart & Stats
$5748.00
$156.81(2.80%)
At close: 4:00 PM EDT
$5748.00
$156.81(2.80%)
Day’s Range― - ―
52-Week Range$3,760.00 - $6,750.00
Previous CloseN/A
Volume2.00K
Average Volume (3M)67.00
Market Cap
$490.00B
Enterprise Value$27.82K
Total Cash (Recent Filing)$2.70B
Total Debt (Recent Filing)$7.46B
Price to Earnings (P/E)28.1
Beta0.81
Next Earnings
Oct 22, 2026EPS Estimate
102.94Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)12.59
Shares Outstanding79,982,864
10 Day Avg. Volume203
30 Day Avg. Volume67
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 CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$7,126.17Price Target Upside23.98% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)408.81
Revenue Forecast (FY)$360.73B
Bulls Say, Bears Say
Bulls Say
Scale Of Client AssetsA $2.6T asset base provides durable, recurring asset‑based fee revenue and economies of scale across custody, clearing and platform services. Large AUM dampens volatility in single‑client outcomes, supports stable revenue mix and funds continued platform investment over quarters.
High Retention & Recruiting MomentumVery high retention and sustained organic and recruited net new assets indicate strong advisor and client stickiness. This underpins recurring revenue growth, limits churn‑driven margin pressure and provides a multi‑quarter tailwind to fee pools and cross‑sell opportunities.
Technology & AI InvestmentHeavy, targeted tech and AI investment builds a differentiated adviser platform, improving productivity and retention. Unified systems and automation can lower long‑run operating costs, strengthen competitive moat vs smaller rivals, and scale revenue per adviser over time.
Bears Say
Weak Cash Flow ConversionNegative operating and free cash flow despite positive net income signals earnings are not converting into cash. This reduces financial flexibility for buybacks, M&A or investment, increases reliance on financing, and raises risk that reported earnings overstate near‑term cash generation.
Elevated LeverageMeaningful debt exposure leaves the firm more sensitive to interest‑rate moves and earnings volatility. Although leverage improved vs prior years, the outstanding debt load constrains optionality, can raise refinancing risk in stress, and limits capital allocation flexibility over multiple quarters.
Commonwealth Integration RiskBelow‑target retention on a major acquisition threatens the projected ~$435M run‑rate EBITDA and could erode expected synergies. Integration distractions can slow other institutional onboarding, delay revenue realization and inject multi‑quarter uncertainty into asset and earnings trajectories.
LPL Financial News
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $3760.00 and its highest was $6750.00 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $490.00B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Oct 22, 2026 which is in 76 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Jul 30, 2026. The company reported $101.084 earnings per share for the quarter, beating the consensus estimate of $93.346 by $7.737.
Is LPL Financial overvalued?
According to Wall Street analysts LPL Financial’s price is currently Undervalued.
Does LPL Financial pay dividends?
LPL Financial does not currently pay dividends.
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 102.94.
How many shares outstanding does LPL Financial have?
LPL Financial has 79,982,864 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $101.084 in its last earnings report, beating expectations of $93.346. Following the earnings report the stock price went same 0%.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in MX: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
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Analyst Consensus
Strong Buy
Average Price Target:
$7,126.17 (23.98% Upside)
$7,126.17 (23.98% Upside)
Blogger Sentiment
Bullish
MX:LPLA Sentiment 75%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-12.44%
12-Months-Change
Fundamentals
Return on Equity
0.39%
Trailing 12-Months
Asset Growth
13.26%
Trailing 12-Months
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed multiple strong operational and financial wins: record adjusted EPS, 10% sequential asset growth to $2.6 trillion, robust recruiting and a record recruiting pipeline, high retention (97%), cost discipline with lowered G&A outlook, progress on Commonwealth integration, active capital returns, and continued tech/AI investments. Counterbalancing items include integration risk (Commonwealth retention mid-80s), declining client cash balances and sweep economics under review, expected near-term payout increases and some expense items rising (TA amortization, promotional spend, D&A), and an unresolved pricing review amid competitive recruiting dynamics. Overall, the positive operational and financial highlights and clear progress on strategic initiatives materially outweigh the manageable integration and near-term margin pressures.View all MX: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
$7,126.17
▲(23.98% Upside)