7LI Stock Chart & Stats
€254.70
€8.00(2.53%)
At close: 4:00 PM EST
€254.70
€8.00(2.53%)
Day’s Range― - ―
52-Week Range€226.30 - €348.00
Previous CloseN/A
Volume0.00
Average Volume (3M)0.00
Market Cap
€20.63B
Enterprise Value€29.34B
Total Cash (Recent Filing)€2.91B
Total Debt (Recent Filing)€7.89B
Price to Earnings (P/E)26.2
Beta0.59
Next Earnings
Jul 23, 2026EPS Estimate
4.68Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)11.26
Shares Outstanding79,982,864
10 Day Avg. Volume0
30 Day Avg. Volume0
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
€343.99Price Target Upside35.06% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering12
EPS Forecast (FY)20.11
Revenue Forecast (FY)€18.05B
Bulls Say, Bears Say
Bulls Say
Revenue Scale And TrendLPL has materially scaled revenue with TTM growth (~7.5%) and positive net margins, providing a durable, asset‑linked fee base. That recurring revenue mix from advisory and platform services supports multi‑year cash flows and resilience versus transactional volatility.
Advisor Retention And RecruitingVery high advisor/client retention (98% Q1) plus strong recruiting (≈$17B added, record pipeline) underpins stickiness of assets and predictable organic growth. Durable adviser relationships reduce churn risk and sustain asset‑based revenue over the medium term.
Technology And AI InvestmentActive investment in platform modernization and AI targets adviser productivity, automation and lower cost‑to‑serve. Over 2–6 months this can sustainably improve margins, speed product development and create a competitive moat in advisor platform services.
Bears Say
Weak Cash GenerationNegative operating and free cash flow in the TTM is a structural concern: it raises funding reliance, limits internal capital for investment or buybacks, and increases refinancing risk. Sustained cash deficits weaken financial flexibility if earnings slip or rates rise.
Elevated LeverageMeaningful debt load relative to equity constrains balance‑sheet flexibility. Elevated leverage increases interest and covenant risk, limits strategic optionality for M&A or capital returns, and heightens vulnerability to profit or market downturns over the medium term.
Client Cash Yields And Monetization UncertaintyDeclining client cash balances and slight ICA yield pressure reduce net interest income, a material revenue source. Management flags structural threats to cash monetization (tokenization, tech changes) meaning future cash revenue may be harder to sustain or require complex pricing shifts.
7LI FAQ
What was LPL Financial Holdings Inc.’s price range in the past 12 months?
LPL Financial Holdings Inc. lowest stock price was €226.30 and its highest was €348.00 in the past 12 months.
What is LPL Financial Holdings Inc.’s market cap?
LPL Financial Holdings Inc.’s market cap is €20.63B.
When is LPL Financial Holdings Inc.’s upcoming earnings report date?
LPL Financial Holdings Inc.’s upcoming earnings report date is Jul 23, 2026 which is in 18 days.
How were LPL Financial Holdings Inc.’s earnings last quarter?
LPL Financial Holdings Inc. released its earnings results on Apr 30, 2026. The company reported €4.894 earnings per share for the quarter, beating the consensus estimate of €4.788 by €0.106.
Is LPL Financial Holdings Inc. overvalued?
According to Wall Street analysts LPL Financial Holdings Inc.’s price is currently Undervalued.
Does LPL Financial Holdings Inc. pay dividends?
LPL Financial Holdings Inc. does not currently pay dividends.
What is LPL Financial Holdings Inc.’s EPS estimate?
LPL Financial Holdings Inc.’s EPS estimate is 4.68.
How many shares outstanding does LPL Financial Holdings Inc. have?
LPL Financial Holdings Inc. has 79,982,864 shares outstanding.
What happened to LPL Financial Holdings Inc.’s price movement after its last earnings report?
LPL Financial Holdings Inc. reported an EPS of €4.894 in its last earnings report, beating expectations of €4.788. Following the earnings report the stock price went same 0%.
Which hedge fund is a major shareholder of LPL Financial Holdings Inc.?
Currently, no hedge funds are holding shares in DE:7LI
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
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
€343.99 (35.06% Upside)
€343.99 (35.06% Upside)
Blogger Sentiment
Bullish
DE:7LI Sentiment 70%
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
-21.30%
12-Months-Change
Fundamentals
Return on Equity
17.04%
Trailing 12-Months
Asset Growth
34.89%
Trailing 12-Months
Company Description
LPL Financial Holdings Inc.
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.
7LI Company Deck
7LI Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented multiple strong operating and financial results—record adjusted EPS (+9% YoY), solid organic net new assets ($21B, ~4% annualized), improved recruiting and record pipeline levels, high asset retention (98% Q1), sequential revenue gains across major categories, and demonstrated cost discipline with a tightened G&A outlook. Near‑term challenges and uncertainties were acknowledged, including market‑driven asset declines reducing total assets and Commonwealth run‑rate EBITDA, Commonwealth retention still below target (mid‑80s vs 90%), seasonally weak April organic growth (~1.5%), modest pressure on ICA yield and client cash balances, and open work on future cash monetization strategies. Overall, the positives around growth, profitability, capital flexibility and technology/AI initiatives substantially outweigh the modest integration, market, and seasonal headwinds described.View all DE:7LI earnings summaries7LI Revenue Breakdown
41.14% Advisory
25.39% Commission
23.65% Asset-based
5.06% Service and fee
4.76% Other

7LI Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
€343.99
▲(35.06% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Interactive Brokers
―
Raymond James Financial
―
Stifel Financial
―
Charles Schwab
―
Tradeweb Markets
―
Options Prices
Currently, No data available
---








