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LPLA - LPL Financial Holdings Inc

45

$293.67

$4.40 (1.521%)

At close: 4/2/26, 8:00 PM

3.97/5

General

Scores

Financials & KPIs

Dividends

Analyst

Insider

LPLA

Valuation Score

View as %

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1D

1W

1M

YTD

1Y

3Y

5Y

Max

Stock Profile

Market Cap

$23.52B

Industry

Financial Services

EPS (TTM)

$10.72

P/E (TTM)

27.25

Div & Yield

$1.20 (0.41%)

FCF Payout Ratio

0.00%

P/S (TTM)

1.38

P/B

4.40

Diluted Shares

80.46M

Ex-Dividend

2026-03-10

Next Earnings

04-23

Forward P/E

11.64

Payout Ratio

11.13%

P/FCF (TTM)

0.00

FCF Yield

--

Earnings Yield

3.67%

52 Week Range

Score Card

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3.97

Good

LPL Financial Holdings Inc has a current cash runway of 34.58 months. The cash runway is the amount of time the business has at its current burn rate before it will need to take on debt or dilute shareholders to raise more money. However, it has grown revenue at 37.18% over the past year, which is strong growth.

Valuation Model

Key Score

5.00

Very Good

Management

1.00

Very Bad

Growth

2.00

Bad

Profitability

3.00

Average

Fin. Health

5.00

Very Good

Dividends

5.00

Very Good

Analyst

4.00

Good

Insider Transactions

Explore Insider Tab

Buy

Sell

Market News

Page 1 of 21

3 new filings were in the last 7 days

Filter Form Types

Form ARS

Unknown Form Type

Filed on 2026-04-02 16:12:44

Form DEFA14A

Additional definitive proxy soliciting materials

Filed on 2026-04-02 16:09:42

Form DEF 14A

Also known as a 'definitive proxy statement', is a required filing when a shareholder vote is required

Filed on 2026-04-02 16:06:58

Form SCHEDULE 13G/A

Unknown Form Type

Filed on 2026-03-27 10:30:47

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:20:55

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:19:12

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:17:33

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:16:09

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:14:48

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:10:28

Form 4

Statement of changes in beneficial ownership of securities - general instructions

Filed on 2026-03-26 16:08:19

Form PRE 14A

Unknown Form Type

Filed on 2026-03-19 17:19:09

Page 1 of 21

Financials

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Revenue

Earnings

Free Cash Flow

Price Targets

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These are one year price targets for: 2027-03-25

High:

$570.15

94.1%

Avg:

$453.99

54.6%

Low:

$381.78

30.0%

(% change is relative to the current stock price: $293.67)

Analyst Recommendations

Go to Analyst Tab

4.05

Good

29%

Strong Buy (6)

48%

Buy (10)

24%

Hold (5)

0%

Sell (0)

0%

Strong Sell (0)

About

Website
https://lplfinancial.lpl.com/
Address
4707 Executive Drive, San Diego CALIFORNIA, US
SEC Reports
https://sec.gov/edgar/browse/?CIK=1397911

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. The company is headquartered in San Diego, California and currently employs 10,000 full-time employees. The company went IPO on 2010-11-18. The firm offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. The company also offers wealth management solutions.

IPO Date

2010-11-18

Industry

Financial Services

Total Employees

10,000

Exchange

Nasdaq Nms - Global Market

Reporting Currency

USD

GICS

Capital Markets

GICS Sub

Investment Banking & Brokerage

GICS Sector

Financials

GICS Group

Financial Services