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LPL Financial Holdings Inc

LPL Financial Holdings Inc

LPLA

NASDAQ
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LPL Financial Holdings Inc

LPLA

NASDAQ
$318.830.68% (-2.2)
$
₹
$318.830.68% (-2.2)
High
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Low
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Returns
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1D
1W
1M
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6M
1Y
3Y
5Y
Max

Financial Services

Capital Markets

Large Cap

With a market cap of $25.3B the stock is ranked 538

Key Metrics

Key Metrics

PE TTM
PE TTM

Close price divided by the earnings per share for the trailing twelve months

25.60
PB
PB

Close price divided by the book value per share at the end of the most recent quarter

4.13
EPS TTM
EPS TTM

Net profit earned per share over the trailing twelve months (sum of the last 4 quarters)

$12.57
PEG Ratio
PEG Ratio

Price-to-Earnings (P/E) ratio divided by the forecasted annual earnings per share (EPS) growth rate over the next five years

0.39
Profit Margin
Profit Margin

Net profit divided by the total revenue for the most recent financial year

5.24%
Dividend Yield
Dividend Yield

Annual dividend per share for the trailing twelve months divided by the close price

0.38%

Analyst Ratings & Forecast

Analyst Ratings & Forecast

Detailed Forecast Detailed Forecast 

Based on 18 analysts reports

Buy
14 analysts
Hold
4 analysts
Sell
0 analyst

Price Upside

+32.47%

Earnings Growth

+17.78%

Rev. Growth

+23.41%

See Detailed Forecast

Company Profile

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, including 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., 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, including 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.

Peers

Compare with peers Compare with peers 

Peers

Compare with peers Compare with peers 
Morgan Stanley
MS
Morgan Stanley
P/E Ratio
14.30
14.30
1Y Return
17.05%
17.05%
Buy Reco %
44.00
44.00
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
P/E Ratio
12.72
12.72
1Y Return
19.7%
19.7%
Buy Reco %
30.76
30.76
Charles Schwab Corp
SCHW
Charles Schwab Corp
P/E Ratio
15.53
15.53
1Y Return
2.76%
2.76%
Buy Reco %
75.00
75.00
Interactive Brokers Group Inc
IBKR
Interactive Brokers Group Inc
P/E Ratio
31.64
31.64
1Y Return
27.03%
27.03%
Buy Reco %
75.00
75.00
Raymond James Financial Inc.
RJF
Raymond James Financial Inc.
P/E Ratio
13.53
13.53
1Y Return
4.12%
4.12%
Buy Reco %
37.5
37.5
Compare with Peers

Forecast

Forecast

Price

Revenue

Earnings

Price Forecast

Price Forecast

Higher price growth forecast versus trailing 3-year CAGR
Compares analyst forecast growth with historical annualized growth.

The 12-month consensus target implies 32.47% growth, versus a trailing 3-year CAGR of 13.67%.

2026
Current$318.85Baseline
Analyst Target - 1 year
Target$422.38+32.47%

All values in $

202220232024202520262027$260.08$328.26$396.44Target+32.47%
2026
Current$318.85Baseline
Analyst Target - 1 year
Target$422.38+32.47%

All values in $

Revenue Forecast

Revenue Forecast

Lower revenue growth forecast versus trailing 3-year CAGR
Compares analyst forecast growth with historical annualized growth.

The next fiscal year's mean estimate implies 23.41% growth, versus a trailing 3-year CAGR of 25.47%.

2025
Current$16.98Baseline
Forecast for Dec 2026
High$21.22+24.91%
Average$20.96+23.41%
Low$20.64+21.53%

All values in $ Billion

2021202220232024202520267.728.6010.0512.3816.98Low+21.53%Average+23.41%High+24.91%
2025
Current$16.98Baseline
Forecast for Dec 2026
High$21.22+24.91%
Average$20.96+23.41%
Low$20.64+21.53%

All values in $ Billion

Earnings Per Share Forecast

Earnings Per Share Forecast

Lower earnings growth forecast versus trailing 3-year CAGR
Compares analyst forecast growth with historical annualized growth.

The next fiscal year's mean estimate implies 17.78% growth, versus a trailing 3-year CAGR of 20.33%.

2025
Current$20.09Baseline
Forecast for Dec 2026
High$26.6+32.4%
Average$23.66+17.78%
Low$22.47+11.85%

All values in $

2021202220232024202520267.0211.5315.6816.520.09Low+11.85%Average+17.78%High+32.4%
2025
Current$20.09Baseline
Forecast for Dec 2026
High$26.6+32.4%
Average$23.66+17.78%
Low$22.47+11.85%

All values in $

Financials

Financials

Income

Balance Sheet

Cash Flow

4.5
-0
4.9
0.3
4.9
0.3
5.1
0.3
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Revenue
Net Income
Financial YearQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Total Revenue2.832.933.103.513.673.834.554.934.935.18
Net Income0.280.240.250.270.310.27-0.020.300.350.37
Net Profit Margin10.19%8.31%8.21%7.70%8.68%7.12%-0.64%6.09%7.21%7.31%
See CostsAll values in $ Billion

Peers

Peers & Comparison

Peers & Comparison

Comparing 2 stocks from
Financial ServicesCapital Markets

Valuation

Returns

Forecast

ScreenerCompare valuation on Screener
StockPE TTMPE TTMPBPBPEG RatioPEG Ratio
LPL Financial Holdings Inc 25.604.130.39
Morgan Stanley14.302.941.75
Goldman Sachs Group Inc12.722.511.17
ScreenerCompare valuation on Screener

Price Comparison

Price Comparison

Compare LPLA with any stock or ETF
Compare LPLA with any stock or ETF
Comparing from
LPLA
MS
GS
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Frequently asked questions

  1. LPL Financial Holdings Inc (LPLA) share price today is $318.83 as of October 23, 2026 at 1:30 AM IST. The stock touched a day high of $323.68 and a day low of $314.94.

  2. LPL Financial Holdings Inc stock trades on NASDAQ under the ticker symbol LPLA.

  3. LPL Financial Holdings Inc's market capitalization is $25.34B as of October 23, 2026 at 1:30 AM IST.

  4. LPL Financial Holdings Inc's price-to-earnings (P/E) ratio is 25.60 as of October 22, 2026.

  5. LPL Financial Holdings Inc's price-to-book (P/B) ratio is 4.13 as of October 22, 2026.

  6. Yes, LPL Financial Holdings Inc pays a dividend, with a current dividend yield of 0.38%.

  7. Yes, You can buy LPL Financial Holdings Inc shares from India through Tickertape, via our partnership with ViewTrade IFSC under the IFSCA Global Access framework, subject to RBI’s Liberalised Remittance Scheme (LRS) limits.

  8. Indian investors can buy LPL Financial Holdings Inc shares in three steps: 1. Search LPL Financial Holdings Inc on the Tickertape app and tap Invest. 2. Complete your one-time digital KYC. 3. Fund your account and buy from as low as $1 via fractional shares.

  9. Since LPL Financial Holdings Inc trades in USD, an Indian investor's INR returns depend on both the stock's price movement and the USD-INR exchange rate. If the rupee depreciates against the dollar, INR returns are boosted beyond the stock's USD return; if the rupee appreciates, INR returns are reduced.

  10. Indian investors can start investing in LPL Financial Holdings Inc (LPLA) shares from as little as $1 through fractional ownership on Tickertape - for example, $10 buys approximately 0.0313 shares at the current price of $318.83.

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