LPL Financial Holdings Inc. (LPLA)
- Previous Close
381.42 - Open
382.09 - Bid 383.83 x 100
- Ask 385.22 x 100
- Day's Range
381.99 - 386.26 - 52 Week Range
187.19 - 390.23 - Volume
407,044 - Avg. Volume
1,004,325 - Market Cap (intraday)
30.759B - Beta (5Y Monthly) 0.64
- PE Ratio (TTM)
26.60 - EPS (TTM)
14.46 - Earnings Date Jul 23, 2025 - Jul 28, 2025
- Forward Dividend & Yield 1.20 (0.31%)
- Ex-Dividend Date May 30, 2025
- 1y Target Est
400.62
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, such as 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.
www.lpl.com9,118
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: LPLA
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Performance Overview: LPLA
Trailing total returns as of 5/16/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .
YTD Return
1-Year Return
3-Year Return
5-Year Return
Compare To: LPLA
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Statistics: LPLA
View MoreValuation Measures
Market Cap
30.50B
Enterprise Value
35.11B
Trailing P/E
26.41
Forward P/E
20.20
PEG Ratio (5yr expected)
1.64
Price/Sales (ttm)
2.17
Price/Book (mrq)
9.77
Enterprise Value/Revenue
2.66
Enterprise Value/EBITDA
15.82
Financial Highlights
Profitability and Income Statement
Profit Margin
8.44%
Return on Assets (ttm)
8.71%
Return on Equity (ttm)
40.36%
Revenue (ttm)
12.9B
Net Income Avi to Common (ttm)
1.09B
Diluted EPS (ttm)
14.46
Balance Sheet and Cash Flow
Total Cash (mrq)
2.83B
Total Debt/Equity (mrq)
190.73%
Levered Free Cash Flow (ttm)
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Research Analysis: LPLA
View MoreResearch Reports: LPLA
View MoreLPL Financial Earnings: Strong Start to the Year; Largest Acquisition for the Company Announced
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn’t have material operations outside the United States.
RatingPrice TargetLPL Financial: Slightly Increasing Our Fair Value Estimate; Shares Slightly Undervalued
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn’t have material operations outside the United States.
RatingPrice TargetLPL Financial: Slightly Increasing Our Fair Value Estimate; Shares Slightly Undervalued
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn’t have material operations outside the United States.
RatingPrice TargetLPL Financial: Maintaining Our Fair Value Estimate of $357; Shares Modestly Overvalued
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
RatingPrice Target