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LPLA Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
314.305
Open
311.950
VWAP
306.62
Vol
1.13M
Mkt Cap
24.28B
Low
302.030
Amount
347.50M
EV/EBITDA(TTM)
11.19
Total Shares
79.98M
EV
28.89B
EV/OCF(TTM)
--
P/S(TTM)
1.35
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company 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. It also offers wealth management solutions.
Show More

Events Timeline

(ET)
2026-04-30
16:20:00
LPL Reports Q1 Revenue of $4.94B, Below Consensus
select
2026-04-14 (ET)
2026-04-14
09:10:00
LPL Financial Acquires Mariner Advisor Network
select

News

Yahoo Finance
9.5
05-03Yahoo Finance
LPL Financial Q1 2026 Earnings Report Analysis
  • Revenue Growth vs. Expectations: LPL Financial reported Q1 2026 revenue of $4.94 billion, a 34.6% year-on-year increase, yet fell short of analyst expectations of $4.98 billion, indicating market caution regarding its growth potential.
  • Earnings Beat Expectations: The company's adjusted EPS of $5.60 exceeded analyst estimates of $5.47, suggesting strong profitability despite revenue shortfalls, which may attract investor interest.
  • Adviser Recruitment and Asset Inflows: LPL recruited $17 billion in new assets during the quarter, with management viewing this as a key driver for future organic growth, even as the market environment remains challenging.
  • Technology Investment and Efficiency Gains: The company is integrating AI tools to enhance adviser productivity, which is expected to reduce operational costs and improve service quality, thereby maintaining a competitive edge in a challenging market.
seekingalpha
9.5
05-01seekingalpha
LPL Financial Reports Strong Q1 2026 Earnings with Record EPS and Asset Growth
  • Strong Performance: LPL Financial reported an adjusted EPS of $5.60 for Q1 2026, surpassing analysts' expectations of $5.47, indicating robust financial performance despite total assets decreasing to $2.3 trillion, primarily due to lower equity markets.
  • Sustained Asset Growth: The firm attracted $21 billion in organic net new assets during the quarter, although down from $23 billion in the previous quarter, this still pushed the overall asset pipeline to record levels, reflecting strong market demand.
  • Buyback Plan Resumed: LPL Financial opportunistically resumed its buyback program, planning to repurchase approximately $125 million in stock in Q2, a move that not only demonstrates confidence in the company's stock value but also provides additional returns to shareholders.
  • Optimistic Outlook: The CFO guided core G&A expenses for 2026 to be between $2.155 billion and $2.19 billion, with Q2 service and fee revenue expected to increase by approximately $5 million, indicating growth potential in the coming months.
seekingalpha
9.5
04-30seekingalpha
LPL Financial Q1 Earnings Beat Expectations
  • Earnings Beat: LPL Financial reported a Q1 non-GAAP EPS of $5.60, exceeding expectations by $0.13, indicating sustained profitability despite revenue falling short of forecasts.
  • Significant Revenue Growth: The company generated $4.94 billion in revenue, a 34.6% year-over-year increase, yet missed expectations by $60 million, reflecting challenges from intensified market competition and shifting client demands.
  • Substantial Asset Increase: Total client assets rose 30% year-over-year to $2.3 trillion, with advisory assets increasing 42% to $1.4 trillion, showcasing strong performance in wealth management and an enhanced market share.
  • Organic Net New Assets Growth: The firm achieved $21 billion in organic net new assets, representing a 4% annualized growth rate, although recruited assets fell 55% year-over-year to $17 billion, highlighting challenges in attracting new clients.
seekingalpha
9.5
04-29seekingalpha
LPL Financial Holdings Set to Release Q1 Earnings on April 30
  • Earnings Announcement: LPL Financial Holdings is set to announce its Q1 2023 earnings on April 30 after market close, with a consensus EPS estimate of $5.47, reflecting a 6.2% year-over-year growth, indicating stable profitability.
  • Strong Revenue Expectations: The revenue for Q1 is projected to reach $5 billion, representing a 36.2% year-over-year increase, which highlights the company's robust performance in wealth management and sustained market demand, potentially solidifying its market position.
  • Historical Performance Review: Over the past two years, LPL Financial has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, enhancing investor confidence and likely having a positive impact on stock prices.
  • Estimate Revision Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 7 downward revisions, while revenue estimates have had 3 upward revisions with no downward adjustments, indicating market divergence regarding the company's future performance, which may influence investor decisions.
Fool
9.5
04-20Fool
Netflix Q1 2026 Earnings Analysis
  • Earnings Highlights: Netflix's Q1 2026 earnings report revealed a 13% year-over-year revenue growth, but the stock fell due to slowing growth and co-founder Reed Hastings stepping down, indicating investor concerns about future growth prospects.
  • Termination Fee Impact: The report included a $2.8 billion termination fee from Warner Brothers Discovery, which added a positive note to the earnings but is viewed as unsustainable, potentially affecting future profit expectations.
  • Ad Revenue Projections: Netflix anticipates ad revenue to reach $3 billion in 2026, nearly doubling from 2025, reflecting the company's efforts to diversify its revenue streams, although overall growth rates have not met market expectations.
  • User Engagement Boost: Despite challenges, Netflix achieved an all-time high in user engagement this quarter, launching 70 live events, demonstrating positive progress in content innovation and international market expansion.
Yahoo Finance
8.5
04-19Yahoo Finance
Ocean Park Fully Liquidates VanEck Fallen Angel ETF Position
  • Complete Liquidation: Ocean Park Asset Management fully liquidated its 812,100 shares of the VanEck Fallen Angel High Yield Bond ETF in Q1 2026, with an estimated transaction value of $23.82 million, indicating a significant loss of confidence in this investment.
  • Asset Management Shift: The ETF's representation in Ocean Park's assets dropped from 1.1% to zero, suggesting a reevaluation of high-yield bond investments that could impact future investment strategies and allocations.
  • Performance Metrics: As of April 14, 2026, ANGL shares were priced at $29.34, reflecting a 12.4% increase over the past year, yet underperforming the S&P 500 by 16.7 percentage points, highlighting its lackluster market performance.
  • Risk and Yield: With an annualized dividend yield of 6.3%, ANGL targets high-risk “fallen angel” bonds, making it suitable for investors with high risk tolerance; Ocean Park's exit may signal concerns over market volatility and risk exposure.
Wall Street analysts forecast LPLA stock price to rise
11 Analyst Rating
Wall Street analysts forecast LPLA stock price to rise
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
378.00
Averages
450.50
High
543.00
Current: 0.000
sliders
Low
378.00
Averages
450.50
High
543.00
BofA
Craig Siegenthaler
Buy
maintain
$504 -> $511
AI Analysis
2026-05-04
Reason
BofA
Craig Siegenthaler
Price Target
$504 -> $511
AI Analysis
2026-05-04
maintain
Buy
Reason
BofA analyst Craig Siegenthaler raised the firm's price target on LPL Financial to $511 from $504 and keeps a Buy rating on the shares. The company's quarterly earnings beat was driven primarily by lower-than-expected core G&A, the analyst tells investors in a research note. The firm added that it continues to expect net new asset reacceleration in 2H26.
UBS
Buy
maintain
$380 -> $395
2026-05-01
Reason
UBS
Price Target
$380 -> $395
2026-05-01
maintain
Buy
Reason
UBS raised the firm's price target on LPL Financial to $395 from $380 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LPLA
Unlock Now

Valuation Metrics

The current forward P/E ratio for LPL Financial Holdings Inc (LPLA.O) is 11.93, compared to its 5-year average forward P/E of 18.15. For a more detailed relative valuation and DCF analysis to assess LPL Financial Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
18.15
Current PE
11.93
Overvalued PE
21.69
Undervalued PE
14.62

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
10.43
Current EV/EBITDA
9.14
Overvalued EV/EBITDA
11.80
Undervalued EV/EBITDA
9.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.59
Current PS
1.07
Overvalued PS
1.83
Undervalued PS
1.35

Financials

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Whales Holding LPLA

M
Moore Capital Management, LP
Holding
LPLA
+21.55%
3M Return
W
Westfield Capital Management Company, L.P.
Holding
LPLA
+14.23%
3M Return
R
Reinhart Partners, LLC
Holding
LPLA
+13.78%
3M Return
W
Weiss Asset Management, LLC
Holding
LPLA
+9.84%
3M Return
J
Janus Henderson Group plc
Holding
LPLA
+9.31%
3M Return
R
Railways Pension Trustee Company Limited
Holding
LPLA
+9.00%
3M Return

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Frequently Asked Questions

What is LPL Financial Holdings Inc (LPLA) stock price today?

The current price of LPLA is 303.52 USD — it has decreased -1.97

What is LPL Financial Holdings Inc (LPLA)'s business?

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company 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. It also offers wealth management solutions.

What is the price predicton of LPLA Stock?

Wall Street analysts forecast LPLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LPLA is450.50 USD with a low forecast of 378.00 USD and a high forecast of 543.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is LPL Financial Holdings Inc (LPLA)'s revenue for the last quarter?

LPL Financial Holdings Inc revenue for the last quarter amounts to 4.88B USD, increased 34.67

What is LPL Financial Holdings Inc (LPLA)'s earnings per share (EPS) for the last quarter?

LPL Financial Holdings Inc. EPS for the last quarter amounts to 4.43 USD, increased 4.48

How many employees does LPL Financial Holdings Inc (LPLA). have?

LPL Financial Holdings Inc (LPLA) has 10000 emplpoyees as of May 11 2026.

What is LPL Financial Holdings Inc (LPLA) market cap?

Today LPLA has the market capitalization of 24.28B USD.