LPLA Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

4.90B

+39.63%

3.656

+1.83%

4.97B

+35.36%

4.251

+0.26%

5.14B

+34.15%

4.336

+27.53%

Estimates Revision

The market is revising Upward the revenue expectations for LPL Financial Holdings Inc. (LPLA) for FY2025, with the revenue forecasts being adjusted by 3.36% over the past three months. During the same period, the stock price has changed by 10.22%.

Revenue Estimates for FY2025

Revise Upward

+3.36%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-26.33%

In Past 3 Month

Stock Price

Go Up

+10.22%

In Past 3 Month

15 Analyst Rating

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 is 427.92 USD with a low forecast of 380.00 USD and a high forecast of 475.00 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.

11 Buy

4 Hold

0 Sell

Moderate Buy

Current: 0.000

Low

380.00

Averages

427.92

High

475.00

Current: 0.000

Low

380.00

Averages

427.92

High

475.00

Barclays

Overweight

maintain

$453 -> $444

2026-01-08

New

Reason

Barclays

Price Target

$453 -> $444

2026-01-08

New

maintain

Overweight

Reason

Barclays lowered the firm's price target on LPL Financial to $444 from $453 and keeps an Overweight rating on the shares. The firm updated targets in the brokers, asset managers and exchanges group ahead of the Q4 reports. Total volumes across equities, options, and futures "rose nicely" quarter-over-quarter and volatility picked up sequentially, the analyst tells investors in a research note.

Wolfe Research

Outperform

downgrade

$491 -> $486

2026-01-07

New

Reason

Wolfe Research

Price Target

$491 -> $486

2026-01-07

New

downgrade

Outperform

Reason

Wolfe Research lowered the firm's price target on LPL Financial to $486 from $491 and keeps an Outperform rating on the shares as part of the firm's Top 10 Themes for 2026 note on the Banks, Brokers, and Alternative Managers. Heading into 2026, the firm notes Retail Brokers and Alts are its favorite subsectors and names LPL Financial as one of its top picks in the sector.

Morgan Stanley

Overweight

downgrade

$462 -> $447

2025-12-22

Reason

Morgan Stanley

Price Target

$462 -> $447

2025-12-22

downgrade

Overweight

Reason

Morgan Stanley lowered the firm's price target on LPL Financial to $447 from $462 and keeps an Overweight rating on the shares. Healthy transactional activity across brokers and exchanges in Q4 drives modest positive revision risk, notes the analyst in a preview. The analyst is raising Q4 EPS estimates by 5% on average, leaving the firm in-line with consensus, the analyst noted.

Barclays

Overweight

maintain

$420 -> $453

2025-12-12

Reason

Barclays

Price Target

$420 -> $453

2025-12-12

maintain

Overweight

Reason

Barclays raised the firm's price target on LPL Financial to $453 from $420 and keeps an Overweight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.

UBS

Neutral

initiated

$406

2025-12-11

Reason

UBS

Price Target

$406

2025-12-11

initiated

Neutral

Reason

UBS assumed coverage of LPL Financial with a Neutral rating and $406 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.

BofA

Buy

maintain

$469 -> $532

2025-12-10

Reason

BofA

Price Target

$469 -> $532

2025-12-10

maintain

Buy

Reason

BofA raised the firm's price target on LPL Financial to $532 from $469 and keeps a Buy rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.

Valuation Metrics

The current forward P/E ratio for LPL Financial Holdings Inc (LPLA.O) is 21.36, compared to its 5-year average forward P/E of 18.31. 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.

5Y Average PE

18.31

Current PE

21.36

Overvalued PE

21.68

Undervalued PE

14.94

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.

N/A

5Y Average EV/EBITDA

10.52

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

11.95

Undervalued EV/EBITDA

9.09

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.

5Y Average PS

1.61

Current PS

1.42

Overvalued PS

1.82

Undervalued PS

1.40

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders areSelling! The selling amount has increased 286.6% over the last month.

Sold

Bought

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 200.11% over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders areSelling! The selling amount has increased 286.6% over the last month.

Sold

Bought

LPLA News & Events

Events Timeline

No data

News

7.5

01-08Globenewswire

Rand, Williams & Associates Joins LPL Financial, Managing $260 Million in Assets

8.5

2025-12-31Barron's

10 Key Figures to Monitor in Wealth Management by 2026

4.5

2025-12-19Barron's

Aneri Jambusaria of LPL Financial: Leading the Charge for Enhanced Financial Planning

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Frequently Asked Questions

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

The current price of LPLA is 360.9 USD — it has decreased -0.4 % in the last trading day.

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?

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

LPL Financial Holdings Inc revenue for the last quarter amounts to 4.51B USD, increased 46.45 % YoY.

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 -0.37 USD, decreased -110.91 % YoY.

What changes have occurred in the market's expectations for LPL Financial Holdings Inc (LPLA)'s fundamentals?

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

LPL Financial Holdings Inc (LPLA) has 9000 emplpoyees as of January 09 2026.

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

Today LPLA has the market capitalization of 29.00B USD.