Lpl Financial Holdings LPLA

$296.86 +13.12 (4.62%)

Valuation

Market cap
22,342,250,000
Revenue TTM
$16,989,480,000
Net income TTM
$863,020,000
P/E (trailing)
12.35
P/E (forward)
11.89
Profit margin
5.08%
Debt to equity
1.30

Trading

Volume
727,599
Avg volume
898,462
Day's range
$285.81 – $299.48
Shares out
78,742,000
Stochastic %K
27%
Beta
0.53
Analysts
Moderate Buy
Price target
$396.94

Price

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 ins...

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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.

Industry
Capital Markets
Sector
Financial Services
Phone
800 877 7210
Website
https://www.lpl.com
Address
4707 Executive Drive, San Diego, United States

Latest news

Stocktwits

Techdamentals Oct 29, 5:02 PM
Public companies have to publish what could go wrong with their business. Those passages are called risk factors and they are the least read section of any filing. One study found the share of large US firms naming AI as a risk went from 12% in 2023 to 83% in 2025. Worth checking what $LPLA discloses rather than assuming. Video: https://www.youtube.com/watch?v=ItirqoCCmeM Written version: https://techdamentals.com/newsletter/robinhood-fell-8-partly-on-an-ai-warning?ref=st What is it worth? 👇 https://techdamentals.com/v/LPLA?ref=st Educational, not advice.
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Arcides Oct 28, 4:29 PM
$LPLA broken, underperforming spx by 36% YTD.
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STUnusualVolume Oct 28, 3:15 PM
$LPLA is trading at 8.6x its normal volume for this time of day.
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KryptonResearch14 Oct 28, 7:34 AM
$LPLA Adjusted EPS came in at 5.97 dollars, up 15% year over year and a record, on revenue of 5.34 billion dollars, up 17%. GAAP EPS was 4.52 dollars vs a 0.37 dollar loss a year ago. Advisory revenue grew 30% and advisory assets are now 60.9% of the 2.6 trillion dollars in total client assets, up from 58.2% a year ago. Organic net new assets were 29 billion dollars. Recruited assets fell 26% to 24 billion dollars though, and the Commonwealth conversion closing in Q4 is only expected to retain about 83% of assets, for 415 million dollars of run-rate EBITDA.
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shoc24 Oct 28, 1:24 AM
$LPLA reported earnings after the close today. EPS beat estimates: $5.97 vs. $5.66 expected, according to Stock Meadow. What do you think?
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EarningsInsider Oct 27, 10:01 PM
https://www.marketbeat.com/earnings/reports/2026-10-27-lpl-financial-holdings-inc-stock/ $LPLA LPL Financial Earnings Transcript
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filecrux Oct 27, 8:51 PM
$LPLA Does LPL's cut in expected Commonwealth asset retention to 83%, from 90%, outweigh 15% growth in adjusted EPS? 🏢 LPL Financial, the broker-dealer behind more than 32,000 financial advisors with about $2.6 trillion of client assets, now expects only about 83% of the assets it bought with Commonwealth to stay, down from the roughly 90% it forecast in its July 30 Q2 release ✂️ It also cut Commonwealth's estimated run-rate EBITDA to $415 million from $435 million, a $20 million drop that is about 0.5% of LPL's $3,771 million trailing Credit Agreement EBITDA and small next to a market value of about $25.02 billion at $317.71 a share at 16:00 ET on October 27, 2026 📈 On the other side, the core business kept growing this quarter, as adjusted EPS rose 15% from a year ago to a record $5.97 and gross profit rose 12% to $1,662 million 📅 Next: LPL holds its earnings call at 5:00 p.m. ET on Tuesday, October 27, 2026 Source: GlobeNewswire release + SEC 8-K, Oct 27, 2026
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StocktwitsEarnings Oct 27, 8:23 PM
$LPLA Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.97 up 14.81% YoY • Reported revenue of $5.34B up 17.40% YoY • LPL Financial narrowed its 2026 Core G&A outlook range to $2.14B, including Commonwealth expenses; Commonwealth estimated run-rate EBITDA is now expected to be $415M.
0 replies