LPLA LPL Financial Holdings Inc.
USFinancial ServicesAs of 2026-07-09 13:08
Why LPLA matters now
LPL Financial Holdings Inc. (LPLA) is a US stock in Financial Services. The latest InvestLog snapshot shows $313.54 with +4.23% on the session and $25.08B in market capitalization; recent performance reads 1-month +2.29% and YTD -17.70%.
The latest financial table shown here is Q1 2026, with revenue of $4.94B, net income of $356.4M, and EPS of $4.43. Investors can compare that operating picture with valuation signals such as P/E 27.60 and FCF yield -5.1%.
The latest indexable market news headline is "LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction" from GlobeNewsWire.
Additional event context on this page matters because analyst consensus is Buy with a median target of $445.00; recent insider activity includes Cohen Marc Eliot filing F-InKind; recent congressional disclosure data includes Gilbert Cisneros Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
27.60
PEG
—
P/B
4.14
P/S
1.29
EV/EBITDA
12.38
DCF Value
$985.28
FCF Yield
-5.1%
Div Yield
0.4%
Margins & Returns
Gross Margin
23.6%
Operating Margin
9.7%
Net Margin
4.9%
ROE
17.0%
ROA
4.8%
ROIC
7.0%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $4.94B | $356.4M | $4.43 |
| Q4 2025 | $4.93B | $300.7M | $3.74 |
| FY 2025 | $16.99B | $863.0M | $10.92 |
| Q3 2025 | $4.55B | $-29.5M | $-0.37 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$441.00
Target (Median)
$445.00
Target Range
$374.00 - $500.00
Trading Activity
Insider Trades
Congress Trades
Related Stocks
Latest News
Company Info
Sector
Financial Services
Industry
Financial - Capital Markets
Country
US
Exchange
—
Beta
0.51
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.