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LPL Financial Holdings Inc. company logo
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LPL Financial Holdings Inc. (LPLA)

Profile

Company profile for LPL Financial Holdings Inc. (LPLA)
MetricValue
Full NameLPL Financial Holdings Inc.
TickerNASDAQ: LPLA
ExchangeNASDAQ
SectorFinancial Services
IndustryCapital Markets
CountryUnited States
IPO
IndexesNot included
Websitelpl.com
Employees9,389

Key Metrics

LPL Financial Holdings Inc. Key Details
MetricDateValue
Price$359.38
Price, 1D Change-4.56%
Market Cap$29B
TTM Dividend Yield0.33%
PE Ratio33.07
Beta1.23
Revenue$12B
Revenue, 1Y Change+23.20%
EPS$14.04
EPS, 1Y Change+2.49%

Chart

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LPL Financial Holdings Inc. chart

Events

LPL Financial Holdings Inc. Events
MetricDateValue
Next Earnings
Last Qtr. Earnings
Last Ann. Earnings
Last Ex-Dividend$0.30
Next Ex-DividendN/AN/A
Last SplitN/AN/A
Next SplitN/AN/A
Last Ticker ChangeN/AN/A
Next Ticker ChangeN/AN/A

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Estimates

LPLA Estimates
MetricDateValue
EPS$14.04
EPS Estimate$19.91
EPS Est. Change+41.87%
Revenue$12.39B
Revenue Estimate$16.91B
Revenue Est. Change+36.53%
Current Price$359.38
Price Target-$440.00
Price Tgt. Change-+22.43%

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EPS

LPLA EPS reported versus estimate values
YearEstimateReportedSurprise / Exp.
$15.53$13.69-11.82%
$16.18$14.04-13.24%
$19.91N/A+41.87%
$23.51N/A+67.50%
LPLA EPS reported versus estimate values chart

Revenue

LPLA revenue reported versus estimate values chart
YearEstimateReportedSurprise / Exp.
$9.90B$10.05B+1.50%
$12.08B$12.39B+2.55%
$16.91BN/A+36.53%
$21.03BN/A+69.81%
LPLA revenue reported versus estimate values chart

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Performance

LPLA Performance
MetricDateValue
Price, 1Y+7.07%
Price, 3Y+61.64%
Market Cap, 1Y+14.78%
Market Cap, 3Y+63.25%
Revenue, 1Y+23.20%
Revenue, 3Y+60.41%
EPS, 1Y+2.49%
EPS, 3Y+149.48%

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Technical Indicators

LPLA Technical Indicators
MetricDateValue
Current Price$359.38
SMA 200$355.23
SMA 200 vs Price-1.15%
SMA 50$364.54
SMA 50 vs Price+1.44%
Beta1.23
ATR$10.41
14-Day RSI46.17
10-Day Volatility32.34%
1-Year Volatility37.21%

Dividends

LPLA Dividends
MetricDateValue
Last Paid$0.30
UpcomingN/AN/A
Dividend Yield0.33%
Total Dividend$1.20
Dividends Paid$89.73M
Payout Ratio8.48%

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Income & Profitability

LPLA Income & Profitability
MetricDateValue
Revenue$12.39B
EPS$14.04
Gross Profit$3.37B
Gross Margin27.21%
Operating Profit$1.67B
Operating Margin13.46%
Net Income$1.06B
Net Margin8.55%
EBITDA$2.11B

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Financial Health

LPLA Financial Health
MetricDateValue
Debt To Equity2.06
Current Ratio1.96
Quick Ratio1.96
Interest Coverage6.08
F-Score3
Altman Z-Score3.74

Valuations

LPLA Valuations
MetricDateValue
PE Ratio33.07
PS Ratio1.85
PB Ratio5.70
EV/EBITDA12.40
Enterprise ValueN/A-

Balance Sheet

LPLA Balance Sheet
MetricDateValue
Book Value$2.93B
Cash & Equivalents$2.69B
Total Assets$13.62B
Current Assets$6.82B
Total Liabilities$10.68B
Current Liabilities$3.47B
Total Debt$6.03B
Short Term Debt$323.99M
Accounts Payable$2.62B

Expenses

LPLA Expenses
MetricDateValue
Total Expenses$10.72B
Operating Expenses$1.70B
Cost Of Goods Sold$9.02B
SG&A$1.04B
D&A$443.76M
Interest Expense$274.18M
Income Tax$334.28M

Cash Flow

LPLA Cash Flow
MetricDateValue
CFO$277.59M
CFI-$1.59B
CFF$1.42B
Capex$562.53M
Free Cash Flow-$284.94M

Recent analyst updates

LPLA Recent analyst updates
MetricDateValue
Morgan Stanley→
Wells Fargo→
JMP Securities→
UBS→
Jefferies→
Citigroup→
Goldman Sachs→
Wells Fargo
UBS→
B of A Securities→

Analyst sentiment

Sentiment over the past month
LPLA analyst sentiment distribution chart

Institutional ownership

Largest institutional holders by ownership percentage
LPLA institutional ownership distribution chart

Screeners with LPLA

Data Sources & References

  1. LPLA Official Website www.lpl.com
  2. Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1397911/000162828025047543/0001628280-25-047543-index.htm
  3. Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1397911/000139791125000018/0001397911-25-000018-index.htm
  4. LPLA Profile on Yahoo Finance finance.yahoo.com/quote/LPLA
  5. LPLA Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/lpla

FAQ

  • What is the ticker symbol for LPL Financial Holdings Inc.?

    The ticker symbol for LPL Financial Holdings Inc. is NASDAQ:LPLA

  • Does LPL Financial Holdings Inc. pay dividends?

    Yes, LPL Financial Holdings Inc. pays dividends. The last payment was $0.30, with an ex-dividend date on November 13, 2025

  • What sector is LPL Financial Holdings Inc. in?

    LPL Financial Holdings Inc. is in the Financial Services sector

  • What industry is LPL Financial Holdings Inc. in?

    LPL Financial Holdings Inc. is in the Capital Markets industry

  • What country is LPL Financial Holdings Inc. based in?

    LPL Financial Holdings Inc. is headquartered in United States

  • When did LPL Financial Holdings Inc. go public?

    LPL Financial Holdings Inc. initial public offering (IPO) was on November 18, 2010

  • Is LPL Financial Holdings Inc. in the S&P 500?

    No, LPL Financial Holdings Inc. is not included in the S&P 500 index

  • Is LPL Financial Holdings Inc. in the NASDAQ 100?

    No, LPL Financial Holdings Inc. is not included in the NASDAQ 100 index

  • Is LPL Financial Holdings Inc. in the Dow Jones?

    No, LPL Financial Holdings Inc. is not included in the Dow Jones index

  • When was LPL Financial Holdings Inc. last earnings report?

    LPL Financial Holdings Inc.'s most recent earnings report was on October 30, 2025

  • When does LPL Financial Holdings Inc. report earnings?

    The next expected earnings date for LPL Financial Holdings Inc. is February 5, 2026