LPL Financial (LPLA) Stock Price, News & Analysis

Company Overview

LPL Financial Holdings Inc. is a financial services company that supports independent financial advisors and institutions across the United States. Through its primary subsidiary, LPL Financial LLC, the company provides brokerage, investment advisory, and custodial services, enabling advisors to serve individual investors, families, retirement plans, and other clients.

LPL’s platform includes access to brokerage and advisory products, securities clearing and custody, trading and operations support, technology, compliance services, investment research, and practice-management resources. The company also serves banks, credit unions, registered investment advisors, and other financial institutions that use its infrastructure to offer wealth management services.

LPL Financial was formed in 1989 through the combination of Linsco and Private Ledger, two firms established to support independent financial advisors. The company is headquartered in San Diego, California, and maintains operations serving advisors and institutions throughout the United States. Rich Steinmeier serves as chief executive officer.

Key Stats

• Today's Range: $272.25 to $286.60
• 50-Day Range: $269.19 to $370.69
• 52-Week Range: $260.15 to $400.16
• Volume: 2.17 million shs
• Average Volume: 1.06 million shs
• Market Capitalization: $22.34 billion
• P/E Ratio: 16.28
• Dividend Yield: 0.42%
• Price Target: $400.60
• Consensus Rating: Moderate Buy

LPL Financial Stock Analysis - MarketRank™

LPL Financial scored higher than 99% of companies evaluated by MarketBeat, and ranked 19th out of 862 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

LPL Financial has received a consensus rating of Moderate Buy. The company's average rating score is 2.82, and is based on no strong buy ratings, 14 buy ratings, 3 hold ratings, and no sell ratings.

Upside Potential

LPL Financial has a consensus price target of $400.60, representing about 41.2% upside from its current price of $283.74.

Amount of Analyst Coverage

LPL Financial has been the subject of 14 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 4.4 / 5
• Proj. Earnings Growth: 27.02%

Earnings Growth

Earnings for LPL Financial are expected to grow by 27.02% in the coming year, from $23.50 to $29.85 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of LPL Financial is 16.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.63.

Price to Earnings Ratio vs. Sector

The P/E ratio of LPL Financial is 16.28, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 19.69.

Price to Earnings Growth Ratio

LPL Financial has a PEG Ratio of 0.53. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

LPL Financial has a P/B Ratio of 4.25. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.79% of the float of LPL Financial has been sold short.

Short Interest Ratio / Days to Cover

LPL Financial has a short interest ratio ("days to cover") of 2.77, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in LPL Financial has recently increased by 10.48%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

LPL Financial has a dividend yield of 0.45%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

LPL Financial does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of LPL Financial is 6.88%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, LPL Financial will have a dividend payout ratio of 4.02% next year. This indicates that LPL Financial will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.3 / 5
• News Sentiment: 0.29

News Sentiment

LPL Financial has a news sentiment score of 0.29. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.65 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 53 news articles for LPL Financial this week, compared to 9 articles on an average week.

Search Interest

3 people have searched for LPLA on MarketBeat in the last 30 days. This is an increase of 50% compared to the previous 30 days.

MarketBeat Follows

5 people have added LPL Financial to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 1.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, LPL Financial insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $2,079,664.00 in company stock.

Percentage Held by Insiders

0.60% of the stock of LPL Financial is held by insiders.

Percentage Held by Institutions

95.66% of the stock of LPL Financial is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 8/28 Dividend: 8/14/2026
• Ex-Dividend for 8/28 Dividend: 8/14/2026
• Dividend Payable: 8/28/2026
• Last Earnings: 10/27/2026
• Today: 10/31/2026
• Record date for 11/30 Dividend: 11/12/2026
• Ex-Dividend for 11/30 Dividend: 11/12/2026
• Dividend Payable: 11/30/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Investment Banking & Brokerage
• Current Symbol: NASDAQ:LPLA
• CIK: 1397911
• Web: www.lpl.com
• Phone: (800) 877-7210
• Fax: N/A
• Employees: 10,000
• Year Founded: 1989

Price Target and Rating

• Average Price Target for LPL Financial: $400.60
• High Price Target: $554.00
• Low Price Target: $335.00
• Potential Upside/Downside: +41.2%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.82
• Research Coverage: 17 Analysts

Profitability

• EPS (Trailing Twelve Months): $17.43
• Trailing P/E Ratio: 16.28
• Forward P/E Ratio: 12.07
• P/E Growth: 0.53
• Net Income: $863.02 million
• Net Margins: 6.83%
• Pretax Margin: 6.95%
• Return on Equity: 32.36%
• Return on Assets: 9.51%

Debt

• Debt-to-Equity Ratio: 1.30
• Current Ratio: 2.39
• Quick Ratio: 2.39

Sales & Book Value

• Annual Sales: $20.40 billion
• Price / Sales: 1.10
• Cash Flow: $28.40 per share
• Price / Cash Flow: 9.99
• Book Value: $66.78 per share
• Price / Book: 4.25

Miscellaneous

• Outstanding Shares: 78,742,000
• Free Float: 78,270,000
• Market Cap: $22.34 billion
• Optionable: Optionable
• Beta: 0.53