LPL Financial (LPLA) Stock Price, News & Analysis

Company Overview

LPL Financial Holdings Inc. is a financial services company that provides brokerage and investment advisory services through a network of independent financial advisors. Operating primarily in the United States, the company supports advisors who serve individuals, families, businesses and retirement plan participants.

LPL Financial’s platform offers access to investment products and services, including equities, bonds, mutual funds, exchange-traded funds, insurance products, annuities and alternative investments. The company also provides fee-based advisory programs, retirement plan services, research, financial planning resources, compliance support, technology and securities custody and clearing services.

Founded in 1989, LPL Financial has developed a business model focused on enabling independent advisors to operate their own practices while retaining control over their client relationships. Its advisor platforms are designed to support independent financial advisors, registered investment advisors, institution-based advisors and financial professionals affiliated with banks and credit unions.

Key Stats

• Today's Range: $300.00 to $314.31
• 50-Day Range: $302.47 to $376.67
• 52-Week Range: $260.15 to $400.16
• Volume: 836,766 shs
• Average Volume: 734,712 shs
• Market Capitalization: $24.58 billion
• P/E Ratio: 24.89
• Dividend Yield: 0.38%
• Price Target: $403.79
• Consensus Rating: Moderate Buy

LPL Financial Stock Analysis - MarketRank™

LPL Financial scored higher than 99% of companies evaluated by MarketBeat, and ranked 32nd out of 854 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 2.76, and is based on no strong buy ratings, 13 buy ratings, 4 hold ratings, and no sell ratings.

Upside Potential

LPL Financial has a consensus price target of $403.79, representing about 29.4% upside from its current price of $312.15.

Amount of Analyst Coverage

LPL Financial has been the subject of 11 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.8 / 5
• Proj. Earnings Growth: 23.35%

Earnings Growth

Earnings for LPL Financial are expected to grow by 23.35% in the coming year, from $24.28 to $29.95 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of LPL Financial is 24.89, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.52.

Price to Earnings Ratio vs. Sector

The P/E ratio of LPL Financial is 24.89, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 24.66.

Price to Earnings Growth Ratio

LPL Financial has a PEG Ratio of 0.51. 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 4.67. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.26% 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 2.98, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in LPL Financial has recently decreased by 7.28%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

LPL Financial has a dividend yield of 0.39%, 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 9.57%. 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 4.01% next year. This indicates that LPL Financial will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.5 / 5
• News Sentiment: 0.41

News Sentiment

LPL Financial has a news sentiment score of 0.41. 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 0.72 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 7 news articles for LPL Financial this week, compared to 9 articles on an average week.

Search Interest

Only 2 people have searched for LPLA on MarketBeat in the last 30 days. This is a decrease of -71% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added LPL Financial to their MarketBeat watchlist in the last 30 days. This is a decrease of -83% compared to the previous 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

• Last Earnings: 7/30/2026
• Record date for 8/28 Dividend: 8/14/2026
• Ex-Dividend for 8/28 Dividend: 8/14/2026
• Dividend Payable: 8/28/2026
• Today: 10/01/2026
• Next Earnings (Estimated): 10/29/2026
• 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: $403.79
• High Price Target: $500.00
• Low Price Target: $362.00
• Potential Upside/Downside: +29.4%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.76
• Research Coverage: 17 Analysts

Profitability

• EPS (Trailing Twelve Months): $12.54
• Trailing P/E Ratio: 24.89
• Forward P/E Ratio: 12.86
• P/E Growth: 0.51
• Net Income: $863.02 million
• Net Margins: 5.13%
• Pretax Margin: 6.95%
• Return on Equity: 32.20%
• Return on Assets: 9.35%

Debt

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

Sales & Book Value

• Annual Sales: $16.99 billion
• Price / Sales: 1.45
• Cash Flow: $28.56 per share
• Price / Cash Flow: 10.93
• Book Value: $66.78 per share
• Price / Book: 4.67

Miscellaneous

• Outstanding Shares: 78,740,000
• Free Float: 78,270,000
• Market Cap: $24.58 billion
• Optionable: Optionable
• Beta: 0.54