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LPLA

LPL Financial Holdings Inc. (NASDAQ)

Financial Services — Capital Markets

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.

Buy 1.7 / 5 14 analysts
$327.38
$-0.85 (-0.26%)
Target: $411.36 (25.7%)
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Price History

52-Week Range

Fundamentals

Market Cap$23.46B
P/E Ratio (TTM)26.40
Forward P/E10.25
EPS (TTM)$11.11
Dividend Yield0.41%
Profit Margin5.05%
Revenue Growth35.00%
ROE20.45%
Debt/Equity132.28
Recommendation Buy 1.7
Analyst Target$411.36
Analysts14
Indexes NASDAQ

Technical Indicators

RSI (14)52.2
Beta0.51
SMA 20-
SMA 40-
52-Week High$403.58
52-Week Low$260.15
50-Day Avg$297.22
200-Day Avg$330.26
Avg Volume991.7K
Volume627.9K

Performance Analysis

BULLISH

LPLA shows predominantly bullish signals based on its fundamentals and technicals.

~ Trading at 47% of its 52-week range.
~ RSI at 52.2 is in neutral territory.
+ Strong revenue growth of 35.0% year-over-year.
+ Wall Street consensus is "Buy" from 14 analysts.
+ Average analyst target of $411.36 implies 25.7% upside.

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Last updated: Jul 02, 2026 13:18 UTC

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