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LPL Financial Holdings Stock

LPL Financial Holdings Inc.

LPLANASDAQMarkt
US$320.96
-2.0% today

Company data

Sector
Financial Services
Industry
Financial - Capital Markets
Country
United States
CEO
Richard Steinmeier
Employees
10,081
Market cap
$25.3 B
IPO
18/11/2010

LPL Financial Holdings Inc., headquartered in San Diego, USA, operates within the Financial Services sector as a provider of Capital Markets services. Founded in 1989, the company originally operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

LPL Financial Holdings stock: price history

16/10/25-3.7 %16/10/26

1D

-2.0%

1W

-3.0%

1M

-3.6%

6M

+1.1%

YTD

-10.1%

1Y

-3.7%

2Y

+26.0%

5Y

+86.1%

10Y

+937.7%

Next earnings date

Next earnings date

27/10/2026 (in 10 days)

Volatility around earnings

~8% stronger price swings than usual

LPL Financial Holdings stock scores

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Ask the agents about LPL Financial Holdings

Analyst assessment of LPL Financial Holdings

PRICE TARGET LOW

US$354.00

CONSENSUS

US$408.44

MEDIAN

US$390.00

PRICE TARGET HIGH

US$554.00

0

STRONG BUY

17

BUY

9

HOLD

1

SELL

0

STRONG SELL

27

TOTAL · Buy

As of: 12/10/2026

ANALYST FIRMRATINGACTIONDATE
TD CowenHoldmaintain12/10/2026
Morgan StanleyOverweightmaintain09/10/2026
BarclaysOverweightmaintain07/10/2026
UBSBuymaintain07/10/2026
JP MorganOverweightmaintain07/10/2026
BMO CapitalOutperformmaintain06/10/2026
CitizensMarket Outperformmaintain05/10/2026
B of A SecuritiesBuymaintain05/10/2026

LPL Financial Holdings stock metrics

P/E

25.49

P/B

4.46

EV/EBITDA

11.28

RETURN ON EQUITY

6.6%

NET MARGIN

7.3%

DEBT/EQUITY

1.3

DIVIDEND YIELD

0.4%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

99.5%

FLOAT SHARES

78,321,895

AVG. DAILY VOLUME (30D)

788,291

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Reeping Katharine

OfficerSale440347.88Spontaneous14/09/2026

Field Emily

OfficerTax settlement106359.33Spontaneous08/09/2026

BERNARD EDWARD C

DirectorGrant3–Spontaneous01/09/2026

EBERHART PAULETT

DirectorGrant4–Spontaneous01/09/2026

Glavin William Francis Jr

DirectorGrant10–Spontaneous01/09/2026
Page 1 / 9

Attention

1 mention today in US forums, about the same as yesterdayPrice since yesterday: -2.0%

Forums (Reddit)

14/1015/1016/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/349,606+35830/09/2026
Perpetual Ltd113,892-7,57630/09/2026
Mn Services Vermogensbeheer B.V.23,042+030/09/2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND21,504-41630/09/2026
IFM Investors Pty Ltd20,408-40430/09/2026
Page 1 / 3

Dividends

EX-DATEPAY DATEAMOUNTYIELD
14/08/202628/08/2026US$0.300.3 %
21/05/202604/06/2026US$0.300.4 %
10/03/202624/03/2026US$0.300.4 %
13/11/202501/12/2025US$0.300.3 %
15/08/202529/08/2025US$0.300.3 %
Page 1 / 8

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Comparable stocks

Frequently asked questions about LPL Financial Holdings stock

What does LPL Financial Holdings do?

LPL Financial Holdings Inc. is a company in the Financial Services sector, Financial - Capital Markets industry, headquartered in United States.

The CEO is Richard Steinmeier, the company employs around 10,081 people.

The IPO was on 18/11/2010; the stock trades on NASDAQ under the ticker LPLA.

What do analysts say about LPL Financial Holdings stock?

27 analysts rate the stock, the consensus is Buy (as of 12/10/2026).

The average price target is US$408.44, ranging from US$354.00 to US$554.00, with a median of US$390.00.

This is an external assessment, not a statement by Market Jury.

When does LPL Financial Holdings report next?

The next earnings date is 27/10/2026.

Around past earnings, price swings were roughly 8% stronger than usual.

Does LPL Financial Holdings pay a dividend?

Yes. The last dividend was US$0.30 per share, ex-date 14/08/2026, paid on 28/08/2026.

The dividend yield is 0.4% (as of 30/06/2026).

Which stocks are comparable to LPL Financial Holdings?

Comparable stocks include Morgan Stanley, Goldman Sachs Group, Charles Schwab, Robinhood Markets, Circle Internet Group, Bitmine Immersion Technologies, Bitmine Immersion Technologies and Hut 8.

How can I get LPL Financial Holdings stock analyzed?

Clicking "Analyze stock" lets five strategies assess LPL Financial Holdings against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.