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LPLA

LPL Financial Holdings Inc

Sep 15 • 04:00PM ET

336.68

-13.96 -3.98 %

Financial • Capital Markets • USA • NASD

Peers: SCHW MS RJF AMP STT NTRS BK WFC GS UBS

| Held by: VTI VO VUG VXF VOT IWP IWF IWR VFH SCHG

Scroll to Statements

Index	-	P/E	23.03	EPS (ttm)	14.62	Insider Own	0.73%	Shs Outstand	80.00M	Perf Week	-1.13%
Market Cap	26.93B	Forward P/E	14.51	EPS next Y	23.21	Insider Trans	-1.06%	Shs Float	79.42M	Perf Month	-5.42%
Enterprise Value	28.78B	PEG	1.10	EPS next Q	4.64	Inst Own	100.15%	Short Float	2.99%	Perf Quarter	-10.00%
Income	1.12B	P/S	1.91	EPS this Y	15.16%	Inst Trans	1.35%	Short Ratio	2.89	Perf Half Y	4.56%
Sales	14.13B	P/B	5.31	EPS next Y	22.05%	ROA	7.72%	Short Interest	2.37M	Perf YTD	3.11%
Book/sh	63.43	P/C	4.55	EPS next 5Y	20.91%	ROE	29.46%	52W High	403.58 -16.58%	Perf Year	60.74%
Cash/sh	73.98	P/FCF	592.62	EPS past 3/5Y	35.63% 16.23%	ROIC	8.93%	52W Low	205.50 63.83%	Perf 3Y	46.84%
Dividend Est.	1.24 (0.37%)	EV/EBITDA	11.41	Sales past 3/5Y	17.06% 17.10%	Gross Margin	31.25%	Volatility	2.73% 2.86%	Perf 5Y	322.91%
Dividend TTM	1.20 (0.36%)	EV/Sales	2.04	EPS Y/Y TTM	13.45%	Oper. Margin	14.15%	ATR (14)	10.90	Perf 10Y	758.66%
Dividend Ex-Date	Aug 15, 2025	Quick Ratio	2.78	Sales Y/Y TTM	29.23%	Profit Margin	7.91%	RSI (14)	37.31	Recom	1.65
Dividend Gr. 3/5Y	6.27% 3.71%	Current Ratio	2.78	EPS Q/Q	5.35%	SMA20	-4.86%	Beta	0.63	Target Price	445.92
Payout	8.55%	Debt/Eq	1.53	Sales Q/Q	30.81%	SMA50	-8.29%	Rel Volume	1.24	Prev Close	350.64
Employees	9000	LT Debt/Eq	1.47	Earnings	Jul 31 AMC	SMA200	-4.21%	Avg Volume	819.21K	Price	336.68
IPO	Nov 18, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.71% 1.60%	Trades		Volume	1,015,751	Change	-3.98%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-12-25	Resumed	Goldman	Buy	$405
Jul-09-25	Downgrade	Citigroup	Neutral → Sell	$80
Jun-09-25	Upgrade	Redburn Atlantic	Neutral → Buy	$460
Jun-09-25	Downgrade	Citigroup	Buy → Neutral	$400
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$288 → $397
Jan-06-25	Upgrade	UBS	Neutral → Buy	$390
Dec-19-24	Upgrade	TD Cowen	Hold → Buy	$277 → $413
Oct-09-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$235 → $285
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$235
Jul-30-24	Upgrade	BofA Securities	Neutral → Buy	$268
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$254 → $315
Apr-04-24	Initiated	Raymond James	Underperform
Jan-04-24	Initiated	TD Cowen	Market Perform	$224
Dec-01-23	Initiated	Redburn Atlantic	Neutral	$240
Sep-07-23	Initiated	Barclays	Overweight	$275
Apr-03-23	Downgrade	Credit Suisse	Outperform → Neutral	$245 → $205
Nov-30-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$281 → $239
Nov-17-22	Downgrade	UBS	Buy → Neutral
Nov-01-22	Upgrade	Credit Suisse	Neutral → Outperform	$315
Oct-19-22	Initiated	Credit Suisse	Neutral	$262

Show Previous Ratings

Sep-12-25 04:00PM	Here Are America's Top RIA Firms and Independent Advisors (Barrons.com)
09:39AM	Molson Coors downgraded, GM upgraded: Wall Street's top analyst calls (The Fly)
Sep-09-25 12:56PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	LPL Financial Welcomes The Capitol Bay Group (GlobeNewswire)
Sep-08-25 08:03PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	Loading…
09:00AM	Decorum Wealth Management Launches with Support from LPL Strategic Wealth (GlobeNewswire)
Sep-05-25 02:36PM	Why LPL Financial (LPLA) Stock Is Nosediving (StockStory) -7.51%
Sep-04-25 09:00AM	LPL Financial Advisors Embrace AI's Potential for Business Growth, Increased Capacity, Survey Finds (GlobeNewswire)
Sep-03-25 12:02AM	LPL Financial (LPLA): 3 Reasons We Love This Stock (StockStory)
Aug-31-25 04:00AM	September Is the Worst Month for Stocks. This Year Might be Different. (Barrons.com)
Aug-30-25 01:02PM	How an Appeals Court's Ruling on Trump Tariffs Could Upend the Bond Market (Barrons.com)
Aug-28-25 01:04PM	LPL Loses Ex-Commonwealth Advisors With $780 Million to Raymond James (Barrons.com)
10:48AM	LPL Adds $715M Cincinnati Team From Cetera (Wealth Management)
08:55AM	LPL Financial Welcomes Concentric Wealth Management (GlobeNewswire)
Aug-27-25 09:00AM	LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform (GlobeNewswire)
03:19PM	Loading…
Aug-26-25 03:19PM	LPL Nabs $700 Million Advisor Team From Wedbush Securities (Barrons.com)
11:25AM	LPL Attracts $700M Texas Team From Wedbush Securities (Wealth Management)
08:55AM	LPL Financial Welcomes Skyward Financial (GlobeNewswire)
04:13AM	LPL Financial Holdings Inc. (LPLA): A Bull Case Theory (Insider Monkey)
Aug-25-25 02:15PM	Cetera, LPL and Raymond James Bolster RIA Channels (Wealth Management)
Aug-22-25 03:40PM	Treasury Yields Fall on Fed Rate Cut Expectations (The Wall Street Journal)
10:56AM	Gilt Yields Fall After Fed Chairs Jackson Hole Speech (The Wall Street Journal)
09:44AM	LPL Financial's July Brokerage & Advisory Assets Rise Sequentially (Zacks)
08:39AM	Longer-Term Treasury Yields Fall Ahead of Powells Speech (The Wall Street Journal)
05:58AM	Improvement in German Ifo Could Keep 10-Year Bund Yield at High Level (The Wall Street Journal)
03:23AM	Fiscal Dynamics Pose a Risk to Long-Dated U.S. Treasurys (The Wall Street Journal)
02:08AM	U.S. Treasury Yields Edge Lower Ahead of Powell's Speech (The Wall Street Journal)
Aug-21-25 04:05PM	LPL Financial Reports Monthly Activity for July 2025 (GlobeNewswire)
01:32PM	Merit Financial Acquires $860 Million Ex-Commonwealth Team (Barrons.com)
11:15AM	The Market Can't Stop Leaning on Big Tech. It Could Stall the Rally. (Barrons.com)
08:55AM	Loading…
08:55AM	LPL Financial Welcomes Women-Led Chloey Wealth (GlobeNewswire)
Aug-19-25 08:55AM	LPL Financial Welcomes Zarra Wealth Management (GlobeNewswire)
Aug-18-25 02:39PM	Kestra, Raymond James Are Early Leaders in Drawing Commonwealth Advisors (Wealth Management)
Aug-15-25 10:01PM	If You Invested $10K In LPL Financial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
01:04PM	Week's Best: Is Medicaid Worth Going Broke for? (Barrons.com)
07:57AM	Binah Capital Group Revenue Rises as Wealth Platform Scales Quarterly Update Report (Exec Edge)
Aug-14-25 09:00AM	Deals & Moves: Main Street Launches RIA in Pennsylvania; Steward Snags Ameriprise Team (Wealth Management)
Aug-13-25 12:22PM	Jeremy Caza Launches Carta Wealth Planning on Stratos' Platform (PR Newswire)
09:00AM	LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale (GlobeNewswire)
08:56AM	&Partners Lures Second Commonwealth Team in as Many Weeks (Wealth Management)
Aug-12-25 09:00AM	LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025 (GlobeNewswire)
Aug-11-25 04:30PM	Middlefield Banc Corp. Announces 2025 Third-Quarter Cash Dividend Payment (GlobeNewswire)
09:00AM	LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History (GlobeNewswire)
Aug-08-25 03:22PM	Cetera pulls team from LPL: Advisor Moves (Financial Planning)
01:19PM	More Top Executives Exit Atria in Wake of LPL Integration (Wealth Management)
01:11PM	Week's Best: Gold Poised for More Gains (Barrons.com)
09:15AM	&Partners Nabs $84M Commonwealth Advisor in South Carolina (Wealth Management)
Aug-07-25 08:58AM	$275 Million Providence Wealth Planning Chooses Osaic (Business Wire)
08:55AM	LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group (GlobeNewswire)
Aug-05-25 09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
09:00AM	Payne Financial Consultants Moves to Osaic (Business Wire)
09:00AM	Bowman Financial Solutions Joins Osaics Advisor Network (Business Wire)
06:10AM	LPLs Stock Price Sinks as Commonwealth Deal Closes (The Daily Upside)
Aug-04-25 09:00AM	LPL Financial Welcomes Chief People Officer Emily Field (GlobeNewswire)
Aug-01-25 01:08PM	LPL Financial Shares Drop Amid Market Rout (Barrons.com) -6.52%
11:24AM	Brokerage, Wealth Management Stocks Tumble on Darkening Economic Outlook (Barrons.com)
10:05AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:43AM	LPL Financial Shares Fall After Earnings Miss (Barrons.com)
09:00AM	LPL Financial Closes Its Acquisition of Commonwealth Financial Network (GlobeNewswire)
08:19AM	Should You Invest in LPL Financial Holdings (LPLA)? (Insider Monkey)
08:01AM	LPL Financial's Q2 Earnings Beat on Higher Revenues, Stock Jumps (Zacks)
Jul-31-25 06:30PM	Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q2 Earnings (Zacks)
05:55PM	LPL Financial Holdings Inc. (LPLA) Q2 Earnings Surpass Estimates (Zacks)
04:49PM	LPL Financial Earnings Miss Estimates as Company Prepares to Close Commonwealth Acquisition (Barrons.com)
04:28PM	LPL Financial Misses Wall Street Estimates as Company Prepares to Close Commonwealth Acquisition (Barrons.com)
04:05PM	LPL Financial Announces Second Quarter 2025 Results (GlobeNewswire)
Jul-30-25 08:55AM	LPL Financial Welcomes ProsperLane Financial (GlobeNewswire)
07:55AM	Evercore (EVR) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
Jul-29-25 12:00AM	LPL Financial (LPLA) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jul-25-25 02:42PM	Stocks Are Booming. Investors Are Bullish. Next Week Will Test Both. (Barrons.com)
06:24AM	US stocks open mostly up. With Fed chair looking safe, eyes turn to earnings for direction (USA TODAY)
06:24AM	US stock futures mixed as investors digest more earnings reports (USA TODAY)
06:24AM	S&P 500, Nasdaq notch record highs on earnings, trade deal optimism (USA TODAY)
06:24AM	S&P 500, Nasdaq end with record highs again. Dow jumps, too. (USA TODAY)
Jul-24-25 04:57PM	S&P 500, Nasdaq Composite Extend Record Run (The Wall Street Journal)
01:39PM	A Technical Breadth Indicator Hit a Fresh High. What It Says About the Market's Rally. (Barrons.com)
10:00AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: Should You Buy? (Zacks)
08:55AM	LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel (GlobeNewswire)
07:35AM	Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service (PR Newswire)
Jul-22-25 03:31PM	Treasury Yields Extend Fall (The Wall Street Journal)
09:13AM	Treasury Yields Fall Amid Worries Around Feds Independence (The Wall Street Journal)
08:55AM	LPL Financial Welcomes Gallagher Wealth Management (GlobeNewswire)
07:13AM	German Bond Yields Little Changed, Seen Rangebound (The Wall Street Journal)
02:42AM	Eurozone Bond Yields Edge Up, Reversing Mondays Falls (The Wall Street Journal)
02:21AM	U.S. Treasury Curve Steepness Still Below Historical Standards (The Wall Street Journal)
Jul-21-25 09:50AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock (Zacks)
Jul-19-25 11:16AM	Toast, Five Below Lead 5 Fast-Growers Near Buy Points (Investor's Business Daily)
Jul-18-25 06:01PM	Stock Market Week Ahead: Tesla, Alphabet, GE Vernova And Defense Stocks (Investor's Business Daily)
12:34PM	Week's Best: Best Investing Moves Now (Barrons.com)
07:12AM	Maridea acquires Pinnacle Wealth Management (Private Banker International)
Jul-17-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
09:05AM	Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management (Business Wire)
Jul-16-25 02:41PM	Stifel and Commonwealth Lead J.D. Power's 2025 Advisor Satisfaction Rankings (Barrons.com)
11:21AM	Goldman Gains as Q2 Earnings Beat Estimates, Boosts Dividend 33.3% (Zacks)
06:00AM	The Wealth Consulting Group Names Highly Respected Industry Leaders to New Advisory Board (PR Newswire)
Jul-15-25 12:32PM	LPL Recruits $750 Million Advisory Team From Osaic (Barrons.com)
08:55AM	LPL Financial Welcomes Waznik Heike Group (GlobeNewswire)
07:40AM	JPMorgan Chase & Co. (JPM) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-14-25 02:26PM	To Stay With LPL or to Go? What This $450 Million Commonwealth Advisor Chose-And Why. (Barrons.com)
Jul-11-25 11:16AM	HOOD Faces Legal Probe in Florida: Will Regulatory Woes Derail Growth? (Zacks)

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation's independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gates Greg	Group Managing Director	Sep 05 '25	Sale	338.21	1,500	507,312	17,620	Sep 09 05:01 PM
Gates Greg	Officer	Sep 05 '25	Proposed Sale	356.15	1,500	534,225		Sep 05 09:58 AM
Jambusaria Aneri	Group Managing Director	Sep 02 '25	Sale	361.25	80	28,900	5,582	Sep 03 04:38 PM
Jambusaria Aneri	Officer	Sep 02 '25	Proposed Sale	361.25	80	28,900		Sep 02 11:09 AM
Gates Greg	Group Managing Director	Aug 05 '25	Sale	374.05	1,500	561,069	19,120	Aug 07 04:31 PM
Gates Greg	Officer	Aug 05 '25	Proposed Sale	374.05	1,500	561,069		Aug 05 05:29 PM
Gates Greg	Group Managing Director	Jul 03 '25	Sale	382.63	1,500	573,952	20,620	Jul 08 04:14 PM
Gates Greg	Officer	Jul 03 '25	Proposed Sale	382.63	1,500	573,947		Jul 03 01:17 PM
Gates Greg	Group Managing Director	Jun 05 '25	Sale	378.87	1,500	568,300	22,354	Jun 09 04:12 PM
Gates Greg	Officer	Jun 05 '25	Proposed Sale	379.22	1,500	568,830		Jun 05 04:13 PM
Jambusaria Aneri	Group Managing Director	Jun 02 '25	Sale	383.99	80	30,719	5,662	Jun 04 04:13 PM
Jambusaria Aneri	Officer	Jun 02 '25	Proposed Sale	383.99	80	30,719		Jun 02 11:04 AM
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
Cohen Marc Eliot	Managing Director	Feb 26 '25	Sale	365.85	1,100	402,435	4,075	Feb 27 06:14 PM
Audette Matthew J	President and CFO	Feb 26 '25	Sale	360.07	4,588	1,652,001	16,538	Feb 27 06:05 PM
Cohen Marc Eliot	Officer	Feb 26 '25	Proposed Sale	365.85	1,100	402,435		Feb 26 12:01 PM
Audette Matthew J	Officer	Feb 26 '25	Proposed Sale	360.07	4,588	1,652,001		Feb 26 09:44 AM
Steinmeier Richard	Chief Executive Officer	Feb 18 '25	Sale	373.79	3,500	1,308,265	21,396	Feb 20 04:13 PM
Steinmeier Richard	Officer	Feb 18 '25	Proposed Sale	373.79	3,500	1,308,265		Feb 18 01:07 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Option Exercise	39.48	5,154	203,480	15,649	Feb 12 04:13 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Sale	369.33	5,154	1,903,527	10,495	Feb 12 04:13 PM
Enyedi Matthew	Officer	Feb 10 '25	Proposed Sale	369.33	5,154	1,903,527		Feb 10 10:12 AM
Audette Matthew J	President and CFO	Feb 05 '25	Option Exercise	70.89	28,777	2,040,117	42,440	Feb 07 04:15 PM
Audette Matthew J	President and CFO	Feb 05 '25	Sale	365.14	28,777	10,507,676	13,663	Feb 07 04:15 PM
Audette Matthew J	Officer	Feb 05 '25	Proposed Sale	365.14	28,777	10,507,676		Feb 05 04:20 PM
Arnold Dan H.	Former Officer and Director	Dec 19 '24	Proposed Sale	330.00	47,894	15,805,020		Dec 19 10:13 AM
Arnold Dan H.	Former Officer	Dec 18 '24	Proposed Sale	330.00	100	33,000		Dec 18 04:07 PM
Jambusaria Aneri	Managing Director	Dec 05 '24	Sale	331.94	305	101,242	3,920	Dec 09 05:11 PM
Jambusaria Aneri	Officer	Dec 05 '24	Proposed Sale	331.94	305	101,242		Dec 05 05:05 PM

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LPLA

LPL Financial Holdings Inc

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