LPLA logo

LPL FINANCIAL HOLDINGS INC

LPLANASDAQ
πŸ† #487 by market capEarnings Oct 22 Β· PostUS Equity
$309.58β–Ό $3.06 (βˆ’0.99%)
Live
πŸ””
Track LPLA
Get earnings, price moves & breaking news on Telegram
Track
24hβ–Ό 1.0%
7dβ–² 0.7%
14dβ–Ό 9.4%
30dβ–Ό 16.4%
ytdβ–Ό 13.3%
1yβ–Ό 9.0%
🏦Market Cap
$24.76B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+37.2%
High Growth
πŸ“ŠGross Margin
25.2%
Moderate
πŸ’΅FCF Margin
-5.4%
Thin
βš–οΈP/S Ratio
1.3x
Cheap
Otter Score
68
Fair

Trading Snapshot

Day Range
$308.42 – $313.65
52-Week Range
$260.15 – $400.16
Volume
$4.85B
Avg Volume
$5.79B
Shares Outstanding
80.0M
Next Earnings
Nov 23, 2026

Fundamentals Snapshot

Annual Revenue
$16.99B
Last Q Revenue
$5.19B
P/E Ratio
25.0
P/S Ratio
1.3x
EPS (TTM)
$12.59
Dividend Yield
0.38%
Dilution (1yr)
+6.7%

Why Investors Own LPLA

  • βœ“High-growth profile β€” revenue up -4.0% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 74% gross margin and 12% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

LPLA logo

LPL FINANCIAL HOLDINGS INC

LPLA
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$17.0Bβ–² +37.2% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
25.6%β–Ό βˆ’5.9% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$2.3Bβ–² +37.1% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
βˆ’$993Mβ–² +248.6% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
80.4Mβ–² +6.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$6.2Bβ–Ό βˆ’$1.4B YoY
StockOtter Β· stockotter.space

About LPL FINANCIAL HOLDINGS INC

LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.

🦦

Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
68/100

Analyst Ratings

β“˜
Consensus
Buy
23 analysts
Strong Buy7
Buy12
Hold4
Sell0
Strong Sell0
Ratings as of Sep 2026

Latest News & Updates

Zacks Investment ResearchΒ·4d ago

Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?

LPLA's August activity shows strong client and advisory asset growth, with acquisitions and solid NNAs supporting its asset-gathering strategy.

GlobeNewsWireΒ·5d ago

LPL Financial Reports Monthly Activity for August 2026

SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the β€œCompany”) today released its monthly activity report for August 2026.

GlobeNewsWireΒ·5d ago

LPL Financial Welcomes Trio of Independent Texas Advisors

SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC Β announced today that financial advisors Jon Burnett, Dan Fowler and Chad Carlile have joined LPL Financial's broker-dealer, Registered Investment Advisor (

BenzingaΒ·7d ago

Nasdaq 100 Flirts with Records, Oil Sinks for Fifth Day: Stock Market Today

The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.

GlobeNewsWireΒ·7d ago

LPL Financial Welcomes Cornerstone Advisors and Clear Pointe Wealth Management

SAN DIEGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC Β announced today that the financial advisors of Cornerstone Advisors and Clear Pointe Wealth Management have joined LPL Financial's broker-dealer, Registere

Business WireΒ·11d ago

Valero Energy Corporation Elects Matt Audette to its Board of Directors

SAN ANTONIO--(BUSINESS WIRE)--Valero Energy Corporation (NYSE: VLO, β€œValero”) announced today that Matt Audette has been elected as an independent director to Valero's board of directors (the β€œBoard”) and has joined the