LPL Financial Holdings Inc. (LPLA)
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Start Your Free Trial NowKey Metrics & Ratings
- symbol LPLA
- Rev/Share 177.2456
- Book/Share 41.8738
- PB 9.2459
- Debt/Equity 0.0
- CurrentRatio 0.0
- ROIC 0.1602
- MktCap 30963392012.0
- FreeCF/Share -4.5117
- PFCF -91.9955
- PE 26.5357
- Debt/Assets 0.0
- DivYield 0.0031
- ROE 0.3839
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 3
- P/B Score 1
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | LPLA | JP Morgan | Neutral | Overweight | $288 | $397 | Jan. 7, 2025 |
| Upgrade | LPLA | UBS | Neutral | Buy | -- | $390 | Jan. 6, 2025 |
| Upgrade | LPLA | TD Cowen | Hold | Buy | $277 | $413 | Dec. 19, 2024 |
| Upgrade | LPLA | Wells Fargo | Equal Weight | Overweight | $235 | $285 | Oct. 9, 2024 |
| Initiation | LPLA | Wells Fargo | -- | Equal Weight | -- | $235 | Sept. 12, 2024 |
News
Arv Private Wealth Launches with Support from LPL Strategic Wealth
Published: June 02, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC.
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LPL Financial's April Brokerage & Advisory Assets Fall Sequentially
Published: May 23, 2025 by: Zacks Investment Research
Sentiment: Neutral
LPLA's total brokerage and advisory assets dip sequentially in April to $1.79 trillion, with total organic NNAs touching $6.1 billion.
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Massive Deals Drive Finance Stock To All-Time High After Earnings; Stock Gains 16% Year-To-Date
Published: May 23, 2025 by: Investors Business Daily
Sentiment: Positive
Finance stock LPL Financial soared to an all-time high on big wins, Shares have outperformed the benchmark S&P 500 index.
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LPL Financial and Momentum Wealth Partners Welcome Beacon Financial
Published: May 22, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Beacon Financial has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera.
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LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik
Published: May 21, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement, further solidifying LPL's commitment to delivering top-tier wealth planning and service solutions.
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LPL Financial's Q1 Earnings Beat on Higher Revenues, Expenses Soar
Published: May 09, 2025 by: Zacks Investment Research
Sentiment: Positive
Higher revenues and growth in brokerage and advisory assets support LPLA's Q1 earnings.
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LPL Financial Holdings, Inc. (LPLA) Q1 2025 Earnings Call Transcript
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Neutral
LPL Financial Holdings, Inc. (NASDAQ:LPLA ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Richard Steinmeier - CEO & Director Matthew Audette - President & CFO Conference Call Participants Devin Ryan - Citizens Bank Steven Chubak - Wolfe Research Michael Cyprys - Morgan Stanley Alex Blostein - Goldman Sachs Dan Fannon - Jeffries Mike Brown - Wells Fargo Bill Katz - TD Cowen Jeff Schmitt - William Blair Operator Good afternoon, and thank you for joining the First Quarter 2025 Earnings Conference Call for LPL Financial Holdings, Inc. Joining the call today are our Chief …
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LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive
Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive
Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Read More
LPL Financial Welcomes Women-Led West Texas Investments
Published: May 07, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from B. Riley Wealth Advisors, Inc.
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Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report?
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive
LPL Financial (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Published: May 05, 2025 by: Zacks Investment Research
Sentiment: Positive
Beyond analysts' top -and-bottom-line estimates for LPL Financial (LPLA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
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LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Published: May 01, 2025 by: Zacks Investment Research
Sentiment: Neutral
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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LPL Financial Welcomes Barlow Capital Advisors
Published: May 01, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
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LPLA to Buy Commonwealth Financial, Boost Wealth Management Offerings
Published: April 01, 2025 by: Zacks Investment Research
Sentiment: Positive
LPL Financial is set to buy Commonwealth Financial for $2.7 billion. The buyout is likely to be accretive to 2026 adjusted earnings.
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LPL Financial: Stay The Course
Published: March 31, 2025 by: Seeking Alpha
Sentiment: Positive
LPL Financial has been a rare consistent compounder through the years. A closer look at its fundamentals points to more of the same. With a few turns now knocked off the multiple, LPL stock offers a compelling entry point.
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Week's Best: LPL CEO Wants to Take On Morgan, Schwab
Published: March 28, 2025 by: Market Watch
Sentiment: Positive
Rich Steinmeier doesn't want to think of LPL Financial LPLA-0.59% as just an independent broker-dealer. Now six months into his stint as LPL's CEO, Steinmeier says his firm wants to compete with the likes of Morgan Stanley MS-3.24%, Merrill Lynch, and Charles Schwab.
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LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
Published: March 27, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Oxford Oaks Capital of LPL Financial. He reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
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LPL Financial's February Brokerage & Advisory Assets Rise Y/Y
Published: March 24, 2025 by: Zacks Investment Research
Sentiment: Neutral
LPLA's February total brokerage and advisory assets are $1.82 trillion, growing 0.6% from the prior month and 29.9% year over year.
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LPL Welcomes Townsgate Wealth Management
Published: February 27, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP®, Michael Kazmer, CFP®, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $1.15 billion in advisory, brokerage and retirement assets* and join LPL from Wells Fargo Advisors Financial Network.
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LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
Published: February 25, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities.
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LPL Financial Hits All-Time High: How Should You Play LPLA Stock Now?
Published: February 24, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA's shares touch a new all-time high of $384.04 as brokerage and advisory assets rise in January. Is now the best time to buy the stock?
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LPL Financial Selects SS&C To Support Growing Retail Alternatives Business
Published: February 24, 2025 by: PRNewsWire
Sentiment: Neutral
WINDSOR, Conn. , Feb. 24, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that LPL Financial Holdings, Inc. (Nasdaq: LPLA), a leading provider of investment and business strategies for financial advisors, has broadened its relationship with SS&C Technologies.
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LPL Financial's January Brokerage and Advisory Assets Rise Y/Y
Published: February 21, 2025 by: Zacks Investment Research
Sentiment: Neutral
LPLA's January brokerage and advisory assets, client cash balance and total net new assets rise on a year-over-year basis.
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LPL Financial Launches Comprehensive Alternative Investment Platform
Published: February 20, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts Connect is a centralized, digitized system that streamlines the purchasing process and provides tools such as prequalification, e-signature capabilities and the ability to send sales kits directly to clients.
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LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs
Published: February 18, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses. There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55.
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LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy?
Published: February 12, 2025 by: Zacks Investment Research
Sentiment: Positive
Does LPL Financial Holdings Inc. (LPLA) have what it takes to be a top stock pick for momentum investors? Let's find out.
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LPL Financial Welcomes Lex Wealth Management
Published: February 11, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets* and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG.
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About LPL Financial Holdings Inc. (LPLA)
- IPO Date 2010-11-18
- Website https://www.lpl.com
- Industry Financial - Capital Markets
- CEO Mr. Richard Steinmeier
- Employees 9118