LPL Financial Holdings Inc. (LPLA)
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- symbol LPLA
- Rev/Share 212.2411
- Book/Share 66.766
- PB 5.7685
- Debt/Equity 1.3582
- CurrentRatio 0.5305
- ROIC 0.2159
- MktCap 30825681264.0
- FreeCF/Share -19.9269
- PFCF -19.3251
- PE 35.7229
- Debt/Assets 0.3925
- DivYield 0.0031
- ROE 0.1857
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 4
- P/B Score 1
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Resumed | LPLA | UBS | -- | Neutral | -- | $406 | Dec. 11, 2025 |
| Upgrade | LPLA | Raymond James | Underperform | Market Perform | -- | -- | Oct. 9, 2025 |
| Initiation | LPLA | BMO Capital Markets | -- | Outperform | -- | $365 | Oct. 3, 2025 |
| Downgrade | LPLA | Rothschild & Co Redburn | Buy | Neutral | -- | $390 | Sept. 19, 2025 |
| Resumed | LPLA | Goldman | -- | Buy | -- | $405 | Sept. 12, 2025 |
| Downgrade | LPLA | Citigroup | Neutral | Sell | -- | $80 | July 9, 2025 |
| Upgrade | LPLA | Redburn Atlantic | Neutral | Buy | -- | $460 | June 9, 2025 |
| Downgrade | LPLA | Citigroup | Buy | Neutral | -- | $400 | June 9, 2025 |
| Upgrade | LPLA | JP Morgan | Neutral | Overweight | $288 | $397 | Jan. 7, 2025 |
| Upgrade | LPLA | UBS | Neutral | Buy | -- | $390 | Jan. 6, 2025 |
News
LPL Financial Welcomes Wealth Innovations
Published: February 03, 2026 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
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LPL Financial Dips Despite Q4 Earnings Beat, Revenues & Costs Rise Y/Y
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Negative
LPLA slips despite Q4 earnings beat, as strong revenues and asset growth are overshadowed by a sharp rise in expenses.
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Unveiling LPL Financial (LPLA) Q4 Outlook: Wall Street Estimates for Key Metrics
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for LPL Financial (LPLA), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
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LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification
Published: January 27, 2026 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025 — the most of any firm in the industry. This achievement reflects LPL's continued investment in the technology, services and infrastructure that define the modern advisor experience and elevate quality advice.
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Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report?
Published: January 22, 2026 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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LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive
LPL Financial (LPLA) possesses 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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Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service
Published: January 13, 2026 by: GlobeNewsWire
Sentiment: Neutral
LPL announces appointments of Suzanne Elovic as executive vice president, head of supervision, & Mike Murphy as executive vice president, head of service.
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LPL Financial Reports Rise in November Brokerage & Advisory Assets
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Neutral
LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.
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LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Neutral
LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
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Matthew Morningstar Joins LPL as Chief Legal Officer
Published: December 05, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm's Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise.
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LPL Financial Reports a Rise in October Brokerage & Advisory Assets
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA's October assets climb to $2.35T, with both brokerage and advisory balances rising and organic inflows supporting momentum.
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LPL Financial Acquires Minority Stake in Private Advisor Group
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA deepens its RIA ties with a new minority stake in Private Advisor Group, aiming to boost advisor support and long-term growth.
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Republic Capital Group Advises Private Advisor Group on its Minority Investment by LPL Financial
Published: November 20, 2025 by: PRNewsWire
Sentiment: Neutral
NEW YORK and MORRISTOWN, N.J. , Nov. 20, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the investment banking advisor to Private Advisor Group, with $41.3 billion in AUM, as LPL Financial Holdings Inc. (Nasdaq: LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") acquires a minority ownership stake, marking a new chapter in their nearly three-decade relationship.
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Private Advisor Group Announces Minority Investment by LPL Financial
Published: November 19, 2025 by: PRNewsWire
Sentiment: Neutral
LPL Financial Joins Merchant in Minority Ownership of Private Advisor Group, Strengthening Strategic Alignment MORRISTOWN, N.J. , Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (Nasdaq: LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") announced today LPL's acquisition of a minority ownership stake in Private Advisor Group.
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PGIM Jennison Financial Services Fund Q3 2025 Contributors And Detractors
Published: November 13, 2025 by: Seeking Alpha
Sentiment: Neutral
The PGIM Jennison Financial Services Fund advanced but underperformed the 3.4% return of the S&P 1500 Financials index during the quarter. Relative underperformance was largely driven by security selection within capital markets (especially LPL Financial, KKR, and Marex Group), financial services (primarily Adyen and Apollo Global Management), and banks (Pinnacle Financial Partners). On the upside, our underweight to financial services, an overweight to banks, and out of index exposure to consumer discretionary (Pulte Group) added the most value.
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LPL Financial's Q3 Earnings Beat on Higher Revenues, Stock Up 1.3%
Published: October 31, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA posts a 25% earnings jump and beats estimates on surging revenues and asset growth, which lift its stock 1.3% in after-hours trading.
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LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Published: October 23, 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.
Read More
LPL Financial Welcomes Lighthouse Private Wealth
Published: September 30, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team – an existing firm supporting LPL-affiliated advisors - have come together to form Lighthouse Private Wealth. The practice joins LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC.
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LPL Financial's August Brokerage & Advisory Assets Rise Sequentially
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA posts $2.26T in August assets, up 16.7% from July, with strong gains in both brokerage and advisory holdings.
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LPL Releases Inaugural Advisor Growth Study
Published: September 17, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS).
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LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
Published: August 27, 2025 by: GlobeNewsWire
Sentiment: Neutral
LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.
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LPL Financial's July Brokerage & Advisory Assets Rise Sequentially
Published: August 22, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA's brokerage and advisory assets hit $1.94T in July, rising 1.1% from June and surging nearly 27% year over year.
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LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
Published: August 11, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences designed to elevate financial advisor success.
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LPL Financial's Q2 Earnings Beat on Higher Revenues, Stock Jumps
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive
LPLA jumps 3.1% after Q2 earnings and revenues beat estimates, fueled by strong asset growth and higher client cash balances.
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LPL Financial Closes Its Acquisition of Commonwealth Financial Network
Published: August 01, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. “Advisor success is woven into every aspect of the Commonwealth business, and we're proud to welcome an incredible community of Advisors and the talented team at Commonwealth,” said Rich Steinmeier, LPL Financial chief executive officer.
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LPL Financial Welcomes ProsperLane Financial
Published: July 30, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from ProsperLane Financial have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.
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Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
Published: July 21, 2025 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock
Published: June 26, 2025 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Why LPL Financial Holdings Inc. (LPLA) is a Top Momentum Stock for the Long-Term
Published: June 24, 2025 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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LPLA, SF & Others to Face Penalty for Overcharging Retail Investors
Published: June 10, 2025 by: Zacks Investment Research
Sentiment: Negative
Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.
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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 Richard Steinmeier
- Employees 9118