LPL Financial Holdings Inc. (LPLA)
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- symbol LPLA
- Rev/Share 182.7231
- Book/Share 65.6398
- PB 5.5957
- Debt/Equity 1.4462
- CurrentRatio 3.0337
- ROIC 0.1061
- MktCap 29385505930.0
- FreeCF/Share -0.0695
- PFCF -5467.0709
- PE 25.4008
- Debt/Assets 0.42
- DivYield 0.0033
- ROE 0.3217
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 4
- 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 |
|---|---|---|---|---|---|---|---|
| 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 |
| 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
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 Richard Steinmeier
- Employees 9118