LPL Financial Holdings Inc. (LPLA)

US — Financial Services Sector
Peers: TW  RJF  PJT  MC  SF  MKTX  PIPR  EVR  LAZ  HLI  PWP 

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Key Metrics & Ratings

  • symbol LPLA
  • Rev/Share 177.2456
  • Book/Share 41.8738
  • PB 8.4564
  • Debt/Equity 0.0
  • CurrentRatio 0.0
  • ROIC 0.1602

 

  • MktCap 28319395370.0
  • FreeCF/Share -4.5117
  • PFCF -84.1399
  • PE 24.2698
  • Debt/Assets 0.0
  • DivYield 0.0034
  • 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 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 Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy?
LPLA
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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image for news LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy?
LPL Financial Welcomes Lex Wealth Management
LPLA
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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image for news LPL Financial Welcomes Lex Wealth Management

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
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.