LPL Financial Holdings Inc (LPLA)
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 353.70 $ — 68% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
–Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built
Analysts & Price Target
The price target sits 21.1% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 15
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 23.88 | 23.26 – 24.88 | 20,806 | 18.9% | 15 |
| 12/31/2027 | 29.74 | 27.74 – 32.65 | 23,621 | 24.5% | 16 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 3.59 | 25.90 | 3,512 | 32.90 | 7.70 | -179 | -344 |
| 2025: Q1 | 4.24 | 10.80 | 3,670 | 29.60 | 8.70 | 340 | 220 |
| 2025: Q2 | 3.51 | 8.90 | 3,835 | 30.80 | 7.10 | 193 | 56 |
| 2025: Q3 | -0.37 | -110.80 | 4,552 | 46.40 | -0.60 | -1,730 | -1,872 |
| 2025: Q4 | 3.74 | 4.10 | 4,933 | 40.40 | 6.10 | 662 | 490 |
| 2026: Q1 | 4.43 | 4.50 | 4,938 | 34.60 | 7.20 | 300 | 135 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 4,049 | 394 | 192 | 2.13 | 275 | 821 | 4,835 |
| 2017 | 4,281 | 494 | 239 | 2.59 | 444 | 965 | 5,359 |
| 2018 | 5,188 | 718 | 439 | 4.85 | 582 | 974 | 5,477 |
| 2019 | 5,625 | 875 | 560 | 6.62 | 624 | 1,024 | 5,880 |
| 2020 | 5,872 | 732 | 473 | 5.86 | 790 | 1,315 | 6,524 |
| 2021 | 7,721 | 730 | 460 | 5.63 | 453 | 1,671 | 7,992 |
| 2022 | 8,601 | 1,238 | 846 | 10.40 | 1,946 | 2,168 | 9,482 |
| 2023 | 10,053 | 1,632 | 1,066 | 13.69 | 513 | 2,079 | 10,385 |
| 2024 | 12,385 | 1,667 | 1,059 | 14.04 | 278 | 2,931 | 13,317 |
| 2025 | 16,989 | 2,285 | 863 | 10.92 | -423 | 5,344 | 18,493 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
About the Company
LPL Financial Holdings Inc. bietet mit ihren Tochtergesellschaften eine integrierte Plattform für Brokerage- und Anlageberatungsdienste für unabhängige Finanzberater und Finanzberater bei Institutionen in den USA an.
| CEO Insider Trades (12 Mo.) | selling own stock |
|---|---|
| Employees | 10,099 |
| Headquarters | San Diego, CA |
| Address | 4707 Executive Drive, 92121 San Diego, United States |
| Phone | 800 877 7210 |
| Website | lpl.com |
| IPO Date | 18. Nov 2010 |
| ISIN | US50212V1008 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Richard Steinmeier | CEO & Director | 1974 |
| Matthew Jon Audette B.S. | President & CFO | 1975 |
| Greg Gates | MD and Chief Technology & Information Officer | 1977 |
| Matthew K. Enyedi | MD & Chief Client Officer | 1974 |
| Aneri Jambusaria CFP | Group MD & Chief Wealth Officer | 1984 |
| Judith Kohoskie Ricketts | Executive Vice President of Operations | – |
| Marc Andrew Zabicki C.F.A. | Chief Investment Officer | – |
| Katharine Reeping | Senior VP, Controller & Chief Accounting Officer | 1978 |
| Matthew Edwin Morningstar J.D. | Group MD & Chief Legal Officer | 1976 |
| Emily Field | Group MD & Chief People Officer | 1989 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.