Education
About Us
Working with TipRanks
Follow Us
LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
Day’s Range― - ―
52-Week Range$187.19 - $384.04
Previous CloseN/A
Volume60.60K
Average Volume (3M)1.07M
Market Cap
$26.48B
Enterprise Value$27.94B
Total Cash (Recent Filing)N/A
Total Debt (Recent Filing)N/A
Price to Earnings (P/E)23.8
Beta1.05
Next Earnings
Jul 24, 2025EPS Estimate
4.46Last Dividend Ex-Date
Mar 11, 2025Dividend Yield0.36%
Share Statistics
EPS (TTM)5.15
Shares Outstanding79,973,740
10 Day Avg. Volume618,120
30 Day Avg. Volume1,071,422
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)0.00
Price to Cash Flow (P/CF)0.00
P/FCF Ratio0.00
Enterprise Value/Market Cap1.05
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/Ebitda11.59
Forecast
1Y Price Target
$387.80Price Target Upside14.40% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
---
Bulls Say, Bears Say
Bulls Say
Acquisition BenefitsThe acquisition of Commonwealth Financial Network for $2.7B is expected to enhance LPLA's scale and competitive position in the market.
Revenue SynergiesThe deal is anticipated to bring revenue synergies, particularly through the transition to self-clearing, which will contribute significantly to the target EBITDA.
Bears Say
Asset OutflowsThe separation of large OSJs has resulted in significant outflows, with $8.5B out of the expected $20B occurring so far.
Integration CostsSubstantial onboarding and integration costs are expected, totaling approximately $485M, which will impact financials in the short term.
Share RepurchasesShare repurchases will be on hold in the near term due to the increased leverage ratio following the acquisition.
---
Ownership Overview
0.68% Insiders
29.48% Mutual Funds
1.41% Other Institutional Investors
54.50% Public Companies and
Individual Investors
LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $187.19 and its highest was $384.04 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $26.48B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Jul 24, 2025 which is in 76 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on May 08, 2025. The company reported $5.15 earnings per share for the quarter, beating the consensus estimate of $4.68 by $0.47.
Is LPL Financial overvalued?
According to Wall Street analysts LPL Financial’s price is currently Undervalued.
Does LPL Financial pay dividends?
LPL Financial pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 0.36%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 4.46.
How many shares outstanding does LPL Financial have?
LPL Financial has 79,973,740 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $5.15 in its last earnings report, beating expectations of $4.68. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in LPLA
---
LPL Financial Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$387.80 (14.40% Upside)
$387.80 (14.40% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Increased
By 178.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $642.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.2%
Last 30 Days ▲ 20.8%
Last 30 Days ▲ 20.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
21.99%
12-Months-Change
Fundamentals
Return on Equity
42.26%
Trailing 12-Months
Asset Growth
29.05%
Trailing 12-Months
Company Description
LPL Financial
LPL Financial Holdings Inc. (NASDAQ: LPLA) is a leading provider of investment and financial advisory services in the United States. The company operates as an independent broker-dealer, providing a platform for over 20,000 financial advisors nationwide. LPL Financial offers a range of services, including investment advisory, brokerage, and custody services, catering to independent financial advisors, financial institutions, and their clients. The company's mission is to empower advisors with the tools and resources they need to provide personalized financial guidance to their clients.
---
LPLA Company Deck
---
LPLA Earnings Call
Q1 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by LPL Financial with record organic asset growth, strategic acquisitions, and impressive financial results. However, there are challenges related to seasonal headwinds and ongoing expense growth. The positive highlights, especially the strong asset growth and financial performance, outweigh the lowlights, indicating a positive outlook overall.Read More>---
LPLA Revenue Breakdown
41.14% Advisory
25.39% Commission
23.65% Asset-based
5.06% Service and fee
4.76% Other
---
LPLA Stock 12 Month Forecast
Average Price Target
$387.80
▲(14.40% Upside)
Technical Analysis
Jefferies
―
Marketaxess Holdings
―
Raymond James Financial
―
Stifel Financial
―
Tradeweb Markets
―
---