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LPL Financial Holdings Inc. LPLA R3KFINANCIAL

Financial Services · Capital Markets · United States
https://www.lpl.com
Company Profile ↓
$350.22
-1.21% 1Y
Mkt Cap$27.58B
P/E28.09
P/B4.51
Div. Yield0.36%
52W High$392.14
52W Low$265.65
Book Value$72.72
EPS (TTM)$12.47

Company Overview

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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including 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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 18.6%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 19.9% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 12.1% CAGR over the past five years.

Recent Developments

  • Dec 2025 Revenue of $16.99B (+37.2% YoY); net profit $863.02M.
  • Trailing 12 Months Year-on-year growth — revenue +36.4%, earnings +39.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 12.1%, profit CAGR 19.9%.

Growth & Price Performance

Compounded Sales Growth

5 Years:12.06%
1 Year:36.40%

Compounded Profit Growth

5 Years:19.87%
1 Year:39.40%

Stock Price Performance

1 Year:-1.21%
6 Months:+12.28%
3 Months:+23.54%
1 Month:-3.34%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 67% of range
$265.65 $392.14
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • Golden Cross8d ago
  • RSI (14)45.52 · Neutral
Price Performance
1M-3.34%
3M+23.54%
6M+12.28%
1Y-1.21%
Valuation vs Sector

P/E of 28.09 is above the sector median of 12.89 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 12.1% over 5 years.
  • Profit CAGR of 19.9% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
28.09
Industry PE
12.89
Forward P/E
11.74
PEG Ratio
0.43
Book Value
$72.72
Price to Book
4.51
P/S
1.35
EV/EBITDA
-
Dividend Yield
0.36%

Growth (CAGR)

Revenue 5Y
12.06%
Profit 5Y
19.87%
Revenue (YoY)
36.40%
Earnings (YoY)
39.40%

Profitability & Returns

ROCE
-
ROE
18.59%
ROA
5.40%
Profit Margin
5.24%
Op Margin
11.10%
Gross Margin
29.89%
EPS (Latest Qtr)
$4.74
EPS (TTM)
$12.47

Balance Sheet & Liquidity

Debt/Equity
1.35
Quick Ratio
2.29
Current Ratio
2.35
Debt
$7.79B
Total Assets
$19.79B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.40%
Chg in Prom Hold
-0.00%
FII / Inst Holding
106.82%
Chg in FII Hold
-0.08%

Financial Snapshot

Enterprise Value
$27.58B
Total Revenue (TTM)
$19.20B
EBITDA
-
Free Cash Flow
$-981.78M
Operating Cash Flow
$-252.16M
Shares Outstanding
78.74M
Gross Margin
29.89%
Payout Ratio
9.62%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 LPLA LPL Financial Holdings Inc. R3KFINANCIAL 350.22 28.09 $27.58B 0.36% - 18.59% 12.06% 19.87%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue 1.11B1.09B1.05B1.02B1.01B1.02B1.02B1.01B1.04B1.07B1.06B1.12B1.24B1.30B1.33B1.32B1.37B1.39B1.42B1.45B1.46B1.37B1.46B1.71B1.90B2.02B2.07B2.04B2.16B2.42B2.47B2.52B2.83B2.93B3.11B3.67B3.84B4.55B4.94B5.19B
Net Income 50.68M50.24M41.05M26.81M50.39M47.85M51.95M41.74M48.19M68.43M58.14M64.10M93.53M118.77M106.86M120.30M155.40M146.09M131.71M126.68M155.64M101.66M103.79M129.62M119.10M103.06M133.74M160.54M232.33M338.88M285.52M224.29M288.76M243.80M255.30M318.57M273.25M-29.52M356.40M379.26M
Diluted EPS 0.520.520.430.280.560.530.580.460.520.740.630.691.011.301.191.361.791.711.571.531.921.271.291.591.461.261.641.972.864.243.652.913.833.233.394.243.40-0.374.434.74

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 2.75B3.11B3.48B3.66B4.14B4.37B4.28B4.05B4.28B5.19B5.62B5.87B7.72B8.60B10.05B12.39B16.99B
Net Income 47.52M-56.86M170.38M151.92M181.86M178.04M168.78M191.93M238.86M439.46M559.88M472.64M459.87M845.70M1.07B1.06B863.02M
Diluted EPS 0.47-0.641.501.371.721.751.742.132.594.856.625.865.6310.4013.6914.0310.92

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --3.65B3.82B3.99B4.04B4.04B4.52B4.83B5.36B5.48B5.88B6.60B7.99B9.48B10.39B13.32B18.49B
Total Equity 790.31M850.88M1.17B1.34B1.14B1.10B971.60M715.61M821.00M965.01M974.07M1.02B1.31B1.67B2.17B2.08B2.93B5.34B
Cash & Equivalents 219.24M378.59M419.21M720.77M466.26M516.58M412.33M724.53M747.71M811.14M511.10M590.21M808.61M495.25M847.52M465.67M967.08M1.04B
Long Term Debt --1.37B1.32B1.27B1.52B1.51B2.19B2.18B2.39B2.37B2.40B2.35B2.81B2.72B3.73B5.49B7.26B
Total Liabilities --2.47B2.47B2.85B2.94B3.07B3.81B4.01B4.39B4.50B4.86B5.28B6.32B7.31B8.31B10.39B13.15B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 271.16M-22.91M442.38M254.27M160.12M232.24M279.45M388.93M453.31M581.58M623.87M789.94M453.13M1.95B512.61M277.59M-411.40M
Investing Cash Flow -13.72M-39.19M-65.56M-91.67M-74.81M-93.13M-74.95M-126.67M-437.69M-161.75M-180.99M-187.50M-458.64M-376.40M-860.19M-1.59B-2.39B
Financing Cash Flow -98.08M102.72M-75.26M-417.11M-34.98M-243.36M107.69M-127.37M51.43M-483.36M-533.23M-275.19M278.84M-504.27M-208.53M1.42B3.17B
Capital Expenditure -8.31M-23.09M-36.35M-54.79M-78.24M-89.65M-72.56M-127.65M-111.91M-132.69M-156.39M-155.53M-215.99M-306.60M-403.29M-562.53M-570.38M
Free Cash Flow 262.84M-46.01M406.03M199.48M81.88M142.59M206.89M261.29M341.40M448.89M467.48M634.41M237.15M1.64B109.33M-284.94M-981.78M
Share Buybacks 181.00K089.04M199.12M219.09M275.08M390.83M25.01M113.73M417.89M500.37M150.04M90.01M325.03M1.10B170.10M100.00M
Dividends Paid -00248.81M68.01M95.62M95.81M89.08M90.27M88.36M82.60M79.10M80.09M79.83M92.19M89.73M94.41M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % -----------------
Net Margin % 1.7%-1.8%4.9%4.1%4.4%4.1%3.9%4.7%5.6%8.5%10.0%8.0%6.0%9.8%10.6%8.5%5.1%
ROE % 5.6%-4.8%12.7%13.3%16.5%18.3%23.6%23.4%24.8%45.1%54.7%35.9%27.5%39.0%51.3%36.1%16.1%
ROCE % -----------------

Shareholding Pattern

Insiders
0.40%
Institutions
106.82%
Public Float
107.25%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 6.01% 4.73M $1.55B
2 Dodge & Cox Inc. 5.81% 4.58M $1.50B
3 Boston Partners 5.40% 4.25M $1.39B
4 Jupiter Topco LLC 5.33% 4.20M $1.38B
5 Vanguard Portfolio Management LLC 4.87% 3.83M $1.26B
6 Vanguard Capital Management LLC 4.59% 3.61M $1.19B
7 Principal Financial Group, Inc. 3.41% 2.68M $880.91M
8 Samlyn Capital, LLC 3.06% 2.41M $789.27M
9 Capital World Investors 2.98% 2.34M $768.80M
10 State Street Corporation 2.46% 1.93M $634.60M

Analyst View

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Latest News

Recent headlines for LPLA

Google News Fri, 21 Aug 2026

LPL Financial (LPLA) Stock Looks Like A Bargain On Returns But Fully Priced On Earnings - finance.yahoo.com

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Google News Sat, 05 Sep 2026

LPL Financial (LPLA) Stock May Trade Below Fair Value While Earnings Look Rich - simplywall.st

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Google News ue, 08 Sep 2026

LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Recommendation of "Moderate Buy" by Analysts - marketbeat.com

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Google News Wed, 02 Sep 2026

LPL Financial Holdings - Forbes

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Google News Fri, 31 Jul 2026

Why LPL Financial Holdings (LPLA) Stock Is Up Today - Quiver Quantitative

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Google News Fri, 04 Sep 2026

Here's How Much $1000 Invested In LPL Finl Hldgs 15 Years Ago Would Be Worth Today - Benzinga

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LPLA — Frequently Asked Questions

What is the current share price of LPL Financial Holdings Inc. (LPLA)?

As of 2026-09-19 21:16 PDT, LPL Financial Holdings Inc. (LPLA) trades at $350.22 on NasdaqGS. Its 52-week range is $265.65 to $392.14.

What is the market capitalisation of LPLA?

LPL Financial Holdings Inc. (LPLA) has a market capitalisation of $27.58B on NasdaqGS.

What is the P/E ratio of LPLA?

LPLA trades at a trailing price-to-earnings (P/E) ratio of 28.09. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 4.51.

Does LPLA pay a dividend?

LPL Financial Holdings Inc. (LPLA) currently offers a dividend yield of 0.36%.

What is the return on equity (ROE) of LPLA?

LPLA has a return on equity (ROE) of 18.59%.

Is LPLA a good stock to buy?

This page provides a data-driven analysis of LPL Financial Holdings Inc. (LPLA), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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