LPL Financial Holdings Inc (LPLA)


LPL Financial Holdings Inc. is a NASDAQ-listed common stock company in the Financials sector and Capital Markets industry. Through its subsidiaries, the company operates a platform that supports independent financial advisors and advisors at institutional firms across the United States. Its business includes brokerage and investment advisory services, with access to products such as annuities, mutual funds, equities, fixed income instruments, alternative investments, retirement and education savings plans, and insurance. The company also provides fee-based platforms, retirement-focused solutions, advisor tools, trust and custodial services, trading and portfolio rebalancing capabilities, insurance brokerage general agency services, and technology tools for proposal generation, analytics, and portfolio modeling. Founded in 1989 and based in San Diego, California, it was formerly known as LPL Investment Holdings Inc. before adopting its current name in 2012.


Jump between the core stock analysis sections, valuation data, fair value models, technical outlook, and FAQ.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Upcoming Dividend Ex-Date Dividend Payment Date Upcoming Dividend Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Enterprise Value Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Payout Ratio Free Cash Flow / Net Income
NASDAQ-LPLA
$338.52
3.1% Upside
Fair
$412.29
25.6% Upside
Undervalued
Good
1.2
0.4%
July 30, 2026
29.1x
4.6x
1.5x
26.231 B
22.3%
99.3%
9.1
10.7%
-120.5%
Valuation • Fair Value

LPL Financial Holdings Inc (NASDAQ-LPLA) Fair Value by Valuation Model

Compare the primary fair value estimate for LPL Financial Holdings Inc (NASDAQ-LPLA) with model-based valuation references such as DCF, Ben Graham, DDM, EPV and comparable-company valuation.

Primary Valuation Read

Fair Value

$338.52

Estimated upside of 3.1% versus the current market price.

Fair Value Confidence

Med

Confidence level for the primary fair value estimate.

DCF Fair Value

NM

Discounted cash flow valuation reference.

Ben Graham Formula Value

$124.97

Classic Ben Graham valuation formula reference.

DDM Fair Value

$259.94

Dividend discount model valuation reference.

EPV Fair Value

NM

Earnings power value estimate.

Comps Fair Value

$364.72

Comparable-company valuation reference.

Analyst Price Target

$412.29

Analysts imply upside of 25.6%.

How to read these valuation models

Use this section to compare the primary fair value estimate for LPL Financial Holdings Inc (NASDAQ-LPLA) with several model-based valuation references. Different models can produce different outputs because each method relies on a different set of assumptions, so the primary fair value estimate should be read alongside the model spread rather than in isolation.

Profitability • Growth

Profitability & Growth for LPL Financial Holdings Inc (NASDAQ-LPLA)

A compact read on revenue, forward revenue expectations, EBITDA and operating profitability trends.

Revenue

17.84 B

Current operating scale indicator.

Revenue Forecast

20.725 B

Forward revenue estimate.

EBITDA

2.302 B

Current operating profitability reference.

EBITDA Forecast

3.249 B

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review LPL Financial Holdings Inc (NASDAQ-LPLA) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for LPL Financial Holdings Inc (NASDAQ-LPLA)

Review financial health, earnings quality and balance-sheet risk through Piotroski, Beneish, Altman and cash conversion metrics.

Financial Health

Good

Positive financial-health read.

Piotroski Score

4

Mid-range quality score.

Beneish M-Score

-1.70

Higher caution zone on this screen.

Altman Z-Score

9.1

Relatively strong balance-sheet zone.

FCF / Net Income

-120.5%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for LPL Financial Holdings Inc (NASDAQ-LPLA). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for LPL Financial Holdings Inc (NASDAQ-LPLA)

Track the next earnings date, ex-dividend date, dividend payment date, dividend yield and upcoming distribution details where available.

Next Earnings Date

July 30, 2026

Days to Earnings

9

Dividend Payment Date

Not available

Ex-Dividend Date

Not available

Dividend Yield

0.4%

Income yield reference.

Upcoming Dividend

1.2

Upcoming distribution amount.

Payment Type

Not available

Data is currently unavailable.

Dividend Currency

USD

Currency used for the distribution.

Payout Ratio

10.7%

Dividend payout reference.

How to read events and dividends

This section helps investors track time-sensitive items for LPL Financial Holdings Inc (NASDAQ-LPLA), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

LPL Financial Holdings Inc (NASDAQ-LPLA) Stock Forecast & Technical Outlook

Review LPL Financial Holdings Inc (NASDAQ-LPLA) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Buy

The 15-minute technical read for LPL Financial Holdings Inc (NASDAQ-LPLA) is currently Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Strong Buy

The 1-hour technical read for LPL Financial Holdings Inc (NASDAQ-LPLA) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Strong Buy

The daily technical read for LPL Financial Holdings Inc (NASDAQ-LPLA) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Strong Buy

The weekly technical read for LPL Financial Holdings Inc (NASDAQ-LPLA) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Neutral

The monthly technical read for LPL Financial Holdings Inc (NASDAQ-LPLA) is currently Neutral. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for LPL Financial Holdings Inc (NASDAQ-LPLA)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Strong Buy

Based on the available recommendation mix, LPL Financial Holdings Inc (NASDAQ-LPLA) has a Strong Buy consensus, with 8 buy, 3 hold and 0 sell recommendations in the current data set.

Buy 8
Hold 3
Sell 0
FAQ Fast Investor Answers

LPL Financial Holdings Inc (NASDAQ-LPLA) Stock FAQ

Quick answers about LPL Financial Holdings Inc (NASDAQ-LPLA) stock, including fair value, valuation rating, analyst price target, dividends, earnings dates, market capitalization, financial health and other key stock analysis metrics.

Fair Value
$338.52
Estimated upside 3.1%
Valuation Rating
Undervalued
Estimated upside of 3.1%
Analyst Target
$412.29
Implied upside 25.6%
Financial Health
Good
Current financial-health read

The current fair value estimate for LPL Financial Holdings Inc (NASDAQ-LPLA) is $338.52. This implies an estimated upside of 3.1% versus the current market price.

Based on the current fair value estimate, the stock appears undervalued, with estimated upside of 3.1% versus the current market price.

The available analyst price target for LPL Financial Holdings Inc (NASDAQ-LPLA) is $412.29. The analyst target implies estimated upside of 25.6%.

The current financial health read for LPL Financial Holdings Inc (NASDAQ-LPLA) is Good. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for LPL Financial Holdings Inc (NASDAQ-LPLA) is July 30, 2026.

Based on the current data, dividend yield is 0.4%, upcoming dividend amount is 1.2.

The current P/E ratio listed for LPL Financial Holdings Inc (NASDAQ-LPLA) is 29.1x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for LPL Financial Holdings Inc is 26.231 B.

The ticker symbol for LPL Financial Holdings Inc is NASDAQ-LPLA, and the stock is listed on NASDAQ.

LPL Financial Holdings Inc (NASDAQ-LPLA) is listed on NASDAQ.

The current debt-to-total-capital ratio listed for LPL Financial Holdings Inc is 22.3%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for LPL Financial Holdings Inc is 99.3%. Free float helps investors understand how much of the share base is available for public trading.