LPLA Company Profile and Key Details

Q: Who are the executives of LPLA?

Mr. Marc Andrew Zabicki C.F.A.Chief Investment OfficerMr. Dan Hogan Arnold Jr., B.S., C.P.A., M.B.A.Pres, Chief Executive Officer & DirectorMr. Matthew K. EnyediManaging Director of Client SuccessMr. Kabir SethiMD & Chief Product OfficerMr. Matthew Jon Audette B.S.Principal Accounting Officer, Chief Financial Officer & Head of Bus. OperationsMs. Judith Kohoskie RickettsExecutive Vice President of OperationsMr. Greg GatesMD and Chief Technology & Information OfficerMs. Michelle B. OroschakoffChief Legal Officer, MD of Compliance and Legal & RiskMr. Dayton SemerjianMD & Chief Customer Care OfficerMr. Richard SteinmeierMD & Divisional Pres of Bus. Devel.Mr. Brent Blain SimonichExecutive Vice President, Chief Accounting Officer & TreasurerMs. Sallie R. Larsen B.A., M.A.MD & Chief Human Capital OfficerMr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.Pres, Chief Executive Officer & Director

NASDAQ : LPLA

LPL Financial

$311.47

10.65+3.54%

At Close 4:00 PM

70.42

BESG ScoreESG Rating

Profile Key Stats Analyst Ratings Ownership Ratios Financials Dividend & splits Sentiment Forecast

Price Chart

Stock Price Today

LPL Financial Holdings Inc. (LPLA) stock surged +3.54%, trading at $311.47 on NASDAQ, up from the previous close of $300.82. The stock opened at $300.18, fluctuating between $299.00 and $314.78 in the recent session.

Stock Snapshot

300.82

Prev. Close

24.91B

Market Cap

299

Day Low

15.16

P/E Ratio

20.54

EPS (TTM)

1.45

Cash Flow per Share

300.18

Open

79.98M

Number of Shares

314.78

Day High

99.32%

Free Float in %

27.64

Book Value

680.91K

Volume

Relevant Articles

SEC Fillings

Current Report (8-k)

Filing Date	Accepted Date

Annual Report (10-k)

Filing Date	Accepted Date

Stock Price History Chart

Date	Open	High	Low	Close	Volume
Jul 09, 2026	301.65	314.78	299.00	311.47	748.32K
Jul 08, 2026	309.01	309.01	300.25	300.82	624.22K
Jul 07, 2026	306.00	308.99	303.71	307.58	609.67K
Jul 06, 2026	295.64	305.38	294.90	304.75	520.44K
Jul 02, 2026	297.50	299.29	293.01	295.18	646.34K
Jul 01, 2026	284.37	297.39	280.00	293.27	1.1M
Jun 30, 2026	271.77	281.98	270.04	281.68	1.66M
Jun 29, 2026	273.14	275.75	266.26	269.24	1.53M
Jun 26, 2026	276.02	277.99	260.78	268.75	3.9M
Jun 25, 2026	282.15	283.83	271.78	277.33	1.25M
Jun 24, 2026	293.45	293.82	281.26	282.15	1.13M
Jun 23, 2026	296.18	300.04	293.83	295.10	720.97K
Jun 22, 2026	295.26	298.62	292.46	297.62	730.79K
Jun 18, 2026	302.98	307.79	290.96	293.95	1.01M
Jun 17, 2026	304.54	308.53	300.82	304.50	670K
Jun 16, 2026	296.55	304.47	294.19	303.30	825.9K
Jun 15, 2026	299.12	299.63	294.50	295.32	715.8K
Jun 12, 2026	286.76	299.79	286.00	295.66	762.89K
Jun 11, 2026	287.37	290.76	284.23	285.44	1.02M
Jun 10, 2026	287.82	294.82	283.67	289.18	759.54K

Contact Details

San Diego, CA 92121

United States

https://www.lpl.com 800 877 7210

About Company

LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.

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MarketAxess Holdings Inc.$113.98 HUT

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-2.73-2.73%

Tradeweb Markets Inc.$97.12 FUTU

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A-Mark Precious Metals, Inc.$46.72 IREN

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IREN Limited$41.72

Company Overview

LPL Financial Holdings Inc. (NASDAQ:LPLA) closed at $311.47 USD, gaining $10.65 (3.54%) from the previous close of $300.82. The stock is currently mid-range between its 52-week high and low $260.15 and $403.58. With a market capitalization of about $24.91 billion, LPL Financial Holdings Inc. is classified as a large-cap and shows lower-than-market volatility (beta ~0.51). Key stats such as the average daily volume over the past year has been around 1.01 million shares, volume is running light vs its 52-week average. Headquartered in San Diego, CA, LPL Financial Holdings Inc. operates in the Financial Services sector and the Financial - Capital Markets industry. Led by CEO Richard Steinmeier, the company employs approximately 9,118 people and listed since November 18, 2010. LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions.

Technical Performance

Short-term trend indicators are bullishly aligned (SMA20 -7.99%, SMA50 -10.98%, SMA200 -11.55%). The stock’s 14-day RSI is 39.39 (weak momentum), while the ATR of 16.28 points to higher daily volatility. The stock remains sitting in the mid-range of its 52-week band, trading -20.82% below its high and over 21.58% above its low. Average 10-day trading volume of 930.12 thousand shares is in line with the 3-month average of 1.01 million, indicating normal recent market interest.

Valuation Metrics

LPL Financial Holdings Inc. trades at a P/E ratio of 27.78, slightly below the S&P 500 average, with a price-to-sales ratio of 1.37 and a price-to-book ratio of 4.41 trading at moderately above to book value. The P/FCF stands at -21.02, also below market averages.

Dividend & Fair Value

LPL Financial Holdings Inc. last paid a dividend of 1.2 per share, this equals a trailing yield of roughly 0.55%. Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around $294.52. This means the shares are trading above this model’s fair value.

Earnings & Analyst Outlook

LPL Financial Holdings Inc. generated EPS of $11.01 over the past year. Five-year average earnings growth is 13.26%. Wall Street analysts project EPS growth of 19.31% annually over the next five years. The latest quarter delivered EPS of $4.45. The next quarter is forecast at $5.82. Next year's EPS is expected at $5.27. Analyst sentiment is bullish. Analyst rating data shows there are 26 Strong Buy ratings, 6 Buy ratings, 7 Hold ratings, 0 Sell rating and 0 Strong Sell ratings. Price targets range from $500.00 to $326.00. The high target offers 60.53% upside. The low target suggests 4.66% downside. The mean target is $418.31. This offers 34.3% upside. LPL Financial Holdings Inc. earnings surprise history is a consistent trend of beating forecasts. The quarter that ended April 30, 2026, missed forecasts by -18.94%. The prior quarter beat by 6.3%. Over the last six quarters, Apple has recorded several small beats. These include 5.99% in January 30, 2025.

Shareholding & Insider Activity

LPL Financial Holdings Inc. has 80.00 million shares outstanding. The public float is 79.45 million shares, elevated short interest at 2.71% of float. This equals 2.16 million shares. The short ratio is 2.67 days. Institutional investors hold 101.01% of the float. Insiders own 0.53%. Arnold Dan H. holds 142.61 thousand shares, Larsen Sallie R. has 25.20 thousand shares and Oroschakoff Michelle has 23.85 thousand shares. Over the past six months, insider transactions show net selling. They sold 4.99 thousand shares across 8 transactions.

Financial & Profitability Overview

Over the trailing twelve months, LPL Financial generated $12.39B in revenue, or $164.20 per share. Gross margin was 90.07%, operating margin 13.46%, and net profit margin 8.55%. Returns are exceptional, with ROA at 10.19% and ROE at 50.92%.
On valuation metrics, LPL Financial trades at a P/E of 27.78, P/S of 1.37 and P/B of 4.41. The current ratio is 24.24 and quick ratio is 24.24. Operationally, the company’s inventory turnover is 0.00 and cash conversion cycle is 121.30 days. Debt-to-equity is 1.39, supported by a cash flow-to-debt ratio of -0.07.

Quarterly Financial Highlights

For the quarter ended Dec 31, 2024, LPL Financial posted revenue of $12.39B, down slightly from $10.05B in the prior quarter. Gross profit was $11.15B (margin 90.07%). Operating income was $1.67B (margin 13.5%). Net income was$1.06B (EPS $14.17).
The company ended the quarter with $2.58B in cash and short-term investments, a total debt of $3.73B, and net debt of $1.15B. Total assets were $10.39B, with equity of $2.08B. Financials further reflected stability, with operating cash flow of $512.61M, free cash flow of $109.33M, and capital expenditures of - $403.29M.

Price Forecast & Outlook

Our AI price prediction model suggests that LPL Financial Holdings Inc. stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term. 2-Week Outlook: Projected decline of -2.47%, with price expected at $303.78 by July 22, 2026, within a range of $290.26 to $314.61 3-Month Outlook: Projected fall of -2.86%, reaching $302.56 by October 06, 2026, with a range of $290.25 to $313.26. 1-Year Outlook: Projected gain of 10.31%, with price at $343.57 by July 08, 2027, within a range of $327.91 to $357.60.

Key Takeaways

LPL Financial Holdings Inc. (NASDAQ:LPLA) shares are flat 2.73% year-to-date currently trading near 52-week highs band. Short-term momentum has been positive over the last quarter, despite recent volatility. Valuation shows LPL Financial Holdings Inc. trading at a premium to the broader market with a P/E of 27.78. Analyst sentiment is bullish, with the majority of ratings in Overweight territory and a mean price target of $317.28, suggesting 1.87% upside. Our AI forecast model points to short-term weakness (-2.47% over two weeks), a medium-term fall (-2.86% over three months), and a longer-term gain (10.31% over one year), with expected trading ranges indicating moderate volatility.

Frequently Asked Questions

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

LPL Financial Holdings Inc. (NASDAQ: LPLA) stock price is $311.47 in the last trading session. During the trading session, LPLA stock reached the peak price of $314.78 while $299.00 was the lowest point it dropped to. The percentage change in LPLA stock occurred in the recent session was 3.54% while the dollar amount for the price change in LPLA stock was $10.65.

LPLA's industry and sector of operation?

The NASDAQ listed LPLA is part of Financial - Capital Markets industry that operates in the broader Financial Services sector. LPL Financial Holdings Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Who are the executives of LPLA?

Mr. Marc Andrew Zabicki C.F.A.
Chief Investment Officer
Mr. Dan Hogan Arnold Jr., B.S., C.P.A., M.B.A.
Pres, Chief Executive Officer & Director
Mr. Matthew K. Enyedi
Managing Director of Client Success
Mr. Kabir Sethi
MD & Chief Product Officer
Mr. Matthew Jon Audette B.S.
Principal Accounting Officer, Chief Financial Officer & Head of Bus. Operations
Ms. Judith Kohoskie Ricketts
Executive Vice President of Operations
Mr. Greg Gates
MD and Chief Technology & Information Officer
Ms. Michelle B. Oroschakoff
Chief Legal Officer, MD of Compliance and Legal & Risk
Mr. Dayton Semerjian
MD & Chief Customer Care Officer
Mr. Richard Steinmeier
MD & Divisional Pres of Bus. Devel.
Mr. Brent Blain Simonich
Executive Vice President, Chief Accounting Officer & Treasurer
Ms. Sallie R. Larsen B.A., M.A.
MD & Chief Human Capital Officer
Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.
Pres, Chief Executive Officer & Director

How LPLA did perform over past 52-week?

LPLA's closing price is 19.73% higher than its 52-week low of $260.15 where as its distance from 52-week high of $403.58 is -22.82%.

How many employees does LPLA have?

Number of LPLA employees currently stands at 9,118.

Link for LPLA official website?

Official Website of LPLA is: https://www.lpl.com

How do I contact LPLA?

LPLA could be contacted at phone 800 877 7210 and can also be accessed through its website. LPLA operates from 4707 Executive Drive, San Diego, CA 92121, United States.

How many shares of LPLA are traded daily?

LPLA stock volume for the day was 680.91K shares. The average number of LPLA shares traded daily for last 3 months was 1.01M.

What is the market cap of LPLA currently?

The market value of LPLA currently stands at $24.91B with its latest stock price at $311.47 and 79.98M of its shares outstanding.

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Employees	9118
Beta	0.51
Sales or Revenue	$12.39B
5Y Sales Change%	5.328%
Fiscal Year Ends	December
Sector	Financial Services
Industry	Financial - Capital Markets

LPLA Company Profile and Key Details

LPL Financial

Price Chart

Stock Price Today

Stock Snapshot

Relevant Articles

SEC Fillings

Current Report (8-k)

Annual Report (10-k)

Stock Price History Chart

Contact Details

About Company

Company Information

Stock Peers

Company Overview

Technical Performance

Valuation Metrics

Dividend & Fair Value

Earnings & Analyst Outlook

Shareholding & Insider Activity

Financial & Profitability Overview

Quarterly Financial Highlights

Price Forecast & Outlook

Key Takeaways

Frequently Asked Questions

Technical Performance

Shareholding & Insider Activity

Dividend & Fair Value

Financial & Profitability Overview

Quarterly Financial Highlights

Company Overview

Earnings & Analyst Outlook

Price Forecast & Outlook

Key Takeaways

Valuation Metrics