LPL Financial (LPLA) Stock Insights
LPLA$269.19-48.37 -15.23%
$21.20B
Market Cap
25.20
P/E
11.48
Forward P/E
61
Score
LPL Financial (LPLA) Stock Insights
LPLA price $269.19 -48.37 -15.23%
- Ticker
- LPLA
- Price
- $269.19
- Change
- -48.37 -15.23%
- Market cap ?
- $21.20B
- P/E ?
- 25.20
- Forward P/E ?
- 11.48
- Dividend yield ?
- 0.38%
- Beta ?
- 0.48
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Stocklytics score
- 61
- Value
- 54
- Quality
- 50
- Growth
- 80
Stocklytics score rationale: value 54, quality 50, growth 80.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 4049383000 | 4281481000 | 5188400000 | 5624856000 | 5871640000 | 7720830000 | 8600825000 | 10052848000 | 12385107000 | 16989479000 |
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…
Fair value
LPLA fair value $605.72. Price $269.19. Price is 56% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 72% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-04 | — | 6.40 | — | 5.46B |
| 2026-10-27 | 5.97 | 5.66 | 5.34B | 5.35B |
| 2026-07-30 | 5.84 | 5.39 | 5.19B | 5.04B |
| 2026-04-30 | 5.60 | 5.48 | 4.94B | 4.98B |
| 2026-01-29 | 5.23 | 4.92 | 4.93B | 4.91B |
| 2025-10-30 | 5.20 | 4.49 | 4.55B | 4.35B |
| 2025-07-31 | 4.51 | 4.23 | 3.84B | 3.77B |
| 2025-05-08 | 5.15 | 4.68 | 3.67B | 3.61B |
| 2025-01-30 | 4.25 | 4.01 | 3.51B | 3.34B |
| 2024-10-30 | 4.16 | 3.71 | 3.11B | 3.04B |
| 2024-07-25 | 3.88 | 3.70 | 2.93B | 2.89B |
| 2024-04-30 | 4.21 | 3.81 | 2.83B | 2.71B |
| 2024-02-01 | 3.51 | 3.38 | 2.64B | 2.54B |
| 2023-10-26 | 3.74 | 3.57 | 2.52B | 2.51B |
| 2023-07-27 | 3.94 | 3.88 | 946.05M | 2.45B |
| 2023-04-27 | 4.49 | 4.33 | 981.89M | 2.47B |
| 2023-02-02 | 4.21 | 4.00 | 3.06B | 2.27B |
| 2022-10-27 | 3.13 | 2.83 | 804.49M | 2.16B |
| 2022-08-02 | 2.24 | 1.97 | 682.35M | 2.09B |
| 2022-04-28 | 1.95 | 1.80 | 641.75M | 2.13B |
| 2022-02-03 | 1.63 | 1.51 | 615.54M | 2.08B |
| 2021-10-28 | 1.77 | 1.73 | 604.04M | 2.03B |
| 2021-07-29 | 1.85 | 1.69 | 576.43M | 1.90B |
| 2021-04-29 | 1.77 | 1.46 | 554.29M | 1.63B |
| 2021-02-04 | 1.53 | 1.34 | 508.80M | 436.66M |
| 2020-10-29 | 1.44 | 1.23 | 480.52M | 1.25B |
| 2020-07-30 | 1.42 | 1.30 | 461.96M | 1.25B |
| 2020-04-30 | 2.06 | 1.70 | 546.26M | 1.21B |
| 2020-01-30 | 1.70 | 1.59 | 506.75M | 1.35B |
| 2019-10-24 | 1.71 | 1.61 | 510.57M | 1.33B |
| 2019-07-25 | 1.85 | 1.73 | 501.78M | 1.30B |
| 2019-05-02 | 1.93 | 1.59 | 523.12M | 1.13B |
| 2019-01-31 | 1.49 | 1.37 | 475.98M | 1.21B |
| 2018-10-25 | 1.32 | 1.24 | 461.50M | 1.25B |
| 2018-07-26 | 1.42 | 1.20 | 450.81M | 1.10B |
| 2018-05-03 | 1.01 | 0.78 | 434.36M | 872.48M |
| 2018-02-01 | 0.89 | 0.37 | 374.34M | 291.19M |
| 2017-10-26 | 0.66 | 0.58 | 360.33M | 979.65M |
| 2017-07-27 | 0.74 | 0.66 | 362.31M | 950.31M |
| 2017-04-27 | 0.66 | 0.37 | 350.83M | 736.73M |
Dividends
Yield 0.45%. Payout ratio 6.90%. Frequency Quarterly.
Safety score 78/100 · Safe. Payout ratio is 7% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 15 separate years. Yield is 0.4%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-14 | $0.30 | 2026-08-14 | 2026-08-28 | Quarterly |
| 2026-05-21 | $0.30 | 2026-05-21 | 2026-06-04 | Quarterly |
| 2026-03-10 | $0.30 | 2026-03-10 | 2026-03-24 | Quarterly |
| 2025-11-13 | $0.30 | 2025-11-13 | 2025-12-01 | Quarterly |
| 2025-08-15 | $0.30 | 2025-08-15 | 2025-08-29 | Quarterly |
| 2025-05-30 | $0.30 | 2025-05-30 | 2025-06-12 | Quarterly |
| 2025-03-11 | $0.30 | 2025-03-11 | 2025-03-25 | Quarterly |
| 2024-11-14 | $0.30 | 2024-11-14 | 2024-12-02 | Quarterly |
| 2024-08-09 | $0.30 | 2024-08-09 | 2024-08-23 | Quarterly |
| 2024-05-20 | $0.30 | 2024-05-21 | 2024-06-04 | Quarterly |
| 2024-03-11 | $0.30 | 2024-03-12 | 2024-03-26 | Quarterly |
| 2023-11-08 | $0.30 | 2023-11-09 | 2023-11-27 | Quarterly |
| 2023-08-10 | $0.30 | 2023-08-11 | 2023-08-25 | Quarterly |
| 2023-05-17 | $0.30 | 2023-05-18 | 2023-06-01 | Quarterly |
| 2023-03-13 | $0.30 | 2023-03-14 | 2023-03-28 | Quarterly |
| 2022-11-09 | $0.25 | 2022-11-10 | 2022-11-28 | Quarterly |
| 2022-08-16 | $0.25 | 2022-08-17 | 2022-08-31 | Quarterly |
| 2022-06-08 | $0.25 | 2022-06-09 | 2022-06-24 | Quarterly |
| 2022-03-14 | $0.25 | 2022-03-15 | 2022-03-29 | Quarterly |
| 2021-11-09 | $0.25 | 2021-11-11 | 2021-11-29 | Quarterly |
| 2021-08-12 | $0.25 | 2021-08-13 | 2021-08-27 | Quarterly |
| 2021-05-21 | $0.25 | 2021-05-24 | 2021-06-07 | Quarterly |
| 2021-03-15 | $0.25 | 2021-03-16 | 2021-03-30 | Quarterly |
| 2020-11-10 | $0.25 | 2020-11-12 | 2020-11-30 | Quarterly |
| 2020-08-13 | $0.25 | 2020-08-14 | 2020-08-28 | Quarterly |
| 2020-05-27 | $0.25 | 2020-05-28 | 2020-06-12 | Quarterly |
| 2020-03-17 | $0.25 | 2020-03-18 | 2020-03-31 | Quarterly |
| 2019-11-06 | $0.25 | 2019-11-07 | 2019-11-21 | Quarterly |
| 2019-08-12 | $0.25 | 2019-08-13 | 2019-08-23 | Quarterly |
| 2019-05-17 | $0.25 | 2019-05-20 | 2019-06-03 | Quarterly |
| 2019-03-14 | $0.25 | 2019-03-15 | 2019-03-29 | Quarterly |
| 2018-11-07 | $0.25 | 2018-11-08 | 2018-11-26 | Quarterly |
| 2018-08-08 | $0.25 | 2018-08-09 | 2018-08-23 | Quarterly |
| 2018-05-17 | $0.25 | 2018-05-18 | 2018-06-01 | Quarterly |
| 2018-03-08 | $0.25 | 2018-03-09 | 2018-03-23 | Quarterly |
| 2017-11-08 | $0.25 | 2017-11-09 | 2017-11-27 | Quarterly |
| 2017-08-08 | $0.25 | 2017-08-10 | 2017-08-24 | Quarterly |
| 2017-05-11 | $0.25 | 2017-05-15 | 2017-05-25 | Quarterly |
| 2017-03-08 | $0.25 | 2017-03-10 | 2017-03-24 | Quarterly |
| 2016-11-14 | $0.25 | 2016-11-16 | 2016-11-30 | Quarterly |
| 2016-08-09 | $0.25 | 2016-08-11 | 2016-08-25 | Quarterly |
| 2016-05-18 | $0.25 | 2016-05-20 | 2016-05-31 | Quarterly |
| 2016-03-02 | $0.25 | 2016-03-04 | 2016-03-14 | Quarterly |
| 2015-11-09 | $0.25 | 2015-11-12 | 2015-11-24 | Quarterly |
| 2015-08-13 | $0.25 | 2015-08-17 | 2015-08-28 | Quarterly |
| 2015-05-07 | $0.25 | 2015-05-11 | 2015-05-21 | Quarterly |
| 2015-02-26 | $0.25 | 2015-03-02 | 2015-03-16 | Quarterly |
| 2014-11-06 | $0.24 | 2014-11-11 | 2014-11-26 | Quarterly |
| 2014-08-12 | $0.24 | 2014-08-14 | 2014-08-29 | Quarterly |
| 2014-05-02 | $0.24 | 2014-05-06 | 2014-05-20 | Quarterly |
| 2014-02-20 | $0.24 | 2014-02-24 | 2014-03-10 | Quarterly |
| 2013-11-06 | $0.19 | 2013-11-11 | 2013-11-26 | Quarterly |
| 2013-08-13 | $0.19 | 2013-08-15 | 2013-08-30 | Quarterly |
| 2013-05-02 | $0.14 | 2013-05-06 | 2013-05-20 | Quarterly |
| 2013-02-13 | $0.14 | 2013-02-18 | 2013-03-04 | Quarterly |
| 2012-11-13 | $0.12 | 2012-11-15 | 2012-11-30 | Quarterly |
| 2012-08-13 | $0.12 | 2012-08-15 | 2012-08-30 | Quarterly |
| 2012-05-11 | $2.00 | 2012-05-15 | 2012-05-25 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-11 | Reeping Katharine | Sell | 440 | $347.88 | 153.05K |
| 2026-09-05 | Field Emily | Sell | 106 | $359.33 | 38.09K |
| 2026-08-28 | Thomas Corey E. | Buy | 4 | — | — |
| 2026-08-28 | SCHIFTER RICHARD P | Buy | 14 | — | — |
| 2026-08-28 | Putnam James S | Buy | 7 | — | — |
| 2026-08-28 | Mnookin Allison | Buy | 2 | — | — |
| 2026-08-28 | Glavin William Francis Jr | Buy | 10 | — | — |
| 2026-08-28 | EBERHART PAULETT | Buy | 4 | — | — |
| 2026-08-28 | BERNARD EDWARD C | Buy | 3 | — | — |
| 2026-08-27 | Jambusaria Aneri | Sell | 308 | $357.36 | 110.07K |
| 2026-08-20 | Gates Greg | Buy | 7.19K | $77.53 | 557.36K |
| 2026-08-20 | Gates Greg | Sell | 4.12K | $355.38 | 1.46M |
| 2026-08-20 | Gates Greg | Sell | 7.19K | $77.53 | 557.36K |
| 2026-08-03 | Putnam James S | Sell | 2.00K | — | — |
| 2026-07-31 | Enyedi Matthew | Sell | 189 | $351.06 | 66.35K |
| 2026-07-31 | Enyedi Matthew | Sell | 463 | $352.77 | 163.33K |
| 2026-07-31 | Enyedi Matthew | Sell | 296 | $353.37 | 104.60K |
| 2026-07-31 | Enyedi Matthew | Sell | 51 | $354.52 | 18.08K |
| 2026-07-31 | Enyedi Matthew | Sell | 1 | $355.51 | 356 |
| 2026-06-17 | Jambusaria Aneri | Sell | 308 | $306.00 | 94.25K |
| 2026-06-12 | Gates Greg | Sell | 232 | $295.66 | 68.59K |
| 2026-06-12 | Cohen Marc Eliot | Sell | 44 | $295.66 | 13.01K |
| 2026-06-04 | Thomas Corey E. | Buy | 7 | — | — |
| 2026-06-04 | SCHIFTER RICHARD P | Buy | 19 | — | — |
| 2026-06-04 | Putnam James S | Buy | 10 | — | — |
| 2026-06-04 | Mnookin Allison | Buy | 3 | — | — |
| 2026-06-04 | Glavin William Francis Jr | Buy | 15 | — | — |
| 2026-06-04 | EBERHART PAULETT | Buy | 5 | — | — |
| 2026-06-04 | BERNARD EDWARD C | Buy | 4 | — | — |
| 2026-05-15 | Thomas Corey E. | Buy | 348 | — | — |
| 2026-05-15 | Thomas Corey E. | Buy | 712 | — | — |
| 2026-05-15 | SCHIFTER RICHARD P | Buy | 348 | — | — |
| 2026-05-15 | SCHIFTER RICHARD P | Buy | 712 | — | — |
| 2026-05-15 | Putnam James S | Buy | 712 | — | — |
| 2026-05-15 | MULCAHY ANNE M | Buy | 348 | — | — |
| 2026-05-15 | MULCAHY ANNE M | Buy | 712 | — | — |
| 2026-05-15 | Mnookin Allison | Buy | 712 | — | — |
| 2026-05-15 | Ko Albert J | Buy | 712 | — | — |
| 2026-05-15 | Khanna Somesh | Buy | 712 | — | — |
| 2026-05-15 | Glavin William Francis Jr | Buy | 712 | — | — |
| 2026-05-15 | EBERHART PAULETT | Buy | 712 | — | — |
| 2026-05-15 | BERNARD EDWARD C | Buy | 348 | — | — |
| 2026-05-15 | BERNARD EDWARD C | Buy | 712 | — | — |
| 2026-05-07 | Putnam James S | Sell | 100 | — | — |
| 2026-04-15 | Audette Matthew J | Sell | 220 | $327.45 | 72.04K |
| 2026-04-15 | Audette Matthew J | Sell | 189 | $328.34 | 62.06K |
| 2026-04-15 | Audette Matthew J | Sell | 595 | $331.09 | 197.00K |
| 2026-04-15 | Audette Matthew J | Sell | 106 | $332.27 | 35.22K |
| 2026-04-14 | Audette Matthew J | Sell | 330 | $325.00 | 107.25K |
| 2026-04-14 | Audette Matthew J | Sell | 139 | $326.16 | 45.34K |
| 2026-03-24 | Thomas Corey E. | Buy | 7 | — | — |
| 2026-03-24 | SCHIFTER RICHARD P | Buy | 19 | — | — |
| 2026-03-24 | Putnam James S | Buy | 10 | — | — |
| 2026-03-24 | Mnookin Allison | Buy | 3 | — | — |
| 2026-03-24 | Glavin William Francis Jr | Buy | 15 | — | — |
| 2026-03-24 | EBERHART PAULETT | Buy | 5 | — | — |
| 2026-03-24 | BERNARD EDWARD C | Buy | 4 | — | — |
| 2026-03-10 | Cohen Marc Eliot | Sell | 1.09K | $309.72 | 337.04K |
| 2026-03-09 | Cohen Marc Eliot | Buy | 2.21K | $77.53 | 171.50K |
| 2026-03-09 | Cohen Marc Eliot | Sell | 2.21K | $308.75 | 682.96K |
| 2026-03-09 | Cohen Marc Eliot | Sell | 2.21K | $77.53 | 171.50K |
| 2026-03-02 | Jambusaria Aneri | Sell | 308 | $306.00 | 94.25K |
| 2026-02-26 | Enyedi Matthew | Sell | 463 | $318.38 | 147.41K |
| 2026-02-26 | Enyedi Matthew | Sell | 628 | $319.38 | 200.57K |
| 2026-02-26 | Enyedi Matthew | Sell | 666 | $320.99 | 213.78K |
| 2026-02-26 | Enyedi Matthew | Sell | 169 | $321.74 | 54.37K |
| 2026-02-26 | Enyedi Matthew | Sell | 183 | $322.72 | 59.06K |
| 2026-02-26 | Audette Matthew J | Sell | 348 | $318.51 | 110.84K |
| 2026-02-26 | Audette Matthew J | Sell | 274 | $319.32 | 87.49K |
| 2026-02-26 | Audette Matthew J | Sell | 506 | $321.04 | 162.45K |
| 2026-02-26 | Audette Matthew J | Sell | 453 | $322.15 | 145.93K |
| 2026-02-25 | Steinmeier Richard | Buy | 10.53K | — | — |
| 2026-02-25 | Steinmeier Richard | Buy | 2.25K | — | — |
| 2026-02-25 | Steinmeier Richard | Sell | 2.62K | $318.47 | 834.07K |
| 2026-02-25 | Reeping Katharine | Buy | 373 | — | — |
| 2026-02-25 | Reeping Katharine | Buy | 81 | — | — |
| 2026-02-25 | Reeping Katharine | Sell | 212 | $318.47 | 67.52K |
| 2026-02-25 | Morningstar Matthew | Buy | 1.12K | — | — |
| 2026-02-25 | Jambusaria Aneri | Buy | 1.30K | — | — |
| 2026-02-25 | Jambusaria Aneri | Buy | 942 | — | — |
| 2026-02-25 | Jambusaria Aneri | Sell | 715 | $318.47 | 227.71K |
| 2026-02-25 | Gates Greg | Buy | 2.81K | — | — |
| 2026-02-25 | Gates Greg | Buy | 2.77K | — | — |
| 2026-02-25 | Gates Greg | Buy | 1.86K | — | — |
| 2026-02-25 | Gates Greg | Sell | 1.29K | $318.47 | 411.78K |
| 2026-02-25 | Field Emily | Buy | 1.12K | — | — |
| 2026-02-25 | Enyedi Matthew | Buy | 2.18K | — | — |
| 2026-02-25 | Enyedi Matthew | Buy | 1.80K | — | — |
| 2026-02-25 | Enyedi Matthew | Sell | 1.33K | $318.47 | 424.52K |
| 2026-02-25 | Cohen Marc Eliot | Buy | 1.40K | — | — |
| 2026-02-25 | Cohen Marc Eliot | Buy | 537 | — | — |
| 2026-02-25 | Cohen Marc Eliot | Sell | 483 | $318.47 | 153.82K |
| 2026-02-25 | Audette Matthew J | Buy | 6.62K | — | — |
| 2026-02-25 | Audette Matthew J | Buy | 2.15K | — | — |
| 2026-02-25 | Audette Matthew J | Sell | 2.35K | $318.47 | 748.72K |
| 2026-02-02 | Khanna Somesh | Buy | 139 | — | — |
| 2026-01-05 | Khanna Somesh | Other | 0 | — | — |
| 2025-12-31 | SCHIFTER RICHARD P | Sell | 1.15K | — | — |
| 2025-12-09 | Morningstar Matthew | Buy | 1.72K | — | — |
| 2025-12-08 | Morningstar Matthew | Other | 0 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 793, holders -3 vs prior quarter. Ownership 104.26%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 4.73M | -241.26K | -4.85% | 1.33B |
| DODGE & COX | 4.58M | 432.13K | +10.42% | 1.29B |
| BOSTON PARTNERS | 4.25M | 119.33K | +2.89% | 1.20B |
| JUPITER TOPCO LLC | 4.20M | 4.20M | New | 1.18B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.83M | -19.97K | -0.52% | 1.08B |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.61M | 16.66K | +0.46% | 1.02B |
| PRINCIPAL FINANCIAL GROUP INC | 2.68M | 48.42K | +1.84% | 756.31M |
| SAMLYN CAPITAL, LLC | 2.41M | 82.28K | +3.54% | 677.62M |
| CAPITAL WORLD INVESTORS | 2.34M | 30.82K | +1.33% | 660.05M |
| STATE STREET CORP | 1.93M | 70.97K | +3.81% | 544.84M |
| WCM INVESTMENT MANAGEMENT, LLC | 1.81M | 75.66K | +4.36% | 487.34M |
| GOLDMAN SACHS GROUP INC | 1.70M | 1.34M | +370.05% | 477.72M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.50M | -92.17K | -5.78% | 422.04M |
| ALLIANCEBERNSTEIN L.P. | 1.39M | -186.24K | -11.85% | 416.88M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.46M | -2.41M | -62.30% | 413.83M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.43M | -245.57K | -14.62% | 404.08M |
| LONE PINE CAPITAL LLC | 1.22M | -830.87K | -40.53% | 343.40M |
| SURGOCAP PARTNERS LP | 1.06M | 42.38K | +4.15% | 299.49M |
| NORGES BANK | 1.05M | 1.05M | New | 297.04M |
| VAN ECK ASSOCIATES CORP | 1.05M | 45.37K | +4.52% | 295.30M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.03M | -62.16K | -5.69% | 290.48M |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 993.01K | 100.00K | +11.20% | 279.71M |
| FMR LLC | 981.39K | -316.30K | -24.37% | 276.44M |
| MARSHALL WACE, LLP | 975.63K | 975.63K | New | 274.81M |
| MORGAN STANLEY | 861.98K | -421.68K | -32.85% | 242.80M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2018 | Asset-based Revenue: 972515000.0, Money Market Cash Sweep Revenue: 500418000.0, Recordkeeping Revenues: 247371000.0, Sponsorship Programs: 224726000.0 |
Insights · Dividends · Forecast · Financials · Learn