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LPL Financial Holdings Inc. (LPLA)
$350.22-9.11 (-2.54%)
Market ClosedLast close Sep 8
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.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
LPL Financial Holdings Inc. in the Financial Services sector is trading at $350.22 with a market capitalization of $29.3B. Wall Street consensus targets $429.33 (15 analysts), implying a +22.6% move over the next 12 months. The stock is currently 12% below its 52-week high of $400.16, remaining 6.0% above its 200-day moving average. On fundamentals, Piotroski 3/9 flags weak fundamentals, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
Ecosystem Influences
Sell-side targets imply +22.6% upside over 12 months
Long-term trend bullish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Quarterly Financials
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $5.19B↑ | $4.94B↑ | $4.93B↑ | $4.55B↑ | $3.84B |
| Gross Profit | $1.27B↑ | $1.22B↑ | $1.17B↑ | $898.01M↓ | $989.47M |
| Operating Income | $617.01M↑ | $584.88M↑ | $503.17M↑ | $72.18M↓ | $474.44M |
| Net Income | $379.26M↑ | $356.40M↑ | $300.72M↑ | -$29.52M↓ | $273.25M |
Peer Comparison
JPMBACGS
Fundamentals
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 br...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$29.30B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
29.07
Beta
Defensive asset. Lower volatility than the S&P 500.
0.48
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.34%
ROE
Elite ROE. Management converts capital into profit efficiently.
17.49%
Volume
Today's trading volume
495,817
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