LPLA

LPL Financial Holdings Inc

LPLA, USA

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, such as 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.

https://www.lpl.com

Stock Price

$ 0.00

0% decrease compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
LPLA
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LPLA

LPL Financial Holdings Inc. $LPLA is Eminence Capital LP's 10th Largest Position MarketBeat

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LPLA
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LPLA

Barclays Maintains LPL Financial Holdings (LPLA) Overweight Recommendation Nasdaq

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Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

BUY

Target Price:

$443.0833

Analyst Picks

Strong Buy

7

Buy

5

Hold

2

Sell

1

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

Medium

33.45

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very High

6.07

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

-0.59 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

-0.16 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very Low

-41.12 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

2.58

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 84.66% of the total shares of LPL Financial Holdings Inc

1.

Vanguard Group Inc

(9.9829%)

since

2025/06/30

2.

BlackRock Inc

(6.0407%)

since

2025/06/30

3.

Boston Partners Global Investors, Inc

(4.5991%)

since

2025/06/30

4.

HHG PLC

(3.8469%)

since

2025/06/30

5.

Dodge & Cox

(3.377%)

since

2025/06/30

7.

Vanguard Total Stock Mkt Idx Inv

(3.1416%)

since

2025/07/31

8.

FMR Inc

(3.0679%)

since

2025/06/30

9.

Massachusetts Financial Services Company

(3.0526%)

since

2025/06/30

10.

Lone Pine Capital LLC

(2.3402%)

since

2025/06/30

11.

Dodge & Cox Stock I

(2.2919%)

since

2025/06/30

12.

Vanguard Mid Cap Index Institutional

(2.2299%)

since

2025/07/31

13.

WCM Investment Management

(2.1634%)

since

2025/06/30

14.

State Street Corp

(2.1588%)

since

2025/06/30

15.

Geode Capital Management, LLC

(2.1561%)

since

2025/06/30

16.

Principal Financial Group Inc

(1.9961%)

since

2025/06/30

17.

Janus Inst Mid Cap Growth CF

(1.9027%)

since

2025/06/30

18.

Janus Henderson Enterprise D

(1.9027%)

since

2025/06/30

19.

Principal MidCap R5

(1.8028%)

since

2025/07/31

20.

Jennison Associates LLC

(1.7533%)

since

2025/06/30

21.

Morgan Stanley - Brokerage Accounts

(1.7174%)

since

2025/06/30

22.

Principal Aligned MidCap Equity

(1.5342%)

since

2025/06/30

23.

Samlyn Capital, LLC

(1.519%)

since

2025/06/30

24.

Winslow Capital Management, LLC

(1.4788%)

since

2025/06/30

25.

JPMorgan Chase & Co

(1.4503%)

since

2025/06/30

26.

JHancock Disciplined Value Mid Cap I

(1.4256%)

since

2025/07/31

27.

NORGES BANK

(1.3411%)

since

2025/06/30

28.

Bank of America Corp

(1.2025%)

since

2025/06/30

29.

Vanguard Growth Index Investor

(1.1758%)

since

2025/07/31

30.

MFS Mid Cap Growth Equity

(1.1087%)

since

2025/06/30

31.

MFS Mid Cap Growth A

(1.0797%)

since

2025/07/31

32.

Vanguard Institutional Extnd Mkt Idx Tr

(1.0737%)

since

2025/07/31

33.

JHancock Disciplined Value I

(1.0225%)

since

2025/07/31

34.

Vanguard Mid-Cap Growth ETF

(0.8349%)

since

2025/07/31

35.

MFS Large Cap Value Equity

(0.6628%)

since

2025/06/30

36.

MFS Value A

(0.6628%)

since

2025/07/31

37.

iShares Russell Mid-Cap Growth ETF

(0.6559%)

since

2025/08/31

38.

MFS Growth B

(0.5871%)

since

2025/07/31

39.

JPM US Mid Cap Growth-Composite

(0.5713%)

since

2025/06/30

40.

American Century Heritage Inv

(0.5549%)

since

2025/06/30

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2025-12-31

EPS Estimate

4.68

Latest Release

Date

2025-09-30

EPS Actual

5.2

EPS Estimate

4.6

EPS Difference

0.6

Surprise Percent

13.0435%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Weak Deep Value(2)
Defensive
Moderately Defensive(5.5)
Dividend
Weak Dividend Profile(1.5)
Economic Moat
Some Competitive Advantage(3.8)
GARP
Not Attractive for GARP(2)
Growth
Weak Growth Prospect(2.5)
Momentum
Moderate Momentum(5.5)
Net Net
Not Undervalued (Net-Net)(1)
Quality
Low Quality Business(2.5)
Value
Overpriced(2)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.