306.22
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Lpl Financial Holdings Inc stock is traded at $306.22, with a volume of 982.21K.
It is up +0.07% in the last 24 hours and down -20.86% over the past month.
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
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Previous Close:
$306.00
Open:
$299.2
24h Volume:
982.21K
Relative Volume:
1.16
Market Cap:
$24.52B
Revenue:
$16.99B
Net Income/Loss:
$863.02M
P/E Ratio:
27.81
EPS:
11.0121
Net Cash Flow:
$-993.42M
1W Performance:
-0.80%
1M Performance:
-20.86%
6M Performance:
-14.06%
1Y Performance:
-14.67%
Lpl Financial Holdings Inc Stock (LPLA) Company Profile
Name
Lpl Financial Holdings Inc
Sector
Industry
Phone
800-877-7210
Address
4707 EXECUTIVE DRIVE, SAN DIEGO, CA
Compare LPLA vs MS, GS, SCHW, HOOD, IBKR
| Stocks | Price | Market Cap | Revenue | Net Income | Cash Flow | EPS |
|---|---|---|---|---|---|---|
|
LPLA
Lpl Financial Holdings Inc
|
306.22 | 24.50B | 16.99B | 863.02M | -993.42M | 11.01 |
|
MS
Morgan Stanley
|
165.95 | 265.17B | 119.71B | 17.03B | 46.10B | 10.21 |
|
GS
Goldman Sachs Group Inc
|
862.58 | 258.45B | 126.15B | 17.18B | 23.15B | 51.30 |
|
SCHW
Charles Schwab Corp
|
95.24 | 169.68B | 27.68B | 8.85B | 13.27B | 4.6601 |
|
HOOD
Robinhood Markets Inc
|
76.07 | 70.93B | 4.51B | 1.88B | -3.42B | 2.059 |
|
IBKR
Interactive Brokers Group Inc
|
69.40 | 31.92B | 10.43B | 4.36B | 27.25B | 2.2111 |
Lpl Financial Holdings Inc Stock (LPLA) Upgrades & Downgrades
| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| Dec-11-25 | Resumed | UBS | Neutral |
| Oct-09-25 | Upgrade | Raymond James | Underperform → Mkt Perform |
| Oct-03-25 | Initiated | BMO Capital Markets | Outperform |
| Sep-19-25 | Downgrade | Rothschild & Co Redburn | Buy → Neutral |
| Sep-12-25 | Resumed | Goldman | Buy |
| Jul-09-25 | Downgrade | Citigroup | Neutral → Sell |
| Jun-09-25 | Downgrade | Citigroup | Buy → Neutral |
| Jun-09-25 | Upgrade | Redburn Atlantic | Neutral → Buy |
| Jan-07-25 | Upgrade | JP Morgan | Neutral → Overweight |
| Jan-06-25 | Upgrade | UBS | Neutral → Buy |
| Dec-19-24 | Upgrade | TD Cowen | Hold → Buy |
| Oct-09-24 | Upgrade | Wells Fargo | Equal Weight → Overweight |
| Sep-12-24 | Initiated | Wells Fargo | Equal Weight |
| Jul-30-24 | Upgrade | BofA Securities | Neutral → Buy |
| Apr-09-24 | Upgrade | Morgan Stanley | Equal-Weight → Overweight |
| Apr-04-24 | Initiated | Raymond James | Underperform |
| Jan-04-24 | Initiated | TD Cowen | Market Perform |
| Dec-01-23 | Initiated | Redburn Atlantic | Neutral |
| Sep-07-23 | Initiated | Barclays | Overweight |
| Apr-03-23 | Downgrade | Credit Suisse | Outperform → Neutral |
| Nov-30-22 | Downgrade | Morgan Stanley | Overweight → Equal-Weight |
| Nov-17-22 | Downgrade | UBS | Buy → Neutral |
| Nov-01-22 | Upgrade | Credit Suisse | Neutral → Outperform |
| Oct-19-22 | Initiated | Credit Suisse | Neutral |
| Oct-12-22 | Initiated | Citigroup | Buy |
| Apr-07-22 | Upgrade | JMP Securities | Mkt Perform → Mkt Outperform |
| Dec-16-21 | Initiated | BofA Securities | Neutral |
| Nov-02-21 | Initiated | Truist | Buy |
| May-21-21 | Downgrade | Credit Suisse | Outperform → Neutral |
| Mar-19-21 | Initiated | UBS | Buy |
| Aug-13-20 | Initiated | Barclays | Overweight |
| Jun-15-20 | Reiterated | Citigroup | Buy |
| Jun-09-20 | Upgrade | Morgan Stanley | Equal-Weight → Overweight |
| May-18-20 | Upgrade | Wells Fargo | Equal Weight → Overweight |
| Mar-25-20 | Upgrade | Citigroup | Neutral → Buy |
| Mar-12-20 | Upgrade | Compass Point | Neutral → Buy |
| Mar-04-20 | Downgrade | Citigroup | Buy → Neutral |
| Sep-17-19 | Initiated | Jefferies | Buy |
| May-08-19 | Downgrade | Compass Point | Buy → Neutral |
| May-16-18 | Downgrade | Goldman | Buy → Neutral |
| Apr-10-18 | Initiated | Bernstein | Outperform |
| Feb-05-18 | Reiterated | Citigroup | Buy |
| Jan-03-18 | Upgrade | Morgan Stanley | Underweight → Equal-Weight |
| Dec-01-17 | Initiated | Credit Suisse | Outperform |
| Aug-16-17 | Upgrade | SunTrust | Hold → Buy |
| Apr-28-17 | Upgrade | Citigroup | Neutral → Buy |
| Apr-28-17 | Upgrade | Instinet | Neutral → Buy |
| Apr-28-17 | Upgrade | Keefe Bruyette | Mkt Perform → Outperform |
| Jan-10-17 | Upgrade | Goldman | Sell → Neutral |
| Nov-10-16 | Upgrade | UBS | Sell → Neutral |
View All
Lpl Financial Holdings Inc Stock (LPLA) Latest News
Why a Memphis advisor serving $150M just chose LPL, PAG - Stock Titan
Focus Partners Advisor Solutions LLC Purchases 87,011 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial Holdings Inc. $LPLA is Family Wealth Partners LLC's 2nd Largest Position - MarketBeat
LPL Financial (JBSS) lists 2,272 common shares from RSU vesting - Stock Titan
[144] LPL Financial Holdings Inc. SEC Filing - Stock Titan
3 New 5-Star Stocks This Week - Morningstar
Mitsubishi UFJ Asset Management Co. Ltd. Boosts Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat
American Century Companies Inc. Has $142.27 Million Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
How The LPL Financial Holdings (LPLA) Story Is Shifting As Analyst Targets Rebalance - Yahoo Finance
Matthew Audette Sells 1,581 Shares of LPL Financial (NASDAQ:LPLA) Stock - MarketBeat
LPL Financial (NASDAQ: LPLA) CEO gets stock awards, withholds shares for taxes - Stock Titan
Equity awards and tax-share withholding for LPL Financial (LPLA) officer - Stock Titan
LPL Financial (LPLA) executive granted 1,122 restricted stock units in Form 4 filing - Stock Titan
Equity awards and tax withholding for LPL Financial (LPLA) executive - Stock Titan
Executive at LPL Financial (NASDAQ: LPLA) awarded 1,122 restricted stock units - Stock Titan
Why LPL Financial (LPLA) Stock Is Falling Today - Finviz
Advisor recruiting will be wild! - InvestmentNews
Competitors to the Greenback Are Less SignificantLPL FinancialCommentaries - Advisor Perspectives
Thornburg Investment Management Inc. Sells 12,277 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
Michael Dworetsky Joins LPL Financial and Lighthouse Private Wealth, Bringing 45 Years of Experience and $200 Million in Assets - Quiver Quantitative
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth - Yahoo Finance
Westfield Capital Management Co. LP Sells 206,770 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
Is LPL Financial (LPLA) Attractive After Recent Share Price Weakness And Mixed Valuation Signals - simplywall.st
LPL Financial Says SEC Ended Its Investigation Into Company’s Cash Sweep Program - Barron's
LPL Taps Simplicity as Preferred Insurance Partner - connectmoney.com
TD Asset Management Inc Has $230.12 Million Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
Citigroup Inc. Purchases 91,301 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
SEC Drops LPL Cash Sweep Investigation - Yahoo Finance
LPL ducks cash sweep penalty from SEC. - InvestmentNews
When Mega Caps Waver and Small Caps SurgeLPL FinancialCommentaries - Advisor Perspectives
LPL, Anthropic Expand Relationship on AI Integrations - Yahoo Finance
Deals & Recruiting Roundup: MAI, Integrated Pension, LPL, Mercer And More - Wealth Solutions Report
LPL Financial Holdings (BIT:1LPLA) Price Target Increased by 12.45% to 424.75 - Nasdaq
Decoding LPL Financial Holdings Inc (LPLA): A Strategic SWOT Ins - GuruFocus
Vestmark Advisory Solutions Inc. Has $7.43 Million Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial Holdings Inc (NASDAQ:LPLA) Fits the GARP Strategy with Strong Growth and Reasonable Valuation - ChartMill
Should LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative? - simplywall.st
A Look At LPL Financial (LPLA) Valuation After January 2026 Update And Simplicity Group Agreement - Yahoo Finance
LPL Insurance Shift To Simplicity Weighed Against Valuation And Momentum - Yahoo Finance
Money Managers Present the Bear & Bull Case for SoftwareLPL FinancialCommentaries - Advisor Perspectives
13,775 Shares in LPL Financial Holdings Inc. $LPLA Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management - MarketBeat
LPLA partners with Simplicity to boost insurance arm & advisor support - MSN
LPL Brings In $275 Million Firm Shoreline Private Wealth Management - Pulse 2.0
LPL Financial Reports Rise in January Brokerage & Advisory Assets - The Globe and Mail
Analysts Are Bullish on Top Financial Stocks: Jackson Financial Incorporation (JXN), LPL Financial (LPLA) - The Globe and Mail
LPL Financial Holdings Inc (LPLA) Shares Gap Down to $314.385 on Feb 20 - GuruFocus
How cyclical is LPL Financial Holdings Inc.’s revenue streamTrade Analysis Summary & Risk Adjusted Buy/Sell Alerts - mfd.ru
The Return of the Stock Picker’s MarketLPL FinancialCommentaries - Advisor Perspectives
LPL Financial Holdings Inc. $LPLA Shares Sold by NewEdge Wealth LLC - MarketBeat
JPMorgan Chase & Co. Decreases Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
AI fears are hammering shares of brokers like Charles Schwab and LPL — but the humans aren’t panicking - New York Post
Lpl Financial Holdings Inc Stock (LPLA) Financials Data
Revenue
Net Income
Cash Flow
EPS
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