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Lpl Financial Holdings Inc stock is traded at $349.16, with a volume of 1.21M. It is down -3.33% in the last 24 hours and down -3.13% 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:
$360.58
Open:
$364.18
24h Volume:
1.21M
Relative Volume:
1.76
Market Cap:
$28.00B
Revenue:
$15.57B
Net Income/Loss:
$833.05M
P/E Ratio:
32.13
EPS:
10.866
Net Cash Flow:
$-1.88B
1W Performance:
-10.39%
1M Performance:
-3.13%
6M Performance:
-5.96%
1Y Performance:
-3.82%
1-Day Range:
Value
$342.25
$372.76
1-Week Range:
Value
$342.25
$397.76
52-Week Range:
Value
$262.83
$403.57

Lpl Financial Holdings Inc Stock (LPLA) Company Profile

Name
Name
Lpl Financial Holdings Inc
Name
Phone
800-877-7210
Name
Address
4707 EXECUTIVE DRIVE, SAN DIEGO, CA
Name
Employee
10,116
Name
Twitter
@LPL
Name
Next Earnings Date
2026-01-29
Name
Latest SEC Filings
Name
LPLA's Discussions on Twitter

Compare LPLA vs GS, MS, SCHW, HOOD, IBKR

Stocks Price Market Cap Revenue Net Income Cash Flow EPS
Capital Markets icon
LPLA
Lpl Financial Holdings Inc
349.75 28.87B 15.57B 833.05M -1.88B 10.87
Capital Markets icon
GS
Goldman Sachs Group Inc
945.00 284.63B 121.49B 17.18B 57.26B 51.30
Capital Markets icon
MS
Morgan Stanley
176.24 281.60B 119.70B 17.03B 10.35B 10.21
Capital Markets icon
SCHW
Charles Schwab Corp
96.41 176.36B 27.68B 8.85B 20.55B 4.6581
Capital Markets icon
HOOD
Robinhood Markets Inc
75.00 76.97B 4.23B 2.19B -4.36B 2.4089
Capital Markets icon
IBKR
Interactive Brokers Group Inc
75.86 34.38B 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

pulisher
10:17 AM

The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier - FinancialContent

10:17 AM
pulisher
Feb 10, 2026

Wall Street’s New Trade Is Dumping Any Stock in AI’s Crosshairs - Bloomberg.com

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth Manager Stocks Sink as Traders Flee Next AI Casualty - Yahoo Finance

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth Management: Investors Should Maintain Exposure Despite AI Wobble - Morningstar

Feb 10, 2026
pulisher
Feb 10, 2026

Why LPL Financial (LPLA) Shares Are Trading Lower Today - Finviz

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth Manager Stocks Sink as New AI Tool Sparks Disruption Fear - AdvisorHub

Feb 10, 2026
pulisher
Feb 10, 2026

LPL Financial (NASDAQ:LPLA) Shares Down 6.3%What's Next? - MarketBeat

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth Management Firms Decline Amid AI Tool Launch - Intellectia AI

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth management and tax prep stocks sink as Altruist launches new AI tool - Seeking Alpha

Feb 10, 2026
pulisher
Feb 10, 2026

LPL Financial Holdings Inc (LPLA) Shares Gap Down to $364.38 on Feb 10 - GuruFocus

Feb 10, 2026
pulisher
Feb 10, 2026

New Narratives in the Homebuilding Space - LPL Financial

Feb 10, 2026
pulisher
Feb 10, 2026

Is It Too Late To Consider LPL Financial (LPLA) After Its Strong Multi‑Year Share Price Run? - Yahoo Finance

Feb 10, 2026
pulisher
Feb 09, 2026

Court Allows Advisors’ Attempt to Pause LPL/Ameriprise Suit - Yahoo Finance

Feb 09, 2026
pulisher
Feb 09, 2026

IBKR Shares Surge 31.9% in a Year: Is There Further Upside Left? - Finviz

Feb 09, 2026
pulisher
Feb 09, 2026

LPL Records an ‘Outstanding Year’ - San Diego Business Journal

Feb 09, 2026
pulisher
Feb 07, 2026

LPL Financial: Shifting Gear Into Neutral This Time, As Overvaluation Overshadows Growth (Downgrade) - Seeking Alpha

Feb 07, 2026
pulisher
Feb 07, 2026

Envestnet Asset Management Inc. Decreases Stake in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 07, 2026
pulisher
Feb 06, 2026

The Truth About LPL Financial Holdings: Is This Quiet Finance Giant a Hidden Power Stock? - AD HOC NEWS

Feb 06, 2026
pulisher
Feb 06, 2026

LPL Financial Holdings Inc. $LPLA Shares Sold by Y Intercept Hong Kong Ltd - MarketBeat

Feb 06, 2026
pulisher
Feb 06, 2026

3 Stocks That May Be Undervalued By Market Estimates In February 2026 - simplywall.st

Feb 06, 2026
pulisher
Feb 06, 2026

BI Asset Management Fondsmaeglerselskab A S Has $8.44 Million Stock Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 06, 2026
pulisher
Feb 05, 2026

5 Must-Read Analyst Questions From LPL Financial's Q4 Earnings Call - Finviz

Feb 05, 2026
pulisher
Feb 05, 2026

LPL Financial Growth Story: Wealth Innovations Deal And Advisor Retention - Yahoo Finance

Feb 05, 2026
pulisher
Feb 05, 2026

5 Must-Read Analyst Questions From LPL Financial’s Q4 Earnings Call - Yahoo Finance

Feb 05, 2026
pulisher
Feb 04, 2026

Commonwealth team in Minnesota leaps to Cetera amid LPL sale - Citywire

Feb 04, 2026
pulisher
Feb 04, 2026

LPL Financial Holdings Inc (LPLA) Trading 2.06% Higher on Feb 4 - GuruFocus

Feb 04, 2026
pulisher
Feb 04, 2026

LPL Financial Global Capability Center opens in Hyderabad - marketscreener.com

Feb 04, 2026
pulisher
Feb 04, 2026

Federated Hermes Inc. Decreases Position in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 04, 2026
pulisher
Feb 03, 2026

Does LPL Financial (LPLA) Now Rely on Commonwealth Integration to Redefine Its Long-Term Scale Advantage? - Sahm

Feb 03, 2026
pulisher
Feb 03, 2026

LPL Financial Welcomes Wealth Innovations Financial Advisors - lpl.com

Feb 03, 2026
pulisher
Feb 03, 2026

LPL Financial Welcomes Wealth Innovations - The Manila Times

Feb 03, 2026
pulisher
Feb 03, 2026

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More - Wealth Solutions Report

Feb 03, 2026
pulisher
Feb 03, 2026

Wealth Innovations, LLC Joins LPL Financial to Enhance Retirement Planning Services - Quiver Quantitative

Feb 03, 2026
pulisher
Feb 03, 2026

‘Sleep Well At Night’ retirement planners move $200M to LPL - Stock Titan

Feb 03, 2026
pulisher
Feb 03, 2026

UMB Bank n.a. Sells 37,548 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 03, 2026
pulisher
Feb 03, 2026

WCM Investment Management LLC Grows Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 03, 2026
pulisher
Feb 03, 2026

LPL Financial stock price target raised to $500 from $475 at Citizens - Investing.com Australia

Feb 03, 2026
pulisher
Feb 03, 2026

LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11% - Yahoo Finance

Feb 03, 2026
pulisher
Feb 02, 2026

$2B Advisor Team Launches Moto Wealth Partners at Linsco by LPL - connectmoney.com

Feb 02, 2026
pulisher
Feb 02, 2026

Assessing LPL Financial (LPLA) Valuation After Record 2025 Earnings Beat And Asset Growth - Sahm

Feb 02, 2026
pulisher
Feb 02, 2026

LPL Financial Holdings Inc. $LPLA Shares Purchased by Mutual of America Capital Management LLC - MarketBeat

Feb 02, 2026
pulisher
Feb 02, 2026

AGF Management Ltd. Sells 227,749 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 02, 2026
pulisher
Feb 01, 2026

LPL Financial Holdings Inc. (NASDAQ:LPLA) Just Released Its Full-Year Earnings: Here's What Analysts Think - 富途牛牛

Feb 01, 2026
pulisher
Feb 01, 2026

Principal Financial Group Inc. Has $655.42 Million Position in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 01, 2026
pulisher
Feb 01, 2026

Bank of New York Mellon Corp Reduces Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 01, 2026
pulisher
Jan 31, 2026

How The New Price Target Is Shaping The Story For LPL Financial Holdings (LPLA) - Yahoo Finance

Jan 31, 2026
pulisher
Jan 31, 2026

LPL Financial’s Record Quarter Overshadowed by Rising Expense Forecast - AD HOC NEWS

Jan 31, 2026
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Jan 30, 2026

LPL Financial (LPLA) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results - Sahm

Jan 30, 2026
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Jan 30, 2026

LPL Financial Earnings Call: Record Profits, Integration Risks - TipRanks

Jan 30, 2026
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Jan 30, 2026

LPL Financial (NASDAQ:LPLA) Price Target Raised to $440.00 - MarketBeat

Jan 30, 2026
pulisher
Jan 30, 2026

LPLA Q4 Deep Dive: Integration Progress and Recruiting Priorities Shape Outlook - Finviz

Jan 30, 2026

Lpl Financial Holdings Inc Stock (LPLA) Financials Data

Revenue

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Net Income

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Cash Flow

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EPS

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Lpl Financial Holdings Inc Stock (LPLA) Insider Trading

Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total
Gates Greg
Group Managing Director
Dec 05 '25
Sale
370.97
750
278,231
14,620
capital_markets NMR
$9.425
price up icon 0.69%
capital_markets TW
$112.98
price down icon 3.19%
$75.87
price down icon 1.65%
$153.23
price down icon 3.27%
$40.93
price down icon 4.54%
Cap:     |  Volume (24h):