330.88
Lpl Financial Holdings Inc stock is traded at $330.88, with a volume of 585.03K.
It is up +0.88% in the last 24 hours and down -5.35% 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 providing 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:
$328.00
Open:
$331.09
24h Volume:
585.03K
Relative Volume:
0.65
Market Cap:
$26.05B
Revenue:
$18.26B
Net Income/Loss:
$900.86M
P/E Ratio:
29.54
EPS:
11.2012
Net Cash Flow:
$-1.16B
1W Performance:
+4.56%
1M Performance:
-5.35%
6M Performance:
+5.18%
1Y Performance:
+1.05%
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
|
330.88 | 26.05B | 18.26B | 900.86M | -1.16B | 11.20 |
|
MS
Morgan Stanley
|
190.02 | 298.44B | 128.77B | 20.37B | 39.02B | 12.37 |
|
GS
Goldman Sachs Group Inc
|
895.32 | 260.69B | 128.57B | 20.97B | 112.72B | 64.79 |
|
SCHW
Charles Schwab Corp
|
96.70 | 167.23B | 28.33B | 9.42B | 9.76B | 5.0426 |
|
HOOD
Robinhood Markets Inc
|
109.02 | 98.02B | 4.65B | 1.89B | -2.09B | 2.0676 |
|
IBKR
Interactive Brokers Group Inc
|
87.87 | 39.81B | 10.76B | 4.56B | 35.82B | 2.326 |
Lpl Financial Holdings Inc Stock (LPLA) Upgrades & Downgrades
| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| Oct-02-26 | Initiated | Wells Fargo | Overweight |
| Sep-01-26 | Initiated | Truist | Hold |
| Apr-08-26 | Resumed | Keefe Bruyette | Outperform |
| Apr-08-26 | Upgrade | UBS | Neutral → Buy |
| 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
LPL Financial Holdings Inc. $LPLA Shares Sold by Bell Asset Management Ltd - MarketBeat
LPL Financial (LPLA) Stock Still Looks Cheap Following Its 97% Five Year Run - Yahoo Finance
LPL Financial Holdings (LPLA) Recruits $1.1 Billion Advisory Team To Its Platform - Yahoo Finance
LPL Financial Holdings (LPLA) Adds Advisory Teams, Is The Stock Cheap? - Simply Wall Street
LPL Financial Holdings Price Target Raised to $445.00/Share From $428.00 by JP Morgan - Moomoo
Nomura Mid Cap Growth Fund's LPL Financial Holdings Inc(LPLA) Holding History - GuruFocus
LPL Financial Welcomes the Legacy Financial Group Team - LPL Financial
LPL Financial (NASDAQ:LPLA) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says - MarketBeat
UBS Adjusts Price Target on LPL Financial to $390 From $391, Keeps Buy Rating - www.marketscreener.com
LPL Financial Welcomes Legacy Financial Group - The Manila Times
LPL Financial $1,000 investment grows to $14,361 over 15 years - scanx.trade
LPL Financial Holdings Inc. (LPLA) options chain - Yahoo Finance UK
LPL Financial Holdings announces Q3FY26 earnings date for October 27 - scanx.trade
LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call - www.marketscreener.com
LPL Financial Holdings Price Target Maintained With a $500.00/Share by Citizens - Moomoo
LPL Financial Holdings Inc (LPLA) Shares Surge 4.9% -- What GF S - GuruFocus
LPL Financial Holdings climbs as investors react to strong asset-gathering trends and a fresh bullish analyst initiation - Quiver Quantitative
LPL Financial Welcomes Praxis Financial Partners - Yahoo Finance
A financial advice team with about $1.1 billion in client assets joins LPL Financial - Stock Titan
Citizens reiterates LPL Financial stock rating on growth outlook By Investing.com - Investing.com UK
LPL Financial adds Praxis Financial Partners to broker-dealer, RIA platform with USD 1.1 billion in assets - VZ VermögensZentrum
LPL Financial (NASDAQ:LPLA) Stock Rated Overweight in New Coverage at Wells Fargo & Company - MarketBeat
LPL Financial Holdings Inc. (NASDAQ:LPLA) Stock Has Average Price Target of $403.79 According to Analysts - MarketBeat
LPL Financial Holdings Initiated at Overweight by Wells Fargo - Moomoo
Wells Fargo Initiates Coverage on LPL Financial With Overweight Rating - marketscreener.com
LPL Financial LLC Welcomes Lakewood Wealth Management - marketscreener.com
Three financial advisers bring about $170 million in assets to LPL. - Stock Titan
LPL Financial Holdings Inc. Actuals & Estimates (HAN:7LI) - TradingView
LPL Financial Holdings (LPLA) Recruits New Teams As Growth Narrative Keeps Valuation In Focus - Yahoo Finance
Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off? - Yahoo Finance
Will New Advisor Additions And Rising Advisory Mix Reshape LPL Financial Holdings' (LPLA) Fee-Based Narrative? - Yahoo Finance
LPL Financial Welcomes Trio of Independent Texas Advisors - GlobeNewswire Inc.
LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop? - Yahoo Finance
National Pension Service Purchases 20,758 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial Group Managing Director Sells 308 Shares for $110,100 - The Motley Fool
LPL Financial Group Managing Director Sells 308 Shares for $110,100 - Yahoo Finance
Former LPL CEO Dan Arnold Lands at AI-Native Wealth Firm - Yahoo Finance
WINTON GROUP Ltd Acquires 20,842 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
Amundi Grows Stock Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat
Following Focus success, LPL advisors to launch Pride forum in 2027 - finance.yahoo.com
Stirlingshire Investments Appoints Former LPL Financial CEO Dan Arnold as Executive Chairman - Yahoo Finance
Dan Arnold is back, and he’s leading a startup. - InvestmentNews
LPL Financial Welcomes Northstar Financial Advisors, LLC - manilatimes.net
LPL Financial Welcomes Northstar Financial Advisors, LLC - finance.yahoo.com
Signs Point to a Normalization, Not a CrisisLPL FinancialCommentaries - Advisor Perspectives
TD Waterhouse Canada Inc. Has $2.27 Million Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial Holdings Inc. $LPLA Shares Purchased by California State Teachers Retirement System - MarketBeat
LPL Financial Holdings Inc. $LPLA Stock Position Lifted by Hsbc Holdings PLC - MarketBeat
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Recommendation of "Moderate Buy" by Analysts - MarketBeat
Wellington Management Group LLP Cuts Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
Lpl Financial Holdings Inc Stock (LPLA) Financials Data
Revenue
Net Income
Cash Flow
EPS
Lpl Financial Holdings Inc Stock (LPLA) Insider Trading
| Insider Trading | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total |
|---|---|---|---|---|---|---|---|
| Reeping Katharine | Officer |
Sep 11 '26 |
Proposed Sale |
347.84 |
440 |
153,049 |
0 |
| Jambusaria Aneri | Group Managing Director |
Aug 27 '26 |
Sale |
357.36 |
308 |
110,067 |
6,107 |
| Jambusaria Aneri | Officer |
Aug 27 '26 |
Proposed Sale |
357.36 |
308 |
110,067 |
0 |
| Gates Greg | Group Managing Director |
Aug 20 '26 |
Option Exercise |
77.53 |
7,189 |
557,363 |
27,721 |
| Gates Greg | Group Managing Director |
Aug 20 '26 |
Sale |
355.38 |
4,119 |
1,463,810 |
23,602 |
| Gates Greg | Officer |
Aug 20 '26 |
Proposed Sale |
355.38 |
4,119 |
1,463,810 |
0 |
| Enyedi Matthew | Officer |
Jul 31 '26 |
Proposed Sale |
352.72 |
1,000 |
352,716 |
0 |
| Enyedi Matthew | Group Managing Director |
Jul 31 '26 |
Sale |
352.72 |
1,000 |
352,716 |
13,121 |
| Jambusaria Aneri | Group Managing Director |
Jun 17 '26 |
Sale |
306.00 |
308 |
94,248 |
6,415 |
| Jambusaria Aneri | Officer |
Jun 17 '26 |
Proposed Sale |
306.00 |
308 |
94,248 |
0 |
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