300.28

2.46% 7.20

After Hours: 301.59 1.31 +0.44%

Lpl Financial Holdings Inc (LPLA)

Overview News Price History Option Chain Financials Why LPLA Down? Discussions Forecast Dividend History

Lpl Financial Holdings Inc stock is traded at $300.28, with a volume of 1.07M. It is up +2.46% in the last 24 hours and down -1.18% 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.

Previous Close:

$293.08

Open:

$298.45

24h Volume:

1.07M

Relative Volume:

1.11

Market Cap:

$24.05B

Revenue:

$16.99B

Net Income/Loss:

$863.02M

P/E Ratio:

27.27

EPS:

11.0121

Net Cash Flow:

$-993.42M

1W Performance:

+5.71%

1M Performance:

-1.18%

6M Performance:

-11.81%

1Y Performance:

-8.42%

1-Day Range:

$294.71

$305.63

1-Week Range:

$282.63

$305.63

52-Week Range:

$262.83

$403.57

Lpl Financial Holdings Inc Stock (LPLA) Company Profile

Name

Lpl Financial Holdings Inc

Sector

Financial (5800)

Industry

Capital Markets (87)

Phone

800-877-7210

Address

4707 EXECUTIVE DRIVE, SAN DIEGO, CA

Employee

10,000

Twitter

@LPL

Next Earnings Date

2026-01-29

Latest SEC Filings

LPLA's Discussions on Twitter

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

Stocks	Price	Market Cap	Revenue	Net Income	Cash Flow	EPS
LPLA Lpl Financial Holdings Inc	300.28	23.47B	16.99B	863.02M	-993.42M	11.01
MS Morgan Stanley	164.32	256.39B	119.71B	17.03B	46.10B	10.21
GS Goldman Sachs Group Inc	831.27	241.42B	126.15B	17.18B	23.15B	51.30
SCHW Charles Schwab Corp	95.30	165.86B	27.68B	8.85B	13.27B	4.6601
HOOD Robinhood Markets Inc	72.49	63.82B	4.51B	1.88B	-3.42B	2.059
CRCL Circle Internet Group Inc	126.64	31.11B	2.75B	-69.52M	473.50M	-0.5429

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

Mar 23, 2026

How LPL’s February Asset Surge and Advisory Shift Will Impact LPL Financial (LPLA) Investors - simplywall.st

Mar 23, 2026

LPL Financial Holdings Inc (NASDAQ:LPLA) Presents a Compelling Growth and Breakout Opportunity - ChartMill

Mar 23, 2026