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359.76
2.86%
-10.38
Overview
News
Price History
Option Chain
Financials
Why LPLA Down?
Discussions
Forecast
Dividend History
Lpl Financial Holdings Inc stock is traded at $359.76, with a volume of 713.52K.
It is down -2.86% in the last 24 hours and up +1.65% 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:
$370.13
Open:
$369.4
24h Volume:
713.52K
Relative Volume:
0.78
Market Cap:
$28.33B
Revenue:
$18.26B
Net Income/Loss:
$900.86M
P/E Ratio:
32.12
EPS:
11.2012
Net Cash Flow:
$-1.16B
1W Performance:
-0.65%
1M Performance:
+1.65%
6M Performance:
+19.69%
1Y Performance:
-1.36%
1-Day Range:
$358.24
$370.00
1-Week Range:
$344.45
$372.92
52-Week Range:
$260.15
$400.16
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
|
359.76 | 27.88B | 18.26B | 900.86M | -1.16B | 11.20 |
MS
Morgan Stanley
|
211.94 | 325.81B | 128.77B | 20.37B | 39.02B | 12.37 |
GS
Goldman Sachs Group Inc
|
1,004.50 | 291.74B | 128.57B | 20.97B | 112.72B | 64.79 |
SCHW
Charles Schwab Corp
|
108.39 | 189.86B | 28.33B | 9.42B | 9.76B | 5.0426 |
HOOD
Robinhood Markets Inc
|
103.51 | 85.50B | 4.65B | 1.89B | -2.09B | 2.0676 |
IBKR
Interactive Brokers Group Inc
|
91.47 | 40.71B | 10.76B | 4.56B | 35.82B | 2.326 |
Lpl Financial Holdings Inc Stock (LPLA) Upgrades & Downgrades
| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| 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 (NASDAQ:LPLA) Director Sells 4,119 Shares - MarketBeat
LPL Financial Holdings (LPLA) Could Be 15% Undervalued After Its July Asset Update - Yahoo Finance
LPL Financial Group Managing Director Sold Shares Worth Over $1.4M - TradingView
Can LPL Financial Sustain Its Strong Asset-Gathering Momentum? - TradingView
LPL Financial (LPLA) Stock Looks Like A Bargain On Returns But Fully Priced On Earnings - Yahoo Finance
Silvant Capital Management LLC Purchases New Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
Advisor moves: LPL, Raymond James land advisors with $590M in combined assets - InvestmentNews
NewEdge Wealth LLC Purchases Shares of 11,476 LPL Financial Holdings Inc. $LPLA - MarketBeat
Trillium Asset Management LLC Makes New $20.22 Million Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat
Mitsubishi UFJ Asset Management Co. Ltd. Buys Shares of 95,357 LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial's Total Client Assets Decrease in July - Moomoo
If You Invested $100 In LPL Finl Hldgs Stock 5 Years Ago, You Would Have This Much Today - Sahm
D L Carlson Investment Group Inc. Takes Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
Ceredex Value Advisors LLC Takes Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
4,732,991 Shares in LPL Financial Holdings Inc. $LPLA Acquired by BlackRock Inc. - MarketBeat
Deutsche Bank AG Makes New $56.85 Million Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat
B. Metzler seel. Sohn & Co. AG Purchases New Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial stock yields 19.05% annualized return over 15 years - scanx.trade
LPL Financial July 2026 AUM: Assets dip 0.6% to $2.55 trillion - scanx.trade
LPL Financial welcomes advisor Alan Feutz with $725 million in assets - scanx.trade
LPL Financial Reports Monthly Activity for July 2026 - The Manila Times
LPL Financial Holdings Inc. (LPLA) Stock Price, News, Quote & History - Yahoo Finance
LPL's client assets rose 31.3% from last year—but fell 0.6% in July - Stock Titan
LPL Financial Holdings Inc : JP Morgan Cuts T - Moomoo
LPL Financial Holdings (LPLA) Q1 2026 Earnings Call Transcript - Fortune
LPL Financial Welcomes McCutchen Wesson Wealth Advisors - The Manila Times
Shepherd Financial Partners LLC Acquires New Shares in LPL Financial Holdings Inc. $LPLA - MarketBeat
Danske Bank A S Buys New Position in LPL Financial Holdings Inc. $LPLA - MarketBeat
Shifting Leadership in Global GrowthLPL FinancialCommentaries - Advisor Perspectives
IBD Elite 2026: The 15 largest independent brokerages in wealth management - financial-planning.com
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth - InvestmentNews
LPL Financial (NASDAQ:LPLA) Combines Strong Growth with a High-Quality Technical Setup - ChartMill
Giant Cambridge group in Pennsylvania bolts to LPL - InvestmentNews
Advisor moves: Missouri-based LPL team decamps to Osaic in full-circle succession - InvestmentNews
LPL Financial Welcomes Advisor Chris Stockton - The Manila Times
Flash Sports & Media Reports $266M Assets, $2.4M Cash and $3.4M LPL Fees Billed in Advance - TradingView
Flash (FLZH) Reports $266 million in Total Assets and $2.4 million in Cash at Second Quarter-End; $3.4 million of LPL Season 6 Fees Billed in Advance - TradingView
GSA Capital Partners LLP Makes New Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat
129,413 Shares in LPL Financial Holdings Inc. $LPLA Acquired by Diamond Hill Capital Management LLC Investment Advisor - MarketBeat
Short Interest in LPL Financial Holdings Inc. (NASDAQ:LPLA) Declines By 40.4% - MarketBeat
LPL Financial Holdings (LPLA) Faces A Valuation Test After Earnings And Mariner Deal - Sahm
LPL’s Expanded Tech-Enabled Platform and Lower Minimums Might Change The Case For Investing In LPL Financial Holdings (LPLA) - Sahm
SCS Capital Management LLC Invests $60.14 Million in LPL Financial Holdings Inc. $LPLA - MarketBeat
Focus Partners Advisor Solutions LLC Acquires New Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat
LPL Financial Holdings Inc. $LPLA Shares Acquired by Empowered Funds LLC - MarketBeat
LPL Financial Holdings (LPLA) Expands Wealth Offerings, Is It Still 11% Undervalued? - Sahm
Handelsbanken Fonder AB Buys 3,280 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat
3 Big Reasons to Love LPL Financial (LPLA) - Yahoo Finance
Yields on the Rise: Do Stocks Notice?LPL FinancialCommentaries - Advisor Perspectives
LPLA|LPL Financial Holdings Inc|Price:370.670|Chg%:-3.990 - TradingKey
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Recommendation of "Moderate Buy" by Analysts - MarketBeat
Lpl Financial Holdings Inc Stock (LPLA) Financials Data
Revenue
Net Income
Cash Flow
EPS
Lpl Financial Holdings Inc Stock (LPLA) Insider Trading
| Insider Trading | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total |
|---|---|---|---|---|---|---|---|
| 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 |
0.11%
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