LPL Financial Holdings Inc

LPLA

385.140USD

+12.800+3.44%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

LPL Financial Holdings Inc's Score

Industry at a Glance

Industry Ranking

12 / 118

Overall Ranking

106 / 4521

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Positive

LPL Financial Holdings Inc Highlights

StrengthsRisks

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 69.01% year-on-year.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 8.48%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 8.48%.

Undervalued

The company’s latest PB is 5.77, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 80.81M shares, decreasing 6.15% quarter-over-quarter.

Held by ETHSX

Star Investor ETHSX holds 23.16K shares of this stock.

Analyst Rating

Based on 15 analysts

Buy

Current Rating

446.545

Target Price

+19.93%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of LPL Financial Holdings Inc is 6.96, ranking 54 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 4.89B, representing a year-over-year increase of 40.47%, while its net profit experienced a year-over-year increase of 11.07%.

Score

Industry at a Glance

Previous score

6.96

Change

0



Financials

9.61

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

2.88

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

7.56

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

4.77

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of LPL Financial Holdings Inc is 6.16, ranking 88 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 35.11, which is 2.08% below the recent high of 35.84 and 61.04% above the recent low of 13.68.

Score

Industry at a Glance

Previous score

6.16

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 12/118

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of LPL Financial Holdings Inc is 8.00, ranking 24 out of 118 in the Investment Banking & Investment Services industry. The average price target is 420.00, with a high of 491.00 and a low of 380.00.

Score

Industry at a Glance

Previous score

8.00

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of LPL Financial Holdings Inc is 9.12, ranking 18 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 407.83 and the support level at 354.78, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.40

Change

1.72

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of LPL Financial Holdings Inc is 10.00, ranking 1 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 100.94%, representing a quarter-over-quarter decrease of 1.17%. The largest institutional shareholder is The Vanguard, holding a total of 8.11M shares, representing 10.13% of shares outstanding, with 10.38% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

8.27M

+2.78%

Boston Partners

3.67M

-0.28%

MFS Investment Management

3.20M

+32.45%

BlackRock Institutional Trust Company, N.A.

3.64M

+3.28%

Dodge & Cox

Star Investors

3.33M

+23.23%

Janus Henderson Investors

3.10M

+0.64%

Capital World Investors

2.63M

+15960.07%

Kayne Anderson Rudnick Investment Management, LLC

2.48M

-2.93%

Lone Pine Capital, L.L.C.

Star Investors

2.26M

+20.48%

Principal Global Investors (Equity)

1.97M

+23.36%

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1

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of LPL Financial Holdings Inc is 7.69, ranking 61 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.56. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

LPL Financial Holdings Inc

LPLA

7.86 /10

Score

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