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LPL Financial Holdings Inc

LPLA

377.310USD

+38.820+11.47%

Close 10/31, 16:00（ET）Quotes delayed by 15 min

30.20BMarket Cap

36.25P/E TTM



LPL Financial Holdings Inc

377.310

+38.820+11.47%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of LPL Financial Holdings Inc

Currency: USD Updated: 2025-10-31

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. The company is performing strongly in the stock market, with strong fundamentals and technicals supporting the momentum. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

LPL Financial Holdings Inc's Score

Industry at a Glance

Industry Ranking

14 / 116

Overall Ranking

103 / 4618

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 17 analysts

Buy

Current Rating

424.571

Target Price

+12.53%

Upside Space

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

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 43.95% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 12.26B.

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 5.99, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 80.69M shares, decreasing 1.93% quarter-over-quarter.

Held by Steve Mandel

Star Investor Steve Mandel holds 1.87M shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-31

The company's current financial score is 6.94, which is lower than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 3.79B, representing a year-over-year increase of 30.80%, while its net profit experienced a year-over-year increase of 12.08%.

Score

Industry at a Glance

Previous score

6.94

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

5.27

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

5.25

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.84

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.31

Key Metrics

Free cash flow

No Data

LPL Financial Holdings Inc's Company Valuation

Currency: USD Updated: 2025-10-31

The company’s current valuation score is 6.16, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 34.91, which is 0.00% below the recent high of 34.91 and 60.81% above the recent low of 13.68.

Score

Industry at a Glance

Previous score

6.16

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 14/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-31

The company’s current earnings forecast score is 7.88, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The average price target for LPL Financial Holdings Inc is 420.50, with a high of 491.00 and a low of 356.00.

Score

Industry at a Glance

Previous score

7.88

Change

Support & Resistance

No Data

Analyst Rating

Based on 17 analysts

Buy

Current Rating

424.571

Target Price

+12.53%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

LPL Financial Holdings Inc

LPLA

Morgan Stanley

Goldman Sachs Group Inc

Citigroup Inc

Charles Schwab Corp

SCHW

eToro Group Ltd

ETOR

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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

Price Momentum

Currency: USD Updated: 2025-10-31

The company’s current price momentum score is 9.23, which is higher than the Investment Banking & Investment Services industry's average of 7.18. Sideways: Currently, the stock price is trading between the resistance level at 411.81 and the support level at 326.75, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.78

Change

0.45

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(1)

Buy(4)

Indicators

Value

Direction

MACD(12,26,9)

8.135

Buy

RSI(14)

74.144

Buy

STOCH(KDJ)(9,3,3)

58.009

Neutral

ATR(14)

11.856

High Vlolatility

CCI(14)

375.135

Overbought

Williams %R

22.873

Buy

TRIX(12,20)

0.168

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

349.190

Buy

MA10

344.168

Buy

MA20

333.916

Buy

MA50

339.731

Buy

MA100

356.624

Buy

MA200

352.194

Buy

Institutional Confidence

Currency: USD Updated: 2025-10-31

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.82. The latest institutional shareholding proportion is 100.85%, representing a quarter-over-quarter decrease of 2.56%. The largest institutional shareholder is The Vanguard, holding a total of 8.04M shares, representing 10.05% of shares outstanding, with 4.46% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

8.04M

+1.17%

Boston Partners

3.68M

+4.70%

BlackRock Institutional Trust Company, N.A.

3.53M

+0.36%

MFS Investment Management

2.41M

+59.74%

Janus Henderson Investors

3.08M

+0.37%

Dodge & Cox

Star Investors

2.70M

+77.34%

Kayne Anderson Rudnick Investment Management, LLC

2.56M

-4.63%

Fidelity Management & Research Company LLC

2.06M

-23.34%

Lone Pine Capital, L.L.C.

Star Investors

1.87M

+6.14%

WCM Investment Management

1.73M

+5.84%

Risk Assessment

Currency: USD Updated: 2025-10-31

The company’s current risk assessment score is 7.02, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 0.62. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.