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LPL Financial Holdings Inc.

LPLA • Financial - Capital Markets
$359.33
— 0.00 (0.00%)
EarningsLatest report: Jun 30, 2026
BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.
Market Cap
$28.83B
Growth
13.8%
Cash Flow
3/5
Trend
Mostly stable
Evidence
Positive revenue growth · 22.3%Healthy liquidity · 2.42
Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$359.33
Change0.00%
Shares Out80.24M
Market Cap$28.83B
Enterprise Value$27.35B
52W Range260.15 - 400.16
Beta0.51
P/E28.64
P/S1.47
P/B5.01
P/FCF-27.35
EV/Sales1.39

Investment DNA

How strong this company looks for long-term investors

56
out of 100
Business Quality
Margins, moat, returns
46/100
Financial Strength
Debt, cash, stability
76/100
Growth Potential
Revenue and expansion
58/100
Price Attractiveness
Cheap or expensive today
60/100
Why this score▼
Positive revenue growth · 22.3%Healthy liquidity · 2.42

Analyst view

Analyst sentiment and price target

LPLA
Analyst sentiment
Based on 25 analyst votes · 2026-09-05
78/100
Bullish
Bullish
15
Hold
9
Bearish
1
Price Target
2026-08-05
Low
$387.00
Mean
$392.67
Median
$390.00
High
$401.00

Company Overview

IPO: 11/18/2010
Industry: Financial - Capital Markets
P/B i: 5.01
Debt / Equity i: 1.36
Operating Margin: 13.45%
Net Margin: 5.08%
ROE i: -
ROIC: -

Financial Health

Score15 / 20
Debt / Equity: 1.36
Current Ratio: 2.42
Quick Ratio: 2.42
Status: Good

Insider Transactions

Recent executive and insider activity

Putnam James S
Transaction: 08/03/2026
SELL
Change
-2,000
Price
Not reported
Filing
08/04/2026
Type
SELL
Enyedi Matthew
Transaction: 07/31/2026
SELL
Change
-1
Price
$355.51
Filing
08/04/2026
Type
SELL
Jambusaria Aneri
Transaction: 06/17/2026
SELL
Change
-308
Price
$306.00
Filing
06/22/2026
Type
SELL