LPLA

LPL Financial Holdings Inc.

$308.51

0.99%
SectorFinancial ServicesIndustryCapital MarketsCountryUnited States

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities.

Source: Yahoo Finance
AI summary

Price & performance

1M-7.2%
3M-16.3%
YTD-21.3%
1Y-15.9%
52-week range—
Beta0.97
Full chart and returns against a benchmark

Q-Score

50/ 100

Quality against peers; 50 is the peer median.

Growth64
Risk52
Performance41
Valuation55
Profitability57
Leverage32
Sentiment60
Every score and metric

News sentiment

Open News

Latest results · FY 2025

Revenue$17B+37.2%
Net income$863M-18.5%
Net margin5.1%-3.5 pts
Historical fundamentals

Revenue exposure

0%of revenue from outside the US
United States100%
Regions, segments, customers and suppliers

Valuation

LPLAIndustryP/E17.2515.14P/S1.184.65EV/EBITDA—86.55P/B4.132.84PEG0.260.49
Dividend yield0.40%
Every valuation metric

Earnings

Jan 28next report, after the close
EPS estimate$5.70
Beats (last 4 quarters)—
Average surprise—
EPS revisions (30d)—
Every quarter against its estimate