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Lpl Financial Holdings Inc stock is traded at $334.70, with a volume of 1.45M. It is up +1.42% in the last 24 hours and down -8.15% 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 the provision of 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:
$330.00
Open:
$330
24h Volume:
1.45M
Relative Volume:
1.93
Market Cap:
$26.80B
Revenue:
$15.57B
Net Income/Loss:
$833.05M
P/E Ratio:
30.80
EPS:
10.866
Net Cash Flow:
$-1.88B
1W Performance:
-13.10%
1M Performance:
-8.15%
6M Performance:
-5.93%
1Y Performance:
-10.11%
1-Day Range:
Value
$320.95
$335.80
1-Week Range:
Value
$317.00
$397.76
52-Week Range:
Value
$262.83
$403.57

Lpl Financial Holdings Inc Stock (LPLA) Company Profile

Name
Name
Lpl Financial Holdings Inc
Name
Phone
800-877-7210
Name
Address
4707 EXECUTIVE DRIVE, SAN DIEGO, CA
Name
Employee
10,116
Name
Twitter
@LPL
Name
Next Earnings Date
2026-01-29
Name
Latest SEC Filings
Name
LPLA's Discussions on Twitter

Compare LPLA vs GS, MS, SCHW, HOOD, IBKR

Stocks Price Market Cap Revenue Net Income Cash Flow EPS
Capital Markets icon
LPLA
Lpl Financial Holdings Inc
334.70 26.42B 15.57B 833.05M -1.88B 10.87
Capital Markets icon
GS
Goldman Sachs Group Inc
905.14 271.30B 121.49B 17.18B 57.26B 51.30
Capital Markets icon
MS
Morgan Stanley
171.15 266.04B 119.70B 17.03B 10.35B 10.21
Capital Markets icon
SCHW
Charles Schwab Corp
93.72 168.95B 27.68B 8.85B 20.55B 4.6581
Capital Markets icon
HOOD
Robinhood Markets Inc
75.97 64.10B 4.50B 1.88B -3.60B 2.059
Capital Markets icon
IBKR
Interactive Brokers Group Inc
74.75 32.54B 10.43B 4.36B 27.25B 2.2111

Lpl Financial Holdings Inc Stock (LPLA) Upgrades & Downgrades

Date Action Analyst Rating Change
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

pulisher
05:35 AM

LPL Financial Holdings Inc. $LPLA Position Raised by Coronation Fund Managers Ltd. - MarketBeat

05:35 AM
pulisher
05:00 AM

LPL Financial Holdings Inc. (LPLA) Delivers Growth and Analyst Support - Finviz

05:00 AM
pulisher
Feb 14, 2026

How Recent Analyst Shifts Are Rewriting The Story For LPL Financial Holdings (LPLA) - Yahoo Finance

Feb 14, 2026
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Feb 14, 2026

How Lpl Financial Holdings Inc. (LPLA) Affects Rotational Strategy Timing - Stock Traders Daily

Feb 14, 2026
pulisher
Feb 14, 2026

10 High-Growth Low-PE Stocks to Buy Now - Insider Monkey

Feb 14, 2026
pulisher
Feb 13, 2026

After hiring Commonwealth advisors and LPL recruiters, what’s next for Kestra? - InvestmentNews

Feb 13, 2026
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Feb 13, 2026

Is LPL Financial Holdings Inc. impacted by rising ratesWall Street Watch & High Yield Equity Trading Tips - mfd.ru

Feb 13, 2026
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Feb 13, 2026

A Match Made for Growth: Your Practice + the Retirement MarketLPL FinancialCommentaries - Advisor Perspectives

Feb 13, 2026
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Feb 13, 2026

LPL Financial Holdings Inc. $LPLA Shares Sold by Allianz Asset Management GmbH - MarketBeat

Feb 13, 2026
pulisher
Feb 12, 2026

AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear - The Globe and Mail

Feb 12, 2026
pulisher
Feb 12, 2026

LPL Financial Welcomes Sound Wealth - The Manila Times

Feb 12, 2026
pulisher
Feb 12, 2026

Curt Pederson and Britt Saylor of Sound Wealth Join LPL Financial to Enhance Client-Centric Advisory Services - Quiver Quantitative

Feb 12, 2026
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Feb 12, 2026

AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown? - TradingView

Feb 12, 2026
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Feb 12, 2026

Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James - Yahoo Finance

Feb 12, 2026
pulisher
Feb 11, 2026

Can LPL Financial Holdings Inc. deliver consistent dividendsJuly 2025 Institutional & Real-Time Volume Triggers - mfd.ru

Feb 11, 2026
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Feb 11, 2026

Fund Update: New $151.2M $AKRE stock position opened by LPL Financial LLC - Quiver Quantitative

Feb 11, 2026
pulisher
Feb 11, 2026

Wall Street’s New Trade Is Dumping Stocks in AI’s Crosshairs - Bloomberg.com

Feb 11, 2026
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Feb 11, 2026

The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier - FinancialContent

Feb 11, 2026
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Feb 11, 2026

Does LPL Financial (LPLA) Face a Strategic Crossroads as AI Tools Challenge Its Advisory Model? - Sahm

Feb 11, 2026
pulisher
Feb 10, 2026

Wealth Manager Stocks Sink as New AI Tool Sparks Disruption Fear - Bloomberg.com

Feb 10, 2026
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Feb 10, 2026

Wealth Management: Investors Should Maintain Exposure Despite AI Wobble - Morningstar

Feb 10, 2026
pulisher
Feb 10, 2026

Why LPL Financial (LPLA) Shares Are Trading Lower Today - Finviz

Feb 10, 2026
pulisher
Feb 10, 2026

LPL Financial (NASDAQ:LPLA) Shares Down 6.3%What's Next? - MarketBeat

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth Management Firms Decline Amid AI Tool Launch - Intellectia AI

Feb 10, 2026
pulisher
Feb 10, 2026

Wealth management and tax prep stocks sink as Altruist launches new AI tool - Seeking Alpha

Feb 10, 2026
pulisher
Feb 10, 2026

LPL Financial Holdings Inc (LPLA) Shares Gap Down to $364.38 on Feb 10 - GuruFocus

Feb 10, 2026
pulisher
Feb 10, 2026

New Narratives in the Homebuilding Space - LPL Financial

Feb 10, 2026
pulisher
Feb 10, 2026

LPL Financial Holdings | LPLA Stock Price, Company Overview & News - Forbes

Feb 10, 2026
pulisher
Feb 10, 2026

Is It Too Late To Consider LPL Financial (LPLA) After Its Strong Multi‑Year Share Price Run? - Yahoo Finance

Feb 10, 2026
pulisher
Feb 09, 2026

Assessing LPL Financial Holdings (LPLA) Valuation After Recent Share Price Strength - Sahm

Feb 09, 2026
pulisher
Feb 09, 2026

Court Allows Advisors’ Attempt to Pause LPL/Ameriprise Suit - Yahoo Finance

Feb 09, 2026
pulisher
Feb 09, 2026

IBKR Shares Surge 31.9% in a Year: Is There Further Upside Left? - Finviz

Feb 09, 2026
pulisher
Feb 09, 2026

LPL Records an ‘Outstanding Year’ - San Diego Business Journal

Feb 09, 2026
pulisher
Feb 07, 2026

LPL Financial: Shifting Gear Into Neutral This Time, As Overvaluation Overshadows Growth (Downgrade) - Seeking Alpha

Feb 07, 2026
pulisher
Feb 07, 2026

Envestnet Asset Management Inc. Decreases Stake in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 07, 2026
pulisher
Feb 06, 2026

The Truth About LPL Financial Holdings: Is This Quiet Finance Giant a Hidden Power Stock? - AD HOC NEWS

Feb 06, 2026
pulisher
Feb 06, 2026

LPL Financial Holdings Inc. $LPLA Shares Sold by Y Intercept Hong Kong Ltd - MarketBeat

Feb 06, 2026
pulisher
Feb 06, 2026

3 Stocks That May Be Undervalued By Market Estimates In February 2026 - simplywall.st

Feb 06, 2026
pulisher
Feb 06, 2026

BI Asset Management Fondsmaeglerselskab A S Has $8.44 Million Stock Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 06, 2026
pulisher
Feb 05, 2026

5 Must-Read Analyst Questions From LPL Financial's Q4 Earnings Call - Finviz

Feb 05, 2026
pulisher
Feb 05, 2026

LPL Financial Growth Story: Wealth Innovations Deal And Advisor Retention - Yahoo Finance

Feb 05, 2026
pulisher
Feb 05, 2026

5 Must-Read Analyst Questions From LPL Financial’s Q4 Earnings Call - Yahoo Finance

Feb 05, 2026
pulisher
Feb 04, 2026

Commonwealth team in Minnesota leaps to Cetera amid LPL sale - Citywire

Feb 04, 2026
pulisher
Feb 04, 2026

LPL Financial Holdings Inc (LPLA) Trading 2.06% Higher on Feb 4 - GuruFocus

Feb 04, 2026
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Feb 04, 2026

LPL Financial Global Capability Center opens in Hyderabad - marketscreener.com

Feb 04, 2026
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Feb 04, 2026

Federated Hermes Inc. Decreases Position in LPL Financial Holdings Inc. $LPLA - MarketBeat

Feb 04, 2026
pulisher
Feb 03, 2026

Does LPL Financial (LPLA) Now Rely on Commonwealth Integration to Redefine Its Long-Term Scale Advantage? - Sahm

Feb 03, 2026
pulisher
Feb 03, 2026

LPL Financial Welcomes Wealth Innovations Financial Advisors - lpl.com

Feb 03, 2026
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Feb 03, 2026

LPL Financial Welcomes Wealth Innovations - The Manila Times

Feb 03, 2026
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Feb 03, 2026

Deals & Recruiting Roundup: Corient, LPL, Elevation Point, Bluespring, AssetMark And More - Wealth Solutions Report

Feb 03, 2026
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Feb 03, 2026

Wealth Innovations, LLC Joins LPL Financial to Enhance Retirement Planning Services - Quiver Quantitative

Feb 03, 2026

Lpl Financial Holdings Inc Stock (LPLA) Financials Data

Revenue

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Net Income

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Cash Flow

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EPS

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Lpl Financial Holdings Inc Stock (LPLA) Insider Trading

Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total
Gates Greg
Group Managing Director
Dec 05 '25
Sale
370.97
750
278,231
14,620
capital_markets NMR
$9.54
price up icon 2.69%
capital_markets TW
$113.41
price down icon 2.24%
$146.72
price down icon 0.52%
$74.75
price up icon 2.31%
$60.04
price up icon 6.02%
Cap:     |  Volume (24h):