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Lpl Financial Holdings Inc stock is traded at $269.24, with a volume of 1.53M. It is up +0.18% in the last 24 hours and down -1.65% 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 providing 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:
$268.75
Open:
$273.14
24h Volume:
1.53M
Relative Volume:
1.56
Market Cap:
$21.53B
Revenue:
$18.26B
Net Income/Loss:
$900.86M
P/E Ratio:
24.04
EPS:
11.2012
Net Cash Flow:
$-1.16B
1W Performance:
-9.54%
1M Performance:
-1.65%
6M Performance:
-26.49%
1Y Performance:
-26.23%
1-Day Range:
Value
$266.26
$275.75
1-Week Range:
Value
$260.78
$300.04
52-Week Range:
Value
$260.15
$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
9,901
Name
Twitter
@LPL
Name
Next Earnings Date
2026-07-30
Name
Latest SEC Filings
Name
LPLA's Discussions on Twitter

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

Stocks Price Market Cap Revenue Net Income Cash Flow EPS
LPLA icon
LPLA
Lpl Financial Holdings Inc
269.24 21.50B 18.26B 900.86M -1.16B 11.20
MS icon
MS
Morgan Stanley
211.72 334.43B 123.70B 18.29B 39.02B 11.04
GS icon
GS
Goldman Sachs Group Inc
1,020.21 300.79B 129.01B 18.07B 112.72B 54.72
SCHW icon
SCHW
Charles Schwab Corp
90.55 157.69B 28.33B 9.42B 9.76B 5.0426
HOOD icon
HOOD
Robinhood Markets Inc
101.83 88.87B 4.65B 1.89B -2.09B 2.0676
IBKR icon
IBKR
Interactive Brokers Group Inc
88.20 40.01B 10.76B 4.56B 35.82B 2.326

Lpl Financial Holdings Inc Stock (LPLA) Upgrades & Downgrades

Date Action Analyst Rating Change
Apr-08-26 Resumed Keefe Bruyette Outperform
Apr-08-26 Upgrade UBS Neutral → Buy
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
03:27 AM

Assenagon Asset Management S.A. Lowers Stock Holdings in LPL Financial Holdings Inc. $LPLA - MarketBeat

03:27 AM
pulisher
Jun 29, 2026

LPL Financial Holdings Inc.(NasdaqGS: LPLA) added to Russell Midcap Value Benchmark - marketscreener.com

Jun 29, 2026
pulisher
Jun 29, 2026

Price to book forward of LPL Financial Holdings Inc. – NASDAQ:LPLA - TradingView

Jun 29, 2026
pulisher
Jun 29, 2026

LPL Financial Holdings Inc.(NasdaqGS: LPLA) added to Russell 1000 Value Benchmark - marketscreener.com

Jun 29, 2026
pulisher
Jun 29, 2026

Enterprise value to revenue forward of LPL Financial Holdings Inc. – NASDAQ:LPLA - TradingView

Jun 29, 2026
pulisher
Jun 28, 2026

Price to earnings forward of LPL Financial Holdings Inc. – BOATS:LPLA - TradingView

Jun 28, 2026
pulisher
Jun 28, 2026

OP Asset Management Ltd Makes New $2.54 Million Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 28, 2026
pulisher
Jun 28, 2026

Fort Washington Investment Advisors Inc. OH Acquires 96,704 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 28, 2026
pulisher
Jun 27, 2026

LPL Financial Holdings (LPLA) Q1 2026 Earnings Call Transcript - Fortune

Jun 27, 2026
pulisher
Jun 26, 2026

Is LPL Financial Holdings Inc (LPLA) a Bargain After 3.1% Drop? GF Value Says Undervalued - GuruFocus

Jun 26, 2026
pulisher
Jun 26, 2026

LPL Financial Holdings Inc. Actuals & Estimates (NASDAQ:LPLA) - TradingView

Jun 26, 2026
pulisher
Jun 26, 2026

LPLA Forecast — Price Target — Prediction for 2027 - TradingView

Jun 26, 2026
pulisher
Jun 26, 2026

7LI Forecast — Price Target — Prediction for 2027 - TradingView

Jun 26, 2026
pulisher
Jun 25, 2026

LPL Financial Holdings Inc. Actuals & Estimates (DUS:7LI) - TradingView

Jun 25, 2026
pulisher
Jun 25, 2026

Is the options market predicting a spike in LPL Financial stock? - MSN

Jun 25, 2026
pulisher
Jun 25, 2026

LPL Welcomes NorthStar Wealth Advisory - LPL Financial

Jun 25, 2026
pulisher
Jun 25, 2026

LPL Financial Falls 3.3% as Investors Appear to Weigh Sector Pressure More Than Recent Operating Momentum - Moomoo

Jun 25, 2026
pulisher
Jun 25, 2026

Should I Buy LPLA (LPL Financial Holdings Inc.) | AI Analysis, Technical & News Insights - Kavout | AI

Jun 25, 2026
pulisher
Jun 25, 2026

LPL Financial Welcomes Ronald White’s NorthStar Wealth Advisors in New Independent Practice with Good Life Companies Support - Quiver Quantitative

Jun 25, 2026
pulisher
Jun 25, 2026

NorthStar Wealth Advisors launches with $160M in client assets - Stock Titan

Jun 25, 2026
pulisher
Jun 25, 2026

Hsbc Holdings PLC Sells 41,655 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 25, 2026
pulisher
Jun 25, 2026

LPL Financial Holdings Inc. (NASDAQ:LPLA) Receives Average Recommendation of "Moderate Buy" from Brokerages - MarketBeat

Jun 25, 2026
pulisher
Jun 24, 2026

Advisory M&A News – 6/24/2026 - planadviser

Jun 24, 2026
pulisher
Jun 24, 2026

A Look at LPL Financial Holdings Inc (LPLA) After 4.4% Decline -- GF Value $461.37 vs Price $282.15 - GuruFocus

Jun 24, 2026
pulisher
Jun 24, 2026

LPL in talks to buy $2.8bn Commonwealth affiliate Axial: Sources - Citywire

Jun 24, 2026
pulisher
Jun 24, 2026

LPL Financial Welcomes Tribute Financial - lifehealth.com

Jun 24, 2026
pulisher
Jun 24, 2026

Advisor moves: LPL lands $500M Tribute Financial team from United Planners - InvestmentNews

Jun 24, 2026
pulisher
Jun 24, 2026

Is the Options Market Predicting a Spike in LPL Financial Stock? - Zacks Investment Research

Jun 24, 2026
pulisher
Jun 24, 2026

Tribute Financial moves to LPL's broker-dealer and RIA platform - Stock Titan

Jun 24, 2026
pulisher
Jun 24, 2026

LPL Financial Holdings - Forbes

Jun 24, 2026
pulisher
Jun 24, 2026

LPL Financial Holdings Inc (LPLA) Institutional Confidence - TradingKey

Jun 24, 2026
pulisher
Jun 23, 2026

LPL Financial Holdings Inc. $LPLA Shares Sold by Nations Financial Group Inc. IA ADV - MarketBeat

Jun 23, 2026
pulisher
Jun 22, 2026

LPL Financial (NASDAQ:LPLA) Director Aneri Jambusaria Sells 308 Shares of Stock - MarketBeat

Jun 22, 2026
pulisher
Jun 22, 2026

LPL Financial (LPLA) executive sells 308 shares under Rule 10b5-1 plan - Stock Titan

Jun 22, 2026
pulisher
Jun 22, 2026

Ocean Park Asset Management LLC Makes New Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 22, 2026
pulisher
Jun 22, 2026

Diversified Trust Co Takes Position in LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 22, 2026
pulisher
Jun 22, 2026

LPL Financial Holdings Inc (LPLA) Technical Analysis: Support, Resistance, Indicators & Moving Averages - TradingKey

Jun 22, 2026
pulisher
Jun 21, 2026

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management - lifehealth.com

Jun 21, 2026
pulisher
Jun 20, 2026

Stenger Family Office LLC Sells 4,685 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 20, 2026
pulisher
Jun 19, 2026

7,190 Shares in LPL Financial Holdings Inc. $LPLA Bought by WealthPoint Financial LLC - MarketBeat

Jun 19, 2026
pulisher
Jun 19, 2026

Is Advisor Recruitment Momentum Altering The Investment Case For LPL Financial Holdings (LPLA)? - Sahm

Jun 19, 2026
pulisher
Jun 18, 2026

LPLA News | LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA) - ChartMill

Jun 18, 2026
pulisher
Jun 18, 2026

A Look at LPL Financial Holdings Inc (LPLA) After 3.5% Decline -- GF Value $460.11 vs Price $293.95 - GuruFocus

Jun 18, 2026
pulisher
Jun 18, 2026

LPL Financial Holdings (LPLA) Stock Could Be 42.6% Undervalued On Acquisition Integration Hopes - Yahoo Finance

Jun 18, 2026
pulisher
Jun 18, 2026

Advisor moves: LPL firm Genesis Wealth adds $725M veteran from JPMorgan - InvestmentNews

Jun 18, 2026
pulisher
Jun 18, 2026

Is LPL (LPLA) Quietly Recasting Its Moat Through Advisor Recruitment And Advisory Asset Mix? - Yahoo Finance

Jun 18, 2026
pulisher
Jun 18, 2026

LPL Firm Specializing In Bank-Based Advisor Recruitment Attracts $725M JPMorgan Advisor - Yahoo Finance

Jun 18, 2026
pulisher
Jun 18, 2026

Moore Capital Management LP Makes New Investment in LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 18, 2026
pulisher
Jun 18, 2026

Eminence Capital LP Has $157.81 Million Stock Position in LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 18, 2026
pulisher
Jun 18, 2026

Janus Henderson Group PLC Purchases 280,202 Shares of LPL Financial Holdings Inc. $LPLA - MarketBeat

Jun 18, 2026
pulisher
Jun 18, 2026

LPL Financial Holdings Inc. $LPLA is Azora Capital LP's Largest Position - MarketBeat

Jun 18, 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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TW TW
$92.10
price down icon 1.52%
$75.96
price up icon 3.25%
NMR NMR
$8.77
price down icon 0.23%
$45.91
price down icon 2.75%
$88.20
price down icon 1.80%
Cap:     |  Volume (24h):