Valuation: LPL Financial Holdings Inc.

Capitalization 25.45B 21.56B 19.84B 18.78B 34.8B 2,355B 35.41B 232B 91.1B 1,142B 95.47B 93.49B 4,024B P/E ratio 2026 *
17x
P/E ratio 2027 * 12.6x
Enterprise value 31.19B 26.42B 24.31B 23.01B 42.64B 2,886B 43.39B 285B 112B 1,399B 117B 115B 4,931B EV / Sales 2026 *
1.51x
EV / Sales 2027 * 1.35x
Free-Float
56.28%
Yield 2026 *
0.41%
Yield 2027 * 0.42%
1 day+1.82%
1 week+0.44%
Current month+7.47%
1 month+10.31%
3 months-11.89%
6 months-4.86%
Current year-9.48%
1 week 301.97
Extreme 301.97
333.08
1 month 281.51
Extreme 281.51
333.08
Current year 281.51
Extreme 281.51
400.16
1 year 281.51
Extreme 281.51
403.58
3 years 179
Extreme 179
403.58
5 years 127.03
Extreme 127.03
403.58
10 years 20.51
Extreme 20.51
403.58
Manager TitleAgeSince
Chief Executive Officer 52 30/09/2024
Director of Finance/CFO 52 27/09/2015
Chief Investment Officer - 30/06/2022
Director TitleAgeSince
Chairman 71 02/03/2017
Director/Board Member 73 31/12/2004
Director/Board Member 72 07/05/2013
Change 5d. change 1-year change 3-years change Capi.($)
+1.82%+0.44%+10.21%+57.43% 25.45B
+0.68%+4.81%+78.60%+109.95% 298B
+0.86%+4.55%+85.75%+174.95% 284B
+0.28%+5.00%+111.50%+168.40% 225B
+0.96%-3.79%+24.25%+72.45% 160B
+0.15%+1.54%+4.57%+22.44% 56B
+1.02%+2.11%+17.36%+59.65% 29.91B
+0.52%+2.76%+69.55%+156.70% 24.36B
-0.52%+1.34%+20.83%+33.69% 23.76B
+0.82%-0.36%+29.93%+36.33% 22.58B
Average +0.64%+1.89%+45.26%+89.20% 115.01B
Weighted average by Cap. +0.61%+3.16%+70.18%+123.46%

Financials

2026 *2027 *
Net sales 20.69B 17.52B 16.12B 15.26B 28.28B 1,914B 28.78B 189B 74.04B 928B 77.6B 75.98B 3,270B 22.97B 19.46B 17.9B 16.94B 31.4B 2,126B 31.96B 210B 82.22B 1,030B 86.17B 84.37B 3,631B
Net income 1.45B 1.23B 1.13B 1.07B 1.98B 134B 2.02B 13.25B 5.19B 65.08B 5.44B 5.33B 229B 1.98B 1.68B 1.54B 1.46B 2.7B 183B 2.75B 18.06B 7.08B 88.72B 7.42B 7.27B 313B
Net Debt 5.74B 4.86B 4.47B 4.23B 7.84B 531B 7.98B 52.38B 20.54B 257B 21.52B 21.08B 907B 5.47B 4.64B 4.27B 4.04B 7.48B 506B 7.61B 49.96B 19.59B 245B 20.53B 20.1B 865B
Logo LPL Financial Holdings Inc.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. It offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises 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.
Employees
10,099
Date Price Change Volume
20/04/26 322.44 $ +1.58% 123,448
17/04/26 317.41 $ +1.55% 1,010,305
16/04/26 312.57 $ -5.68% 1,157,671
15/04/26 331.41 $ +2.78% 671,142
14/04/26 322.45 $ +0.17% 678,490
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
317.41USD
Average target price
405.14USD
Spread / Average Target
+27.64%

Quarterly revenue - Rate of surprise