LPL Financial Holdings Inc.
LPLA
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- LPL Financial is well-positioned in the capital markets industry, benefiting from a growing demand for financial advisory services.
- Revenue increased by 5% compared to the prior quarter, reaching $5.2 billion.
- The company has a strong earnings growth rate of 39.4%.
- The competitive landscape in financial services is intensifying, with new entrants challenging established firms.
- Gross margin slightly decreased to 24.5%, down from 24.8% in the previous quarter.
- LPL's operating margin is currently at 11.9%, which is lower than the previous quarter's 11.8%.
Fundamentals
| Market cap | $25.83B | Enterprise value | $30.78B | Trailing P/E | 26.09 | Forward P/E | 10.86 |
| PEG | 0.42 | Price / book | 4.51 | Beta | 0.54 | Dividend yield | 0.37% |
| Revenue growth | 36.4% | Earnings growth | 39.4% | Gross margin | 29.9% | Operating margin | 11.1% |
| Profit margin | 5.2% | ROE | 18.6% | ROA | 5.4% | Debt / equity | 1.35 |
| Current ratio | 2.35 | Free cash flow | — | Analyst recommendation | buy | Mean target | $423.38 |
| 52w high | $400.16 | 52w low | $260.15 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $5.2B | $4.9B | $4.9B | $4.6B | $3.8B |
| Op margin | 11.9% | 11.8% | 10.2% | 1.6% | 12.4% |
| Net income | $379M | $356M | $301M | -$29.5M | $273M |
| Gross margin | 24.5% | 24.8% | 23.7% | 19.7% | 25.8% |
| Gross profit | $1.3B | $1.2B | $1.2B | $898M | $989M |
| Operating income | $617M | $585M | $503M | $72.2M | $474M |
- Revenue +5% vs prior quarter ($5.2B vs $4.9B).
- Gross margin 24.5% (was 24.8% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $17.0B | $12.4B | $10.1B | $8.6B | — |
| Op margin | 9.1% | 13.5% | 16.2% | 14.4% | — |
| Net income | $863M | $1.1B | $1.1B | $846M | — |
| Gross margin | 23.7% | 27.2% | 30.4% | 27.5% | — |
| Gross profit | $4.0B | $3.4B | $3.1B | $2.4B | — |
| Operating income | $1.6B | $1.7B | $1.6B | $1.2B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · LPL Financial (LPLA) Stock Still Looks Cheap Following Its 97% Five Year Run
2026-10-08 · LPL Financial Holdings (LPLA) Recruits $1.1 Billion Advisory Team To Its Platform
2026-10-08 · Wells Fargo Recruits Ameriprise, UBS Financial Advisor Teams Managing $990 Million
2026-10-08 · A New List of Best Investing Quotes. Plus, Women Advisors on the Move.
2026-10-07 · UBS Adjusts Price Target on LPL Financial to $390 From $391, Keeps Buy Rating
2026-10-07 · LPL Financial Welcomes Legacy Financial Group
2026-10-06 · LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call
2026-10-06 · Wells Fargo Financial Advisor Team That Oversaw $1.1 Billion Jumps to LPL Financial
2026-10-06 · Investment Banking & Brokerage Stocks Q2 Results: Benchmarking LPL Financial (NASDAQ:LPLA)
2026-10-05 · LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNet
2026-10-05 · LPL Financial Welcomes Praxis Financial Partners
2026-10-05 · Robinhood Stock And The New Fight For Cash Yield
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