Valuation: LPL Financial Holdings Inc.

Market Cap 26.32B 23.01B 21.23B 19.52B 36.98B 2,533B 37.61B 253B 99.45B 1,238B 98.86B 96.69B 4,267B P/E 2026 *
17.2x
P/E 2027 * 12.7x
Enterprise Value 32.02B 28B 25.83B 23.74B 44.99B 3,081B 45.76B 308B 121B 1,506B 120B 118B 5,191B EV / Sales 2026 *
1.55x
EV / Sales 2027 * 1.36x
Free-Float
58.32%
Yield 2026 *
0.37%
Yield 2027 * 0.42%
1 day+2.42%
1 week+9.41%
Current month+16.84%
1 month+11.45%
3 months-0.69%
6 months-12.66%
Current year-7.85%
1 week 310.67
Extreme 310.67
330.96
1 month 260.78
Extreme 260.78
330.96
Current year 260.15
Extreme 260.15
400.16
1 year 260.15
Extreme 260.15
403.58
3 years 187.19
Extreme 187.19
403.58
5 years 127.03
Extreme 127.03
403.58
10 years 23.24
Extreme 23.24
403.58
Manager TitleAgeSince
Chief Executive Officer 52 01/10/2024
Director of Finance/CFO 52 28/09/2015
Chief Tech/Sci/R&D Officer - 16/07/2024
Director TitleAgeSince
Chairman 71 03/03/2017
Director/Board Member 73 01/01/2005
Director/Board Member 72 08/05/2013
Date Insider Type Main position Quantity % Market Cap.
06-17Sell

Executive/Senior Manager

-308 0.0004%
06-12Tax

Executive/Senior Manager

-44 0.0001%
06-12Tax

Chief Technology Officer

-232 0.0003%
Change 5-day change 1-year change 3-year change Capi.($)
+2.42%+9.41%-10.33%+49.27% 26.32B
+0.39%+4.81%+61.42%+166.44% 360B
+1.06%+11.89%+63.99%+253.19% 353B
+1.22%-1.82%+48.69%+194.84% 226B
+1.67%+1.07%+12.20%+75.65% 179B
+2.14%+2.14%+1.27%+39.51% 60.78B
-1.05%+5.44%+73.78%+194.10% 29.32B
-3.09%-2.85%+3.29%+43.79% 28.67B
+0.45%-6.29%+113.98%+200.83% 27.74B
+2.74%+3.00%+13.04%+41.69% 25.68B
Average +0.41%+2.52%+38.13%+125.93% 131.73B
Weighted average by Cap. +0.19%+3.88%+48.21%+170.30%

Financials

2026 *2027 *
Net sales 20.65B 18.06B 16.66B 15.31B 29.01B 1,987B 29.51B 199B 78.03B 971B 77.56B 75.86B 3,348B 23.36B 20.42B 18.84B 17.32B 32.81B 2,247B 33.37B 225B 88.24B 1,098B 87.71B 85.79B 3,786B
Net income 1.51B 1.32B 1.22B 1.12B 2.13B 146B 2.16B 14.57B 5.72B 71.16B 5.68B 5.56B 245B 2.02B 1.77B 1.63B 1.5B 2.84B 195B 2.89B 19.47B 7.64B 95.09B 7.59B 7.43B 328B
Net Debt 5.7B 4.98B 4.6B 4.23B 8.01B 549B 8.15B 54.89B 21.54B 268B 21.41B 20.94B 924B 5.37B 4.69B 4.33B 3.98B 7.54B 516B 7.67B 51.67B 20.27B 252B 20.15B 19.71B 870B
Logo LPL Financial Holdings Inc.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. It serves independent financial advisors and institutions, providing them with technology solutions, brokerage and advisory platforms, clearing services, compliance services, consultative practice management programs and training, business services and planning and advice services, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it provides 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.
Employees
9,901
Date Price Change Volume
15/07/26 US$329.12 +2.42% 873,015
14/07/26 US$321.35 +0.09% 628,956
13/07/26 US$321.06 +1.27% 650,104
10/07/26 US$317.03 +1.79% 667,960
09/07/26 US$311.47 +3.54% 750,852
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
329.12USD
Average target price
413.71USD
Spread / Average Target
+25.70%

Quarterly revenue - Rate of surprise

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