Stock Taper
LPLA
LPL FINANCIAL HOLDINGS INC.
NASDAQ
$370.69
▲ UP 2.62% (9.47)

KEY STATISTICS

Market Cap$29.65 B
52w High$400.16
52w Low$260.15
Dividend Yield0.34%
FrequencyQuarterly
P/E18.05
Volume554.41K
Shares Out.79.98M

COMPANY

LEADERSHIP

Richard Steinmeier
CHIEF EXECUTIVE
Richard Steinmeier

COMPENSATION 2026

Salary$900,000
Stock Awards$10,045,542
Incentive Plan Pay$3,591,000
All Other Comp.$37,954
Total$14,574,496

ABOUT

SECTOR
Financial Services
WENT PUBLIC
November 18, 2010
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
10,081

PRICE TARGET

Target High$454.00
Target Low$387.00
Target Median$395.50
Target Consensus$408.00

UPCOMING EARNINGS

DateOct 29, 2026
DayThursday
Rev. Est.$5.42B
OCT
29
THU

PRICE

$370.69 ▲ UP 2.62% (+$9.47)
$363$366$3699:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM370.69

About LPL Financial Holdings Inc.

https://www.lpl.com ↗

LPL Financial Holdings Inc. offers integrated brokerage, advisory, and technology services to independent financial advisors in the U.S., including investment products, retirement solutions, trust services, and practice management tools.

INDUSTRY

Financial - Capital Markets

A SERVICE LPL FINANCIAL HOLDINGS INC. IS KNOWN FOR

LPL Financial's Integrated Platform for Financial Advisors

LPL Financial offers integrated brokerage, advisory, technology, research, and expanded insurance solutions for independent financial advisors and institutions through strategic partnerships.

Revenue by Products

IconPRODUCTQ1-2018Q2-2018Q3-2018Q4-2018
Money Market Cash Sweep Revenue$4.75M $5.06M $5.76M $484.84M
Assetbased Revenue$219.34M $238.6M $248.9M $265.68M
Cashsweep Revenue$104.08M $121.39M $127.17M
Recordkeeping Revenues$60.52M $61.94M $63.66M $61.26M
Sponsorship Programs$54.73M $55.28M $58.06M $56.65M

RATINGS SNAPSHOT

Overall rating: B

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity4
Return On Assets5
Debt To Equity2
Price To Earnings1
Price To Book1
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Michael McCaul
Michael McCaul
Sale
2026-03-02
Gilbert Cisneros
Gilbert Cisneros
Purchase
2025-12-10
SENATE TRADES
Markwayne Mullin
Markwayne Mullin
Purchase
2025-05-13
HOUSE TRADES
Val Hoyle
Val Hoyle
Sale
2025-04-02

INSIDER TRADES

OFFICER: GROUP MANAGING DIRECTOR
Gates Greg
Sale · 7.2K shares
2026-08-20
OFFICER: GROUP MANAGING DIRECTOR
Gates Greg
Sale · 4.1K shares
2026-08-20
OFFICER: GROUP MANAGING DIRECTOR
Gates Greg
Purchase · 7.2K shares
2026-08-20
OFFICER: GROUP MANAGING DIRECTOR
Enyedi Matthew
Sale · 1 shares
2026-07-31

MOST RECENT ANALYST GRADES

GRADE SUMMARY
OUTPERFORM 1
BUY 1
MKT PERFORM 1
NEUTRAL 1
4 GRADES IN THE LAST 12 MONTHS

SECTORS PEERS

PEERPRICE
RJF$179.36COMPARE
TW$108.87COMPARE
SF$81.29COMPARE
EVR$290.11COMPARE
HLI$133.02COMPARE
MKTX$162.72COMPARE
PIPR$75.61COMPARE
MC$68.40COMPARE