LPL Financial Holdings Inc
$ 316.92
1.62%
05 Mar - close price
- Market Cap 24,975,409,000 USD
- Current Price $ 316.92
- High / Low $ 317.51 / 304.15
- Stock P/E 28.56
- Book Value 66.76
- EPS 10.92
- Next Earning Report 2026-04-23
- Dividend Per Share $1.20
- Dividend Yield 0.39 %
- Next Dividend Date 2026-03-24
- ROA 0.05 %
- ROE 0.21 %
- 52 Week High 402.91
- 52 Week Low 262.20
About
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Analyst Target Price
$453.46
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-01-29 | 2025-11-06 | 2025-07-31 | 2025-05-08 | 2025-01-30 | 2024-10-30 | 2024-07-25 | 2024-04-30 | 2024-02-01 | 2023-10-26 | 2023-07-27 | 2023-04-27 |
| Reported EPS | 5.23 | 5.2 | 4.51 | 5.15 | 4.25 | 4.16 | 3.88 | 4.21 | 3.51 | 3.74 | 3.94 | 4.49 |
| Estimated EPS | 4.99 | 4.6 | 4.21 | 4.64 | 3.96 | 3.71 | 3.7 | 3.81 | 3.38 | 3.57 | 3.88 | 4.33 |
| Surprise | 0.24 | 0.6 | 0.3 | 0.51 | 0.29 | 0.45 | 0.18 | 0.4 | 0.13 | 0.17 | 0.06 | 0.16 |
| Surprise Percentage | 4.8096% | 13.0435% | 7.1259% | 10.9914% | 7.3232% | 12.1294% | 4.8649% | 10.4987% | 3.8462% | 4.7619% | 1.5464% | 3.6952% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-04-23 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 5.76 |
| Currency | USD |
Previous Dividend Records
| Mar 2026 | Dec 2025 | Aug 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Aug 2024 | Jun 2024 | Mar 2024 | Nov 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Payment Date | 2026-03-24 | 2025-12-01 | 2025-08-29 | 2025-06-12 | 2025-03-25 | 2024-12-02 | 2024-08-23 | 2024-06-04 | 2024-03-26 | 2023-11-27 |
| Amount | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 | $0.3 |
Next Dividend Records
| Dividend per share (year): | $1.20 |
| Dividend Yield | 0.39% |
| Next Dividend Date | 2026-03-24 |
| Ex-Dividend Date | 2026-03-10 |
Recent News: LPLA
2026-03-04 20:51:27
Aneri Jambusaria, Group Managing Director at LPL Financial (LPLA), sold 308 shares of company common stock at $306 per share on March 2, 2026. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan established in November 2025. Following the sale, Jambusaria retains 6,723 LPL Financial shares, including common stock and restricted stock units.
2026-03-04 13:51:27
LPL Financial has promoted Kirby Horan-Adams to Managing Director of Business Design and Solutioning and Joe Lanser to Managing Director and Head of Financial Planning and Analysis. Both individuals bring extensive experience and institutional knowledge to their new roles, which are critical for LPL Financial's strategic execution and growth. Their promotions reflect their significant impact on the firm's operations, client experience, and financial strategy.
2026-03-03 22:52:24
Financial advisor Robert Woodend has joined LPL Financial's broker-dealer and will be utilizing the Private Advisor Group (PAG) RIA platform through Memphis Planning and Wealth. Woodend, who previously served clients at Ameriprise, brings approximately $150 million in assets and 15 years of industry experience, focusing on pre-retirees and retirees. This move allows him to maintain independence while accessing enhanced operational infrastructure and resources to grow his practice and provide sophisticated services to his clients.
2026-03-03 18:44:00
Robert Woodend, a Memphis-based financial advisor managing approximately $150 million in assets, has moved from Ameriprise Financial to LPL Financial and will leverage the Private Advisor Group. Woodend sought greater autonomy and operational infrastructure to enhance client services and facilitate growth. He is joining Memphis Planning and Wealth, an established practice aligned with both LPL and Private Advisor Group.
2026-03-03 13:52:24
Financial advisor Robert Woodend has joined LPL Financial and will leverage the Private Advisor Group (PAG) RIA platform as part of Memphis Planning and Wealth, bringing approximately $150 million in client assets. Woodend, with 15 years of experience, a practice focused on ethical guidance for pre-retirees and retirees, and a team of three other advisors, made the move from Ameriprise to gain greater autonomy, independence, and access to more scalable operational infrastructure. This transition aims to enhance client service and support the practice's growth, aligning with LPL's continued success in attracting established advisors.
2026-03-03 12:52:24
Focus Partners Advisor Solutions LLC significantly increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 77.7%, purchasing an additional 87,011 shares, bringing its total to 198,980 shares valued at approximately $66.2 million. This increase makes LPL Financial the 27th largest position in Focus Partners' portfolio. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $428.71, following LPL's better-than-expected Q4 earnings report.
