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LPLA

LPL Financial Holdings Inc.

NASDAQ • United states

$320.10

-$1.78

(-0.55%)

Source: Yahoo Finance · Quote time Oct 21, 2026 19:48 GMT+0000

Management
Credibility
Score

LPL Financial Holdings Inc. (LPLA)

Unavailable

Quotes may be delayed

$25.21B

Market Cap

392,073

Volume

25.0

P/E Ratio

0.37%

Div Yield

LPL Financial Holdings Inc. Price Chart

Loading price history…

Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: 4707 EXECUTIVE DRIVE, SAN DIEGO, CA
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

13 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in LPL Financial Holdings Inc..

4 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in LPL Financial Holdings Inc..

3 Aug 2026

LPL Financial Holdings Inc. filed Form 10-Q

LPL Financial Holdings Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.

30 Jul 2026

LPL Financial Holdings Inc. reported Operating or financial results

LPL Financial Holdings Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

15 May 2026

LPL Financial Holdings Inc. reported A charter or bylaws change

LPL Financial Holdings Inc. filed an 8-K covering a charter or bylaws change, shareholder voting results, supporting financial statements or exhibits.

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$1.28B

Total assets (USD)$19.79B

Total liabilities (USD)$14.03B

Shareholders' equity (USD)$5.76B

Long-term debt (USD)$7.46B

Debt due within a year (USD)$160.84M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 30 Jun 2026

Peer Comparison - Finance

Company	Price	Market Cap
JPM - JPMorgan Chase & Co.	$335.19 Yahoo Finance	$891.00B
BAC - Bank of America Corporation	$50.88 Yahoo Finance	$355.79B
HSBC - HSBC Holdings plc	$93.54 Yahoo Finance	$321.15B
MS - Morgan Stanley	$182.42 Yahoo Finance	$286.50B
GS - The Goldman Sachs Group, Inc.	$890.68 Yahoo Finance	$259.34B

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$5.19B	Unavailable	$379.26M	$4.74	10-Q · 3 Aug 2026
Q1 2026	$4.94B	Unavailable	$356.40M	$4.43	10-Q · 4 May 2026
Q4 2025	$4.93B	Unavailable	$300.72M	Unavailable	10-K · 23 Feb 2026
Q3 2025	$4.55B	Unavailable	−$29.52M	−$0.37	10-Q · 3 Nov 2025
Q2 2025	$3.84B	Unavailable	$273.25M	$3.40	10-Q · 4 Aug 2025
Q1 2025	$3.67B	Unavailable	$318.57M	$4.24	10-Q · 9 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy

Target: $395.36

23.5% upside potential

📈

Strong Buy

Unavailable

👍

Buy

10

⏸️

Hold

3

📉

Sell

0

13 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 21 Oct 2026, 19:48 UTC Targets range 354.00–454.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

11

Sep 2026

Reeping Katharine

Principal Accounting Officer

Open-market sale

$347.88 per share

440 shares

5

Sep 2026

Field Emily

Group Managing Director

Tax withholding

$359.33 per share

106 shares

28

Aug 2026

Thomas Corey E.

Director

Grant or award

Unavailable per share

4 shares

28

Aug 2026

SCHIFTER RICHARD P

Director

Grant or award

Unavailable per share

14 shares

28

Aug 2026

Putnam James S

Director

Grant or award

Unavailable per share

7 shares

28

Aug 2026

Mnookin Allison

Director

Grant or award

Unavailable per share

2 shares

28

Aug 2026

Glavin William Francis Jr

Director

Grant or award

Unavailable per share

10 shares

28

Aug 2026

EBERHART PAULETT

Director

Grant or award

Unavailable per share

4 shares

Top Shareholders

Vanguard Group Inc

8,148,558 shares

-1.869% change

12/31/2025

Blackrock, Inc.

4,732,991 shares

-4.85% change

6/30/2026

Dodge & Cox

4,578,679 shares

10.421% change

6/30/2026

Boston Partners

4,250,828 shares

2.888% change

6/30/2026

Jupiter Topco Llc

4,198,356 shares

New% change

6/30/2026

Vanguard Portfolio Management Llc

3,832,005 shares

-0.519% change

6/30/2026

Janus Henderson Group Ltd.

3,666,780 shares

8.563% change

3/31/2026

Vanguard Capital Management Llc

3,613,624 shares

0.463% change

6/30/2026

Principal Financial Group Inc

2,684,964 shares

1.836% change

6/30/2026

Samlyn Capital, Llc

2,405,639 shares

3.541% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 21 Oct 2026, 19:48 UTC· 14 hours ago

Research coverage and investment tools

LPL Financial Holdings Inc. (LPLA) is a stock listed on the Nasdaq in the United States, in the Finance sector (Investment Bankers/Brokers/Service). Its last price was US$320.10 on 21 Oct 2026. That is 43% of the way from its 52-week low of US$260.15 to its 52-week high of US$400.16. It paid US$1.20 a share in dividends over the last 12 months, a dividend yield of 0.37%. The latest ex-dividend date on file is 14 Aug 2026. Its market capitalisation was US$25.21 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$5.19B	Unavailable	$379.26M	$4.74	—	—	$202.51M	10-Q · 3 Aug 2026 (opens in a new tab)
Q1 2026	$4.94B	Unavailable	$356.40M	$4.43	—	—	$124.64M	10-Q · 4 May 2026 (opens in a new tab)
Q4 2025	$4.93B	Unavailable	$300.72M	Unavailable	—	—	$613.33M	10-K · 23 Feb 2026 (opens in a new tab)
Q3 2025	$4.55B	Unavailable	−$29.52M	−$0.37	—	—	−$1.87B	10-Q · 3 Nov 2025 (opens in a new tab)
Q2 2025	$3.84B	Unavailable	$273.25M	$3.40	—	—	$56.31M	10-Q · 4 Aug 2025 (opens in a new tab)
Q1 2025	$3.67B	Unavailable	$318.57M	$4.24	—	—	$220.34M	10-Q · 9 May 2025 (opens in a new tab)

Quarter ended	Reported	EPS	Consensus	Surprise
Jun 2026	7/30/2026	$5.84	$5.39	+8.4%
Mar 2026	4/30/2026	$5.60	$5.49	+2.0%
Dec 2025	1/29/2026	$5.23	$4.82	+8.5%
Sep 2025	10/30/2025	$5.20	$4.47	+16.3%

Cash and equivalents: $1.28B
Total assets: $19.79B
Total liabilities: $14.03B
Shareholders' equity: $5.76B
Long-term debt: $7.46B
Debt due within a year: $160.84M

SCHEDULE 13G · 13 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in LPL Financial Holdings Inc..
SCHEDULE 13G · 4 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in LPL Financial Holdings Inc..
10-Q · 3 Aug 2026

LPL Financial Holdings Inc. filed Form 10-Q (opens in a new tab)

LPL Financial Holdings Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.
8-K · 30 Jul 2026

LPL Financial Holdings Inc. reported Operating or financial results (opens in a new tab)

LPL Financial Holdings Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.
8-K · 15 May 2026

LPL Financial Holdings Inc. reported A charter or bylaws change (opens in a new tab)

LPL Financial Holdings Inc. filed an 8-K covering a charter or bylaws change, shareholder voting results, supporting financial statements or exhibits.

Insider	Date	Transaction	Shares	Average price	Filing
Reeping Katharine Principal Accounting Officer	11 Sep 2026	Open-market sale (S)	−440	$347.88	Form 4 (opens in a new tab)
Field Emily Group Managing Director	5 Sep 2026	Tax withholding (F)	−106	$359.33	Form 4 (opens in a new tab)
Thomas Corey E. Director	28 Aug 2026	Grant or award (A)	+4	—	Form 4 (opens in a new tab)
SCHIFTER RICHARD P Director	28 Aug 2026	Grant or award (A)	+14	—	Form 4 (opens in a new tab)
Putnam James S Director	28 Aug 2026	Grant or award (A)	+7	—	Form 4 (opens in a new tab)
Mnookin Allison Director	28 Aug 2026	Grant or award (A)	+2	—	Form 4 (opens in a new tab)
Glavin William Francis Jr Director	28 Aug 2026	Grant or award (A)	+10	—	Form 4 (opens in a new tab)
EBERHART PAULETT Director	28 Aug 2026	Grant or award (A)	+4	—	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Vanguard Group Inc	12/31/2025	8,148,558	-1.869%
Blackrock, Inc.	6/30/2026	4,732,991	-4.85%
Dodge & Cox	6/30/2026	4,578,679	10.421%
Boston Partners	6/30/2026	4,250,828	2.888%
Jupiter Topco Llc	6/30/2026	4,198,356	New
Vanguard Portfolio Management Llc	6/30/2026	3,832,005	-0.519%
Janus Henderson Group Ltd.	3/31/2026	3,666,780	8.563%
Vanguard Capital Management Llc	6/30/2026	3,613,624	0.463%
Principal Financial Group Inc	6/30/2026	2,684,964	1.836%
Samlyn Capital, Llc	6/30/2026	2,405,639	3.541%

Previous close: 321.88 USD
Day range: 319.82 – 324.99 USD
52-week range: 260.15 – 400.16 USD
Volume: 392,073
Market cap: $25.21B
Average volume: 691,301
P/E ratio: 25.0
EPS (FY 2025, diluted): 10.92 USD
Dividends (last 12 months): 1.20 USD
Dividend yield: 0.37%
Ex-dividend date: 14 Aug 2026
Shares outstanding: 78.74M
Beta (5Y monthly): 0.53

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 21 Oct 2026, 19:48 UTC· 14 hours ago

Average volume and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 08:09 UTC· 2 hours ago

Dividends: Yahoo Finance dividend history (opens in a new tab) Observed 22 Oct 2026, 08:09 UTC· 2 hours ago

P/E is market cap ÷ trailing 12-month net income from SEC filings.

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding. What dividend yield leaves out: dividend yield vs total return

This research is not available for LPLA yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.