LPL Financial Holdings Inc(LPLA) Price Forecast & Company Analysis. P/E · Dividend · Earnings · Price Target · RSI · MACD | US Stocks Today
Oct 27 at 7:56 PM ET (Korea 10/28 08:56)
Full metrics table
| Index | - | P/E | 25.32 | EPS (ttm) | 12.54 | Insider Own | 0.53% | Shs Outstand | 79.2M | Perf Week | -1.34% |
| Market Cap | 25.01B | Forward P/E | 10.46 | EPS next Y | 29.56% | Insider Trans | -1.46% | Shs Float | 78.3M | Perf Month | 1.56% |
| Enterprise Value | 30.29B | PEG | 0.48 | EPS next Q | 6.36 | Inst Own | 104.92% | Short Float | 2.79% | Perf Quarter | -5.99% |
| Income | 1.01B | P/S | 1.28 | EPS this Y | 16.67% | Inst Trans | -3.33% | Short Ratio | 3.02 | Perf Half Y | -4.84% |
| Sales | 19.61B | P/B | 4.37 | EPS next 5Y | 21.65% | ROA | 5.4% | Short Interest | 2.18M | Perf YTD | -11.09% |
| Book/sh | 72.72 | P/C | 8.52 | EPS past 3/5Y | 1.61% 13.26% | ROE | 18.59% | 52W High | -20.64% ($400.16) | Perf Year | -7.53% |
| Cash/sh | 37.26 | P/FCF | - | Sales past 3/5Y | 25.47% 23.68% | ROIC | 7.43% | 52W Low | 22.07% ($260.15) | Perf 3Y | 43.39% |
| Dividend Est. | $1.26 (0.4%) | EV/EBITDA | 9.44 | EPS Y/Y TTM | -14.48% | Gross Margin | 28.25% | Volatility(W/M) | 2.37% 2.91% | Perf 5Y | 84.54% |
| Dividend TTM | 1.2 | EV/Sales | 1.54 | Sales Y/Y TTM | 38.82% | Oper. Margin | 12.77% | ATR (14) | 9.52 | Perf 10Y | 902.08% |
| Dividend Ex-Date | 2026/8/14 | Quick Ratio | 2.07 | EPS Q/Q | 39.39% | Profit Margin | 5.13% | RSI (14) | 43.66 | Recom | 1.57 |
| Dividend Gr. 3/5Y | 6.27% 3.71% | Current Ratio | 2.07 | Sales Q/Q | 35.24% | SMA20 | -1.36% ($321.94) | Beta | 0.54 | Target Price | $411.31 |
| Payout | 10.99% | Debt/Eq | 1.43 | Earnings | 2026/10/27 | SMA50 | -5.27% ($335.23) | Rel Volume | 1.45 | Prev Close | $317.23 |
| Employees | 10099 | LT Debt/Eq | 1.35 | EPS/Sales Surpr. | 5.44% -0.16% | SMA200 | -1.95% ($323.88) | Avg Volume(3M) | 0.72M | Price | $317.56 |
| IPO | 2010/11/18 | Option/Short | Yes/Yes | Trades | 19262 | Volume | 1,050,055 | Change | 0.1% |
💼 A core company within the top-tier group by market capitalization of US independent brokerage and wealth management platforms, providing comprehensive platform, technology, brokerage, and advisory services to independent financial advisors and the asset management businesses of financial institutions. Its broad advisor network and rapidly expanding advisory and brokerage assets are key strengths.
Over the past 1 year, roughly in the middle
21% below its 1-year high.
Traded more than usual. That is 145% of its average volume.
LPLA has a sound balance sheet but weak earning power
After all costs, only $5.13 of every $100 in sales is left.
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Earnings are growing steadily
Earnings are expected to grow by +16.7% this year.
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The price is about the industry average
Counting its debt, for $100 of yearly operating cash you would pay $944. Peers typically go for $1,120. It is about in line with its own 5-year average.
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It has beaten expectations every time
Beat market estimates in the last 4 quarters.
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The outlook is positive
Analyst sentiment is Buy.
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Holding long would have paid off
Bought 5 years ago, your return today would be +84.5%. The S&P 500 did +70% over the same period.
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The dividend is on the small side
Pays 0.40% annually in dividends.
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Ownership looks stable
Institutions hold 104.9%.
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Multiple ETFs hold this stock, but only a sliver
Buying this ETF gives you exposure to this stock as well.
It ranks #8 of 97 in the industry
Based on market cap of $25B.
IBKR#5 Interactive Brokers Group Inc $37B PER 31.5 
TW#6 Tradeweb Markets Inc $28B PER 28.6 
NMR#7 Nomura Holdings Inc ADR $27B PER 10.6 LPLA#8 LPL Financial Holdings Inc $25B PER 25.3 
CRCL#9 Circle Internet Group Inc $21B PER 49.1 
FAQ
What kind of company is LPLA?
LPLA belongs to the Financial sector and operates in the Capital Markets industry.
What is the market cap of LPLA?
The market cap of LPLA is approximately $25.0B, ranking 527 within its sector.
Does LPLA pay dividends?
LPLA has a dividend yield of approximately 0.40%, with an annual dividend of $1.26.
What is the P/E ratio of LPLA?
LPLA has a P/E ratio of approximately 25.3x, which can be used to assess its valuation relative to the Financial sector average.
What is the 52-week high and low for LPLA?
LPLA has recorded a 52-week high of $400.16 and a low of $260.15.
