MEX

LPL Financial Holdings Inc.

Alert/5
Below$4967.20
Timeline
Last
$6209.00
-36.48 (-0.58%)
24HR-0.6%
1W+3.5%
1M+9.6%
1Y+65.1%

Valuation

Market Cap
$488.9B
Enterprise Value
$493.8B
P/E (TTM)
28.75x
Forward P/E
Price / Sales
25.47x
EV / EBITDA

Cash Flow

Operating Cash Flow
-$252.2M
Free Cash Flow
FCF Margin
Cash Conversion
Cash / Share
$36.1

Margins & Growth

Gross Margin
29.9%
Operating Margin
11.1%
EBITDA Margin
0.0%
Net Margin
5.2%
Revenue Growth
36.4%
Earnings Growth
39.4%

Balance Sheet

Total Cash
$2.8B
Total Debt
$7.8B
Net Cash
-$4.9B
Debt / Equity
1.35x
Current Ratio
2.35x
Quick Ratio
2.29x

Returns & Ownership

Return on Assets
5.4%
Return on Equity
18.6%
Dividend Yield
0.3%
Payout Ratio
9.6%
Beta
0.48
Institutional Ownership
104.6%
Latest FY EPS
Beat rate0 prints
Avg surprisevs consensus
Next printOct 29, 2026Estimate pending

Annual EPS vs consensus

0 years
Actual ConsensusLabels: beat $ · YoY %

Earnings transcripts

Read management commentary and analyst Q&A.

No transcript dates are available yet for this ticker.

Forward estimates

Consensus expectations and estimate momentum.

PeriodEPSRevenueGrowth
0QSep 2026
$5.4B
+1QDec 2026
$5.6B
0YDec 2026
$21.1B
+1YDec 2027
$24.0B

Primary research

Recent company filings

Jump directly to earnings releases, quarterly reports, and material updates.

Company Profile

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include vari...

SectorFinancial Services
IndustryCapital Markets
Employees10,081

LPLA.MX stock research · LPL Financial Holdings Inc.

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and…

Key metrics for LPLA.MX
Last price$6.2K
Day change-36.48 (-0.58%)
Market cap$488.9B
P/E (TTM)28.75x
SectorFinancial Services
IndustryCapital Markets