LPLA - LPL Financial Holdings Inc

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.

52W High

$403.23

52W Low

$203.69

MA Status:

50D: Below 200D: Below

Beta (~1 neutral, <0.9 lower risk)

0.66

Valuation

Fair

As of 2025-06-30 (Overview)

Trailing P/E (<15 better)

22.84

Forward P/E (<15 better)

19.80

EV/EBITDA (<8 favorable)

12.68

EV/Revenue (<3 favorable)

2.10

P/S (TTM) (<3 favorable)

1.94

P/B (<3 favorable)

5.25

Ownership

Institution‑heavy

Source: Overview

Insiders (1–5% typical)

0.53%

Institutions (25–75% balanced)

100.47%

Shares Outstanding

80,004,000

Float

79,454,000

Dividend Yield (2–6% sweet spot)

0.00%

Ex‑Dividend Date

2025-08-15

Income & Growth

Profitability: Weak

As of 2025-06-30 (Overview)

Revenue (TTM)

13,758,121,000

Gross Profit (TTM)

4,493,075,000

EPS (TTM)

14.58

Profit Margin (>10% good)

0.08%

Operating Margin (TTM) (higher better)

0.12%

ROE (TTM) (>15% strong)

0.30%

EPS YoY (Quarterly) (>10% good)

0.05

Revenue YoY (Quarterly) (>8% good)

0.30

Momentum

Bearish momentum

Value

-7.5204

-8.3038

Trend

Rising

Signal Cross

No cross

As of

Sep. 12, 2025