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Home CompaniesLPL Financial Holdings Inc

LPL Financial Holdings Inc

Financial Services Capital Markets
PortfolioPortfolio WatchlistWatchlist
Company price
294.56 USD -7.06 ( 2.34%)
Last update at 2026-11-12T15:33:00Z
VOLUME
82395
Market Cap
26909.39M
P/E
27.38

Momentum Score

…

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 insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
292.92
Low
302.58
High
52 Week Price Range
259.94
Low
399.03
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

LPL Financial Holdings is a US independent broker-dealer and RIA custodian providing advisory, brokerage, clearing and technology services to financial advisors, institutions and retirement plan sponsors. Long-term growth may be supported by secular shifts toward independent advisory models, rising fee-based assets under administration, advisor recruitment and expansion of platform services, which could give investors exposure to diversified recurring revenue and scale benefits.

Principal risks include revenue sensitivity to market volatility and asset flows, regulatory and compliance exposure, and intensifying competition from wirehouses, banks and fintech entrants.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
301.62
Dividend Yield
0.35%
Revenue TTM
19195.80M
Revenue Per Share
239.94
Gross Profit TTM
5737.68M
Debt / Equity
1.36
ROE
18.59%
Net Debt
6221.32M
ROCE
10.46%
Diluted EPS TTM
12.48

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 1149.51M 1392.89M 1444.78M 1111.65M 601.33M
Net income 863.02M 1058.62M 1066.25M 845.70M 459.87M
Selling general administrative 177.06M 450.78M 396.92M 820.74M 741.00M
Selling and marketing expenses 2298.64M 589.34M 459.23M 339.99M 302.29M
Gross profit 4347.28M 3369.44M 3051.38M 1950.65M 1350.54M
Reconciled depreciation 630.01M 443.76M 354.20M 287.38M 230.69M
Ebit 1552.91M 1667.07M 1631.58M 1237.89M 601.33M
Ebitda 2182.93M 2110.83M 1985.78M 1525.26M 832.02M
Depreciation and amortization 630.01M 443.76M 354.20M 287.38M 230.69M
Non operating income net other - - - - -24.40M
Operating income 2284.87M 1667.07M 1631.58M 1237.89M 601.33M
Other operating expenses 14704.60M 10718.03M 8421.27M 1113.05M -1748.97M
Interest expense 403.41M 274.18M 186.80M 126.23M 104.41M
Tax provision 286.48M 334.28M 378.52M 265.95M 141.46M
Interest income - - - 77.13M 28.58M
Net interest income -403.41M -274.18M -186.80M -49.11M -75.84M
Income tax expense 286.48M 334.28M 378.52M 265.95M 141.46M
Total revenue 16989.48M 12385.11M 10052.85M 3063.70M 2350.30M
Total operating expenses 2062.40M 1702.37M 1419.80M -712.76M -1748.97M
Cost of revenue 12642.20M 9015.66M 7001.47M 1113.05M 999.76M
Total other income expense net -1135.37M -274.18M -186.80M -126.23M -24.40M
Net income from continuing ops 863.02M 1058.62M 1066.25M 845.70M 459.87M
Net income applicable to common shares - - - 845.70M 459.87M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 18492.75M 13317.40M 10385.48M 9482.23M 7991.60M
Intangible assets 3330.79M 1482.99M 671.59M 427.68M 455.03M
Other current assets 1925.83M 1911.66M -5442.82M -1581.51M 3169.13M
Total liab 13148.27M 10386.80M 8306.50M 7314.67M 6321.07M
Total stockholder equity 5344.48M 2930.60M 2078.98M 2167.55M 1670.53M
Other current liab 3642.06M 324.00M 331.97M -596.38M -160.93M
Common stock 0.14M 0.13M 0.13M 0.13M 0.13M
Capital stock 0.14M 0.13M 0.13M 0.13M 0.13M
Retained earnings 5851.02M 5066.52M 4085.11M 3101.07M 2327.60M
Other liab - - - 3566.62M 2730.50M
Good will 2644.72M 2172.87M 1856.65M 1642.47M 1642.44M
Other assets 9175.75M 6793.12M - 4221.20M 3427.97M
Cash 1037.38M 967.08M 2581.16M 847.52M 495.25M
Total current liabilities 3642.06M 4194.90M 3288.23M 596.38M 644.14M
Current deferred revenue - 207.56M 156.21M 138.11M 160.93M
Net debt 6221.32M 4780.49M 1152.95M 1869.92M 2318.80M
Short term debt - 1047.00M 47.91M 458.27M 90.00M
Short long term debt 79.00M 1047.00M - 0.00M 90.00M
Short long term debt total 7258.69M 5747.56M 3734.11M 2717.44M 2814.04M
Other stockholder equity -506.67M -2136.05M -2006.27M -933.65M -657.20M
Property plant equipment - - - 407.11M 658.84M
Total current assets 8813.89M 6815.25M 5615.86M 2143.13M 1758.12M
Long term investments 387.10M 293.90M 268.44M 52.61M 49.19M
Net tangible assets - - - 97.41M -426.94M
Short term investments 91.53M 42.27M 91.31M 52.61M 49.19M
Net receivables 5759.15M 3894.24M 2861.66M 1295.61M 1262.88M
Long term debt 7179.69M 4447.72M 3734.11M 2717.44M 2814.04M
Accounts payable 3280.44M 2616.34M 2752.14M 596.38M 554.14M
Accumulated other comprehensive income - - 0.00M - -
Common stock total equity - - - 0.13M 0.13M
Retained earnings total equity - - - 3101.07M 2327.60M
Treasury stock - - - -2846.54M -2498.60M
Non currrent assets other 2202.44M 1093.32M 1049.53M 115.79M -5.65M
Non current assets total 9678.86M 6502.15M 4769.62M 3117.90M 2805.50M
Capital lease obligations 203.97M 252.84M 228.94M 230.94M 236.37M
Long term debt total - - - 2717.44M 2814.04M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -21.80M -1592.13M -757.24M -5.94M 3.26M
Change to liabilities - - - 211.68M 304.58M
Total cashflows from investing activities -2374.95M -1592.13M -860.19M -376.40M -458.64M
Net borrowings 1775.82M 1757.78M 1018.57M -102.57M 437.50M
Total cash from financing activities 3168.68M 1417.43M -208.53M -504.27M 278.84M
Change to operating activities - - - 524.34M -318.93M
Net income 863.02M 1058.62M 1066.25M 845.70M 459.87M
Change in cash 370.69M 102.89M -556.11M 1064.91M 273.33M
Begin period cash flow 2684.05M 2581.16M 3137.27M 2072.36M 1799.03M
End period cash flow 3054.74M 2684.05M 2581.16M 3137.27M 2072.36M
Total cash from operating activities -423.04M 277.59M 512.61M 1945.58M 453.13M
Issuance of capital stock 1725.00M 0.00M 0.00M - -
Depreciation 651.61M 443.76M 354.20M 287.38M 230.69M
Other cashflows from investing activities 4.81M -9.61M -0.04M -63.87M -245.91M
Dividends paid 94.41M 89.73M 92.19M -79.83M -80.09M
Change to inventory - - - - -310.20M
Change to account receivables -2190.48M -1289.31M -687.63M 17.25M -174.24M
Sale purchase of stock -133.49M -170.10M -1100.10M -325.03M -90.01M
Other cashflows from financing activities 1620.77M -80.53M -34.81M 816.70M -45.10M
Change to netincome - - - -12.36M 77.47M
Capital expenditures 570.38M 562.53M 403.29M 306.60M 215.99M
Change receivables - - - -61.36M -144.78M
Cash flows other operating - - - 667.69M -480.42M
Cash and cash equivalents changes - - - 1064.91M 273.33M
Change in working capital -2609.73M -1645.90M -1195.43M 638.41M -480.78M
Stock based compensation 79.40M 91.76M 68.67M 52.61M 44.17M
Other non cash items 539.71M 405.59M 287.37M 214.83M 180.72M
Free cash flow -993.42M -284.94M 109.33M 1638.98M 237.15M

Peer Comparison*

Sector: Financial Services Industry: Capital Markets

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
LPLA
LPL Financial Holdings Inc		 -7.06
2.34%		 294.56 27.38 12.42 1.40 4.73 1.71 13.47
GS
Goldman Sachs Group Inc		 -5.57
0.60%		 921.24 17.21 16.00 4.47 2.26 11.15 -
SCHW
Charles Schwab Corp		 -0.51
0.54%		 92.28 19.53 13.89 7.16 4.22 8.80 -
MS
Morgan Stanley		 -0.97
0.51%		 189.63 16.50 13.76 2.80 1.65 - -
IBKR
Interactive Brokers Group Inc		 -0.61
0.74%		 81.88 35.95 27.93 22.14 6.96 3.01 3.37

Profile*

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 insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

4707 Executive Drive, San Diego, CA, United States, 92121

800 877 7210

https://www.lpl.com

10081

Name Title Year Born
Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A. Pres, CEO & Director 1964
Mr. Matthew Jon Audette B.S. Chief Financial Officer 1975
Mr. Richard Steinmeier MD & Divisional Pres of Bus. Devel. 1974
Mr. Dayton Semerjian MD & Chief Customer Care Officer 1965
Ms. Judith Kohoskie Ricketts Exec. VP of Operations NA
Mr. Marc Andrew Zabicki C.F.A. Chief Investment Officer NA
Mr. Brent Blain Simonich Exec. VP, Chief Accounting Officer & Treasurer 1971
Mr. Greg Gates MD and Chief Technology & Information Officer NA
Mr. Chris Koegel Sr. VP of Investor Relations NA
Ms. Michelle B. Oroschakoff Chief Legal Officer, MD of Compliance and Legal & Risk 1962

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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