LPL Financial Holdings Inc. (LPLA) Stock

LPL Financial Holdings Inc. (LPLA) is a Financials stock trading at $293.96 (as of 2026-06-18), with a market capitalization of $21.90B and a trailing P/E of 24.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

LPL Financial Holdings Inc., through its subsidiaries, offers brokerage and investment advisory services in the United States through an integrated platform for independent financial advisors and advisors employed by financial institutions. It provides access to products including annuities, mutual funds, equities, fixed income, retirement and education savings plans, insurance, and certain alternative investments, along with advisory platforms and related practice and custody services.

Valuation — source: SEC EDGAR (first-party)
Price$293.96
Market Cap$21.90B
P/E Ratio24.6
EV / EBITDA16.1
Price / Book3.85
Price / Sales1.20
Dividend Yield0.4%
DCF Value (model)$-261.21
DCF Upside vs Price-188.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$16.99B
Net Margin5.1%
Return on Equity15.8%
Debt / Equity1.26
Revenue Growth (YoY)34.6%
EPS Growth (YoY)4.2%
FCF Growth (YoY)-43.4%
Valuation vs Sector & Industry
Stock P/E24.6
Sector P/E (Financials)14.2
Industry P/E (Trading)33.4
vs Sector73.3%
vs Industry-26.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.91B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorFinancials
IndustryTrading
CEORichard Steinmeier
Employees9,118
CountryUS
IPO Date2010-11-18

Related Companies (Business model: Asset Manager (Traditional + Alternatives) + Universal / Commercial Bank; 8 closest by market cap; US-domiciled)

  • M&T Bank Corporation (MTB)
  • Fifth Third Bancorp (FITB)
  • First Citizens BancShares, Inc. (FCNCA)
  • Markel Corporation (MKL)
  • Huntington Bancshares Incorporated (HBAN)
  • Northern Trust Corporation (NTRS)
  • Citizens Financial Group, Inc. (CFG)
  • Regions Financial Corporation (RF)
LPLA earnings history · LPLA institutional & insider holders · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-06-18.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.