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LPLA LPL Financial Holdings Inc.

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Financials · Brokers, Exchanges & Asset Managers · data as of 2026-10-23 · latest quarter 2026-06-30, filed 2026-08-03

Market cap
$24.83B
P/E (trailing)
24.7×
P/E vs. sector
1.9×
FCF yield
-3.0%
Days to next report
10
Quality checklist

3 of 3 checks passed · quarter ending 2026-06-30

  • Return on tangible equity at least 10%—
  • Efficiency ratio at most 60%—
  • Equity at least 8% of assets29.1%
  • Share count up at most 5% in 3 years3.2%
  • Revenue grew over 3 years27.9%
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
+$343.4M +1.5 pp of the company
1 buying · 0 selling · 1 holding
Active managers
+$2.4B +10.8 pp of the company
6 buying · 0 selling · 6 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Coming as the IEX price history grows (90 trading days so far): Momentum 12-1 (253), Momentum vs. sector (253), Distance from 52-week high (253), Beta (253), Max drawdown 3y (757).

Size & liquidity
LPLASector 12 quarters Market cap $24.83B$6BEnterprise value $31.02B$7.7BAvg daily $ volume —$68.45MDaily turnover —0.9%Relative volume 0.6×1.1×
Growth
LPLASector 12 quarters Revenue CAGR 3y 27.9%10.0%18.0% → 27.9%Revenue CAGR 5y 24.1%7.5%Revenue growth YoY 35.2%10.9%16.6% → 35.2%Revenue acceleration +0.7 pp−0.5 pp−4.5 pp → +0.7 ppFCF growth YoY —13.1%-108.6% → -2119.0%FCF conversion -92.5%110.2%-15.3% → -92.5%Forward growth (HoM est.) 31.6%10.6%
Valuation
LPLASector 12 quarters P/E (trailing) 24.7×13.0×P/E (forward, HoM est.) 18.8×11.8×P/E vs. sector 1.9×1.0×PEG (HoM est.) 0.591.31EV/Sales 1.6×2.7×FCF yield -3.0%7.5%Dividend yield 0.4%1.9%Shareholder yield 1.6%4.5%
Quality
LPLASector 12 quarters Quality checks passed 33ROIC 8.4%12.6%26.5% → 8.4%Gross margin —60.6%Gross margin Δ 3y —+1.6 ppOperating margin 7.0%22.2%16.1% → 7.0%Operating margin Δ 3y −9.7 pp+1.7 pp+3.7 pp → −9.7 ppShare count Δ 3y 3.2%-1.5%-4.6% → 3.2%Stock compensation / revenue 0.4%2.0%0.7% → 0.4%Accruals ratio 6.8%-0.5%10.2% → 6.8%
Banking (financials)
LPLASector 12 quarters Efficiency ratio —58.5%Net interest income / assets —3.2%Credit cost —0.2%Return on tangible equity —14.6%Equity / assets 29.1%13.5%22.0% → 29.1%Price / tangible book —1.9×
Momentum & risk
LPLASector 12 quarters Volatility 30d 29.6%22.5%
Ownership & positioning
LPLASector 12 quarters Insider buys (90d) 00Insiders buying (90d) 00Insider net value (90d) -$1.62M-$174.25KInstitutional ownership 105.2%85.8%Institutional Δ QoQ —+0.9 ppConviction funds net buying +1.5 pp+0.0 ppActive managers net buying +10.8 pp+0.0 ppActive funds net buying —+0.0 ppDays to cover —4.49Short % of shares out —4.4%Short interest Δ —+0.1 pp

Share price and valuation

$315.38 on Oct 23, 2026 · +3.6% since Jun 17, 2026

Compare with
Daily close
$275.00$300.00$325.00$350.00$375.00Close: Jun 17 $304.46 → Oct 23 $315.38High $376.54Low $269.09Funds Q2 2026: net +$2.75B · 7 bought, 0 sold Dodge & Cox: new +$1.29B Capital World Investors: new +$660.05M Lone Pine Capital: new +$343.4M + 4 moreInsider selling $1.46M Gates Greg (Group Managing Director) $1.46MQuarterly report filed: quarter ended Jun 30, 2026 Revenue (TTM) $19.61B, 35.2% YoY (quarter) Net income (TTM) $1.01BInsider selling $153.05K Reeping Katharine (Principal Accounting Officer) $153.05KJul 9Jul 30Aug 20Sep 11Oct 2Oct 23
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IEX Historical Data: the last regular-session trade on IEX each day, split-adjusted, dividends not added.

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.