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Negative
2/10
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- LPLA
as of 03-27-2026 3:43pm EST
$295.48
$8.24
-2.71%
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
| Founded: | 1989 | Country: | United States |
| Employees: | 10000 | City: | SAN DIEGO |
| Market Cap: | 23.8B | IPO Year: | 2010 |
| Target Price: | $422.08 | AVG Volume (30 days): | 907.3K |
| Analyst Decision: | Buy | Number of Analysts: | 12 |
| Dividend Yield: | Dividend Payout Frequency: | quarterly | |
| EPS: | 10.92 | EPS Growth: | -22.17 |
| 52 Week Low/High: | $262.83 - $402.98 | Next Earning Date: | 05-07-2026 |
| Revenue: | $16,989,479,000 | Revenue Growth: | 37.18% |
| Revenue Growth (this year): | 29.59% | Revenue Growth (next year): | 13.38% |
| P/E Ratio: | 27.80 | Index: | N/A |
| Free Cash Flow: | -981780000.0 | FCF Growth: | N/A |
AI-Powered LPLA Daily Prediction
Machine learning model trained on 25+ technical indicators
Updated 3 days ago
AI Recommendation
hold
Model Accuracy: 75.00%
75.00%
Confidence
Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.
Stock Insider Trading Activity of LPL Financial Holdings Inc. (LPLA)
Cohen Marc Eliot
Sell
Group Managing Director
LPLA Mar 10, 2026
Avg Cost/Share
$309.72
Shares
1,088
Total Value
$337,040.83
Owned After
4,400
SEC Form 4
Cohen Marc Eliot
Sell
Group Managing Director
LPLA Mar 9, 2026
Avg Cost/Share
$308.75
Shares
2,212
Total Value
$682,955.00
Owned After
4,400
SEC Form 4
Jambusaria Aneri
Sell
Group Managing Director
LPLA Mar 2, 2026
Avg Cost/Share
$306.00
Shares
308
Total Value
$94,248.00
Owned After
6,723
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Cohen Marc Eliot | LPLA | Group Managing Director | Mar 10, 2026 | Sell | $309.72 | 1,088 | $337,040.83 | 4,400 | |
| Cohen Marc Eliot | LPLA | Group Managing Director | Mar 9, 2026 | Sell | $308.75 | 2,212 | $682,955.00 | 4,400 | |
| Jambusaria Aneri | LPLA | Group Managing Director | Mar 2, 2026 | Sell | $306.00 | 308 | $94,248.00 | 6,723 |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K BUY Jan 29, 2026 · 100% conf.
2025
Q4
Q4 2025 Earnings
8-K BUYJan 29, 2026 · 100% conf.
AI Prediction BUY
1D
+5.31%
$381.97
Act: -0.20%
5D
+7.96%
$391.56
Act: +2.66%
20D
+8.10%
$392.08
Act: -17.23%
Price: $362.71 Prob +5D: 100% AUC: 1.000
0001628280-26-004112
lpla-202601291/29/20260001397911false00013979112026-01-292026-01-29
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 29, 2026 LPL Financial Holdings Inc. (Exact name of registrant as specified in its charter)
Delaware001-3496320-3717839 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
4707 Executive Drive, San Diego, California 92121
(Address of principal executive offices)(Zip Code)
Registrant's telephone number, including area code: (800)877-7210
N/A (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrants under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock - par value $0.001 per shareLPLAThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02Results of Operations and Financial Condition.
On January 29, 2026, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three and twelve months ended December 31, 2025. A copy of the press release is furnished with this Form 8-K and attached hereto as Exhibit 99.1. Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.
Item 9.01Financial Statements and Exhibits. (d)Exhibits
99.1 Press Release dated January 29, 2026 ("LPL Financial Announces Fourth Quarter and Full Year 2025 Results")
104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
LPL FINANCIAL HOLDINGS INC.
By:/s/ Matthew Audette Name: Matthew Audette Title: President and Chief Financial Officer
Dated: January 29, 2026
2025 Q3 Q3 2025 Earnings
8-K Oct 30, 2025
2025
Q3
Q3 2025 Earnings
8-KOct 30, 2025
0001628280-25-047543
lpla-2025103010/30/20250001397911false00013979112025-10-302025-10-30
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2025 LPL Financial Holdings Inc. (Exact name of registrant as specified in its charter)
Delaware001-3496320-3717839 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
4707 Executive Drive, San Diego, California 92121
(Address of principal executive offices)(Zip Code)
Registrant's telephone number, including area code: (800)877-7210
N/A (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrants under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock - par value $0.001 per shareLPLAThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02Results of Operations and Financial Condition.
On October 30, 2025, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three months ended September 30, 2025. A copy of the press release is furnished with this Form 8-K and attached hereto as Exhibit 99.1. Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.
Item 9.01Financial Statements and Exhibits. (d)Exhibits
99.1 Press Release dated October 30, 2025 ("LPL Financial Announces Third Quarter 2025 Results")
104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
LPL FINANCIAL HOLDINGS INC.
By:/s/ Matthew Audette Name: Matthew Audette Title: President and Chief Financial Officer
Dated: October 30, 2025
2025 Q2 Q2 2025 Earnings
8-K Jul 31, 2025
2025
Q2
Q2 2025 Earnings
8-KJul 31, 2025
0001397911-25-000119
lpla-202507317/31/20250001397911false00013979112025-07-312025-07-31
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 LPL Financial Holdings Inc. (Exact name of registrant as specified in its charter)
Delaware001-3496320-3717839 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
4707 Executive Drive, San Diego, California 92121
(Address of principal executive offices)(Zip Code)
Registrant's telephone number, including area code: (800)877-7210
N/A (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrants under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock - par value $0.001 per shareLPLAThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02Results of Operations and Financial Condition.
On July 31, 2025, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three months ended June 30, 2025. A copy of the press release is furnished with this Form 8-K and attached hereto as Exhibit 99.1. Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.
Item 9.01Financial Statements and Exhibits. (d)Exhibits
99.1 Press Release dated July 31, 2025 ("LPL Financial Announces Second Quarter 2025 Results").
104 Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
LPL FINANCIAL HOLDINGS INC.
By:/s/ Matthew Audette Name: Matthew Audette Title: President and Chief Financial Officer
Dated: July 31, 2025
Latest LPL Financial Holdings Inc. News
LPLA Breaking Stock News: Dive into LPLA Ticker-Specific Updates for Smart Investing
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3 Stocks That May Be Underestimated In March 2026
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AI Sentiment
Highly Positive
8/10
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The information presented on this page, "LPLA LPL Financial Holdings Inc. - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.