LPLA · LPL Financial Holdings Inc.
$315.61
-1.02% last session
End-of-day data · close of 2026-10-23
Market cap
$25B
Enterprise value
$30B
Trailing P/E
25.1
Forward P/E
10.5
Dividend yield
0.0%
Beta
0.54
Avg volume
1M
Employees
10K
Daily Change %
-1.02%
5 Days Change
-0.66%
10 Days Change
-2.08%
30 Days Change
5.42%
60 Days Change
-12.45%
Month to Day Change
2.15%
Year to Day Change
-10.48%
Analyst Outlook
Analyst estimates change daily — follow the shifts on the Estimate Trends page.
Technical Analysis
Analyst sentiment over time — LPLA
Rec Mean (blue, left — higher = more bullish) vs. price targets (right).
Investment Bank Ratings as of 2026-10-12
Latest call per bank · past 12 months
Morgan Stanley
Overweight$393
+24.5% vs priceUBS
Buy$390
+23.6% vs priceJP Morgan
Overweight$445
+41.0% vs priceBarclays
Overweight$409
+29.6% vs priceBank of America
Buy$554
+75.5% vs priceWells Fargo
Overweight$362
+14.7% vs priceRecent rating actions
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | TD Cowen | Maintains | Hold | $377 → $380 |
| 2026-10-09 | Morgan Stanley | Maintains | Overweight | $387 → $393 |
| 2026-10-07 | UBS | Maintains | Buy | $391 → $390 |
| 2026-10-07 | JP Morgan | Maintains | Overweight | $428 → $445 |
| 2026-10-07 | Barclays | Maintains | Overweight | $401 → $409 |
| 2026-10-06 | BMO Capital | Maintains | Outperform | $390 → $370 |
| 2026-10-05 | Bank of America | Maintains | Buy | $557 → $554 |
| 2026-10-05 | Citizens | Reiterates | Market Outperform | $500 |
Ratings and price targets are the published opinions of the issuing banks, compiled from Yahoo Finance rating actions — not investment advice.
Signal Summary as of 2026-10-23
- neutral: RSI (14): RSI is 42 — neutral momentum, neither overbought nor oversold.
- bearish: Price vs 50-day MA: Trading 6.4% below the 50-day MA ($337.32).
- bearish: Price vs 200-day MA: Trading 2.6% below the 200-day MA ($323.90).
- bullish: MA cross: The 50-day MA sits above the 200-day MA (golden-cross regime) — the longer-term trend points up.
- bullish: MACD (12,26,9): MACD histogram is positive (+0.22) — short-term momentum is improving.
- neutral: 52-week range: Price sits between the 52-week low ($265.65) and high ($392.14).
LPLA Price Chart
Loading chart for LPLA…
Fundamentals
About 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.
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Data is sourced from end-of-day snapshots and refreshed daily before the US market open — nothing on this page is real-time. Figures can contain vendor errors. This page is for information only and is not investment advice.