Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$27.9B
79M shares
52-week range
$260.15 – $400.16
61% from low
Sector
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
1.4
LPL Financial is the largest US independent broker/dealer, with more than 32,000 financial advisors, roughly 11 million customer accounts, and roughly $2.4 trillion in client assets under management or advisory affiliated with its platform 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, commissions, and asset-based fees. LPL specializes in providing 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.
www.lpl.comNo one on the platform currently holds LPLA.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 2,049,967 | $616.7M |
| Third Point LLCas of 2025-12-31 | 510,000 | $182.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-14 | $0.3000 | 2026-08-28 |
| 2026-05-21 | $0.3000 | 2026-06-04 |
| 2026-03-10 | $0.3000 | 2026-03-24 |
| 2025-11-13 | $0.3000 | 2025-12-01 |
| 2025-08-15 | $0.3000 | 2025-08-29 |
| 2025-05-30 | $0.3000 | 2025-06-12 |
| 2025-03-11 | $0.3000 | 2025-03-25 |
| 2024-11-14 | $0.3000 | 2024-12-02 |
| 2024-08-09 | $0.3000 | 2024-08-23 |
| 2024-05-20 | $0.3000 | 2024-06-04 |
No one on the platform has traded LPLA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 14.8% | 17.6% | 16.9% | — | — | — |
| Rev. Growth % | 37.2% | 23.7% | ||||
| Profit Margin % | 5.1% | 8.0% | 7.7% | |||
| Free Cash Flow Margin % | -5.8% | 3.0% | 5.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.8% on the P/E track.
At today's price, your expected annual return is +15.3% on the P/E track.
At today's price, your expected annual return is +20.3% on the P/E track.
| 120,540 |
| $36.3M |
| Bridgewater Associatesas of 2025-12-31 | 118,294 | $42.3M |
| 2024-03-11 | $0.3000 | 2024-03-26 |
| 2023-11-08 | $0.3000 | 2023-11-27 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $20.9B | +24.3% | $23.75 | $21.92–$26.26 | 14.5× | 11 |
| 2027 | $24.1B | +15.0% | $29.99 | $27.91–$32.76 | 11.5× | 12 |
| 2028 | $27.0B | +12.1% | $35.99 | $34.60–$39.93 | 9.6× | 7 |
| 2029 | $31.6B | +17.1% | $41.21 | $40.16–$42.11 | 8.4× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $5.39 | $5.84 | +8.3% |
| 2026-04-30 | $5.48 | $5.60 | +2.2% |
| 2026-01-29 | $4.92 | $5.23 | +6.3% |
| 2025-10-30 | $4.49 | $5.20 | +15.8% |
| 2025-07-31 | $4.23 | $4.51 | +6.6% |
| 2025-05-08 | $4.68 | $5.15 | +10.0% |
| 2025-01-30 | $4.01 | $4.25 | +6.0% |
| 2024-10-30 | $3.71 |
| $4.16 |
| +12.1% |
| $4.6B |
| — |
| MKTXMarketAxess Holdings Inc. | $163.10 | +0.06% | $5.7B | — |
| PIPRPiper Sandler Companies | $74.64 | -2.34% | $5.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BNTX $LPLA $EIX $PBA $NMR BioNTech remains focused on oncology and vaccine development, LPL Financial benefits from advisor and asset growth, Edison International provides regulated utility exposure, Pembina Pipeline benefits from Canadian energy infrastructure, and NMR remains execution-dependent. I'm watching clinical milestones, market levels, power demand, energy volumes, and liquidity.
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5 Trade Ideas for Monday: Alcoa, Adobe, Corning, LPL and 3M https://dragonflycap.com/5-trade-ideas-for-monday-alcoa-adobe-corning-lpl-and-3m/ $AA $ADBE $GLW $LPLA $MMM
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$KGC $CW $FE $P $LPLA Kinross Gold benefits from higher gold prices, Curtiss-Wright gains from aerospace and defense demand, FirstEnergy delivers regulated utility earnings, P remains execution-driven, and LPL Financial benefits from advisor and asset growth.
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$ZM $LPLA $RDDT $PBA $DG Zoom expands enterprise collaboration, LPL Financial benefits from advisor growth, Reddit improves advertising monetization, Pembina Pipeline generates stable energy cash flow, and Dollar General benefits from value-focused consumers.
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LPL Financial shares climbed after the wealth management firm reported record Q2 2026 results that comfortably exceeded Wall Street expectations. Adjusted EPS rose to a record $5.84, beating the $5.38 consensus, while revenue reached $5.19 billion, above estimates of roughly $5.04 billion. Net income increased 39% year over year, extending gains that began in after-hours trading following the earnings release. Investors also welcomed the company's aggressive capital return plans. LPL repurchased $309 million of stock during the quarter—more than double its original target—and approved a new $2.5 billion share repurchase authorization, with $300 million earmarked for Q3. Total client assets climbed 34% year over year to $2.6 trillion, while management lowered its full-year Core G&A expense outlook and increased its expected annualized EBITDA contribution from the pending Commonwealth Financial Network integration. $LPLA
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$LPLA — April's record recruiting pipeline converted: $25B in recruited assets Q2, strongest quarter in nearly two years excluding large institutional wins, and the pipeline expanded further despite the pull-through. Core G&A came in at $519M, below its own guided range for the second consecutive quarter; full-year outlook cut again to $2.140B–$2.165B. Record adjusted EPS $5.84. Commonwealth retention steady in the mid-80s, Q4 onboard on track, EBITDA run rate estimate up to $435M. On cash sweep pricing: same language as April — work underway, no timeline, no milestones offered when directly asked. One mechanical move did happen: ICA tiering methodology shifted from AUM-based to cash-balance-based, adding ~10 bps to Q3 yield and 20 bps on a full run-rate basis — introduced without reference to the broader pricing review. #TheGapReport
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$LPLA Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $4.75 up 38.89% YoY • Reported revenue of $5.19B up 35.24% YoY • LPL Financial Holdings Inc. is lowering its 2026 Core G&A outlook range to $2,140-2,165 million, which includes expenses related to the acquisition of Commonwealth Financial Network.
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Wall St is expecting 5.39 EPS for $LPLA Q2 [Reporting 07/30 AMC] http://www.estimize.com/intro/lpla?chart=historical&metric_name=eps&utm_co
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The next 10 days could be important: • July 21-24: multiple earnings reports • July 29: Fed decision • July 30: Q2 GDP data Two names on the list are already in my portfolio, including my largest position, $NOW, which reports on July 22. For $LPLA, the key factor is the cash spread business. A hold or rate hike from the Fed could support margins, while the main risk is cash moving into money market funds. The timing matters: Schwab and Interactive Brokers report before LPL, giving investors an early look at whether client cash is leaving broker platforms. For $NOW, my base case is close to the broker view. The stock trades near $104 after a major decline as investors worry AI agents could reduce demand for enterprise software. The key metric to watch is cRPO, not just revenue growth. A slowdown below expectations could turn AI concerns from speculation into measurable data. Earnings season will likely decide the next move.
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$LPLA LPL Financial Welcomes Buell Wealth Management https://marketwirenews.com/stock/lpla/news/lpl-financial-welcomes-buell-wealth-management-7407387272995276.html?utm_source=stocktwits
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$LPLA Current Stock Price: $283.97 Contracts to trade: $280.0 LPLA Jul 17 2026 Call Entry: $13.20 Exit: $21.30 ROI: 61% Hold ~27 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$LPLA Share Price: $297.83 Contract Selected: Dec 18, 2026 $300 Calls Buy Zone: $19.28 – $23.81 Target Zone: $30.93 – $37.80 Potential Upside: 52% ROI Time to Expiration: 185 Days | Updates via https://fxcapta.com/stockinfo/
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$LPLA Bullish Engulfing Candlestick Pattern Formed at Downtrend with Jump in Volume
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$LPLA Price: $327.58 (+2.10%) Trend: Bearish Market Bias (7D): Sideways ⚖️ Expected Range: ±0.50% RSI: 47.7 | Momentum: Moderate Volume: -29.6% vs avg Volatility: 2.47% Support: $301.97 | Resistance: $339.99 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.