/LPLA
LPL Financial Holdings Inc.
LPLA • NASDAQLPLA • NASDAQ • Financial Services
$313.56-1.06%-3.36
$313.56-1.06%(-3.36)Financial Services
GoAI Score
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Valuation
50Fair Value
Sentiment
100Bullish
Risk
97Low Risk
Momentum
17Negative
Institutional-Grade Intelligence
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Actionable Intelligence
AI-driven stance, execution logic & risk thresholds
Catalyst Roadmap
Event timeline with expected impact & market context
Deep Insights
Fact-checked analysis & score logic breakdown
Financial Statements
Margin Trends
Gross
25.6%▼1.6pp
Revenue after COGS
Operating
13.4%▼0.0pp
After operating expenses
Net
5.1%▼3.5pp
Bottom-line profitability
Gross Margin
Operating Margin
Net Margin
Valuation Snapshot
P/E Ratio
32.6
Price vs earnings
EV/EBITDA
15.7
Enterprise value
FCF Yield
-3.5%
Cash generation
Earnings Yield
3.1%
Inverse of P/E
Capital Efficiency
12
GoAI Quality ScoreFair
ROEReturn on Equity
16.1%Strong
ROAReturn on Assets
4.7%Fair
ROICReturn on Invested Capital
11.6%Strong
Financial Health
Current RatioHealthy
2.42
Short-term solvency (>1.5)
Net Debt / EBITDAManageable
2.85x
Debt repayment capacity (<3x)
Income QualityWeak
-0.49
Cash backs earnings (>1)
Revenue & Profitability
Revenue
Net Income
Net Loss
Income Statement
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $16.99B | $12.39B | $10.05B | $8.60B | $7.72B |
| Gross Profit | $4.35B | $3.37B | $3.05B | $2.37B | $1.71B |
| Gross Margin | 25.6% | 27.2% | 30.4% | 27.5% | 22.2% |
| Operating Income | $2.28B | $1.67B | $1.63B | $1.24B | $730.14M |
| Net Income | $863.02M | $1.06B | $1.07B | $845.70M | $459.87M |
| Net Margin | 5.1% | 8.5% | 10.6% | 9.8% | 6.0% |
| EPS | $10.97 | $14.17 | $13.88 | $10.60 | $5.75 |
Average Price Target
$459.17▲ 46.4% Upside
Past 12 Months
12 Month Forecast
Based on 50 Wall Street analysts offering 12 month price targets for LPL Financial Holdings Inc., the average price target is $459.17, with a high forecast of $500.00 and a low forecast of $421.00. The average price target represents a 46.4% increase from the current price of $313.56.
Highest
$500.00
Average
$459.17
Lowest
$421.00
Rating Distribution
Strong Buy
0
0%
Buy
12
55%
Hold
10
45%
Sell
0
0%
Strong Sell
0
0%
Recent Analyst Ratings
FirmActionRatingDate
Morgan Stanley● Maintain
Overweight
2024-10-17JMP Securities● Maintain
Market Outperform
2024-10-09Wells Fargo▲ Upgrade
Equal Weight→Overweight
2024-10-09UBS● Maintain
Neutral
2024-10-08Jefferies● Maintain
Buy
2024-10-04Citigroup● Maintain
Buy
2024-09-27Goldman Sachs● Maintain
Buy
2024-09-26UBS● Maintain
Neutral
2024-08-06B of A Securities▲ Upgrade
Neutral→Buy
2024-07-30Barclays● Maintain
Overweight
2024-07-26Earnings History & Surprises
BEAT RATE
100%
Last 18 quarters
AVG SURPRISE
+7.5%
EPS vs Estimate
BEATS / MISSES
18/0
Last 18 quarters
LATEST EPS
$5.23
Q1 '26
QUARTERLY EPS TREND
Estimated
Beat
Miss
QUARTERLY DETAIL
Q1 '26
+6.3%
$5.23 vs $4.92
Q4 '25
+15.8%
$5.20 vs $4.49
Q3 '25
+6.6%
$4.51 vs $4.23
Q2 '25
+10.0%
$5.15 vs $4.68
Q1 '25
+6.0%
$4.25 vs $4.01
Q4 '24
+12.1%
$4.16 vs $3.71
Q3 '24
+4.9%
$3.88 vs $3.70
Q2 '24
+10.5%
$4.21 vs $3.81
Q1 '24
+3.8%
$3.51 vs $3.38
Q4 '23
+4.8%
$3.74 vs $3.57
Q3 '23
+1.5%
$3.94 vs $3.88
Q2 '23
+3.7%
$4.49 vs $4.33
No investor questions available.
Latest News
No news available