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Financial Services · Capital Markets

LPL Financial Holdings Inc.

LPLANASDAQ$315.61−$3.24 (−1.02%)Market closed

Price Chart

Daily

Key facts

Market Cap
$25.18B
P/E
28.8x
P/B
4.65x
ROE
20.9%

LPL Financial Holdings Inc.

Financial Services · Capital Markets · FY 2025

LPL Financial Holdings Inc. operates as a leading independent broker-dealer network in the United States. It provides an integrated platform of brokerage and investment advisory services to independent financial advisers, financial institutions, and registered investment advisors. The primary function of LPL is to facilitate access to a wide array of financial products such as mutual funds, fixed and variable annuities, equities, and fixed income securities, along with comprehensive financial planning tools. Notable for its expansive network, LPL collaborates with thousands of financial professionals, enabling them to offer personalized client services while benefiting from the company's robust technological and regulatory compliance support. Its operations significantly impact sectors such as wealth management and financial planning, addressing the needs of retail clients and institutional investors. Market-wise, LPL Financial Holdings Inc. plays a crucial role in democratizing financial advice access, especially with its model that empowers independent advisers. Headquartered in San Diego, California, LPL continues to thrive by emphasizing adviser independence and providing scalable solutions that help financial professionals grow their practices.

CEO
Mr. Richard Steinmeier
Employees
9,389
Website
lpl.com

Company Statistics

Valuation

P/E
28.8x
P/B
4.65x
P/S
1.46x
EV/EBITDA
14.3x
P/FCF
−25.3x

Margins

Gross
23.7%
EBITDA
12.8%
Operating
9.1%
Pre-Tax
6.8%
Net
5.1%

Returns

ROA
5.4%
ROE
20.9%
ROIC
9.8%

Growth (CAGR)

Rev 3Yr
25.5%
Rev 5Yr
23.7%
Op Inc 3Yr
7.9%
Net Inc 3Yr
0.7%

Financial Health

Cash & Cash Equivalents
$1.04B
Net Debt
$12.11B
Debt/Equity
246.0%
Interest Cov
—

Profile

Revenue
$16.99B
Shares Out
—
Public markets · Korea, US, Japanalpha-lenz.com · Core by Treasurer
LPL Financial Holdings Inc. (LPLA) Stock Forecast 2026 $315.61 — Price, Financials & Analyst Targets | AlphaLenz