|
Real-time Estimate
Cboe BZX
13:51:34 2026-11-03 EST
|
5-day change | 1st Jan Change | ||
| 295.70 USD | -0.98% |
|
-7.10% | -17.41% |
| 10-29 | UBS Adjusts LPL Financial Price Target to $369 From $390, Maintains Buy Rating | MT |
| 10-27 | LPL Financial Holdings Inc., Q3 2026 Earnings Call, Oct 27, 2026 |
| Market Cap | 23.25B 20.77B 19.08B 17.33B 32.55B 2,203B 33.36B 228B 91.63B 1,163B 87.28B 85.41B 3,685B | P/E 2026 * |
16x | P/E 2027 * | 11.5x |
|---|---|---|---|---|---|
| Enterprise Value | 29.64B 26.48B 24.32B 22.09B 41.49B 2,808B 42.53B 290B 117B 1,482B 111B 109B 4,697B | EV / Sales 2026 * |
1.42x | EV / Sales 2027 * | 1.24x |
| Free-Float |
56.77% | Yield 2026 * |
0.4% | Yield 2027 * | 0.42% |
| Markets | Quality | ||
|---|---|---|---|
Nasdaq
| LPLA | Delayed | |
CBOE
| LPLA | Real-time | |
|
Mexican S.E.
| LPLA * | End-of-day quote | |
|
Tradegate
| 7LI | Real-time | |
|
Deutsche Boerse AG
| 7LI | Delayed | |
|
Börse Stuttgart
| 7LI | Delayed | |
|
Boerse Muenchen
| 7LI | Real-time | |
|
Borsa Italiana
| 1LPLA | End-of-day quote | |
|
Xetra
| 7LI | Delayed |
Last Transcript: LPL Financial Holdings Inc.
| 1 day | -0.98% | ||
| 1 week | -7.10% | ||
| Current month | +3.97% | ||
| 1 month | -11.14% | ||
| 3 months | -18.14% | ||
| 6 months | -8.06% | ||
| Current year | -17.41% |
| 1 week | 268.39 |  | 303.43 |
| 1 month | 268.39 | | 336.07 |
| Current year | 260.15 | | 400.16 |
| 1 year | 260.15 | | 400.16 |
| 3 years | 187.19 | | 403.58 |
| 5 years | 140.65 | | 403.58 |
| 10 years | 31.17 | | 403.58 |
| Manager | Title | Age | Since |
|---|---|---|---|
Rich Steinmeier
CEO | Chief Executive Officer | 52 | 2024-09-30 |
Matthew Audette
DFI | Director of Finance/CFO | 52 | 2015-09-27 |
Sid Vyas
CTO | Chief Tech/Sci/R&D Officer | - | 2024-07-15 |
| Director | Title | Age | Since |
|---|---|---|---|
James Putnam
CHM | Chairman | 71 | 2017-03-02 |
Richard Schifter
BRD | Director/Board Member | 73 | 2004-12-31 |
Anne Mulcahy
BRD | Director/Board Member | 73 | 2013-05-07 |
| Date | Insider | Type | Main position | Quantity | % Market Cap. | Importance |
|---|---|---|---|---|---|---|
| 9/11/26 | Sell | Controller/Auditor | -440 | 0.0006% | ||
| 9/5/26 | Tax | Head of Human Resources | -106 | 0.0001% | ||
| 8/28/26 | Free | Director | 4 | 0.0000% |
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.98% | -7.10% | -22.15% | +35.30% | 23.25B | |
| +0.29% | -0.24% | +13.94% | +144.50% | 291B | |
| -0.31% | -1.59% | +14.22% | +173.87% | 272B | |
| -0.83% | -0.44% | +20.21% | +189.04% | 204B | |
| +0.41% | -0.26% | -4.38% | +59.54% | 153B | |
| +1.92% | +1.40% | -11.33% | +20.99% | 56.06B | |
| -1.42% | -15.85% | +4.54% | +58.59% | 45.59B | |
| +0.80% | +1.67% | -26.04% | +25.32% | 44.51B | |
| +2.76% | +0.84% | -13.57% | +12.64% | 40.35B | |
| +2.82% | -6.31% | +5.45% | +287.72% | 33.9B | |
| Average | +0.54% | -3.38% | -1.91% | +100.75% | 116.36B | |
| Weighted average by Cap. | +0.12% | -0.24% | +7.65% | +131.51% |
| 2026 * | 2027 * | |
|---|---|---|
| Net sales | 20.87B 18.65B 17.13B 15.56B 29.21B 1,977B 29.95B 204B 82.25B 1,044B 78.35B 76.67B 3,308B | 23.7B 21.18B 19.45B 17.67B 33.18B 2,245B 34.01B 232B 93.4B 1,185B 88.97B 87.07B 3,756B |
| Net income | 1.45B 1.3B 1.19B 1.08B 2.03B 138B 2.08B 14.22B 5.72B 72.59B 5.45B 5.33B 230B | 1.97B 1.76B 1.62B 1.47B 2.76B 187B 2.83B 19.29B 7.76B 98.44B 7.39B 7.23B 312B |
| Net Debt | 6.39B 5.71B 5.24B 4.76B 8.94B 605B 9.16B 62.57B 25.17B 319B 23.97B 23.46B 1,012B | 6.18B 5.53B 5.08B 4.61B 8.66B 586B 8.87B 60.59B 24.37B 309B 23.22B 22.72B 980B |
| Date | Price | Change | Volume |
|---|---|---|---|
| 26-11-03 | US$294.90 | -1.25% | 528,339 |
| 26-11-02 | US$298.63 | +5.25% | 1,488,230 |
| 26-10-30 | US$283.74 | +1.50% | 2,171,195 |
| 26-10-29 | US$279.54 | +3.84% | 2,739,993 |
| 26-10-28 | US$269.19 | -15.23% | 5,158,108 |
Trader
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Investor
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Global
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Quality
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ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
Quarterly revenue - Rate of surprise
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