Company Profile
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.
Latest News
How Investors Are Reacting To LPL Financial Holdings (LPLA) Expanding HNW Platform Amid New Legal Scrutiny
LPL Financial Holdings Inc. (LPLA) Reports Next Week: Wall Street Expects Earnings Growth
Earnings Calendar and Analysis for This Week (July 27-31)
Raymond James Lures $1B Califoria Team From Stifel
LPL Financial Welcomes Williams Tax & Financial Services
| Sector | Financial Services |
| Industry | Capital Markets |
| Website | https://www.lpl.com |
| Audit Risk | 2 |
| Board Risk | 1 |
| Overall Risk | 1 |
| Market Cap | 26.28B |
| Trailing P/E | 29.57 |
| Forward P/E | 11.19 |
| Dividend Rate | 1.2 |
| Dividend Yield | 0.37% |
| Trailing Annual Div. Rate | 1.2 |
| Trailing Annual Div. Yield | 0.37% |
| Trailing EPS | 11.11 |
| Forward EPS | 29.35 |
| Book Value | 70.91 |
| Price-to-Book | 4.63 |
| Enterprise-to-Revenue | 1.74 |
| Short Ratio | 4.77 |
| Ex-Dividend Date | 05/21/2026 |
| Dividend Date | 06/04/2026 |
| Earnings Date | 07/30/2026 |
| Earnings Call Date | 07/30/2026 |
| Earnings Average | 5.38 |
| Earnings Low | 5.22 |
| Earnings High | 5.57 |
| Revenue Average | 5.02B |
| Revenue Low | 5.01B |
| Revenue High | 5.03B |