USFinancial Services

LPL Financial Holdings Inc (LPLA)

US · Financial Services · Capital Markets

$354.24-1.70%
Last close · 2026-08-04

Latest quarter · ended 2026-06-30

Revenue
$5.19B
Revenue YoY
+35.2%
Net profit
$379.3M
Profit YoY
+38.8%
EPS
$5.84
EPS estimate
$5.39
Net margin
7.3%

EPS came in at 5.84 against a street estimate of 5.39 — a beat of 8.3%.

Key statistics

Market cap
$28.29B
P/E
28.3
Forward P/E
14.2
P/B
4.91
Book value
$70.91
EPS (TTM)
$12.49
Dividend yield
0.35%
52-week high
$399.35
52-week low
$260.15
50-day MA
$301.41
200-day MA
$329.75
Beta
0.51

Analyst view

Analysts rate LPL Financial Holdings Inc a buy (12 buy, 2 hold, 1 sell out of 15) with an average price target of $428.29.

Shareholding

Insiders
0.40%
Institutions
107.15%

Largest institutional holders

FundStake
BlackRock Inc6.22%
Dodge & Cox5.18%
Boston Partners Global Investors, Inc5.17%
Massachusetts Financial Services Company4.84%
Vanguard Portfolio Management, LLC4.82%
HHG PLC4.58%
Vanguard Capital Management, LLC4.50%
Principal Financial Group Inc3.30%

Recent filings & reports

DocumentDate
Results announced · Q3 20262026-07-30
Charter / bylaws change · Q2 20262026-05-15
Quarterly report · Q1 20262026-05-04
Results announced · Q2 20262026-04-30
Proxy statement · Q2 20262026-04-02
Annual report FY20252026-02-23
Results announced · Q1 20262026-01-29
Quarterly report · Q3 20252025-11-03

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.30 / share
ex-date Aug 14, 2026 · pay Aug 28, 2026
2026-08-14
Dividend$0.30 / share
ex-date May 21, 2026 · pay Jun 4, 2026
2026-05-21
Dividend$0.30 / share
ex-date Mar 10, 2026 · pay Mar 24, 2026
2026-03-10
Dividend$0.30 / share
ex-date Nov 13, 2025 · pay Dec 1, 2025
2025-11-13
Dividend$0.30 / share
ex-date Aug 15, 2025 · pay Aug 29, 2025
2025-08-15

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Data updated 2026-08-05.