LPL Financial Holdings (LPLA) Aktienübersicht
LPL Financial Holdings Inc. bietet zusammen mit seinen Tochtergesellschaften eine integrierte Plattform für Makler- und Anlageberatungsdienste für unabhängige Finanzberater und Finanzberater von Institutionen in den Vereinigten Staaten. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 4/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
LPLA Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
LPL Financial Holdings Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$361.35 |
| 52-Wochen-Hoch | US$400.16 |
| 52-Wochen-Tief | US$260.15 |
| Beta | 0.48 |
| 1 Monat Veränderung | 9.93% |
| 3 Monate Veränderung | 27.95% |
| 1 Jahr Veränderung | 0.26% |
| 3 Jahre Veränderung | 52.66% |
| 5 Jahre Veränderung | 143.50% |
| Veränderung seit IPO | 1,023.95% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 15
LPLA: Technology Spend And Research Split Will Shape Fairly Balanced Outlook
The updated analyst price target for LPL Financial Holdings increases to $372 from $330. Analysts attribute this change to revised long-term growth and profitability assumptions, a slightly higher discount rate, and a higher future P/E multiple supported by recent Q2 updates and model changes across the Street.Narrative-Update • Aug 01
LPLA: Technology Investments And Mixed Research Views Will Shape Balanced Outlook
The analyst price target for LPL Financial Holdings has been raised by $30 to $330, with analysts citing refreshed valuation work that incorporates updated cash flow timing and recent Q2 modeling changes as key drivers for the adjustment. Analyst Commentary Recent Street research on LPL Financial Holdings shows a wide range of updated price targets and ratings, with several large firms adjusting their models following Q2 results and revised valuation frameworks.Recent updates
Narrative-Update • Aug 15
LPLA: Technology Spend And Research Split Will Shape Fairly Balanced Outlook
The updated analyst price target for LPL Financial Holdings increases to $372 from $330. Analysts attribute this change to revised long-term growth and profitability assumptions, a slightly higher discount rate, and a higher future P/E multiple supported by recent Q2 updates and model changes across the Street.Narrative-Update • Aug 01
LPLA: Technology Investments And Mixed Research Views Will Shape Balanced Outlook
The analyst price target for LPL Financial Holdings has been raised by $30 to $330, with analysts citing refreshed valuation work that incorporates updated cash flow timing and recent Q2 modeling changes as key drivers for the adjustment. Analyst Commentary Recent Street research on LPL Financial Holdings shows a wide range of updated price targets and ratings, with several large firms adjusting their models following Q2 results and revised valuation frameworks.Narrative-Update • Jul 16
LPLA: Advisor Platform Gains And Fee Risks Will Shape Balanced Outlook
The updated analyst price target for LPL Financial Holdings moves to $300 from $330. This reflects analysts' refreshed models that factor in moderated revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partially offset by modestly higher projected profit margins and a series of recent target revisions across the Street.
Narrative-Update • Jul 02
LPLA: Advisor Recruiting And Index Additions Will Support Future Upside Potential
The analyst price target for LPL Financial Holdings has been adjusted from $530.33 to $542.00, reflecting updated views on fair value, discount rate and long-term assumptions following a mix of recent target increases and reductions across the Street. Analyst Commentary Recent Street research on LPL Financial Holdings shows a mix of views, with both higher and lower price targets and several ratings actions.
Narrative-Update • Jun 18
LPLA: Advisor Expansion And Buybacks Will Support Higher Future Share Price
The analyst price target for LPL Financial Holdings has shifted modestly to reflect a mix of recent target raises and cuts from major firms, with analysts pointing to updated views on the company’s valuation, risk profile, and earnings power. Analyst Commentary Recent research on LPL Financial Holdings reflects a mix of optimism and caution, as several firms adjust price targets and ratings in different directions.Analyseartikel • Jun 17
LPL Financial Holdings (LPLA) Stock Could Be 27.2% Undervalued After May Asset Growth
LPL Financial Holdings (LPLA) has drawn fresh attention after reporting May 2026 metrics that showed 3.1% growth in total client assets, with advisory assets reaching 60.2% of the total, alongside $8.8 billion in organic net new assets. See our latest analysis for LPL Financial Holdings. The recent May asset update and the addition of new advisory teams have come alongside a 6.29% 90 day share price return, even as the year to date share price return is down 16.13% and the 1 year total...Seeking Alpha • Jun 05
LPL Financial: The Street Is Looking At AI Risk, Not The Earnings Story (Upgrade)
Summary LPL Financial Holdings Inc. is upgraded to buy, with valuation now attractive and strong earnings growth projected for 2026 and beyond. LPLA's Q1 saw 30% YoY client asset growth to $2.3 trillion, robust pre-tax margins, and resumed share buybacks. Despite lagging SPY and XLF, LPLA targets mid- to high single-digit organic growth and potential upside to $336/share at 16x P/E. Key LPLA risks include AI-driven margin pressure, M&A discipline amid elevated valuations, and advisor retention challenges. Read the full article on Seeking AlphaNarrative-Update • Jun 02
LPLA: Advisor Expansion And Buybacks Will Support Higher Future P E Multiple
Analysts made a small adjustment to the LPL Financial Holdings price target to $416.50, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E after a mix of recent target hikes and cuts across major research firms. Analyst Commentary Recent research on LPL Financial Holdings shows a mix of optimism and caution, with several firms adjusting price targets higher or lower and one firm resuming coverage with an Outperform rating.Narrative-Update • May 11
LPLA: Insurance Partnership And Governance Changes Will Support Higher Future P E Multiple
Analysts have adjusted the LPL Financial Holdings price target to $417.21, reflecting updated assumptions around slightly lower revenue growth and profit margins, a modestly reduced discount rate, and a higher future P/E multiple informed by recent mixed revisions across major firms. Analyst Commentary Recent Street research on LPL Financial Holdings shows a wide range of revised price targets, with several firms adjusting their views in both directions.Analyseartikel • May 07
Analysts Have Made A Financial Statement On LPL Financial Holdings Inc.'s (NASDAQ:LPLA) First-Quarter Report
LPL Financial Holdings Inc. ( NASDAQ:LPLA ) shareholders are probably feeling a little disappointed, since its shares...Narrative-Update • Apr 26
LPLA: Insurance Partnership And Governance Changes Will Support Future Multiple Re Rating
Analyst targets for LPL Financial Holdings have been reset lower by a broad group of firms, collectively trimming the average price target by tens of dollars. Analysts are factoring in updated discount rate assumptions, modest tweaks to long term revenue growth and profit margin estimates, and slightly higher future P/E expectations.Neues Narrative • Apr 21
Adviser Movement And Acquisitions Will Create Powerful Long Term Earnings Engine
Catalysts About LPL Financial Holdings LPL Financial Holdings is an independent wealth management platform that supports financial advisers, institutions and their clients with advisory, brokerage and related services. What are the underlying business or industry changes driving this perspective?Narrative-Update • Apr 12
LPLA: Insurance Partnership And Governance Changes Will Support Future Fee-Based Earnings
Analysts have trimmed the implied fair value for LPL Financial Holdings by about $47 per share to roughly $405, reflecting a series of reduced price targets from several firms, along with some upward revisions, with the shift tied to updated views on growth, profitability, and valuation multiples. Analyst Commentary Recent research on LPL Financial Holdings shows a mix of optimism and caution, with several firms cutting price targets by wide margins and a few raising them.Neues Narrative • Apr 07
Adviser Transition Headwinds And Costly Integrations Will Eventually Support A Stronger Platform
Catalysts About LPL Financial Holdings LPL Financial Holdings provides brokerage and advisory platforms that support independent financial advisers, institutions and affiliated wealth businesses. What are the underlying business or industry changes driving this perspective?Narrative-Update • Mar 29
LPLA: Insurance Partnership Expansion Will Support Future Fee-Based Earnings Streams
The updated analyst price target for LPL Financial Holdings edges slightly lower to about $451.92 from $453.46, as analysts refine their models around discount rate, revenue growth, profit margin, and forward P/E, while recent Street research shows a mix of price target raises and trims across firms. Analyst Commentary Recent Street research on LPL Financial Holdings reflects a mixed tone, with some analysts lifting targets and others trimming them as they update models for the coming quarters.Narrative-Update • Mar 14
LPLA: Insurance Partnership Expansion Will Support Future Earnings Power
Analysts have made a modest adjustment to their price target for LPL Financial Holdings, citing recent mixed target changes from firms raising estimates by $16 and $25, while others have trimmed targets by $8 to $21 as they refine assumptions around discount rates, growth, margins, and future P/E levels. Analyst Commentary Recent research on LPL Financial Holdings shows a mix of optimism and caution as analysts refresh their models around discount rates, growth assumptions, margins, and future P/E levels.Narrative-Update • Feb 28
LPLA: Higher Trading Volumes And Insurance Partnership Will Support Future Earnings Power
The analyst price target for LPL Financial Holdings has edged slightly lower from $455 to about $453, as analysts fine tune their assumptions and weigh a mix of recent price target raises and cuts across the Street. Analyst Commentary Recent research on LPL Financial Holdings shows a mix of enthusiasm and caution, with several firms adjusting price targets both higher and lower as they refresh assumptions ahead of upcoming reports and sector outlooks.Narrative-Update • Feb 14
LPLA: Higher Trading Volumes And Volatility Will Support Future Earnings Power
Analysts have nudged their fair value estimate for LPL Financial Holdings higher to $455, citing a mix of recent price target increases and trims across firms that reflect updated views on the company's P/E assumptions, discount rate, and long term fundamentals. Analyst Commentary Bullish and bearish analysts are reading the same set of fundamentals differently, and that is showing up in a mix of price target raises and trims clustered around the updated fair value estimate of $455.Narrative-Update • Jan 31
LPLA: Higher Margins And Trading Volumes Will Support Long Term Earnings Power
Analysts have slightly adjusted their price targets for LPL Financial Holdings, with our fair value estimate moving marginally higher to approximately $448.92 as they factor in updated assumptions around revenue growth, profit margins, discount rates, and future P/E multiples following recent target changes from several research firms. Analyst Commentary Recent research on LPL Financial Holdings has centered on recalibrating price targets while keeping a close eye on how the business executes against sector trends and upcoming earnings.Narrative-Update • Jan 08
LPLA: Margin Expansion From Platform Pricing Will Support Long Term Earnings Power
Narrative Update The updated analyst price target for LPL Financial now implies a fair value of about $448.38, a very small move from $448.33. Analysts are fine tuning their models after mixed target changes across Barclays, Wolfe Research, Citizens JMP, and JPMorgan, reflecting recent Q3 results, revised volume assumptions, and updated expense and margin expectations.Narrative-Update • Dec 11
LPLA Margin Expansion From Platform Pricing Is Expected To Drive Future Upside
The analyst price target for LPL Financial Holdings has been raised by analysts to approximately $448 from about $421, as they highlight stronger than expected Q3 earnings, sustained revenue tailwinds, and an improving margin outlook supported by platform pricing updates and acquisition synergies. Analyst Commentary Recent Street research on LPL Financial reflects a broadly constructive stance on the company, with several bullish analysts lifting price targets following the Q3 earnings beat and updated margin outlook.Narrative-Update • Oct 23
Analysts Offer Mixed Outlook on LPL Financial as Price Target Edges Lower Amid Industry Trends
The analyst price target for LPL Financial Holdings has been adjusted slightly lower to $420.93 from $424.79. This change reflects updated modeling and tempered expectations for near-term growth, even as analysts highlight ongoing opportunities amid strong market activity and industry dynamics.Narrative-Update • Oct 09
Aging Trends And Technology Investments Will Unlock Independent Advisory Opportunities
LPL Financial Holdings' analyst price target has been revised downward from $442.38 to $424.79. Analysts cite mixed signals in revenue growth and profit margins, amid ongoing sector volatility and company-specific integration headwinds.Narrative-Update • Sep 25
Aging Trends And Technology Investments Will Unlock Independent Advisory Opportunities
Analysts have modestly lowered their price target for LPL Financial Holdings to $442.38, as integration of Commonwealth Financial Network and near-term growth concerns temper catalysts despite strong recent earnings and supportive macro drivers. Analyst Commentary Bullish analysts see potential for multiple re-rating and upside as LPL Financial integrates Commonwealth Financial Network, with earnings dilution and asset growth slowdowns seen as already priced in.Narrative-Update • Sep 10
Aging Trends And Technology Investments Will Unlock Independent Advisory Opportunities
Analysts raised LPL Financial Holdings' price target to $453.42, citing strong Q2 earnings, sector tailwinds from interest rates and credit growth, but note tempered enthusiasm due to declining client cash balances and a more cautious rating from one analyst. Analyst Commentary Bullish analysts raised price targets following Q2 earnings beats and updates to sector models, reflecting stronger-than-expected financial performance.Seeking Alpha • Mar 31
LPL Financial: Positioned To Accelerate Market Expansion Through Commonwealth Acquisition
Summary LPL Financial is the largest independent broker-dealer in the US, with strong financials and a growth strategy focused on M&A and vertical integration. LPLA's FY24 revenues grew 23.20% YoY to $12.39bn, with EBITDA increasing 11.63% to $2.22bn, despite a significant decline in free cash flow due to heavy investments. The stock has outperformed the financial sector and broader market, driven by favorable regulatory conditions and strategic expansions, including the potential acquisition of Commonwealth Financial Network. Despite challenges from digital financial solutions and rising capital costs, LPLA's disciplined expansion and undervaluation justify a 'Buy' rating, with a DCF valuation indicating a 9.63% upside. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
LPL Financial: Beneficiary Of A Shift Among Financial Advisors Away From Large Banks
Summary We initiated a position in LPL Financial Holdings Inc., the largest independent broker-dealer in the U.S., benefiting from the secular growth in financial advice demand. LPL's high-quality technology, diverse business models, and best-in-class incentives attract advisors shifting from large banks to independent models. LPL's investments in technology and flexible advisor models enhance efficiency, simplifying critical functions and offering various outsourcing options for independent advisors. LPL's organic growth in Net New Assets and rising asset prices drive gross profit and earnings per share growth at a mid-high teens rate. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
LPL Financial: Shares Rally To Fair Value With Earnings On Tap (Rating Downgrade)
Summary I am downgrading LPL Financial from a Buy to a Hold due to falling EPS estimates and the stock being fairly priced. Despite strong Q3 results and significant asset growth, the FY 2026 consensus target has dropped, impacting my rating decision. Key risks include Fed rate cuts, cash sweep balances, and stock/bond price volatility, with mixed technical signals suggesting limited upside. LPLA's solid operational metrics and bullish primary trend are noted, but shares appear fully priced, warranting a neutral stance. Read the full article on Seeking AlphaAktionärsrenditen
| LPLA | US Capital Markets | US Markt | |
|---|---|---|---|
| 7D | -1.9% | 1.2% | -1.2% |
| 1Y | 0.3% | 6.0% | 18.3% |
Rendite im Vergleich zur Industrie: LPLA unter dem Niveau der Branche US Capital Markets , die im vergangenen Jahr eine Rendite von 6% erzielte.
Rendite vs. Markt: LPLA hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 18.3 erzielte.
Preisvolatilität
| LPLA volatility | |
|---|---|
| LPLA Average Weekly Movement | 4.7% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: LPLA hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: LPLADie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1989 | 10,081 | Rich Steinmeier | www.lpl.com |
LPL Financial Holdings Inc. bietet zusammen mit seinen Tochtergesellschaften eine integrierte Plattform von Brokerage- und Anlageberatungsdienstleistungen für unabhängige Finanzberater und Finanzberater von Institutionen in den Vereinigten Staaten an. Das Brokerage-Angebot des Unternehmens umfasst variable und feste Renten, Investmentfonds, Aktien, festverzinsliche Wertpapiere, alternative Anlagen, Altersvorsorge- und 529-Bildungssparpläne sowie Versicherungen. Die Kunden-Cash-Programme bestehen aus von der Federal Deposit Insurance Corporation (FDIC) versicherten Bank-Sweep-Vehikeln und einem Kunden-Cash- und Geldmarktkonto.
LPL Financial Holdings Inc.'s Grundlagenzusammenfassung
| LPLA grundlegende Statistiken | |
|---|---|
| Marktanteil | US$28.45b |
| Gewinn(TTM) | US$1.01b |
| Umsatz(TTM) | US$19.20b |
28.3x
Kurs-Gewinn-Verhältnis 1.5x
Kurs-Umsatz-VerhältnisIst LPLA zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| LPLA Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$19.20b |
| Kosten der Einnahmen | US$13.46b |
| Bruttogewinn | US$5.74b |
| Sonstige Ausgaben | US$4.73b |
| Gewinn | US$1.01b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 12.79 |
| Bruttomarge | 29.89% |
| Nettogewinnspanne | 5.25% |
| Schulden/Eigenkapital-Verhältnis | 131.5% |
Wie hat sich LPLA auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.3%
Aktuelle Dividendenrendite10%
AusschüttungsquoteZahlt LPLA eine zuverlässige Dividende?
Siehe LPLA Dividendenhistorie und Benchmarks| LPL Financial Holdings Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Aug 14 2026 |
| Datum der Dividendenzahlung | Aug 28 2026 |
| Tage bis Ex-Dividende | 10 days |
| Tage bis zum Datum der Dividendenzahlung | 4 days |
Zahlt LPLA eine zuverlässige Dividende?
Siehe LPLA Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/24 10:37 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
LPL Financial Holdings Inc. wird von 28 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Benjamin Budish | Barclays |
| Chinedu Bolu | Bernstein |
| null null | BMO Capital Markets Equity Research |