LPL Financial Holdings (LPLA) Panoramica del titolo
LPL Financial Holdings Inc. insieme alle sue consociate, fornisce una piattaforma integrata di servizi di intermediazione e consulenza sugli investimenti a consulenti finanziari indipendenti e a consulenti finanziari di istituzioni negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
LPLA Community Fair Values
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Analyst Price Targets
Concorrenti di LPL Financial Holdings Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$349.60 |
| Massimo di 52 settimane | US$400.16 |
| Minimo di 52 settimane | US$260.15 |
| Beta | 0.48 |
| Variazione di 1 mese | -6.05% |
| Variazione a 3 mesi | 22.48% |
| Variazione di 1 anno | 2.26% |
| Variazione a 3 anni | 43.97% |
| Variazione a 5 anni | 140.13% |
| Variazione dall'IPO | 987.40% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Sep 03
LPLA: Cash Sweep Resilience Will Support Higher Future Share Price
Analysts have nudged the fair value estimate for LPL Financial Holdings higher to about $429 from roughly $416, reflecting updated price targets that point to steadier cash sweep revenues, expectations for net new asset recovery, and a mixed view on growth as the Commonwealth integration continues. Analyst Commentary Recent Street research on LPL Financial Holdings shows a mix of confidence and caution as firms update models, refresh price targets, and reassess the impact of cash sweep revenues and the Commonwealth integration on growth and valuation.Seeking Alpha • Aug 27
LPL Financial: Buy Reaffirmed After Q2 Shows Durability Of The Advisor-Driven Platform
Summary LPL Financial is reaffirmed as a long-term buy, driven by robust organic asset growth, investment-grade balance sheet, and resilient earnings trends. LPLA benefits from macro tailwinds—rising equity markets and generational wealth transfer—fueling advisor demand and platform expansion. Despite rich valuation and near-term flat upside, LPLA's quality earnings, safe dividend coverage, and capital-light model support its premium. Key risks include integration challenges from active M&A and potential goodwill write-downs, though current trends and analyst consensus remain bullish. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Sep 03
LPLA: Cash Sweep Resilience Will Support Higher Future Share Price
Analysts have nudged the fair value estimate for LPL Financial Holdings higher to about $429 from roughly $416, reflecting updated price targets that point to steadier cash sweep revenues, expectations for net new asset recovery, and a mixed view on growth as the Commonwealth integration continues. Analyst Commentary Recent Street research on LPL Financial Holdings shows a mix of confidence and caution as firms update models, refresh price targets, and reassess the impact of cash sweep revenues and the Commonwealth integration on growth and valuation.Seeking Alpha • Aug 27
LPL Financial: Buy Reaffirmed After Q2 Shows Durability Of The Advisor-Driven Platform
Summary LPL Financial is reaffirmed as a long-term buy, driven by robust organic asset growth, investment-grade balance sheet, and resilient earnings trends. LPLA benefits from macro tailwinds—rising equity markets and generational wealth transfer—fueling advisor demand and platform expansion. Despite rich valuation and near-term flat upside, LPLA's quality earnings, safe dividend coverage, and capital-light model support its premium. Key risks include integration challenges from active M&A and potential goodwill write-downs, though current trends and analyst consensus remain bullish. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 AlphaRendimenti per gli azionisti
| LPLA | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | -1.5% | -0.6% | -0.2% |
| 1Y | 2.3% | 3.1% | 14.8% |
Ritorno vs Industria: LPLA ha avuto una performance inferiore rispetto al US Capital Markets che ha registrato un rendimento 3.1 % nell'ultimo anno.
Rendimento vs Mercato: LPLA ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.8 % nell'ultimo anno.
Volatilità dei prezzi
| LPLA volatility | |
|---|---|
| LPLA Average Weekly Movement | 4.4% |
| Capital Markets Industry Average Movement | 3.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: LPLA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di LPLA è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1989 | 10,081 | Rich Steinmeier | www.lpl.com |
LPL Financial Holdings Inc. fornisce, insieme alle sue controllate, una piattaforma integrata di servizi di intermediazione e di consulenza sugli investimenti a consulenti finanziari indipendenti e a consulenti finanziari di istituzioni negli Stati Uniti. Le offerte di brokeraggio della società comprendono rendite variabili e fisse, fondi comuni di investimento, azioni, reddito fisso, investimenti alternativi, piani di risparmio per la pensione e per l'istruzione 529, e assicurazioni; i programmi di liquidità per i clienti consistono in veicoli di spazzamento bancario assicurati dalla Federal Deposit Insurance Corporation (FDIC) e in un conto di liquidità e mercato monetario per i clienti. L'azienda fornisce anche piattaforme a pagamento che danno accesso a fondi comuni di investimento, fondi negoziati in borsa, azioni, obbligazioni, alcune strategie di opzioni, fondi comuni di investimento, gestori istituzionali e rendite variabili multi-gestore senza carico.
LPL Financial Holdings Inc. Riepilogo dei fondamenti
| LPLA statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$27.58b |
| Utili (TTM) | US$1.01b |
| Ricavi(TTM) | US$19.20b |
27.3x
Rapporto P/E1.4x
Rapporto P/SLPLA è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LPLA Conto economico (TTM) | |
|---|---|
| Ricavi | US$19.20b |
| Costo del fatturato | US$13.46b |
| Profitto lordo | US$5.74b |
| Altre spese | US$4.73b |
| Utili | US$1.01b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 12.79 |
| Margine lordo | 29.89% |
| Margine di profitto netto | 5.25% |
| Rapporto debito/patrimonio netto | 131.5% |
Come si è comportato LPLA nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.3%
Rendimento attuale del dividendo10%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/09 07:02 |
| Prezzo dell'azione a fine giornata | 2026/09/09 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
LPL Financial Holdings Inc. è coperta da 28 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjamin Budish | Barclays |
| Chinedu Bolu | Bernstein |
| null null | BMO Capital Markets Equity Research |