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Next Bullish Trade
LPLA LPL Financial Holdings Inc. NMS
$295.66 +10.22 (+3.58%)
Neutral · +0.58σ
+ Compare Set alert Open in Sniper

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $4.9B $0.4B $0.6B $0.1B 7.2% 11.8%
2025-12-31 $4.9B $0.3B $0.5B $0.6B 6.1% 10.2%
2025-09-30 $4.6B $-0.0B $0.1B $-1.9B -0.6% 1.6%
2025-06-30 $3.8B $0.3B $0.5B $0.1B 7.1% 12.4%
2025-03-31 $3.7B $0.3B $0.5B $0.2B 8.7% 13.7%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-30 5.60 5.47 +2.5%
2026-01-29 5.23 4.90 +6.8%
2025-10-30 -0.37 3.51 -110.5%
2025-07-31 4.51 4.21 +7.1%
2025-05-08 5.15 4.64 +11.0%
2025-01-30 4.25 3.96 +7.4%
2024-10-30 4.16 3.71 +12.1%
2024-07-25 3.88 3.73 +4.1%
2024-04-30 4.21 3.82 +10.1%
2024-02-01 3.51 3.39 +3.7%
2023-10-26 3.74 3.57 +4.8%
2023-07-27 3.94 3.88 +1.6%
2023-04-27 4.49 4.33 +3.7%
2023-02-02 4.21 4.00 +5.3%
2022-10-27 3.13 2.83 +10.7%
2022-08-02 2.24 1.95 +15.1%
2022-04-28 1.95 1.80 +8.6%
2022-02-03 1.63 1.51 +8.0%
2021-10-28 1.77 1.72 +3.1%
2021-07-29 1.85 1.68 +10.2%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Financial Services

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
LPLA ★ $24B 26.6 10.4 1.3 — 4.2 30.4% 35.0% 4.5% —
JPM $859B 15.4 13.6 5.0 — 2.5 — 12.7% 17.2% —
V $613B 28.1 21.7 14.2 20.5 17.3 97.8% 17.1% 35.5% 3.40%
MA $433B 28.3 21.5 12.8 20.8 64.7 100.0% 15.8% 21.2% 3.73%
BAC $398B 13.9 11.1 3.6 — 1.4 — 8.1% 24.4% —
WFC $256B 12.9 10.6 3.2 — 1.6 — 5.7% 15.1% —
GS $314B 19.4 16.2 5.1 — 3.0 82.3% 14.5% 24.2% —
MS $338B 19.4 16.8 4.6 — 3.2 87.4% 16.3% 31.9% —

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 44.4%

HolderShares% out
Blackrock Inc. 4,974,255 6.22%
Dodge & Cox Inc. 4,146,547 5.18%
Boston Partners 4,131,498 5.17%
Massachusetts Financial Services Co. 3,869,359 4.84%
Vanguard Portfolio Management LLC 3,851,978 4.82%
Janus Henderson Group PLC 3,666,780 4.58%
Vanguard Capital Management LLC 3,596,968 4.50%
Principal Financial Group, Inc. 2,636,544 3.30%
Samlyn Capital, LLC 2,323,360 2.90%
Capital World Investors 2,312,446 2.89%

Insider activity · 90d

15 buys / 0 sells · ratio 15.0 · Finnhub

  • Thomas Corey E. BUY 14,908
  • Putnam James S BUY 137,291
  • Mnookin Allison BUY 11,761
  • Glavin William Francis Jr BUY 24,064
  • SCHIFTER RICHARD P BUY 39,178
  • BERNARD EDWARD C BUY 16,259
  • EBERHART PAULETT BUY 17,760
  • Thomas Corey E. BUY 14,901
  • Thomas Corey E. BUY 14,553
  • Putnam James S BUY 137,281

Analyst estimates

Finnhub
Low
$326.0
Mean
$416.5
High
$542.0
Analysts
14
Recommendation distribution · period 2026-06-01
6
12
4
Revision trend (2026-03-01 → 2026-06-01): net 16 → 18 +2 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-08 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
8-K 2026-05-15 8-K view ·
4 2026-05-08 FORM 4 view ·
10-Q 2026-05-04 10-Q view ·
8-K 2026-04-30 8-K view ·
4 2026-04-16 FORM 4 view ·
DEF 14A 2026-04-02 DEF 14A view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-26 FORM 4 view ·
4 2026-03-11 FORM 4 view ·
4 2026-03-04 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
10-K 2026-02-23 10-K view ·
4 2026-02-04 FORM 4 view ·
8-K 2026-01-29 8-K view ·
8-K 2026-01-08 8-K view ·
4 2026-01-02 FORM 4 view ·
4 2025-12-11 FORM 4 view ·
4 2025-12-09 FORM 4 view ·
4 2025-12-09 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-12-03 FORM 4 view ·
4 2025-11-07 FORM 4 view ·
10-Q 2025-11-03 10-Q view ·
8-K 2025-10-30 8-K view ·

About

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 ser…