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LPLA

LPL Financial Holdings Inc.

NASDAQFinancial ServicesCapital Markets

$303.52

-1.97%

2026-05-08

About LPL Financial Holdings Inc.

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.

Key Fundamentals

P/E Ratio

27.83

Forward P/E

10.91

EPS (TTM)

$11.12

ROE

20.5%

Revenue Growth (YoY)

35.0%

Profit Margin

5.1%

Debt/Equity

132.28

Dividend Yield

0.4%

Price/Book

4.64

Beta

0.58

Market Cap

$24.75B

Avg Volume (10D)

779K

Recent Breakout Signals

Momentum BreakoutD1
2026-02-09
Momentum BreakoutD1
2025-08-06
Near-Breakout WatchD1
2025-08-01
Momentum BreakoutD1
2025-07-17
Near-Breakout WatchD1
2025-07-11
Near-Breakout WatchD1
2025-06-23
Momentum BreakoutD1
2025-06-16
Near-Breakout WatchD1
2025-06-04
Momentum BreakoutD1
2025-05-12
Near-Breakout WatchD1
2025-05-09

Recent Price Range (60 Days)

60D High

$341.31

60D Low

$281.51

Avg Volume

943K

Latest Close

$303.52

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LPL Financial Holdings Inc. (LPLA) is listed on the NASDAQ (NASDAQ). Breakout Scanner monitors LPLA daily for breakout patterns including long-term ceiling breakouts, momentum breakouts, and near-breakout watch setups. LPLA operates in the Financial Services sector within the Capital Markets industry. Data is provided for informational purposes only and does not constitute financial advice.