Business Description
LPL Financial Holdings Inc
NAICS : 523150
SIC : 6211
ISIN : US50212V1008
Total Employee Number:
9,901Compare
Compare
Traded in other countries / regions
LPLA.USAL2PL34.BrazilLPLA.Mexico7LI.Germany1LPLA.Italy IPO Date
2021-11-11Description
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.17 | |||||
Equity-to-Asset | 0.29 | |||||
Debt-to-Equity | 1.3 | |||||
Debt-to-EBITDA | 3.01 | |||||
Interest Coverage | 4.3 | |||||
Piotroski F-Score | 4/9 | |||||
Altman Z-Score | 3.36 | |||||
Beneish M-Score | -1.59 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 26.6 | |||||
3-Year EBITDA Growth Rate | 13.7 | |||||
3-Year EPS without NRI Growth Rate | 24.5 | |||||
3-Year Book Growth Rate | 34.6 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 21.34 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 14.72 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 98.08 | |||||
9-Day RSI | 94.55 | |||||
14-Day RSI | 91.36 | |||||
3-1 Month Momentum % | 7.32 | |||||
6-1 Month Momentum % | -14.75 | |||||
12-1 Month Momentum % | 50.72 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.34 | |||||
Quick Ratio | 2.34 | |||||
Cash Ratio | 0.32 | |||||
Days Sales Outstanding | 17.79 | |||||
Days Payable | 77.61 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 0.36 | |||||
Dividend Payout Ratio | 0.05 | |||||
3-Year Dividend Growth Rate | 6.3 | |||||
Forward Dividend Yield % | 0.35 | |||||
5-Year Yield-on-Cost % | 0.46 | |||||
3-Year Average Share Buyback Ratio | -0.3 | |||||
Shareholder Yield % | -7.29 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 23.26 | |||||
Operating Margin % | 9.06 | |||||
Net Margin % | 5.14 | |||||
EBITDA Margin % | 12.66 | |||||
FCF Margin % | -5.06 | |||||
OCF Margin % | -2.55 | |||||
ROE % | 18.71 | |||||
ROA % | 5.44 | |||||
ROIC % | 10 | |||||
3-Year ROIIC % | 2.6 | |||||
ROC (Joel Greenblatt) % | 118.02 | |||||
ROCE % | 12.07 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 7 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 28.74 | |||||
Forward PE Ratio | 14.48 | |||||
PE Ratio without NRI | 16.48 | |||||
Shiller PE Ratio | 39.28 | |||||
PEG Ratio | 0.69 | |||||
PS Ratio | 1.48 | |||||
PB Ratio | 4.96 | |||||
EV-to-EBIT | 19.45 | |||||
EV-to-Forward-EBIT | 14.46 | |||||
EV-to-EBITDA | 13.92 | |||||
EV-to-Forward-EBITDA | 11.2 | |||||
EV-to-Revenue | 1.76 | |||||
EV-to-Forward-Revenue | 1.71 | |||||
EV-to-FCF | -32.08 | |||||
Price-to-GF-Value | 0.76 | |||||
Price-to-Projected-FCF | 3.6 | |||||
Price-to-DCF (Earnings Based) | 0.49 | |||||
Price-to-Median-PS-Value | 1.03 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.7 | |||||
Earnings Yield (Greenblatt) % | 5.14 | |||||
FCF Yield % | -3.8 | |||||
Forward Rate of Return (Yacktman) % | 20.55 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
LPL Financial Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil MXN) | 351,144.537 | ||
| EPS (TTM) (MXN) | 221.846 | ||
| Beta | 0.7139 | ||
| 3-Year Sharpe Ratio | 0.08 | ||
| 3-Year Sortino Ratio | 0.22 | ||
| Volatility % | 56.41 | ||
| 14-Day RSI | 91.36 | ||
| 14-Day ATR (MXN) | 25.820557 | ||
| 20-Day SMA (MXN) | 5715.451 | ||
| 12-1 Month Momentum % | 50.72 | ||
| 52-Week Range (MXN) | 3760 - 6648 | ||
| Shares Outstanding (Mil) | 78.74 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
LPL Financial Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
LPL Financial Holdings Inc Stock Events
| Event | Date | Price (MXN) | ||
|---|---|---|---|---|
| Fourth quarter earnings conference call for 2026 | 2027-01-29 17:00 | In 179 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-29 | In 178 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 17:00 | In 88 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 87 days | ||
| USD 0.300000 Cash Dividend | 2026-08-14 | In 10 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 17:00 | 6,000.00 (+2.04%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 6,000.00 (+2.04%) | ||
| William Blair Growth Stock Conference | 2026-06-03 09:40 | 5,667.10 (+0.00%) | ||
| USD 0.300000 Cash Dividend | 2026-05-21 | 5,667.10 (+0.00%) | ||
| General meeting for 2026 | 2026-05-14 08:00 | 5,667.10 (+0.00%) |
Show
Entries
LPL Financial Holdings Inc Frequently Asked Questions
What is LPL Financial Holdings Inc(MEX:LPLA)'s stock price today?
The current price of MEX:LPLA is MXN6000.00. The 52 week high of MEX:LPLA is MXN6648.00 and 52 week low is MXN3760.00.
When is next earnings date of LPL Financial Holdings Inc(MEX:LPLA)?
The next earnings date of LPL Financial Holdings Inc(MEX:LPLA) is 2026-10-30 Est..
Does LPL Financial Holdings Inc(MEX:LPLA) pay dividends? If so, how much?
The Dividend Yield %  of LPL Financial Holdings Inc(MEX:LPLA) is 0.36% (As of Today), Highest Dividend Payout Ratio of LPL Financial Holdings Inc(MEX:LPLA) was 0.47. The lowest was 0.05. And the median was 0.16. The  Forward Dividend Yield % of LPL Financial Holdings Inc(MEX:LPLA) is 0.35%. For more information regarding to dividend, please check our Dividend Page.
Press Release
Articles on LPL Financial Holdings Inc
No articles.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers