LPLA — LPL Financial Holdings Inc
NASDAQ · Financial Services · Financial Services
- Latest Close
- $321
- 30-Day Move
- -15.7%
- Market Cap
- $23.5B
- Shares Outstanding
- 80,080,000
- P/E Ratio
- 27.25
- P/B Ratio
- 5.35
Analyst consensus: Buy · 21 analysts
LPL Financial Holdings Inc
A read-only Alphactor snapshot forLPL Financial Holdings Inc. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.
Snapshot as of2026-04-23
Topline snapshot
Latest Close
$321
30-Day Move
-15.7%
Market Cap
$23.5B
Shares Outstanding
80,080,000
P/E Ratio
27.25
P/B Ratio
5.35
$321.00
-15.7%last 90 delayed daily bars
90D High
$400.16
90D Low
$281.51
Avg Volume
923,336
Gross margin is running at 99.0%, which gives a quick read on operating quality before you open the full model.
Net margin is 5.1%, useful for comparing LPLA against peers in Financial Services.
LPLA is down 15.7% over the last 30 trading days shown on this page.
Latest operating income is $503M, which helps anchor the headline ratios with an actual earnings figure.
Composite Fair Value
$576.87
Rule of 40
31.4%
Dark Pool Short %
53.8%
Latest Close
$321
30-Day Move
-15.7%
Market Cap
$23.5B
Shares Outstanding
80,080,000
P/E Ratio
27.25
P/B Ratio
5.35
ROE
16.2%
ROA
4.7%
Gross Margin
99.0%
Operating Margin
9.1%
Net Margin
5.1%
Debt / Equity
1.36
Current Ratio
2.3
Dividend Yield
40.4%
Latest Revenue
$4.9B
Revenue
$4.9B
Gross Profit
$1.2B
Operating Income
$503M
Net Income
$301M
Gross Margin
9895.0%
Net Margin
508.0%
Current Ratio
2.30
Debt / Equity
1.36
Fair Value
$576.87
Upside / Downside
+79.7%
Signal
Undervalued
Implied Growth
--
EPV
$173.19
EV/Rev
$980.55
Growth Assumption
25.5%
Discount Rate
8.8%
Terminal Growth
2.0%
Base FCF
--
Valuation spread
After signup
The full valuation workspace goes deeper
Adjust DCF growth, discount, and terminal assumptions instead of relying on one static snapshot.
Open the deeper balance-sheet and cash-flow views to inspect debt, liquidity, and cash generation line by line.
Compare multiple valuation models against peers and save your own thesis instead of re-reading a fixed public state.
Negative FCF — company is cash-flow negative. Reverse DCF requires positive cash flows.
Altman Z
3.05
Safe
Piotroski
3
Weak (0-3)
Cash Conversion
-0.48x
Rule of 40
31.4%
Acceptable
Annual performance mix
| Period | Revenue | Operating Income | Net Income | Free Cash Flow |
|---|---|---|---|---|
| 2022-12-31 | $8.6B | $1.2B | $846M | $1.6B |
| 2023-12-31 | $10.1B | $1.6B | $1.1B | $109M |
| 2024-12-31 | $12.4B | $1.7B | $1.1B | $-285M |
| 2025-12-31 | $17.0B | $1.6B | $863M | $-982M |
After signup
The app opens the full statement deep dive
Extend the history well beyond this public snapshot to inspect longer cycles and regime changes.
Move from summary lines into detailed balance-sheet and cash-flow rows for working capital, debt, and capex analysis.
Cross-link statement changes with alerts, watchlists, and saved research workflows after signup.
Buy Value
$0
Sell Value
$6M
Buys
0
Sells
55
Buy Value
$0
Sell Value
$6M
Buy/Sell Ratio
0.00x
After signup
The full app goes deeper on insider behavior
Inspect longer insider history, recurring buyers and sellers, and the broader transaction context beyond this snapshot.
Continue into deeper institutional and alternative-data views once you sign up.
| Date | Name | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-15 | Audette Matthew J | Sell | 106 | $332.27 |
| 2026-04-15 | Audette Matthew J | Sell | 595 | $331.09 |
| 2026-04-15 | Audette Matthew J | Sell | 189 | $328.34 |
| 2026-04-15 | Audette Matthew J | Sell | 220 | $327.45 |
| 2026-04-14 | Audette Matthew J | Sell | 139 | $326.16 |
| 2026-04-14 | Audette Matthew J | Sell | 330 | $325.00 |
| 2026-03-24 | Thomas Corey E. | A | 7 | $0.00 |
| 2026-03-24 | Putnam James S | A | 10 | $0.00 |
| ETF | Shares | Weight | As Of |
|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 2,649,927 | 0.03% | 2025-12-31 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2,521,748 | 0.03% | 2025-12-31 |
| GROWTH FUND OF AMERICA | 2,471,468 | 0.03% | 2025-12-31 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 1,742,067 | 0.02% | 2025-12-31 |
| Principal Funds, Inc-MidCap Fund | 1,736,253 | 0.02% | 2026-01-31 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 1,699,141 | 0.02% | 2025-12-31 |
| Fidelity Magellan Fund | 1,183,500 | 0.01% | 2026-02-28 |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 1,189,897 | 0.01% | 2026-02-28 |
After signup
The deeper ownership view shows who is leaning in
Open richer institutional and holder diffs to see position changes across filings instead of one static snapshot.
Use those ownership shifts alongside conviction and alerts in the full app workflow.
Qube Research & Technologies
Filed 2025-11-14
--
--
Two Sigma Advisers
Filed 2026-02-17
--
--
Vanguard Group
Filed 2025-08-11
$3.0B
+8.3%
BlackRock
Filed 2024-05-10
$1.6B
--
Lone Pine Capital
Filed 2025-11-14
$750M
+20.5%
Geode Capital Management
Filed 2025-08-08
$645M
+10.5%
4.05
Consensus
Buy—
—
—
21
For informational and educational purposes only. Not financial advice. Learn more
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