LPL Financial Holdings, Inc.

How big is LPL Financial Holdings, Inc.?

As of Jun 18, LPL Financial Holdings, Inc. has a market capitalization of $48.56 billion, with net sales of $13.22 billion and a net profit of $1.09 billion over the latest four quarters.

Market Cap: As of Jun 18, LPL Financial Holdings, Inc. has a market capitalization of 48,555.81 million, classifying it as a Large Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, LPL Financial Holdings, Inc. reported net sales of 13,222.52 million and a net profit of 1,088.42 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 2,930.60 million and total assets of 13,615.54 million.

What does LPL Financial Holdings, Inc. do?

LPL Financial Holdings, Inc. is a broker-dealer and custodian for registered investment advisors, offering brokerage and investment advisory services. As of March 2025, it reported net sales of $3.67 billion and a net profit of $319 million, with a market cap of approximately $48.56 billion.

Overview:<BR>LPL Financial Holdings, Inc. is a broker-dealer and custodian for registered investment advisors, providing a platform of brokerage and investment advisory services in the capital markets industry.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 3,670 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 319 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 48,555.81 Million (Large Cap)<BR><BR>Key Metrics:<BR>P/E: 42.00 <BR>Dividend Yield: 0.19% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 38.37% <BR>Price to Book: 15.54<BR><BR>Contact Details:<BR>Address: 4707 EXECUTIVE DRIVE, SAN DIEGO CA: 92121 <BR>Tel: ['1 617 4233644', '1 617 8974574'] <BR>Fax: 1 302 6555049 <BR>Website: https://lplfinancial.lpl.com/

Should I buy, sell or hold LPL Financial Holdings, Inc.?

Who are in the management team of LPL Financial Holdings, Inc.?

As of March 2022, the management team of LPL Financial Holdings, Inc. is led by Mr. Dan Arnold as President and CEO, alongside independent directors Ms. H. Paulett Eberhart, Mr. William Glavin, Ms. Allison Mnookin, Ms. Anne Mulcahy, and Mr. James Putnam.

As of March 2022, the management team of LPL Financial Holdings, Inc. includes Mr. Dan Arnold, who serves as the President, Chief Executive Officer, and Director. Additionally, the Board of Directors features several independent directors: Ms. H. Paulett Eberhart, Mr. William Glavin, Ms. Allison Mnookin, Ms. Anne Mulcahy, and Mr. James Putnam.

Is LPL Financial Holdings, Inc. technically bullish or bearish?

As of October 3, 2025, LPL Financial Holdings, Inc. shows a mildly bearish technical trend, with underperformance against the S&P 500 in the short term but outperformance over the long term.

As of 3 October 2025, the technical trend for LPL Financial Holdings, Inc. has changed from mildly bullish to mildly bearish. The MACD indicates a bearish stance on the weekly chart and a mildly bearish stance on the monthly chart. The Bollinger Bands are bearish on the weekly and sideways on the monthly, while the moving averages show a mildly bullish signal on the daily timeframe. Dow Theory reflects a mildly bearish outlook for both weekly and monthly periods. The KST is bearish weekly but bullish monthly, and the OBV is mildly bearish on the monthly timeframe.<BR><BR>In terms of performance, LPL Financial has underperformed the S&P 500 across the 1-week, 1-month, and year-to-date periods, with returns of -8.34%, -6.25%, and -4.39% respectively, while the S&P 500 returned 1.09%, 4.15%, and 14.18% in those same periods. However, over the 1-year, 3-year, and 5-year periods, LPL has outperformed the S&P 500 with returns of 28.46%, 26.69%, and 291.74% compared to 17.82%, 82.57%, and 100.56% for the benchmark.<BR><BR>Overall, the current technical stance is mildly bearish, indicating a weakening trend.

Is LPL Financial Holdings, Inc. overvalued or undervalued?

As of October 31, 2025, LPL Financial Holdings, Inc. is considered fairly valued with a P/E ratio of 42, outperforming the S&P 500 with a 1-year return of 33.36%, despite a competitive landscape where peers show mixed valuation metrics.

As of 31 October 2025, the valuation grade for LPL Financial Holdings, Inc. moved from attractive to fair, indicating a shift in its perceived value. The company appears to be fairly valued based on its current metrics, with a P/E ratio of 42, a Price to Book Value of 15.99, and an EV to EBITDA of 19.93. In comparison to peers, Ameriprise Financial, Inc. has a higher P/E of 48.17, while State Street Corp. shows a lower P/E of 16.53, highlighting a mixed competitive landscape.<BR><BR>Recent stock performance shows LPL Financial Holdings outpacing the S&P 500, with a 1-year return of 33.36% compared to the S&P 500's 19.89%. This strong performance may suggest that the market still has confidence in the company's growth potential despite its current fair valuation.