SecSonar.com

LPL Financial Holdings Inc. (LPLA)

LPL Financial Holdings Inc. at a glance — key fundamentals, SEC filings, insider buying and selling, and earnings dates.

LPL Financial Holdings Inc. (LPLA) is a Financial - Capital Markets company based in US with a market capitalization of $21.9B. Revenue grew 37.2% year-over-year and free cash flow was negative at -$993.4M. This page tracks LPLA's SEC filings, insider buying and selling, earnings dates, and key fundamentals in one place.

US · 9.12K employees · IPO Nov 18, 2010

Valuation

Valuation & price

$299.73 · as of May 17, 2026 · -24.9% vs 52w high

27.5

P/E ratio

Latest-FY diluted EPS

4.10

P/B ratio

Market cap ÷ book equity

—

Dividend yield

Price — last 12 months

$396$331$266Jul 25Dec 25Jul 26Jul 7, 25$380.74Jul 9, 25$380.90Jul 11, 25$371.97Jul 15, 25$367.03Jul 17, 25$378.87Jul 21, 25$379.59Jul 23, 25$379.18Jul 25, 25$380.04Jul 29, 25$390.67Jul 31, 25$395.73Aug 4, 25$374.57Aug 6, 25$378.74Aug 11, 25$370.65Aug 13, 25$355.80Aug 15, 25$350.98Aug 19, 25$351.28Aug 21, 25$361.24Aug 25, 25$360.43Aug 27, 25$366.00Aug 29, 25$364.48Sep 3, 25$356.33Sep 5, 25$332.99Sep 9, 25$339.97Sep 11, 25$347.71Sep 16, 25$336.28Sep 18, 25$339.37Sep 22, 25$336.99Sep 24, 25$333.18Sep 26, 25$340.52Sep 30, 25$332.69Oct 2, 25$312.89Oct 6, 25$312.18Oct 8, 25$325.13Oct 10, 25$315.24Oct 14, 25$320.99Oct 16, 25$333.43Oct 21, 25$338.18Oct 23, 25$338.29Oct 27, 25$343.43Oct 29, 25$343.62Oct 31, 25$377.31Nov 4, 25$374.49Nov 6, 25$372.67Nov 10, 25$375.36Nov 12, 25$376.62Nov 14, 25$370.59Nov 18, 25$355.58Nov 20, 25$342.86Nov 25, 25$348.40Nov 28, 25$356.04Dec 2, 25$355.35Dec 4, 25$369.18Dec 8, 25$368.50Dec 10, 25$386.99Dec 12, 25$380.96Dec 16, 25$367.97Dec 18, 25$352.74Dec 22, 25$370.70Dec 24, 25$373.38Dec 29, 25$366.25Jan 2, 26$361.63Jan 6, 26$376.56Jan 8, 26$362.36Jan 12, 26$365.36Jan 14, 26$371.82Jan 16, 26$378.62Jan 21, 26$370.95Jan 23, 26$362.11Jan 27, 26$365.05Jan 29, 26$362.71Feb 2, 26$376.33Feb 4, 26$388.96Feb 9, 26$393.25Feb 11, 26$338.67Feb 13, 26$334.70Feb 18, 26$332.18Feb 20, 26$319.22Feb 24, 26$308.70Feb 26, 26$319.55Mar 2, 26$306.00Mar 4, 26$311.88Mar 6, 26$313.56Mar 10, 26$308.30Mar 12, 26$289.62Mar 17, 26$293.82Mar 19, 26$285.34Mar 23, 26$300.28Mar 25, 26$300.68Mar 27, 26$296.90Mar 31, 26$300.83Apr 2, 26$293.67Apr 7, 26$297.43Apr 9, 26$314.57Apr 13, 26$321.89Apr 15, 26$331.41Apr 17, 26$317.41Apr 22, 26$327.78Apr 24, 26$320.51Apr 28, 26$333.71Apr 30, 26$334.13May 4, 26$320.85May 6, 26$324.73May 8, 26$303.52May 12, 26$294.48May 14, 26$298.21May 18, 26$295.62May 20, 26$283.83May 22, 26$285.78May 28, 26$265.86Jun 1, 26$275.04Jun 3, 26$282.67Jun 5, 26$288.49Jun 9, 26$288.28Jun 11, 26$285.44Jun 15, 26$295.32Jun 17, 26$304.50Jun 22, 26$297.62Jun 24, 26$282.15Jun 26, 26$268.75Jul 2, 26$295.18
$265.8652-week range$399.00
Loading valuation history…

Fundamentals

Key fundamentals

$21.9B

Market cap

37.2%

Revenue growth (YoY)

25.6%

Gross margin

-$993.4M

Free cash flow (USD)

$6.1B

Net debt

5.3%

Share dilution

2/4

Graham criteria passed

Defensive-investor screen

Financial Services

Sector

Trajectory

Long-term trends

Revenue by year

2016 → 2025

FY 2016$4.0BFY 2017$4.3BFY 2018$5.2BFY 2019$5.6BFY 2020$5.9BFY 2021$7.7BFY 2022$8.6BFY 2023$10.1BFY 2024$12.4BFY 2025$17.0B
$4B$17B

Free cash flow by year

2016 → 2025

FY 2016$147.2MFY 2017$171.5MFY 2018$421.0MFY 2019$467.5MFY 2020$634.4MFY 2021$237.1MFY 2022$1.6BFY 2023$109.3MFY 2024$-284.9MFY 2025$-993.4M
$147.2M-$993.4M

Gross margin by year

2021 → 2025

FY 202122.2%FY 202227.6%FY 202330.4%FY 202427.2%FY 202525.6%
22.2%25.6%

Value screen

Graham defensive-investor tests

Computing the scorecard — refreshing any stale inputs…

0

Insider buys · 90 days

2

Insider sells · 90 days

Earnings

Last report: 10-Q filed May 4, 2026

Next expected: not yet scheduled

On the tape

Recent SEC & insider activity

  • Insider sellInsider Sell $94K · 10b5-1 PlanJambusaria Aneri · Group Managing Director · $94.2KJun 22, 2026Filing
  • 8-K eventBylaw AmendmentsMay 15, 2026Filing
  • Quarterly report10-Q FiledMay 4, 2026Filing
  • 8-K eventEarnings ReleaseApr 30, 2026Filing
  • Insider sellInsider Sell $519K · 10b5-1 PlanAudette Matthew J · President and CFO · $518.9KApr 16, 2026Filing

Questions

Frequently asked questions

What is LPL Financial Holdings Inc.'s market cap?

LPL Financial Holdings Inc. (LPLA) has a market capitalization of $21.9B.

What is LPLA's P/E ratio?

LPLA trades at a price-to-earnings ratio of 27.5, based on its latest fiscal-year diluted earnings per share and the most recent cached price.

What is LPLA's price-to-book (P/B) ratio?

LPLA trades at 4.10 times book value per share.

Are insiders buying LPLA stock?

SEC Form 4 filings show no open-market insider buys at LPL Financial Holdings Inc. in the last 90 days (2 sells).

Same arena

Related companies in Financial - Capital Markets

IREN

IREN Limited

$21.9B

TW

Tradeweb Markets Inc.

$21.2B

NMR

Nomura Holdings, Inc.

$23.7B

RJF

Raymond James Financial, Inc.

$28B

FUTU

Futu Holdings Limited

$14.9B

CRCL

Circle Internet Group

$29.6B

Timeline

Every filing, insider trade & earnings on a price-anchored timeline

Filing Analyzer

Search the actual 10-K / 10-Q text with AI research angles

News

Latest press coverage in one feed

Data: SEC EDGAR filings and cached fundamental data; prices and ratios use the most recent cached quote and statements (may lag by up to a day). Educational and research purposes only. Not investment advice.