Lpl Financial Holdings Inc. (LPLA) Stock Price & Analysis
Lpl Financial Holdings Inc. (LPLA) rose 1.61% to USD 288.28 as of June 9, 2026 at 23:52 UTC, according to Nexqual real-time market data.
LPLA last closed at USD 283.72; the session ranged USD 281.39–290 on volume of 730,721 shares. Market capitalization is $23.06B, with a 52-week range of USD 260.15–403.58 (NMS). Source: Nexqual, June 9, 2026 at 23:52 UTC.
Key Statistics (as of June 9, 2026 at 23:52 UTC)
| Price | USD 288.28 |
|---|---|
| Change | ▲ 1.61% (up) |
| Previous Close | USD 283.72 |
| Open | USD 284.94 |
| Day Range | USD 281.39 – 290 |
| 52-Week Range | USD 260.15 – 403.58 |
| Volume | 730,721 shares |
| Market Cap | $23.06B |
| Exchange | NMS |
Technical Analysis (LPLA)
Nexqual's technical model rates LPLA "SELL" based on 2 bullish and 4 bearish signals across 124 daily candles, as of June 9, 2026 at 23:52 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 46.16 (neutral) |
| vs SMA50 | Below (USD 303.42) |
| MACD | -6.15 (negative) |
Analyst Ratings (LPLA)
Wall Street analysts rate LPLA "Buy" based on 14 analysts, with a mean price target of USD 416.5 (range USD 326–542), per Nexqual as of June 9, 2026 at 23:52 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 416.5 |
| High Target | USD 542 |
| Low Target | USD 326 |
| Buy / Hold / Sell | 13 / 3 / 0 |
Earnings (LPLA)
| Next Earnings Date | 2026-07-30 |
|---|---|
| EPS Estimate | USD 5.42 |
| Revenue Estimate | $5.02B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD 5.6 vs est 5.47 ▲ beat |
| 2025-12-31 | USD 5.23 vs est 4.9 ▲ beat |
| 2025-09-30 | USD 5.2 vs est 4.49 ▲ beat |
| 2025-06-30 | USD 4.51 vs est 4.21 ▲ beat |
Source: Nexqual, June 9, 2026 at 23:52 UTC.
Financials & Fundamentals (LPLA)
| Total Revenue | $17.84B |
|---|---|
| Revenue Growth (YoY) | +35.00% |
| Gross Margin | +30.38% |
| Operating Margin | +11.13% |
| Profit Margin | +5.05% |
| ROE | +20.45% |
| Debt / Equity | 132.28 |
| Current Ratio | 2.45 |
| Total Cash | $2.73B |
| Total Debt | $7.52B |
Source: Nexqual, June 9, 2026 at 23:52 UTC.
Financial Health Score (LPLA)
Nexqual rates Lpl Financial Holdings Inc.'s overall financial health "Solid" across five dimensions, as of June 9, 2026 at 23:52 UTC.
| Growth | Strong — Revenue +37% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 30%, operating 11% |
| Balance Sheet | Mixed — $2.73B cash vs $7.52B debt |
| Cash Flow | Weak — Operating cash flow -$461M |
| Efficiency | Strong — ROE 20%, ROA 5.5% |
Ownership (LPLA)
| Insider Ownership | +0.39% |
|---|---|
| Institutional Ownership | +105.79% |
| Shares Outstanding | 79.98M |
| Float | 79.43M |
| Short % of Float | +3.95% |
Source: Nexqual, June 9, 2026 at 23:52 UTC.
Leadership (LPLA)
Lpl Financial Holdings Inc. is led by Richard Steinmeier (age 51), CEO & Director, per Nexqual as of June 9, 2026 at 23:52 UTC.
| CEO & Director | Richard Steinmeier (age 51) |
|---|---|
| President & CFO | Matthew Jon Audette B.S. (age 50) |
| MD and Chief Technology & Information Officer | Greg Gates (age 48) |
| Executive Vice President of Operations | Judith Kohoskie Ricketts |
Major Backers & Investors (LPLA)
Notable institutional backers of Lpl Financial Holdings Inc. include Dodge & Cox Inc., Boston Partners, Massachusetts Financial Services Co., according to Nexqual as of June 9, 2026 at 23:52 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Dodge & Cox Inc. | 8.67% |
| Boston Partners | 5.17% |
| Massachusetts Financial Services Co. | 4.84% |
| Janus Henderson Group PLC | 4.58% |
| Principal Financial Group, Inc. | 3.3% |
| Samlyn Capital, LLC | 2.9% |
| Capital Group | 2.89% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.29% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 15.94% |
| BlackRock | 6.22% |
Source: Nexqual, June 9, 2026 at 23:52 UTC.
From Lpl Financial Holdings Inc.'s Latest SEC 10-K Filing (filed 2026-02-23)
Key Strengths & Strategy (as disclosed to the SEC)
- Our failure to comply with ERISA and the Code could result in significant penalties against us that could have a material adverse effect on our business or severely limit the extent to which we could act as fiduciaries for or provide services to these plans. 25 Table of Contents Risks Related to Our Technology We rely on technology in our business, and technology and execution failures could subject us to losses, litigation and regulatory actions.
- We continually update our technology platform with the goal of improving its reliability, resiliency, security and functionality, including in connection with regulatory requirements, acquisitions and strategic relationships.
- For example, we are upgrading our technology systems in connection with our current and future business development opportunities, acquisitions, investments and strategic relationships.
- These efforts involve a significant investment of financial and personnel resources and we cannot guarantee that these upgrades or the investments that support them will be completed successfully, on time or at all, or that they will not result in interruptions to the availability of our technology systems or business operations.
Partnerships
- Our membership agreement with FINRA may be amended by application to include additional business activities or a material change in business operations, as it was in 2024.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RJF | Raymond James Financial, Inc. | USD 151.37 | ▼ 0.05% |
| SF | Stifel Financial Corporation | USD 71.4 | ▲ 0.96% |
| EVR | Evercore Inc. | USD 357.11 | ▲ 5.21% |
| HLI | Houlihan Lokey, Inc. | USD 141.04 | ▲ 1.29% |
| MKTX | MarketAxess Holdings, Inc. | USD 116.51 | ▼ 0.36% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: June 9, 2026 at 23:52 UTC. This page is informational and not investment advice.