LPL Financial Holdings Inc

Aktienanalyse zu LPL Financial Holdings Inc (LPLA)

$370.135

-0.555 (-0.15%)Zum Schluss

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High
372.920
Open
369.180
VWAP
370.53
Vol
751.70K
Mkt Cap
Low
368.520
Amount
278.52M
EV/EBITDA, TTM
10.03

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. It serves independent financial advisors and institutions, providing them with technology solutions, brokerage and advisory platforms, clearing services, compliance services, consultative practice management programs and training, business services and planning and advice services, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it provides access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.

AI analysis of LPL Financial Holdings Inc (LPLA)

buy

LPL Financial Holdings Inc is a good buy right now, trading at $370.69 with a forward P/E of 13.53, indicating potential for growth compared to its current valuation. The recent Q2 earnings report showed a strong adjusted EPS of $5.84, exceeding estimates by 8.5%, which reflects solid operational performance and growth prospects. However, the main risk is the company's net margin, which has fluctuated and is currently at 7.39%, indicating some volatility in profitability.

Analyst Ratings (10)

+21.71% upside
Buy
5 Buy
4 Hold
1 Sell
Current: 370.14
Tief
378.00
Durchschnitt
450.50
Hoch
543.00

Wolfe Research

2026-08-12

Kursziel

$454

Outperform

BofA

2026-08-05

Kursziel

$557

Buy

BMO Capital

2026-08-03

Kursziel

$390

Outperform

TD Cowen

2026-07-31

Kursziel

$372

Hold

Keefe Bruyette

2026-07-31

Kursziel

$390

Outperform

Bewertungskennzahlen

The current forward P/E ratio for LPL Financial Holdings Inc (LPLA) is 13.59, compared to its 5-year average forward P/E of 17.63.

Forward P/E

Undervalued
5Y Average P/E
17.63
Current P/E
13.59
Überbewertet
21.35
Unterbewertet
13.91

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
10.22
Current EV/EBITDA
10.03
Überbewertet
11.55
Unterbewertet
8.88

Forward P/S

Undervalued
5Y Average P/S
1.57
Current P/S
1.21
Überbewertet
1.83
Unterbewertet
1.30

Alphio AI Price Scenarios for LPLA

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%LPLA

$572.10

Szenariopreis

B

Base

Base · 50%LPLA

$543.91

Szenariopreis

B

Bear

Bear · 25%LPLA

$453.95

Szenariopreis

Whales holding LPLA

D

Darlington Partners Capital Management, LP

+ HoldingLPLA

+12.18%

3M Return

S

Samlyn Capital, LLC

+ HoldingLPLA

+6.06%

3M Return

B

Barrow, Hanley, Mewhinney & Strauss, LLC

+ HoldingLPLA

+3.77%

3M Return

P

Perpetual Limited

+ HoldingLPLA

+3.18%

3M Return

C

Crestline Investors Inc.

+ HoldingLPLA

+1.14%

3M Return

J

Janus Henderson Group plc

+ HoldingLPLA

-2.07%

3M Return

Event-Zeitleiste

2026-08-20 (ET)

16:30:00

LPL Financial Client Assets Decrease to $2.55 Trillion in July

2026-07-30 (ET)

17:00:00

LPL Financial Reports Q2 Revenue of $5.19B, Beating Expectations

2026-06-16 (ET)

16:30:00

LPL Financial's Client Assets Rise to $2.55T in May

2026-05-21 (ET)

16:20:00

LPL Financial Client Assets Rise to $2.48 Trillion in April

News

LPLA FAQ — answered by Alphio AI

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. It serves independent financial advisors and institutions, providing them with technology solutions, brokerage and advisory platforms, clearing services, compliance services, consultative practice management programs and training, business services and planning and advice services, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it provides access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It operates in the Financials sector (SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & industry).

LPL Financial Holdings Inc is a good buy right now, trading at $370.69 with a forward P/E of 13.53, indicating potential for growth compared to its current valuation. The recent Q2 earnings report showed a strong adjusted EPS of $5.84, exceeding estimates by 8.5%, which reflects solid operational performance and growth prospects. However, the main risk is the company's net margin, which has fluctuated and is currently at 7.39%, indicating some volatility in profitability.

10 analysts cover LPLA: 5 rate it Buy, 4 Hold and 1 Sell. The average price target is 450.50.

Diese Seite dient nur der Recherche und ist keine Anlageberatung. Modelle können falsch liegen. Vergangene Wertentwicklung ist kein Indikator für die Zukunft.

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