LPL Financial Holdings Inc

LPL Financial Holdings Inc(LPLA)の株式分析

$370.690

+9.712 (+2.62%)終値時点

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High
371.460
Open
361.890
VWAP
367.05
Vol
554.41K
Mkt Cap
Low
358.985
Amount
203.49M
EV/EBITDA, TTM
9.81

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)

+21.53% upside
Buy
5 Buy
4 Hold
1 Sell
Current: 370.69
安値
378.00
平均
450.50
高値
543.00

Wolfe Research

2026-08-12

目標株価

$454

Outperform

BofA

2026-08-05

目標株価

$557

Buy

BMO Capital

2026-08-03

目標株価

$390

Outperform

TD Cowen

2026-07-31

目標株価

$372

Hold

Keefe Bruyette

2026-07-31

目標株価

$390

Outperform

バリュエーション指標

The current forward P/E ratio for LPL Financial Holdings Inc (LPLA) is 13.53, compared to its 5-year average forward P/E of 17.64.

Forward P/E

Undervalued
5Y Average P/E
17.64
Current P/E
13.53
割高
21.36
割安
13.92

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
10.22
Current EV/EBITDA
9.81
割高
11.56
割安
8.88

Forward P/S

Undervalued
5Y Average P/S
1.57
Current P/S
1.18
割高
1.83
割安
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

シナリオ価格

B

Base

Base · 50%LPLA

$543.91

シナリオ価格

B

Bear

Bear · 25%LPLA

$453.95

シナリオ価格

Whales holding LPLA

D

Darlington Partners Capital Management, LP

+ HoldingLPLA

+9.47%

3M Return

S

Samlyn Capital, LLC

+ HoldingLPLA

+6.63%

3M Return

B

Barrow, Hanley, Mewhinney & Strauss, LLC

+ HoldingLPLA

+5.97%

3M Return

P

Perpetual Limited

+ HoldingLPLA

+4.34%

3M Return

C

Crestline Investors Inc.

+ HoldingLPLA

+1.85%

3M Return

I

Interval Partners, LP

+ HoldingLPLA

-2.40%

3M Return

イベントタイムライン

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

ニュース

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.

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