LPL Financial Holdings Inc

LPL Financial Holdings Inc(LPLA)股票分析

$315.610

-3.219 (-1.02%)收盤時

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最高
318.110
開盤
315.190
成交量加權均價
315.24
成交量
607.84K
市值
—
最低
312.010
成交金額
191.62M
企業價值/稅息折舊攤銷前利潤(TTM)
8.88

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 分析 of LPL Financial Holdings Inc (LPLA)

持有

LPL Financial Holdings Inc is currently priced at $315.61, with a forward P/E ratio of 10.88, indicating potential value. However, the RSI is at 35.49, suggesting the stock is oversold. The mixed analyst ratings and the significant year-to-date decline of 12.73% indicate caution. The main risk is the recent negative performance in the financial services sector, which has only gained 0.76% year-to-date compared to the S&P 500's nearly 14% rise. Therefore, while there is potential upside, it may be prudent to hold off on buying until more favorable conditions emerge.

分析師評級(10)

上檔空間 +42.74%
買進
5 買進
4 持有
1 賣出
目前: 315.61
最低
378.00
平均
450.50
最高
543.00

TD Cowen

2026-10-12

目標價

$380

持有

Morgan Stanley

2026-10-09

目標價

$393

增持

JPMorgan

2026-10-07

目標價

$445

增持

UBS

2026-10-07

目標價

$390

買進

Barclays

2026-10-07

目標價

$409

增持

估值指標

LPL Financial Holdings Inc(LPLA)目前預期本益比為 10.88,5 年平均預期本益比為 17.33。

預期本益比

低估
5 年均值 P/E
17.33
目前P/E
10.88
高估
21.12
低估
13.54

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
10.09
目前EV/EBITDA
8.88
高估
11.34
低估
8.83

預期股價營收比

低估
5 年均值 P/S
1.56
目前P/S
1.05
高估
1.84
低估
1.28

Alphio AI 對 LPLA 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%LPLA

$572.10

情境價格

基

基準

基準 · 50%LPLA

$543.91

情境價格

悲

悲觀

悲觀 · 25%LPLA

$453.95

情境價格

持有 LPLA 的大戶

B

Barrow, Hanley, Mewhinney & Strauss, LLC

+ 持有LPLA

+7.20%

3個月報酬率

G

Gilder Gagnon Howe & Co. LLC

+ 持有LPLA

+5.94%

3個月報酬率

D

Darlington Partners Capital Management, LP

+ 持有LPLA

+3.66%

3個月報酬率

C

Coronation Fund Managers Limited

+ 持有LPLA

+2.06%

3個月報酬率

P

Prana Capital Management LP

+ 持有LPLA

+1.36%

3個月報酬率

M

Markel-Gayner Asset Management Corporation

+ 持有LPLA

+0.16%

3個月報酬率

事件時間軸

2026-09-24 (ET)

09:30:00

LPL Financial Welcomes Three Advisors Managing $430M

2026-09-22 (ET)

09:00:00

Cornerstone Advisors and Clear Pointe Wealth Management Join LPL Financial

2026-08-20 (ET)

16:30:00

LPL Financial Client Assets Decrease to $2.55 Trillion in July

資訊

LPLA 常見問題 —— 由 Alphio AI 解答

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 currently priced at $315.61, with a forward P/E ratio of 10.88, indicating potential value. However, the RSI is at 35.49, suggesting the stock is oversold. The mixed analyst ratings and the significant year-to-date decline of 12.73% indicate caution. The main risk is the recent negative performance in the financial services sector, which has only gained 0.76% year-to-date compared to the S&P 500's nearly 14% rise. Therefore, while there is potential upside, it may be prudent to hold off on buying until more favorable conditions emerge.

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

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