تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
LPL Financial Holdings Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $26.2B | |
|---|---|---|
| Revenue (ttm) | 20B | |
| Net income (ttm) | 1.4B | |
| EPS (ttm) | $17.4 | |
| Shares out | 78.3M | |
| P/E (trailing) | 15.4x | |
| P/E (forward) | 10.9x | |
| Dividend | $1.20 (0.45%) | |
| Volume | 4,981,556 | |
| Beta | 0.54 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $7.72B | $8.60B | $10.05B | $12.39B | $16.99B | +21.8% |
| Gross profit | $1.71B | $2.37B | $3.05B | $3.37B | $4.35B | +26.2% |
| Operating income | $705.7M | $1.24B | $1.63B | $1.67B | $1.55B | +21.8% |
| Net income | $459.9M | $845.7M | $1.07B | $1.06B | $863.0M | +17.0% |
| EPS (diluted) | $5.63 | $10.40 | $13.69 | $14.03 | $10.92 | +18.0% |
| EBITDA | $936.4M | $1.53B | $1.99B | $2.11B | $2.18B | +23.6% |
| R&D | $0 | $0 | $0 | — | — | +32.3% |
| SG&A | $319.1M | $820.7M | $396.9M | $450.8M | $177.1M | -13.7% |
Recent company headlines from major financial publishers.
The Base case represents the modal forecast pathway for LPLA. Supported by an expanding corporate and independent RIA platform, total revenue grows 24.1% in FY2026 and 14.4% in FY2027, anchoring on consensus revenue of $24.10B and EPS of $29.90 in FY2027. Operating margins expand from 9.14% in FY2025 to 14.5% in FY2027, as full-year 2026 core G&A settles between $2.14B and $2.17B. Cash sweep balances stabilize near $54B-$57B with net yields near 330-337 bps. Capital return continues via $300M in quarterly buybacks, supporting our fair value midpoint of $598.11.
In the Bull case, LPL captures accelerated organic net new asset inflows of 7-9% as wirehouse adviser recruitment pipelines achieve all-time highs and large institutional bank partnerships migrate onto LPL's turnkey platform. Commonwealth Financial Network onboarding exceeds targets with over 95% asset retention and synergy EBITDA surpassing $435M. Client cash balances stabilize above $60B with ICA net yields widening above 350 bps under persistent interest rates. Operating margins expand toward 16%, driving FY2027 diluted EPS to $32.65 and funding aggressive buybacks under the $2.5B board authorization.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 7.6% | $617 | $647 | $684 | $731 | $791 |
| 8.1% | $582 | $607 | $637 | $674 | $719 |
| 8.6% | $553 | $574 | $598 | $627 | $663 |
| 9.1% | $527 | $545 | $565 | $589 | $618 |
| 9.6% | $505 | $520 | $537 | $557 | $581 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
