In the journey to outperform the market, investors delve into the art of stock selection. Choosing the right stocks can be a powerful driver for wealth accumulation.
After finishing at $365.36 in the prior trading day, LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $364.41, down -0.26%. In other words, the price has decreased by -$0.26 from its previous closing price. On the day, 0.69 million shares were traded. LPLA stock price reached its highest trading level at $366.195 during the session, while it also had its lowest trading level at $357.26.
Ratios:
Our goal is to gain a better understanding of LPLA by taking a closer look at its different ratios. For the most recent quarter (mrq), Quick Ratio is recorded 2.23 and its Current Ratio is at 2.23. In the meantime, Its Debt-to-Equity ratio is 1.62 whereas as Long-Term Debt/Eq ratio is at 1.55.
On October 03, 2025, BMO Capital Markets started tracking the stock assigning a Outperform rating and target price of $365.BMO Capital Markets initiated its Outperform rating on October 03, 2025, with a $365 target price.
Insider Transactions:
The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Dec 05 ’25 when Steinmeier Richard sold 5,058 shares for $370.99 per share. The transaction valued at 1,876,482 led to the insider holds 9,326 shares of the business.
Gates Greg sold 750 shares of LPLA for $278,231 on Dec 05 ’25. The Group Managing Director now owns 14,620 shares after completing the transaction at $370.97 per share. On Dec 05 ’25, another insider, Steinmeier Richard, who serves as the Officer of the company, bought 5,058 shares for $366.04 each.
Valuation Measures:
Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, LPLA now has a Market Capitalization of 29166510080 and an Enterprise Value of 34120089600. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 33.54, and their Forward P/E ratio for the next fiscal year is 15.62. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 0.77. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.87 while its Price-to-Book (P/B) ratio in mrq is 5.78. Its current Enterprise Value per Revenue stands at 2.25.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.58, which has changed by 0.08014786 over the last 52 weeks, in comparison to a change of 0.1726681 over the same period for the S&P500. Over the past 52 weeks, LPLA has reached a high of $403.58, while it has fallen to a 52-week low of $262.83. The 50-Day Moving Average of the stock is -0.49%, while the 200-Day Moving Average is calculated to be 2.45%.
Shares Statistics:
The stock has traded on average 722.07K shares per day over the past 3-months and 520880 shares per day over the last 10 days, according to various share statistics. A total of 80.04M shares are outstanding, with a floating share count of 79.49M. Insiders hold about 0.68% of the company’s shares, while institutions hold 100.13% stake in the company. Shares short for LPLA as of 1767139200 were 2730564 with a Short Ratio of 3.78, compared to 1764288000 on 2297412. Therefore, it implies a Short% of Shares Outstanding of 2730564 and a Short% of Float of 3.4299999999999997.
Dividends & Splits
In the trailing 12 months, LPLA’s forward annual dividend rate was 1.2, compared to 1.20 this year. Against a Trailing Annual Dividend Yield of 0.003284432. The stock’s 5-year Average Dividend Yield is 0.49.
Earnings Estimates
. The current rating of LPL Financial Holdings Inc (LPLA) is the result of assessments by 12.0 analysts actively engaged in evaluating its market dynamics.The consensus estimate for the next quarter is $5.71, with high estimates of $6.05 and low estimates of $5.35.
Analysts are recommending an EPS of between $20.3 and $19.48 for the fiscal current year, implying an average EPS of $19.83. EPS for the following year is $23.36, with 13.0 analysts recommending between $25.0 and $22.0.
Revenue Estimates
5 analysts predict $4.91B in revenue. The current quarter. It ranges from a high estimate of $5B to a low estimate of $4.87B. As of. The current estimate, LPL Financial Holdings Inc’s year-ago sales were $3.51BFor the next quarter, 5 analysts are estimating revenue of $4.93B. There is a high estimate of $4.99B for the next quarter, whereas the lowest estimate is $4.86B.
A total of 4 analysts have provided revenue estimates for LPLA’s current fiscal year. The highest revenue estimate was $17.05B, while the lowest revenue estimate was $16.73B, resulting in an average revenue estimate of $16.91B. In the same quarter a year ago, actual revenue was $12.39BBased on 5 analysts’ estimates, the company’s revenue will be $20.97B in the next fiscal year. The high estimate is $21.27B and the low estimate is $20.57B.
