Stocktoria
LPL Financial Holdings Inc. LPLA
LPL Financial Holdings Inc. (LPLA) earns a Piotroski F-score of 2/9 (weak financial health). It pays a dividend yielding 0.44% (safety: safe). FY2025 revenue was $17.0B at a 5.1% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2024-10-17 | Morgan Stanley | Overweight (main) |
| 2024-10-09 | JMP Securities | Market Outperform (reit) |
| 2024-10-09 | Wells Fargo | Overweight (up) |
| 2024-10-08 | UBS | Neutral (main) |
| 2024-10-04 | Jefferies | Buy (main) |
| 2024-09-27 | Citigroup | Buy (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 2/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 2/9 | — | 24.9 | +37.2% |
| ICE | Intercontinental Exchange, Inc. | 7/9 | 1.09 | 21.1 | +7.5% |
| NDAQ | NASDAQ, INC. | 9/9 | 2.2 | 24.8 | +11.6% |
| CME | CME GROUP INC. | 4/9 | 0.59 | 19.7 | +6.4% |
| CBOE | Cboe Global Markets, Inc. | 8/9 | 5.05 | 22 | +15.1% |
| WTF | Waton Financial Ltd | 4/9 | -0.97 | — | — |
| GSIW | Garden Stage Ltd | 4/9 | — | — | — |
All Finance, Insurance & Real Estate companies →
About LPL Financial Holdings Inc.
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
FAQ
Is LPLA financially healthy?
LPL Financial Holdings Inc.'s Piotroski F-score is 2/9 (8–9 is excellent, 0–3 weak).
Does LPLA pay a dividend, and is it safe?
Yes. LPL Financial Holdings Inc. pays a dividend yielding about 0.44% with a 10.9% payout ratio, rated “safe” for safety.
How profitable is LPLA?
In FY2025, LPL Financial Holdings Inc. had a net margin of 5.1% and a return on equity of 16.1%.
Is LPLA overvalued or undervalued?
LPL Financial Holdings Inc. trades at about 34.5× trailing earnings — above its 10-year norm (10-year range 13.9×–33.4×, median 22.8×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for LPLA?
The average Wall-Street price target for LPL Financial Holdings Inc. is $430.86, about 14.4% above the recent price, from 14 analysts (consensus: buy).
Is LPLA a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on LPL Financial Holdings Inc.: a Piotroski F-score of 2/9, a P/E of about 24.9×, a dividend yield of 0.44%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.