Stock Scorecard
Stock Summary for LPL Financial Holdings Inc (LPLA) - $364.50 as of 2/2/2026 11:22:17 AM EST
Total Score
8 out of 30
Safety Score
51 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for LPLA
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for LPLA
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for LPLA
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for LPLA
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for LPLA (51 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 10 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 5 |
| Analyst Strong Buy Ratings (Max of 5) | 5 |
| Dividend Yield Percentage (Max of 10) | 1 |
| Operating Margin (Max of 10) | 3 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 0 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | -10 |
Latest News for for LPLA
Financial Details for LPLA
Company Overview |
|
|---|---|
| Ticker | LPLA |
| Company Name | LPL Financial Holdings Inc |
| Country | N/A |
| Description | LPL Financial Holdings Inc. (LPLA) is a premier provider of integrated brokerage and investment advisory services, catering primarily to independent financial advisors and affiliated institutions across the U.S. Based in San Diego, California, the firm harnesses cutting-edge technology and comprehensive practice management solutions to elevate client engagement and drive operational efficiency, thereby fostering sustainable growth for its advisors. With a strong emphasis on innovation and regulatory adherence, LPLA stands out as a trusted partner in the financial services sector, equipping advisors with essential resources to thrive in a competitive landscape. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | CAPITAL MARKETS |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | 4/23/2026 |
Stock Price History |
|
| Last Day Price | 364.50 |
| Price 4 Years Ago | 213.21 |
| Last Day Price Updated | 2/2/2026 11:22:17 AM EST |
| Last Day Volume | 1,269,852 |
| Average Daily Volume | 643,893 |
| 52-Week High | 402.91 |
| 52-Week Low | 262.20 |
| Last Price to 52 Week Low | 39.02% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 20.87 |
| Sector PE | 25.57 |
| 5-Year Average PE | 19.81 |
| Free Cash Flow Ratio | 28.13 |
| Industry Free Cash Flow Ratio | 22.24 |
| Sector Free Cash Flow Ratio | 33.41 |
| Current Ratio Most Recent Quarter | 2.24 |
| Total Cash Per Share | 12.96 |
| Book Value Per Share Most Recent Quarter | 63.01 |
| Price to Book Ratio | 5.89 |
| Industry Price to Book Ratio | 4.15 |
| Sector Price to Book Ratio | 1.97 |
| Price to Sales Ratio Twelve Trailing Months | 2.00 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.71 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.84 |
| Analyst Buy Ratings | 6 |
| Analyst Strong Buy Ratings | 5 |
Share Statistics |
|
| Total Shares Outstanding | 80,038,000 |
| Market Capitalization | 29,173,851,000 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 3/10/2026 |
| Previous Dividend Amount | 0.3000 |
| Current Dividend Amount | 0.3000 |
| Total Years Dividend Increasing | 0 |
| Trailing Annual Dividend Rate | 1.20 |
| Trailing Annual Dividend Yield | 0.33% |
| Forward Annual Dividend Rate | 1.20 |
| Forward Annual Dividend Yield | 0.33% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 0.34% |
| 5-Year Average Dividend Yield | 0.43% |
| 1-Year Dividend Growth Rate Percentage | 0.00% |
| 3-Year Dividend Growth Rate Percentage | 0.00% |
| 5-Year Dividend Growth Rate Percentage | 4.66% |
| All-Time Dividend Growth Rate Percentage | 5.24% |
| Dividend Payout Ratio | 11.17% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 5.30% |
| Annual Earnings Growth | -18.48% |
| Reported EPS 12 Trailing Months | 10.74 |
| Reported EPS Past Year | 20.09 |
| Reported EPS Prior Year | 16.50 |
| Net Income Twelve Trailing Months | 863,024,000 |
| Net Income Past Year | 863,024,000 |
| Net Income Prior Year | 1,058,616,000 |
| Quarterly Revenue Growth YOY | 46.20% |
| 5-Year Revenue Growth | 23.68% |
| Operating Margin Twelve Trailing Months | 11.30% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 1,037,378,000 |
| Total Cash Past Year | 967,079,000 |
| Total Cash Prior Year | 967,079,000 |
| Net Cash Position Most Recent Quarter | -6,140,090,000 |
| Net Cash Position Past Year | -3,480,645,000 |
| Long Term Debt Past Year | 4,447,724,000 |
| Long Term Debt Prior Year | 4,447,724,000 |
| Total Debt Most Recent Quarter | 7,177,468,000 |
| Equity to Debt Ratio Past Year | 0.40 |
| Equity to Debt Ratio Most Recent Quarter | 0.43 |
| Total Stockholder Equity Past Year | 2,930,602,000 |
| Total Stockholder Equity Prior Year | 2,930,602,000 |
| Total Stockholder Equity Most Recent Quarter | 5,344,485,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | -1,939,411,000 |
| Free Cash Flow Per Share Twelve Trailing Months | -24.23 |
| Free Cash Flow Past Year | -284,942,000 |
| Free Cash Flow Prior Year | 109,325,000 |
Options |
|
| Put/Call Ratio | 1.43 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.77 |
| MACD Signal | 1.16 |
| 20-Day Bollinger Lower Band | 316.89 |
| 20-Day Bollinger Middle Band | 355.76 |
| 20-Day Bollinger Upper Band | 394.62 |
| Beta | 0.58 |
| RSI | 51.67 |
| 50-Day SMA | 354.80 |
| 150-Day SMA | 283.14 |
| 200-Day SMA | 265.54 |
System |
|
| Modified | 1/31/2026 2:44:11 AM EST |