Lpl Financial Holdings Stock Analysis

LPL Stock Analysis Notes

About 99.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.45. LPL Financial Holdings recorded earning per share (EPS) of 10.92. The entity last dividend was issued on the 10th of March 2026. 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 financial institutions in the United States. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 5900 people. To find out more about LPL Financial Holdings contact Arnold BS at 800 877 7210 or learn more at https://www.lpl.com.

LPL Financial Holdings Investment Alerts

LPL Largest EPS Surprises

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LPL Financial Environmental, Social, and Governance (ESG) Scores

LPL Stock Institutional Investors

Note, although LPL Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

LPL Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 25.79 B.

LPL Profitablity

The company has Profit Margin (PM) of 0.05 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.1 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.1.

Management Efficiency

LPL Financial Holdings has return on total asset (ROA) of 0.0543 % which means that it generated a profit of $0.0543 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2086 %, meaning that it created $0.2086 on every $100 dollars invested by stockholders. LPL Financial's management efficiency ratios could be used to measure how well LPL Financial manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Equity is expected to grow to 0.18, whereas Return On Tangible Assets are forecasted to decline to 0.06. At present, LPL Financial's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 7.8 B, whereas Other Current Assets are projected to grow to (4.7 B).

Technical Drivers

As of the 19th of February, LPL Financial secures the mean deviation of 1.82, and Risk Adjusted Performance of (0.05). In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of LPL Financial Holdings, as well as the relationship between them.

LPL Financial Holdings Price Movement Analysis

LPL Financial Holdings Insider Trading Activities

LPL Financial Outstanding Bonds

LPL Financial Predictive Daily Indicators

LPL Financial Corporate Filings

LPL Financial Forecast Models

LPL Financial's time-series forecasting models are one of many LPL Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary LPL Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

LPL Financial Bond Ratings

LPL Financial Holdings financial ratings play a critical role in determining how much LPL Financial have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for LPL Financial's borrowing costs.

LPL Financial Holdings Debt to Cash Allocation

LPL Financial Holdings currently holds 7.26 B in liabilities with Debt to Equity (D/E) ratio of 1.36, which is about average as compared to similar companies. LPL Financial Holdings has a current ratio of 7.78, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about LPL Financial's use of debt, we should always consider it together with its cash and equity.

LPL Financial Common Stock Shares Outstanding Over Time

LPL Financial Assets Financed by Debt

The debt-to-assets ratio shows the degree to which LPL Financial uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

LPL Financial Debt Ratio

45.0

It appears about 55% of LPL Financial's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the LPL Financial's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of LPL Financial, which in turn will lower the firm's financial flexibility.

LPL Financial Corporate Bonds Issued

LPL Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how LPL Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling LPL shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as LPL Financial. By using and applying LPL Stock analysis, traders can create a robust methodology for identifying LPL entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. LPL analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. LPL analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

LPL Financial Holdings stock analysis indicators help investors evaluate how LPL Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading LPL Financial shares will generate the highest return on investment. By understating and applying LPL Financial stock analysis, traders can identify LPL Financial position entry and exit signals to maximize returns.

When running LPL Financial's price analysis, check to measure LPL Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LPL Financial is operating at the current time. Most of LPL Financial's value examination focuses on studying past and present price action to predict the probability of LPL Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LPL Financial's price. Additionally, you may evaluate how the addition of LPL Financial to your portfolios can decrease your overall portfolio volatility.