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LPLA Stock Forecast: LPL Financial Holdings, Inc. Price Predictions for 2026-2027

Last close, 7 Oct 2026
$325
−2.28% on the day

The 18 Wall Street analysts covering LPL Financial Holdings, Inc. hold a median 12-month price target of $398 — +22.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 7 Oct 2026 — in the upper half.

Market cap
$26.2B
Ticker Nerd rank
58 / 100
Median analyst target
$398
Analysts covering
18
Revenue$5.2B+35.2% y/y
Operating income$617.0M
Net income$379.3M
Free cash flow$202.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+6.2%
1M
−9.6%
YTD
−8.8%
1Y
+2.7%
From 52W high
−17.2%
From 52W low
+22.3%
$266
$392
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LPLA stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores LPL Financial Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 7 Oct 2026
58 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
80
Volatility
79
Growth
75
Value
71
Revisions
65
Momentum
57
Issuance
48
Accruals
18
Size
8

Quality (80): The business earns solid, repeatable profits on what it owns.

Accruals (18): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

LPLA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LPLA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$300$400$500$600Jan 26Apr 26Jul 26Oct 26LPLAHigh $554Median $398Low $362

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says18 analysts
14 Buy4 Hold0 Sell
Low $362Median $398High $554

The green dot is the last close — the median target sits +22.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
2 Oct 2026Wells FargoInitiatesOverweight$362
1 Sept 2026TD CowenMaintainsHold$372 → $377
1 Sept 2026Truist SecuritiesInitiatesHold$389
3 Aug 2026BMO CapitalMaintainsOutperform$300 → $390
31 July 2026BarclaysMaintainsOverweight$394 → $401
31 July 2026JP MorganMaintainsOverweight$408 → $428
31 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$365 → $390
31 July 2026TD CowenMaintainsHold$330 → $372
13 July 2026JP MorganMaintainsOverweight$390 → $408
10 July 2026Morgan StanleyMaintainsOverweight$374 → $387
9 July 2026BarclaysMaintainsOverweight$412 → $394
8 July 2026UBSMaintainsBuy$395 → $391
1 May 2026BarclaysMaintainsOverweight$369 → $412
1 May 2026JP MorganMaintainsOverweight$396 → $390
1 May 2026TD CowenMaintainsHold$330 → $326
1 May 2026UBSMaintainsBuy$380 → $395
10 Apr 2026Morgan StanleyMaintainsOverweight$447 → $374
8 Apr 2026BarclaysMaintainsOverweight$435 → $369
8 Apr 2026Keefe, Bruyette & WoodsReinstatesOutperform$350
8 Apr 2026UBSUpgradeBuy$406 → $380

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LPLA appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

LPLA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 7 Oct 2026, LPL Financial Holdings, Inc. returned +2.7% against +17.4% for the S&P 500, dividends included.

LPLA vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130Jan 26Apr 26Jul 26Oct 26LPLAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LPLA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.1%
Analysts raising
2
Analysts cutting
2
Fundamentals

LPL Financial Holdings, Inc. (LPLA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
26.4×

Cheaper than 29% of US stocks

Price / sales
1.4×

Cheaper than 62% of US stocks

Price / book
4.6×

Cheaper than 22% of US stocks

EV / EBITDA
14.3×

Cheaper than 24% of US stocks

Growth & margins
Revenue growth (YoY)
36.4%

Higher than 81% of US stocks

Earnings growth (YoY)
38.8%

Higher than 71% of US stocks

Gross margin
24.5%

Higher than 27% of US stocks

Operating margin
11.1%

Higher than 66% of US stocks

Net margin
5.2%

Higher than 60% of US stocks

Returns & dividend
Return on equity
18.6%

Higher than 79% of US stocks

Return on assets
5.4%

Higher than 78% of US stocks

Dividend yield
0.4%

Higher than 64% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

LPL Financial Holdings, Inc. (LPLA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • LPL Financial Holdings, Inc. has a market value of $26.2B and an enterprise value of $31.1B.

  • Revenue in the twelve months to 30 June 2026: $19.6B. The latest quarter grew 36.4% year on year.

  • Net income over the same four quarters: $1.0B, a 5.1% net margin.

  • Diluted earnings per share, trailing twelve months: $12.54.

  • Free cash flow in the twelve months to 30 June 2026: −$931.3M, after $679.1M of capital spending.

  • LPL Financial Holdings, Inc. spent $309.5M on share buybacks and $96.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 79.2M.

  • Trailing P/E: 26.4×; forward P/E: 11.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.36%, paying out 10% of earnings.

  • LPL Financial Holdings, Inc. employs 10,081 people — $1.9M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 7 Oct 2026

Data provided by Twelve Data

Peers

LPLA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCapital Markets
CompanyMarket capTKN rank
LPLALPL Financial Holdings, Inc.$26.2B
58
TWTradeweb Markets, Inc.$25.4B
76
CRCLCircle Internet Group, Inc.$20.0B
17
IBKRInteractive Brokers Group, Inc.$39.1B
57
XPXP, Inc.$15.3B
76
IRENIREN Ltd.$15.2B
4
BMNRBitmine Immersion Technologies, Inc.$14.9B
8

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own LPL Financial Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LPLA news & analysis

LPL Financial Welcomes Legacy Financial Group

GlobeNewsWire · 7 Oct 2026positive

LPL Financial said advisor Brad Jerome of Legacy Financial Group joined its broker-dealer and Registered Investment Advisor platforms. Jerome reported serving approximately $175 million in advisory, brokerage and retirement plan assets and joined from Osaic.

Why it matters — The announcement describes an advisor joining LPL along with the assets he reported serving, a development relevant to tracking advisor additions and platform assets.

LPL Financial Welcomes Praxis Financial Partners

GlobeNewsWire · 5 Oct 2026positive

LPL Financial announced that advisors Scott Christian, Cecil Loyd, Jay Gentry and Matt Dion of Praxis Financial Partners have joined its broker-dealer and RIA platform, reporting approximately $1.1 billion in advisory, brokerage and retirement plan assets. The team joins LPL from Wells Fargo Advisors Financial Network.

Why it matters — This adds about $1.1 billion in client assets to LPL's platform, which is relevant to the company's growth and advisor recruitment efforts.

LPL Financial Welcomes Lakewood Wealth Management

GlobeNewsWire · 30 Sept 2026positive

LPL Financial announced that advisors Harrison Kennard, Charles Dobben and Justin Pandy of Lakewood Wealth Management have joined its broker-dealer and RIA platforms from Cambridge. The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets.

Why it matters — The addition of a three-advisor team with roughly $170 million in assets expands LPL Financial's recruited advisor base and grows assets on its platforms.

Will LPL Financial's Asset-Gathering Strategy Continue to Pay Off?

Zacks Investment Research · 25 Sept 2026positive

LPL Financial's August activity showed strong growth in client and advisory assets, supported by acquisitions and solid net new assets. The report highlights the continued success of the firm's asset-gathering strategy.

Why it matters — LPLA watchers would be interested because sustained asset growth and a working acquisition strategy are central to the firm's expansion and long-term performance.

FAQ

Frequently asked questions about LPLA stock

What is the LPLA stock price forecast for 2026-2027?

The 18 Wall Street analysts covering LPL Financial Holdings, Inc. have a median 12-month price target of $398, with estimates ranging from $362 to $554. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LPLA stock a buy right now?

Of the 18 analysts covering LPL Financial Holdings, Inc., 14 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LPL Financial Holdings, Inc. 58 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LPLA?

As at 7 Oct 2026, LPL Financial Holdings, Inc. ranks 58 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (80 of 100).

Will LPLA stock go up?

No one can know that. What the data says: the median 12-month target from 18 analysts implies +22.4% from the last close, and Ticker Nerd's factor model ranks LPL Financial Holdings, Inc. 58 out of 100 as at 7 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LPLA stock forecast for 2030?

No analyst covering LPL Financial Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LPLA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $362 to $554 over the next 12 months.

How has LPLA stock performed over the past year?

LPL Financial Holdings, Inc. returned +2.7% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does LPL Financial Holdings, Inc. do?

LPL Financial Holdings Inc. is a financial services company that provides an integrated platform of brokerage, investment advisory, custody, and clearing services for independent financial advisors and advisor teams across the United States.

What is the latest news on LPLA?

The most recent item we track (GlobeNewsWire, 7 Oct 2026): "LPL Financial Welcomes Legacy Financial Group". LPL Financial said advisor Brad Jerome of Legacy Financial Group joined its broker-dealer and Registered Investment Advisor platforms. Jerome reported serving approximately $175 million in advisory, brokerage and retirement plan assets and joined from Osaic.

Company

About LPL Financial Holdings, Inc.

LPL Financial Holdings Inc. is a financial services company that provides an integrated platform of brokerage, investment advisory, custody, and clearing services for independent financial advisors and advisor teams across the United States. LPL Financial supports a broad range of products and services, including mutual funds, ETFs, equities, fixed income, annuities, alternative investments, insurance, retirement solutions, and planning tools. The company also offers technology, compliance, trading, portfolio rebalancing, and practice management resources designed to help advisors run and grow their businesses. Through its advisor-mediated model, LPL Financial plays a central role in the wealth management market by connecting advisors with the infrastructure needed to serve retail and institutional clients.

CEO Mr. Richard Steinmeier · 10,081 employees · United States · https://www.lpl.com