LPLAFinancial Services · Capital MarketsThe 17 Wall Street analysts covering LPL Financial Holdings, Inc. hold a median 12-month price target of $402 — +13.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 66 of 100 as at 12 Sept 2026 — in the upper half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (85): Analysts have, on balance, been raising their forecasts.
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.
The bullish and bearish analyst opinions on LPLA, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +13.6% from it.
Of the 20 most recent actions, 10 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Sept 2026 | TD Cowen | Maintains | Hold | $372 → $377 |
| 1 Sept 2026 | Truist Securities | Initiates | Hold | $389 |
| 3 Aug 2026 | BMO Capital | Maintains | Outperform | $300 → $390 |
| 31 July 2026 | Barclays | Maintains | Overweight | $394 → $401 |
| 31 July 2026 | JP Morgan | Maintains | Overweight | $408 → $428 |
| 31 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $365 → $390 |
| 31 July 2026 | TD Cowen | Maintains | Hold | $330 → $372 |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $390 → $408 |
| 10 July 2026 | Morgan Stanley | Maintains | Overweight | $374 → $387 |
| 9 July 2026 | Barclays | Maintains | Overweight | $412 → $394 |
| 8 July 2026 | UBS | Maintains | Buy | $395 → $391 |
| 1 May 2026 | Barclays | Maintains | Overweight | $369 → $412 |
| 1 May 2026 | JP Morgan | Maintains | Overweight | $396 → $390 |
| 1 May 2026 | TD Cowen | Maintains | Hold | $330 → $326 |
| 1 May 2026 | UBS | Maintains | Buy | $380 → $395 |
| 10 Apr 2026 | Morgan Stanley | Maintains | Overweight | $447 → $374 |
| 8 Apr 2026 | Barclays | Maintains | Overweight | $435 → $369 |
| 8 Apr 2026 | Keefe, Bruyette & Woods | Reinstates | Outperform | $350 |
| 8 Apr 2026 | UBS | Upgrade | Buy | $406 → $380 |
| 6 Apr 2026 | Citizens | Reiterates | Market Outperform | $500 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, LPL Financial Holdings, Inc. returned +2.1% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 61% of US stocks
Cheaper than 21% of US stocks
Cheaper than 23% of US stocks
Higher than 81% of US stocks
Higher than 71% of US stocks
Higher than 27% of US stocks
Higher than 66% of US stocks
Higher than 60% of US stocks
Higher than 79% of US stocks
Higher than 78% of US stocks
Higher than 6% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $27.9B and an enterprise value of $32.8B.
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.
Trailing P/E: 28.3×; forward P/E: 11.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.34%, paying out 10% of earnings.
LPL Financial Holdings, Inc. employs 10,081 people — $1.9M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
LPL Financial announced that financial advisor Jeneen Slack, founder of Northstar Financial Advisors, LLC, has joined LPL Financial's broker-dealer and RIA platform. Slack, who previously worked at Raymond James, reported serving more than $270 million in client assets.
Why it matters — This news signals continued advisor recruitment and asset growth for LPL Financial's platform.
LPL Financial announced that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets, with Lewis joining from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
Why it matters — LPLA watchers would care because the firm continues to attract experienced advisors and their substantial client assets from competitors, supporting its growth.
Zacks Investment Research highlights LPL Financial Holdings Inc. (LPLA) as a strong momentum stock, noting that its Style Scores feature helps investors identify such stocks.
Why it matters — The piece signals that LPLA is being recognized by a research service for its strong momentum characteristics, which could be relevant for investors tracking the stock.
LPL Financial announced that advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined its broker-dealer and RIA platforms, bringing approximately $230 million in advisory, brokerage and retirement plan assets from Harbour Investments, Inc.
Why it matters — LPLA watchers would care because the firm continues to attract advisor teams and the associated client assets, supporting the growth of its advisory platforms.
LPL Financial announced that Jonathan Lewis has joined the firm as managing director and chief technology and information officer. In this role, he will lead key technology domains including architecture, engineering, infrastructure and development.
Why it matters — A new chief technology and information officer signals LPL's focus on strengthening its technology leadership and infrastructure, which supports the firm's operations and platform for advisors.
The 17 Wall Street analysts covering LPL Financial Holdings, Inc. have a median 12-month price target of $402, with estimates ranging from $377 to $557. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering LPL Financial Holdings, Inc., 13 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LPL Financial Holdings, Inc. 66 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, LPL Financial Holdings, Inc. ranks 66 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 Revisions (85 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +13.6% from the last close, and Ticker Nerd's factor model ranks LPL Financial Holdings, Inc. 66 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $377 to $557 over the next 12 months.
LPL Financial Holdings, Inc. returned +2.1% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (GlobeNewsWire, 10 Sept 2026): "LPL Financial Welcomes Northstar Financial Advisors, LLC". LPL Financial announced that financial advisor Jeneen Slack, founder of Northstar Financial Advisors, LLC, has joined LPL Financial's broker-dealer and RIA platform. Slack, who previously worked at Raymond James, reported serving more than $270 million in client assets.
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
