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

Last close, 14 Aug 2026
$371
−1.06% on the day

The 16 Wall Street analysts covering LPL Financial Holdings, Inc. hold a median 12-month price target of $402 — +8.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 15 Aug 2026 — in the upper half.

Market cap
$29.2B
Ticker Nerd rank
68 / 100
Median analyst target
$402
Analysts covering
16
Total return, dividends reinvested
1W
+2.3%
1M
+15.4%
YTD
+4.0%
1Y
+4.6%
From 52W high
−5.5%
From 52W low
+39.5%
$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 15 Aug 2026
68 / 100

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

Revisions
88
Volatility
82
Quality
79
Growth
75
Value
69
Momentum
57
Issuance
48
Accruals
18
Size
8

Revisions (88): 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.

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
$250$300$350$400$450$500$550$600Oct 25Jan 26Apr 26Jul 26LPLAHigh $557Median $402Low $372

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

What Wall Street says16 analysts
13 Buy3 Hold0 Sell
Low $372Median $402High $557

The green dot is the last close — the median target sits +8.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
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
6 Apr 2026CitizensReiteratesMarket Outperform$500
6 Apr 2026JefferiesMaintainsBuy$464 → $383
10 Feb 2026JefferiesMaintainsBuy$440 → $464

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.

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
+3.9%
Analysts raising
10
Analysts cutting
3
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
29.7×

Cheaper than 28% of US stocks

Price / sales
1.5×

Cheaper than 60% of US stocks

Price / book
5.1×

Cheaper than 22% of US stocks

EV / EBITDA
15.6×

Cheaper than 23% of US stocks

Growth & margins
Revenue growth (YoY)
36.4%

Higher than 82% 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 80% of US stocks

Return on assets
5.4%

Higher than 78% of US stocks

Dividend yield
0.3%

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.

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.$29.2B
68
TWTradeweb Markets, Inc.$25.1B
67
IBKRInteractive Brokers Group, Inc.$41.0B
67
CRCLCircle Internet Group, Inc.$17.7B
14
IRENIREN Ltd.$15.7B
11
SFStifel Financial Corp.$13.3B
91
JEFJefferies Financial Group, Inc.$12.7B
58

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 Demonstrates Benefits of Platform Scale, Service Innovation and Investment Expertise as Growth Drivers for Clients

GlobeNewsWire · 12 Aug 2026positive

LPL Financial concluded its Focus 2026 conference in San Diego, highlighting how the firm's scale, research capabilities and integrated platform help advisors grow more efficiently while preserving flexibility and personalized service.

Why it matters — The conference underscores LPL's efforts to differentiate itself through technology, workflow and investment capabilities that help advisors build their businesses, which is central to LPLA's growth strategy.

3 Stocks We'd Still Buy After Earnings

Morningstar · 12 Aug 2026neutral

Morningstar featured LPL Financial Holdings as one of three undervalued stocks it still recommends after earnings.

Why it matters — LPLA watchers would note that a leading independent research firm sees the stock as undervalued following the company's latest earnings report.

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

GlobeNewsWire · 12 Aug 2026positive

LPL Financial announced that advisors Matt Roberts and Kent Voges have joined Frontline Investment Advisors, an existing firm supporting LPL-aligned advisors, from Corebridge Financial. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retirement plan assets.

Why it matters — The addition of advisors with roughly $350 million in assets under service continues LPL's trend of attracting established advisors and their client bases to its platform.

LPL and Private Advisor Group Welcome Paxel Financial Consulting

GlobeNewsWire · 6 Aug 2026positive

LPL Financial announced that the financial advisors of Paxel Financial Consulting, led by founder Chin Po, CPA, have joined LPL's broker-dealer and RIA platform. The team, which serves approximately $300 million in advisory, brokerage, and retirement plan assets, joined from Cetera and will leverage Private Advisor Group's infrastructure.

Why it matters — The addition of Paxel Financial Consulting and its roughly $300 million in client assets expands LPL's advisor network and assets under administration.

WestKai Private Wealth Joins LPL Strategic Wealth

GlobeNewsWire · 5 Aug 2026positive

Don A. Harrell, CFP® of WestKai Private Wealth has joined LPL Financial's Strategic Wealth model, bringing approximately $400 million in advisory, brokerage and retirement plan assets from Morgan Stanley.

Why it matters — The addition of a sizable advisory team from a competitor signals continued growth in LPL's supported independence channel and its ability to attract high-producing advisors.

FAQ

Frequently asked questions about LPLA stock

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

The 16 Wall Street analysts covering LPL Financial Holdings, Inc. have a median 12-month price target of $402, with estimates ranging from $372 to $557. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LPLA stock a buy right now?

Of the 16 analysts covering LPL Financial Holdings, Inc., 13 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LPL Financial Holdings, Inc. 68 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LPLA?

As at 15 Aug 2026, LPL Financial Holdings, Inc. ranks 68 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 (88 of 100).

Will LPLA stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +8.3% from the last close, and Ticker Nerd's factor model ranks LPL Financial Holdings, Inc. 68 out of 100 as at 15 Aug 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: $372 to $557 over the next 12 months.

How has LPLA stock performed over the past year?

LPL Financial Holdings, Inc. returned +4.6% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does LPL Financial Holdings, Inc. do?

LPL Financial Holdings Inc. is a U.S.-based financial services company that operates as an independent broker-dealer, investment advisory firm, and custodian.

What is the latest news on LPLA?

The most recent item we track (GlobeNewsWire, 12 Aug 2026): "LPL Financial Demonstrates Benefits of Platform Scale, Service Innovation and Investment Expertise as Growth Drivers for Clients". LPL Financial concluded its Focus 2026 conference in San Diego, highlighting how the firm's scale, research capabilities and integrated platform help advisors grow more efficiently while preserving flexibility and personalized service.

Company

About LPL Financial Holdings, Inc.

LPL Financial Holdings Inc. is a U.S.-based financial services company that operates as an independent broker-dealer, investment advisory firm, and custodian. The firm provides an integrated platform of brokerage and advisory services to independent financial advisors, registered investment advisers, and advisors at financial institutions across the United States. Its platform combines trade execution and clearing, custody services, compliance support, and operational infrastructure with fintech tools and wealth management technology, enabling advisors to manage client accounts and deliver personalized financial guidance. LPL Financial Holdings Inc. offers access to a broad range of investment and insurance products, including mutual funds, equities, fixed income securities, exchange-traded products, annuities, alternative investments, retirement plans, 529 education savings plans, and insurance-based solutions. The company also delivers consultative practice management programs, training, and in-house research to support advisor business development and portfolio construction. Founded in 1989 and headquartered in San Diego, California, LPL Financial Holdings Inc. plays a significant role in the advisor-mediated wealth management marketplace, supporting thousands of advisors serving millions of retail investors.

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