LPLA

ACCE-researched
LPL Financial Holdings Inc. Common Stock
Financial Services · Capital Markets · NASDAQ · United States
$332.26+1.27%
Market cap $25.8BNext earnings 2026-10-29Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$332.26+0.0%
confidence-weighted across 3 of 6 models
Now $332.26
$332.26
$129.11$293.22
AvoidBronze58
Price vs fair value
61.8% above
-38.2% to fair value
ACCE score
67
out of 100
Analysts
80% buy
15 covering
P/E
26.3x
forward 11.8x
1-year return
-1.0%
Dividend yield
0.36%
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Overview

Investor warnings · 4 flags
  • high
    Earnings growth deceleration
    Revenue grew 35% YoY but earnings only grew 4.5%, indicating significant margin compression and rising costs eroding profitability.
  • high
    Extreme leverage ratio
    Debt/Equity of 132.28 is very high for a capital markets firm, creating vulnerability to rate changes or credit tightening.
  • moderate
    Low momentum ACCE score
    Momentum sub-score of 17/100 is critically weak, suggesting poor price action despite fundamental revenue growth.
  • moderate
    Net margin very thin
    Net margin of only 5.1% on 35% revenue growth signals cost structure is not scaling; operating margin also modest at 11.1%.
Reports in 36 days, last quarter beat by 0.1%.

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Plain-English pros, cons, and what to watch. Pro feature.

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Price

-1.4% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish80% buy · 15 covering analysts
Strong buy 7 Buy 5 Hold 2 Sell 1 Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 0.0x26.3xhigh 27.1x
ROEbetter than 67% of peers
low -23%19%high 31%
Div yieldbetter than 33% of peers
low 0.0%0.4%high 3.2%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
CRCLCircle Internet Group Inc. Class A Common Stock$25.0B18.415.3%0.010.0%-Compare
NMRNomura Holdings Inc ADR American Depositary Shares$29.4B11.811.2%4.773.2%-Compare
TWTradeweb Markets Inc. Class A Common Stock$22.5B24.814.5%0.020.5%-Compare
IRENIREN Limited Ordinary Shares$18.4B--23.4%1.810.0%-Compare
CPU.AXComputershare Limited$16.9B27.128.0%0.522.0%-Compare
FUTUFutu Holdings Limited American Depositary Shares$15.7B11.230.5%0.422.3%-Compare

Sector report card

Where LPLA ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 36 days, last quarter beat by 0.1%.

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Recent performance

1 week
-3.9%
1 month
-8.1%
3 months
+12.6%
6 months
+10.5%
YTD
-7.0%
1 year
-1.0%

SEC filings

40 filings
September 2026
Sep 14
Form 4Insider transactionPeriod 2026-09-11
Sep 8
Form 4Insider transactionPeriod 2026-09-05
Sep 1
Form 4Insider transactionPeriod 2026-08-28
37 more filings + AI summaries on Investor+.INVESTOR