LPLA
ACCE-researchedLPL 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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INVESTOROverview
⚠ Investor warnings · 4 flags
- highEarnings growth decelerationRevenue grew 35% YoY but earnings only grew 4.5%, indicating significant margin compression and rising costs eroding profitability.
- highExtreme leverage ratioDebt/Equity of 132.28 is very high for a capital markets firm, creating vulnerability to rate changes or credit tightening.
- moderateLow momentum ACCE scoreMomentum sub-score of 17/100 is critically weak, suggesting poor price action despite fundamental revenue growth.
- moderateNet margin very thinNet 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.
Price
-1.4% · 1Y
Valuation
INVESTORFull 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
INVESTORQuality 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
PROSmart 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)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| CRCL | Circle Internet Group Inc. Class A Common Stock | $25.0B | 18.4 | 15.3% | 0.01 | 0.0% | - | Compare |
| NMR | Nomura Holdings Inc ADR American Depositary Shares | $29.4B | 11.8 | 11.2% | 4.77 | 3.2% | - | Compare |
| TW | Tradeweb Markets Inc. Class A Common Stock | $22.5B | 24.8 | 14.5% | 0.02 | 0.5% | - | Compare |
| IREN | IREN Limited Ordinary Shares | $18.4B | - | -23.4% | 1.81 | 0.0% | - | Compare |
| CPU.AX | Computershare Limited | $16.9B | 27.1 | 28.0% | 0.52 | 2.0% | - | Compare |
| FUTU | Futu Holdings Limited American Depositary Shares | $15.7B | 11.2 | 30.5% | 0.42 | 2.3% | - | 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%.
Press releases mentioning this company
- PR Newswire•Sep 18, 202628 Advisors and Team Members from Sierra Ridge Advisor Group Choose Gateway Financial Partners, Remain on LPL Financial Platform
- Business Wire•Sep 18, 2026Valero Energy Corporation Elects Matt Audette to its Board of Directors
- GlobeNewswire•Sep 15, 2026LPL Financial Welcomes Horizon Wealth Management Group
10 more press releases · full archive on Investor+.INVESTOR
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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