What is LPLA's P/E ratio?

LPL FINANCIAL HOLDINGS INC (LPLA) currently trades at a P/E ratio of 29.16.

LPL FINANCIAL HOLDINGS INC reports a Return on Equity (ROE) of 15.84%.

What is LPLA's dividend yield?

LPL FINANCIAL HOLDINGS INC offers a dividend yield of 0.36%.

What is LPLA's Quality Score?

Our AI rates LPLA's overall financial quality at 38 out of 100, based on profitability, growth, debt and earnings stability.

Is now a good time to buy LPLA?

Our AI Timing Score for LPLA is 91 out of 100, indicating the relative attractiveness of buying at the current price using technical and momentum signals.

Which sector does LPLA belong to?

LPL FINANCIAL HOLDINGS INC is classified under the Financial Services >> Capital Markets sector on the NASDAQ exchange

LPLA (NASDAQ) Stock Analysis | LPL FINANCIAL HOLDINGS INC

Stock Check Daily update data at 8:30 AM
(Price: 2026-07-31 | FS: 2026-03-31)

LPLA AI Analysis Summary

Our AI summary for LPLA: LPL FINANCIAL HOLDINGS INC (NASDAQ), Financial Services >> Capital Markets sector. The stock currently trades at a P/E of 29.16, ROE of 15.84%, a dividend yield of 0.36%. Its financial Quality Score stands at 38/100 — fundamentals below the market average. The AI Timing Score is 91/100 — multiple technical signals currently support price momentum. All scores are recomputed automatically after each market close from official exchange data. This is systematically generated analysis, not personalized investment advice.

LPLA

LPL FINANCIAL HOLDINGS INC

US:NASDAQ STOCK Financial Services >> Capital Markets

USD 353.70

14.53 (4.28%) Day Change

Watchlist Portfolio Compare Chart

29.16

P/E

1.33

D/E

15.8%

ROE

4.8%

ROA

0.36%

Div Yield

7.36

PEG

LPL FINANCIAL HOLDINGS INC
TYPE: STOCK
MARKET: NASDAQ

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USD 353.70 Price 14.53 (4.28%) Day Change	NEWS SCORE: N/A

LPLA, the overall quality is not good ( Quality = 38) but the timing to buy is ...(Sign In to See)...

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38 QUALITY

Signal: UNDERPERFORM

Signal Description: Company financial health is Not Good

Reason: Acceleration of ROE growth rate is below our criteria.
Negative growth of ROE in the last year.
ROA is too relatively low compare to ROE
Acceleration of ROA growth rate is below our criteria.
Growth of ROA was below our criteria in the last year.
Net profit margin is relatively low.
Acceleration of net profit margin growth rate is below our criteria
Historical net profit margin is relatively low.

88 Sign in

TIMING

Signal: OUTPERFORM

Signal Descri...: Good

Reason: Momentum indicators aligned on the daily timeframe

Unlock timing signals and detailed reasons

In details, quality factors are not good , financial health is not good , and ability to make profit is not good , ...

Quality Factors

48%

In Recommendations?	Not in any sections
Select Rate	0.00 From 30 days period
Watch Rate	0.00 From 30 days period
News Score	N/A
Magic Formula Rank by ROA	2000
Magic Formula Rank by ROE	2000
Magic Formula Rank by ROIC	1671
Price	353.70
PBV / Sector	4.77 / 5.70
Earning Per Share	11.75

PE / Sector	29.16 / 19.96
PEG or PE/Growth / Sector	7.36 / 2.42
Average 1M Daily Value	226.45 M GREAT
Average 1W Daily Value	297.60 M GREAT

Timing Factors

71%

MACD	SIGN IN
MACD Signal	SIGN IN
MACD Divergence	SIGN IN
RSI	SIGN IN
Stochastic Oscillator K	SIGN IN
Stochastic Oscillator D	SIGN IN
ADX	SIGN IN
Avg 5 day Timing Score	SIGN IN

Financial Health

39%

DE / Sector	SIGN IN
DE Average / Sector	SIGN IN
DE Change Average (%) / Sector	SIGN IN
Current Ratio / Sector	SIGN IN
Current Ratio Average / Sector	SIGN IN
Current Ratio Change Average (%) / Sector	SIGN IN
Quick Ratio / Sector	SIGN IN
Quick Ratio Average / Sector	SIGN IN
Quick Ratio Change Average (%) / Sector	SIGN IN
FCF/Share / Sector	SIGN IN
FCF/Share Average / Sector	SIGN IN
FCF/Share Change Average (%) / Sector	SIGN IN

Ability to Make Profit

47%

GPM (%) / Sector	SIGN IN
GPM Average (%) / Sector	SIGN IN
GPM Change Average (%) / Sector	SIGN IN
OPM (%) / Sector	SIGN IN
OPM Average (%) / Sector	SIGN IN
OPM Change Average (%) / Sector	SIGN IN
NPM (%) / Sector	4.93 / 98,601.77
NPM Average (%) / Sector	7.80 / 19,640.47
NPM Change Average (%) / Sector	-13.75 / -3,142.08
Asset Turnover / Sector	SIGN IN
Asset Turnover Average / Sector	SIGN IN
Asset Turnover Change Average (%) / Sector	SIGN IN
ROA (%) / Sector	4.78 / 20.51
ROA Average (%) / Sector	7.32 / -326.51
ROA Change Average (%) / Sector	-11.57 / -396.95
ROE (%) / Sector	15.84 / 37.87
ROE Average (%) / Sector	31.68 / 12.46 GREAT
ROE Change Average (%) / Sector	-13.82 / -551.46
ROIC (%) / Sector	SIGN IN
ROIC Average (%) / Sector	SIGN IN
ROIC Change Average (%) / Sector	SIGN IN

Return to Investors

12%

Dividend (%) / Sector	0.36 / 0.82
Dividend Average (%) / Sector	0.41 / 2.59
Dividend Change Average (%) / Sector	-4.78 / -3.13

Registration Details

Analyze Date	2026-08-01 08:00:07
Symbol	LPLA
Name	LPL FINANCIAL HOLDINGS INC
Sector	Financial Services >> Capital Markets
Market	NASDAQ
Listed Shares	79.98 M
Par Value	N/A
Calculated From	Quarter
Sign	N/A
Market Cap (M.USD) / Sector Average	27,127.79 / 29,341.69

News, Concensus, ...

Estimation Consensus	See at WSJ.com
Full details	See at WSJ.com
Chart	See in Chart feature
News	See at Yahoo Finance

Address: 4707 Executive Drive, San Diego, CA, United States, 92121

Phone: 800 877 7210

Website: https://www.lpl.com

Employees: 9,901

Sector: Financial Services >> Capital Markets

Description: LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.