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LPL Financial Holdings Inc. (LPLA) Historical Metrics
LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory. Review LPLA fundamentals, ratios, and historical filing metrics on Finoriq.
Company Snapshot
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.
- Company
- LPL Financial Holdings Inc. (LPLA)
- Ticker
- LPLA
- Market Cap
- $26.3B
- Latest Price
- $328.26
- Industry
- Investment Banking & Brokerage
LPL Financial Holdings Inc. (LPLA) Current Valuation Metrics
Static valuation preview for LPL Financial Holdings Inc. (LPLA). Market data retrieved 2026-07-08. Filing currency USD.
| Metric | Value | Source |
|---|---|---|
| P/EMarket cap divided by latest TTM net income. | 27.0x | Net Income | TTM Q1 2026 |
| P/SMarket cap divided by latest TTM revenue. | 1.33x | Revenue | TTM Q1 2026 |
| Earnings YieldLatest TTM net income divided by market cap. | 3.7% | Net Income | TTM Q1 2026 |
| Operating Cash Flow YieldLatest TTM operating cash flow divided by market cap. | -1.9% | Operating Cash Flow | TTM Q1 2026 |
| Price / BookMarket cap divided by stockholders' equity. | 4.28x | Stockholders' Equity | Q1 2026 |
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