Stonvex
Discover
  • Dashboard
  • World News
  • Stock News
  • Rankings
  • Quant Picks
  • Screener
Markets
  • Heatmap
  • Gainers & Losers
Tools
  • Compare
  • Calendar
  • Community
HomeRankingsScreenerPortfolioCommunity
Stonvex
Log inGet Started
← Back to search

LPLA

Live
Real-time chart · IB-grade AI research · Polygon.io data feed
Set alertSave
  • Overview
  • Financials
  • Filings
  • Short Interest
  • Ownership
  • Ratings
  • Peers
  • Options
  • News
✦
Stonvex AI

LPLA

AI Research Report

Powered by Claude

Ready to analyze LPLA

Runs the full IB-grade framework: Narrative, Reverse DCF, Comps, Sensitivity, and Deal Radar. Takes 20–40 seconds.

Free preview · 3 reports / hour · No sign-up required

Earnings

Next report date, year-over-year trend, and recent quarter history.

Earnings history activates with Polygon. When configured, this panel shows the next report date, consensus EPS/revenue, and the last 4 quarters of actual-vs-estimate.

Quant Grades

6-factor scoring with sector-relative rank. Updated daily.

Quant grades are available for tickers in our scored universe.

Financial statements

Most recent quarterly filings sourced directly from SEC EDGAR.

Financial statements activate with Polygon. The Developer plan includes quarterly and annual filings sourced directly from SEC EDGAR.

Corporate events

Share this analysis

Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.

Stonvex

AI-powered stock research for US equities.

hello@stonvex.com

Product

  • Rankings
  • Quant Picks
  • Screener
  • Markets
  • Compare
  • Calendar

Company

  • About Stonvex
  • Pricing & Plans
  • Community
  • Help & FAQ
  • Contact Us

Legal

  • Terms of Service
  • Privacy Policy
  • Privacy Consent
  • Disclaimer
  • Notices & Updates

© 2026 Stonvex. All rights reserved.

This site is for informational purposes only. Not investment advice. Past performance does not guarantee future results. Stonvex is not a registered investment advisor (RIA). You must be 18 years or older to use this service.

Latest news

Factor Grades

5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.

📅 Earnings in 15d (Apr 30)
LPL Financial Holdings Inc

LPL Financial Holdings Inc

Financial Services·NASDAQ NMS - GLOBAL MARKET·US·IPO 2010-11-18
  • Finnhub·15h ago

    LPL Financial Leads Acquisition of Mariner Advisor Network

    Private Advisor Group to Acquire Hybrid RIA BusinessSAN DIEGO, April 14, 2026 -- LPL Financial Holdings Inc.  , today announced that the firm has entered into a definitive purchase agreement to...

  • Benzinga·15h ago

    LPL Financial To Acquire Mariner Advisor Network, Adding 367 Advisors And $31B In Assets Under Administration In RIA Platform Expansion Deal; No Financial Terms Disclosed

    LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, "LPL" or "LPL Financial"), today announced that the firm has entered into a

  • Benzinga·4d ago

    Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Lowers Price Target to $374

    Morgan Stanley analyst Michael Cyprys maintains LPL Finl Hldgs (NASDAQ:LPLA) with a Overweight and lowers the price target from $447 to $374.

  • Benzinga·6d ago

    Shares of financial services companies are trading higher after President Trump's social media post indicated that the U.S. will work closely with Iran, and the countries have already agreed to several key points in the proposed conflict-resolution plan. The sector is also benefiting from easing energy prices and lower Treasury yields, which are helping to alleviate inflation concerns and support overall market sentiment.

  • Benzinga·6d ago

    Barclays Maintains Overweight on LPL Finl Hldgs, Lowers Price Target to $369

    Barclays analyst Benjamin Budish maintains LPL Finl Hldgs (NASDAQ:LPLA) with a Overweight and lowers the price target from $435 to $369.

  • Benzinga·6d ago

    UBS Upgrades LPL Finl Hldgs to Buy, Lowers Price Target to $380

    UBS analyst Michael Brown upgrades LPL Finl Hldgs (NASDAQ:LPLA) from Neutral to Buy and lowers the price target from $406 to $380.

  • Benzinga·6d ago

    Keefe, Bruyette & Woods Reinstates Outperform on LPL Finl Hldgs, Announces $350 Price Target

    Keefe, Bruyette & Woods analyst Chris Allen reinstates LPL Finl Hldgs (NASDAQ:LPLA) with a Outperform and announces $350 price target.

  • View all news →
NASDAQ NMS - GLOBAL MARKETMarket closed
LPL Financial Holdings Inc
Financial Services
$322.45
$0.56 (+0.17%)
Open
$324.77
Prev close
$321.89
Day range
$321.69 – $328.00
52W range
$281.51 – $403.57
Mkt cap
$25.86B
P/E
29.9
EPS
$11.01
Beta
0.57

Fundamentals

Valuation
Market Cap
$25.86B
P/E (TTM)
29.87S&P avg ~22
P/S (TTM)
1.52S&P avg ~2.8
P/B
5.35S&P avg ~4.5
P/FCF
28.96S&P avg ~26
EPS (TTM)
$11.01
Book/sh
$66.76
Cash/sh
$35.34
Profitability
Gross Margin
98.95%avg ~45%
Operating Margin
9.14%avg ~15%
Net Margin
5.08%avg ~12%
ROE
18.57%avg ~18%
ROA
5.08%avg ~7%
ROI
7.42%
Payout Ratio
7.89%
FCF/sh
—
Growth & Health
Rev Growth YoY
37.18%
Rev Growth 5Y
23.68%
EPS Growth YoY
-21.52%
EPS Growth 5Y
13.26%
Current Ratio
—
Quick Ratio
2.23
Debt/Equity
—
LT Debt/Eq
—
Trading & Dividends
Beta
0.57
52W High
$403.57
52W Low
$281.51
Avg Vol (10D)
823.9K
Avg Vol (3M)
907.8K
Div Yield
0.37%
Div/sh (TTM)
—
Analyst
—
Price Performance
5D+8.22%
MTD+7.00%
3M-11.17%
6M+3.11%
YTD-9.88%
1Y+6.75%

Factor Grades

View details →
C+
Overall score: 59/100
C+
Valuation
B-
Growth
B-
Profitability
D+
Momentum
B
Financial Health

Recent insider activity

View all →
  • 4FORM 4
    20d ago
  • 4FORM 4
    20d ago
  • 4FORM 4
    20d ago
  • 4FORM 4
    20d ago
  • 4FORM 4
    20d ago