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LPLA

LPL Financial Holdings Inc.

At today's price, LPL Financial Holdings Inc. (LPLA) is priced for +16.7% earnings growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+16.7% earnings growth
Priced In
elevated

Key Takeaways

• LPL is an advisor-recruiting and asset-gathering platform, not a balance-sheet financial: it earns fees on $2.34 trillion of advisory and brokerage assets, which grew from $1.79 trillion a year earlier on organic recruiting and the Commonwealth acquisition [Source: LPL Q1 FY2026 results, April 2026]. • The biggest risk is the premium multiple meeting a slowdown: conservative earnings and book-value methods value the stock near $120 to $160, well below the price, so the bet depends on continued

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Institutional ownership

747 institutional managers reported holding LPLA in 13F filings for the quarter ended 2026-03-31. 79 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dodge & Cox, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

LPLA's share count is about flat over the past five years ($1.80B of repurchases, offset by issuance). It pays a dividend, and has for 14 years running; the current rate is $1.20 a share annually. Cash returned over the past three years: $253.66M in dividends and $755.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at LPLA over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

LPLA's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02-3.9%+0.2%
2023-11-01+2.6%+6.5%
2024-02-22-0.6%+1.1%
2024-05-03-3.0%+1.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

LPLA's latest 8-K filings: 2026-05-15 (items 5.03, 5.07, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-01-29 (items 2.02, 9.01); 2026-01-08 (items 5.02, 7.01, 9.01); 2025-10-30 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.