LPL Financial vs WTW
This page compares LPL Financial Holdings Inc. and Willis Towers Watson PLC, examining their business models, financial performance, and market context to help readers understand how each operates within the financial services landscape. The comparison aims to present clear, neutral information for a variety of readers, without recommendations or advice. Educational content, not financial advice.
This page compares LPL Financial Holdings Inc. and Willis Towers Watson PLC, examining their business models, financial performance, and market context to help readers understand how each operates wit...
Why It's Moving
LPL Financial Dips Amid Analyst Tweaks as Emerging Markets Optimism Fuels 2026 Growth Outlook
- Shares dropped 6.3% on February 10, reflecting investor caution ahead of key updates.
- JPMorgan trimmed its price target from $463 to $438 on October 21, yet kept a favorable stance on growth potential.
- LPL Research spotlighted five drivers making emerging markets compelling for 2026, including accelerating earnings and AI momentum.
LPL Financial Dips Amid Analyst Tweaks as Emerging Markets Optimism Fuels 2026 Growth Outlook
- Shares dropped 6.3% on February 10, reflecting investor caution ahead of key updates.
- JPMorgan trimmed its price target from $463 to $438 on October 21, yet kept a favorable stance on growth potential.
- LPL Research spotlighted five drivers making emerging markets compelling for 2026, including accelerating earnings and AI momentum.
Investment Analysis
LPL Financial
LPLA
Pros
- LPL Financial reported a 16% year-over-year increase in adjusted EPS, highlighting strong profitability growth.
- Total advisory and brokerage assets rose to $1.9 trillion, up 7% from the previous quarter, indicating robust asset growth.
- The company maintains a high advisor retention rate of 98%, supporting its stable and recurring revenue base.
Considerations
- LPL Financial has a relatively high debt-to-equity ratio near 1.41, which may increase financial risk during economic downturns.
- The stock has exhibited significant price volatility over the past year, with a 52-week range between $242.94 and $403.58.
- Insider selling activity, including directors selling shares, could raise concerns about near-term confidence among management.
WTW
WTW
Pros
- Willis Towers Watson has improved its free cash flow significantly, which supports shareholder value creation.
- The company is undergoing a strategic shift focusing on high-margin Retirement & Benefits services to enhance growth.
- Recent earnings beats and organic growth indicate ongoing operational improvements and competitive strength.
Considerations
- WTW trades at a very high price-to-earnings ratio above 230x, suggesting significant valuation risk relative to earnings.
- The company faces regulatory changes and competitive pressures that could challenge its insurance brokerage and advisory businesses.
- Mixed analyst outlooks for growth potential indicate some uncertainty regarding the company’s future performance trajectory.
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LPL Financial (LPLA) Next Earnings Date
LPL Financial (LPLA) is scheduled to report its next earnings on May 7, 2026, covering the Q1 2026 period. This follows the Q4 2025 results released on January 29, 2026, aligning with the company's typical early-May pattern for first-quarter disclosures. Investors should monitor for the official confirmation as the date approaches.
LPL Financial (LPLA) Next Earnings Date
LPL Financial (LPLA) is scheduled to report its next earnings on May 7, 2026, covering the Q1 2026 period. This follows the Q4 2025 results released on January 29, 2026, aligning with the company's typical early-May pattern for first-quarter disclosures. Investors should monitor for the official confirmation as the date approaches.
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