LPL Financial vs ORIX

This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating approaches, revenue considerations, and competitive positioning to illuminate how these organisations differ. Educational content, not financial advice.

This page compares LPL Financial Holdings Inc. and ORIX Corporation, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines operating appr...

Comparison Snapshot

Key Financial Metrics

LPLA

Metric

IX

$28.73B

Market Cap

$34.66B

21.70%

Potential Profit

-1.33%

Buy

Analyst Rating

Hold

Why It's Moving

LPL Financial eyes another earnings beat as analysts turn bullish ahead of Thursday's report.

Zacks Earnings ESP sits at +0.06% paired with a Zacks Rank #3, pointing to heightened analyst optimism after LPL topped estimates by 16.33% and 7.13% in the last two quarters.
CEO Richard Steinmeier offloaded over 5,000 shares worth $1.88 million in early December, part of $2.75 million in insider sales over 90 days amid a 12% share price gain.
Leadership hires and integrations like Atria and Commonwealth bolster market share, supporting a narrative of 15.6% undervaluation despite trading at a premium P/E multiple.

Sentiment:

🐃Bullish

ORIX Accelerates Share Buyback, Signaling Confidence in Long-Term Value Creation

Repurchased 4,322,000 common shares worth JPY 18.9 billion from December 1-31, 2025, advancing toward the 60 million share target to enhance shareholder value.
Implemented management changes and organizational reforms on January 1, 2026, streamlining Japan & APAC and USA & Europe business units for sharper regional focus.
Released updated Corporate Governance Report on January 16, 2026, highlighting 15.6% female executive representation and robust oversight mechanisms.

Sentiment:

🐃Bullish

LPL Financial eyes another earnings beat as analysts turn bullish ahead of Thursday's report.

Zacks Earnings ESP sits at +0.06% paired with a Zacks Rank #3, pointing to heightened analyst optimism after LPL topped estimates by 16.33% and 7.13% in the last two quarters.
CEO Richard Steinmeier offloaded over 5,000 shares worth $1.88 million in early December, part of $2.75 million in insider sales over 90 days amid a 12% share price gain.
Leadership hires and integrations like Atria and Commonwealth bolster market share, supporting a narrative of 15.6% undervaluation despite trading at a premium P/E multiple.

Sentiment:

🐃Bullish

ORIX Accelerates Share Buyback, Signaling Confidence in Long-Term Value Creation

Repurchased 4,322,000 common shares worth JPY 18.9 billion from December 1-31, 2025, advancing toward the 60 million share target to enhance shareholder value.
Implemented management changes and organizational reforms on January 1, 2026, streamlining Japan & APAC and USA & Europe business units for sharper regional focus.
Released updated Corporate Governance Report on January 16, 2026, highlighting 15.6% female executive representation and robust oversight mechanisms.

Sentiment:

🐃Bullish

Investment Analysis

LPL Financial

LPLA

Pros

LPL Financial reported a 16% year-over-year increase in adjusted EPS, demonstrating strong profitability growth.
Total advisory and brokerage assets increased 7% to $1.9 trillion in Q2 2025, indicating robust business expansion.
The company maintains a high advisor retention rate of 98%, supporting stable revenue and client relationships.

Considerations

LPL Financial has a relatively high debt-to-equity ratio of 1.41, increasing financial risk during downturns.
Stock price volatility is notable, with a 52-week range from $242.94 to $403.58, which may concern risk-averse investors.
Recent insider selling activity could signal concerns about future company performance among insiders.

ORIX

IX

Pros

ORIX has a diversified business portfolio spanning financial services and other sectors, reducing sector-specific risk.
The company has a strong presence in global markets, which supports growth opportunities and geographic revenue diversification.
ORIX demonstrates solid asset management capabilities with a track record of stable earnings generation.

Considerations

ORIX faces cyclicality risks due to its exposure to interest rates and economic cycles affecting financial services.
Regulatory environments in different countries may impact ORIX's operations and require ongoing adaptation costs.
The company could be vulnerable to global macroeconomic fluctuations, including currency and geopolitical risks.

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