LPL Financial Holdings Inc.

LPL Financial Holdings Inc.

A leading provider of technology, clearing, custody, investment and practice management solutions and services to independent financial advisors and financial institutions.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying LPL Financial's stock with a target price of $394.08, indicating growth potential.

Above Average

Financial Health

LPL Financial shows strong profits and cash flow, indicating solid overall financial performance.

Below Average

Dividend

LPL Financial's low dividend yield of 0.36% indicates limited returns for dividend-seeking investors. If you invested $1000 you would be paid $3.60 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring LPLA

Banking's Big Outsource: What Lies Beyond This Move

Banking's Big Outsource: What Lies Beyond This Move

Citigroup is partnering with BlackRock, transferring $80 billion in wealth assets to be managed by the world's largest asset manager. This move signals a broader industry trend of major banks outsourcing investment management, creating opportunities for specialized asset managers and financial technology providers.

Published: September 5, 2025

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Navigating Fed Independence Under Pressure

Navigating Fed Independence Under Pressure

The President's removal of a Federal Reserve governor creates unprecedented uncertainty around the central bank's independence. This theme identifies companies that could benefit from the resulting market volatility and increased focus on financial compliance.

Published: August 28, 2025

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Fintech's S&P 500 Moment

Fintech's S&P 500 Moment

Interactive Brokers' inclusion in the S&P 500 highlights the increasing market significance of electronic trading platforms. This theme focuses on the brokerage firms and financial technology companies benefiting from the modernization of financial markets.

Published: August 28, 2025

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Rally in Financials

Rally in Financials

Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.

Published: July 1, 2025

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Navigating Retirement State By State

Navigating Retirement State By State

A carefully curated collection of companies helping Americans prepare for retirement in different regions. With retirement costs varying dramatically by state and Social Security uncertainties growing, these financial providers offer solutions for creating personalized, location-specific retirement plans.

Published: July 1, 2025

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Digital Brokers Go Global

Digital Brokers Go Global

Online trading platforms are breaking out of their home markets and racing to capture international users. These carefully selected stocks represent the companies leading this global expansion and the infrastructure providers powering their growth.

Published: July 1, 2025

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Banking & Finance Powerhouses

Banking & Finance Powerhouses

Invest in the cornerstones of the global economy. These carefully selected financial titans form the backbone of worldwide commerce and capital flow, chosen by our analysts for their market dominance and potential to benefit from changing economic conditions.

Published: June 17, 2025

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Why Youโ€™ll Want to Watch This Stock

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Adviser network growth

LPL benefits from the shift to independence and rising RIA numbers, which can lift fee income โ€” though revenue depends on market performance and adviser retention.

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Scale and platform

Scale gives LPL cost and service advantages across custody and clearing, aiding competition, but large firms also face regulatory scrutiny and integration risks.

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Sensitivity to markets

Assets under administration and transaction volumes drive revenue, so market volatility and client behaviour can materially affect results.

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Zero Commission

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Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

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6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

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