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...

Comparison Snapshot

Key Financial Metrics

LPLA

Metric

WTW

$29.37B

Market Cap

$30.81B

19.76%

Potential Profit

15.60%

Buy

Analyst Rating

Buy

Why It's Moving

LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge

Dynasty Wealth Management added 3,313 shares, increasing its LPL position to 8,748 shares valued at $2.91 million, underscoring bullish institutional momentum.
Somesh Khanna joins as independent director under Nasdaq standards, with equity awards set for February 1 vesting May 13, enhancing governance expertise.
LPL released its 2026 Market Outlook, spotlighting policy impacts, AI expansion, and diversification to guide advisors through anticipated volatility.

Sentiment:

🐃Bullish

LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge

Dynasty Wealth Management added 3,313 shares, increasing its LPL position to 8,748 shares valued at $2.91 million, underscoring bullish institutional momentum.
Somesh Khanna joins as independent director under Nasdaq standards, with equity awards set for February 1 vesting May 13, enhancing governance expertise.
LPL released its 2026 Market Outlook, spotlighting policy impacts, AI expansion, and diversification to guide advisors through anticipated volatility.

Sentiment:

🐃Bullish

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

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.

About The Companies

LPL Financial (LPLA)

LPL Financial Holdings Inc. (LPLA) is a US-focused independent broker‑dealer and custodian that serves independent financial advisers, registered investment advisers (RIAs) and small institutions. The company generates revenue from transaction fees, asset‑based fees, advisory platforms and services such as technology and clearing. With a market cap of about $27.06 billion, LPL benefits from scale, a broad distribution network and trends towards adviser independence and RIA growth. Investors should note revenue and margins are linked to assets under administration, market volatility and advisor activity. Regulatory scrutiny, compliance costs, competition from wirehouses and custody platforms, plus integration risks from acquisitions, can affect performance. LPL’s capital returns and strategic investments support growth, but like all equities its share price can fall as well as rise. This is general information only and not personalised investment advice; suitability depends on individual circumstances.

WTW (WTW)

Willis Towers Watson (WTW) is a leading global advisory, broking, and solutions company. It helps organisations manage risk, cultivate talent, and optimise benefits through data-driven insights. The firm operates through two main segments. The Health, Wealth & Career (HWC) division offers advice and technology for employee benefit plans, compensation programmes, and institutional investments. The Risk & Broking (R&B) arm provides a wide range of risk advice and insurance brokerage services to clients, from small businesses to large multinational corporations. This diverse business model allows WTW to address interconnected challenges across human resources, risk management, and finance for a global client base. As with any investment, it's important to remember that the value can go down as well as up, and past performance is not a guide to the future.

LPL Financial (LPLA) Next Earnings Date

LPL Financial (LPLA) is expected to report its next earnings on January 29, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-January releases for year-end results, following the Q3 2025 report on October 30, 2025. Investors should monitor for official confirmation as the date approaches.

LPL Financial (LPLA) Next Earnings Date

LPL Financial (LPLA) is expected to report its next earnings on January 29, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-January releases for year-end results, following the Q3 2025 report on October 30, 2025. Investors should monitor for official confirmation as the date approaches.

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Comparison Snapshot

Why It's Moving

LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge

LPL Financial Bolsters Board with Independent Director Amid Institutional Buying Surge