LPLA
Live chart
What they do
LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds.
For information only · Important disclosures
Grades vs sector
No sector grades for LPLA yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.
Systematic Models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | 5.39 | 5.84 | +8.4% |
| 2026-04-30 | 5.47 | 5.60 | +2.5% |
| 2026-01-29 | 4.90 | 5.23 | +6.8% |
| 2025-10-30 | 4.49 | 5.20 | +15.8% |
| 2025-07-31 | 4.21 | 4.51 | +7.1% |
| 2025-05-08 | 4.64 | 5.15 | +11.0% |
| 2025-01-30 | 3.96 | 4.25 | +7.4% |
| 2024-10-30 | 3.71 | 4.16 | +12.1% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $5.2B | +35.2% |
| 2026-03-31 | $4.9B | – |
| 2025-12-31 | $4.9B | – |
| 2025-09-30 | $4.6B | – |
| 2025-06-30 | $3.8B | – |
Rating changes
Third-party analyst actions, not Coteau's views. All rating changes
Recent dividends
Insider trades
$153.0K
$110.1K
$1.5M
$356
$18.1K
$104.6K
$163.3K
$66.4K
–
–
–
–
Stats refreshed 2026-10-21 17:57:49 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Free to use. No card, no ads, no auto-renew.
Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Beta 0.9 · Oct 21, 2026