Nasdaq · CIK 0001397911 · SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
LPL Financial Holdings Inc.
LPLA chart by TradingView
PRICE HISTORY
LIVE · NASDAQLPLA chart by TradingView
- REVENUE FY2025 ENDED DEC 2025
- $17.0B
- EBITDA
- —
- FREE CASH FLOW
- $-1.0B
- EPS
- $10.92
- GROSS MARGIN
- —
- ROIC
- 7.46%
Q2 FY26ENDED JUN 2026HOVERDRAG ACROSS ANY CHART TO SCRUB ALL 24 · 40 QUARTERS SHOWNVALUATIONGROWTHPROFITABILITY & RETURNSCASH & CAPITALBALANCE SHEET
VALUATION
what you pay for a unit of the business7 CHARTS⤢
P / E RATIO (TTM)
22.4x
+47%7.9x33.3x
⤢
P / SALES (TTM)
1.1x
+74%0.7x2.1x
⤢
P / BOOK
3.9x
+15%3.4x8.9x
⤢
EV / EBITDA (TTM)
—
⤢
EV / REVENUE (TTM)
1.5x
+46%1.0x2.4x
⤢
FCF YIELD (TTM)
-4.13%
-12.1pp-7.25%18.33%
⤢
DIVIDEND YIELD (TTM)
—
GROWTH
is the business getting bigger5 CHARTS⤢
REVENUE
$5.2B
+410%⤢
EBITDA (DERIVED)
—
⤢
NET INCOME
$0.4B
+630%⤢
EPS (DILUTED)
$4.74
+720%⤢
REVENUE GROWTH YOY
35.24%
+38.8pp-3.54%46.44%
PROFITABILITY & RETURNS
what survives to the bottom, and what it earns on capital4 CHARTS⤢
FCF MARGIN
3.90%
-2.6pp-41.12%94.41%
⤢
RETURN ON CAPITAL
8.43%
+0.3pp7.42%26.96%
⤢
RETURN ON EQUITY (TTM)
17.49%
-4.9pp15.84%55.86%
MARGIN FUNNEL
every line is a share of the same revenue, so they read on one scale — the gaps are what each layer takes out, and net rises above operating when income arrives from outside the businessGROSS MARGIN—
OPERATING MARGIN—
NET MARGIN7.31%
FCF MARGIN3.90%
CASH & CAPITAL
where the money actually goes5 CHARTS⤢
FREE CASH FLOW
$0.2B
+204%⤢
STOCK-BASED COMP
$0.0B
+249%⤢
CAPITAL EXPENDITURE
$0.2B
+388%⤢
SHARES OUTSTANDING
0.08B
-11%⤢
DIVIDEND / SHARE
$0.30
+20%BALANCE SHEET
how much cushion there is3 CHARTS⤢
CASH & EQUIVALENTS
$1.3B
+62%⤢
TOTAL DEBT
$7.5B
+242%⤢
DEBT / EBITDA (TTM)
—
OWNERSHIP
10 LARGEST HOLDERS · WHO OWNS THE FLOATINSTITUTIONS 104.64%INSIDERS 0.40%OTHER / RETAIL 0.00%1,042 INSTITUTIONAL FILERS
| HOLDER | % HELD | SHARES | VALUE | CHANGE |
|---|---|---|---|---|
| Blackrock Inc. | 6.32% | 5.0M | $1.80B | -0.3% |
| Boston Partners | 5.40% | 4.3M | $1.54B | +2.9% |
| Dodge & Cox Inc. | 5.27% | 4.1M | $1.50B | +5.0% |
| Vanguard Portfolio Management LLC | 4.89% | 3.9M | $1.40B | NEW |
| Janus Henderson Group PLC | 4.66% | 3.7M | $1.33B | +8.6% |
| Vanguard Capital Management LLC | 4.57% | 3.6M | $1.30B | NEW |
| Principal Financial Group, Inc. | 3.41% | 2.7M | $973.6M | +1.8% |
| Samlyn Capital, LLC | 2.95% | 2.3M | $842.5M | +47.1% |
| Capital World Investors | 2.94% | 2.3M | $838.6M | -36.2% |
| Lone Pine Capital Llc | 2.60% | 2.0M | $743.4M | -1.2% |
AS OF 2026-03-31 · MOST RECENT 13F FILINGS
SOURCE → 10-K · 10-Q · 8-K / GUIDANCE · ALL FILINGS
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.