LPLA
LPL Financial Holdings IncNASDAQ
Financial Services • Capital Markets
Updated 1 day ago
Coverage limited
Factor tilt: Anti-Value Large Cap
$325.63-1.36%
Close Oct 13, 2026
- Market cap
- $26.04B
- 1 month
- -5.8%
- 3 months
- -1.1%
- 1 year
- +3.3%
- 52-week range
- $265.86$393.25
- Dividend, last 12 mo
- $1.20 · 0.37% yield
- Last ex-date
- Aug 14, 2026 · $0.30
- Next-quarter EPS estimate
- $5.92Quarter to Sep 30, 2026 · 15 analysts · revenue $5.42B
- Short interest
- 2.5% of float2M shares · settled Sep 30, 2026 · +11.6% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $19.61B
- Net income
- $1.01B
- Free cash flow
- —
- Book value
- $5.76B
- Total debt
- —
- P/E
- 25.9×
- Price / sales
- 1.3×
- Price / book
- 4.5×
- FCF yield
- —
- Net margin
- +5.1%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
76 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: distributing (light)
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Sentiment: bearish
Last trade: sell 30 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
766 filers reported a long position in LPLA for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $1.3B | 4.7M | -4.9% |
| DODGE & COX | $1.3B | 4.6M | +10.4% |
| Boston Partners | $1.2B | 4.3M | +2.9% |
| Jupiter Topco LLC | $1.2B | 4.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 3.8M | -0.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | $1B | 3.6M | +0.5% |
| PRINCIPAL FINANCIAL GROUP INC | $756.3M | 2.7M | +1.8% |
| SAMLYN CAPITAL, LLC | $677.6M | 2.4M | +3.5% |
| Capital World Investors | $660.1M | 2.3M | +1.3% |
| STATE STREET CORP | $544.8M | 1.9M | +3.8% |
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