LPLA· Lpl Finl Hldgs Inc.

CUSIP 50212V100·Sector Financial Services →·

·Investor Relations ↗

Current price

$303.52

Market cap

$24.3B

52w low

$281.51

52w high

$403.58

Whale holders

Aggregate held

$266M

Net flow (Q/Q)

-$66M

Insider buys/sells · last 6 mo · open market only

	Transactions	Total $
Buys	0	$0
Sells	18	$3M

Whale	% of portfolio	Recent activity	Δ shares	Value
Markel Group Inc.	1.4%	Hold	0	$168M
Cantillon Capital Management LLC	0.6%	Reduce 12.0%	-44,141	$98M

Held alongside LPLA

Top stocks LPLA's whales also own — ranked by holder overlap

MSFTMicrosoft Corp.· 6 shared AMZNAmazon Com Inc.· 5 shared FERGFerguson Enterprises· 5 shared GOOGAlphabet Inc.· 4 shared TSMTaiwan Semiconductor Mfg Ltd.· 4 shared GOOGLAlphabet Inc.· 4 shared ADIAnalog Devices Inc.· 4 shared VVisa, Inc.· 4 shared COFCapital One Financial· 4 shared UBERUber Technologies Inc.· 4 shared

Quarterly ownership history

Last 6 quarters

Quarter	Whales	Aggregate	Buying	Selling	Net flow
2026-03-31	2	$266M	0 · $0	2 · $66M	-$66M
2025-12-31	7	$1.5B	4 · $239M	3 · $34M	$205M
2025-09-30	4	$1.3B	1 · $48M	5 · $425M	-$377M
2025-06-30	6	$1.7B	5 · $431M	1 · $68M	$363M
2025-03-31	5	$1.3B	4 · $954M	1 · $87M	$868M
2024-12-31	3	$426M	3 · $426M	0 · $0	$426M

LPLA Financials

Live via yfinance — refreshed daily.

Valuation

Market capitalization$24.3B

Enterprise value$29.1B

EV / EBITDA (TTM)—

P/E ratio (TTM)27.32

Forward P/E10.69

P/S ratio1.36

P/B ratio4.55

PEG ratio0.46

Cash Flow

Operating cash flow (TTM)-$461M

Free cash flow (TTM)—

Total cash$2.7B

Total debt$7.5B

Debt / equity132.28

Current ratio2.45

Income Statement

Total revenue (TTM)$17.8B

Revenue per share (TTM)222.84

Gross profit (TTM)$5.4B

EBITDA (TTM)—

Net income (TTM)$901M

EPS diluted (TTM)11.11

Shares outstanding79,982,861

Float shares79,439,381

Profitability

Gross margin30.38%

Operating margin11.13%

EBITDA margin0.00%

Net margin5.05%

Efficiency

Return on assets (TTM)5.49%

Return on equity (TTM)20.45%

Price History

Current price$303.52

52 Week high$403.58

52 Week low$281.51

50 day average$309.52

200 day average$344.15

Average volume (10 day)840,250

1-year beta0.58

1-year price target$417.21

Dividends

Dividend yield0.40%

Dividend rate (annual)$1.20

Payout ratio10.80%

Fundamentals are sourced from yfinance and refreshed daily. Last updated May 10, 2026, 5:39 PM. Empty cells (—) mean yfinance doesn't have that field for this ticker (common for ADRs, recent IPOs, or non-applicable ratios).

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