LPL Financial Holdings Inc.
315.61USD
-3.2400 (-1.02%)
Not enough data yet
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $5.69▼ | $6.01 | 0 | 10 |
| Next quarter | $6.36▼ | $6.43 | 2 | 7 |
| Current year | $23.66▲ | $23.42 | 0 | 10 |
| Next year | $30.2▲ | $29.28 | 6 | 5 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $5.39 | $5.84 | +0.45 (+8.4%) |
| 2026-03-31 | $5.47 | $5.6 | +0.13 (+2.5%) |
| 2025-12-31 | $4.9 | $5.23 | +0.33 (+6.8%) |
| 2025-09-30 | $4.49 | $5.2 | +0.71 (+15.8%) |
253 ratings from 24 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| TD Cowen | Maintained | Hold | $377 $380 | Oct 12, 2026 |
| Morgan Stanley | Maintained | Overweight | $387 $393 | Oct 9, 2026 |
| UBS | Maintained | Buy | $391 $390 | Oct 7, 2026 |
| JP Morgan | Maintained | Overweight | $428 $445 | Oct 7, 2026 |
| Barclays | Maintained | Overweight | $401 $409 | Oct 7, 2026 |
| BMO Capital | Maintained | Outperform | $390 $370 | Oct 6, 2026 |
| B of A Securities | Maintained | Buy | $557 $554 | Oct 5, 2026 |
| Citizens | Reiterated | Market Outperform | $500 | Oct 5, 2026 |
| Wells Fargo | Initiated | Overweight | $362 | Oct 2, 2026 |
| Truist Securities | Initiated | Hold | $389 | Sep 1, 2026 |
| TD Cowen | Maintained | Hold | $372 $377 | Sep 1, 2026 |
| BMO Capital | Maintained | Outperform | $300 $390 | Aug 3, 2026 |
| JP Morgan | Maintained | Overweight | $408 $428 | Jul 31, 2026 |
| TD Cowen | Maintained | Hold | $330 $372 | Jul 31, 2026 |
| Barclays | Maintained | Overweight | $394 $401 | Jul 31, 2026 |
| Keefe, Bruyette & Woods | Maintained | Outperform | $365 $390 | Jul 31, 2026 |
| JP Morgan | Maintained | Overweight | $390 $408 | Jul 13, 2026 |
| Morgan Stanley | Maintained | Overweight | $374 $387 | Jul 10, 2026 |
| Barclays | Maintained | Overweight | $412 $394 | Jul 9, 2026 |
| UBS | Maintained | Buy | $395 $391 | Jul 8, 2026 |
| UBS | Maintained | Buy | $380 $395 | May 1, 2026 |
| TD Cowen | Maintained | Hold | $330 $326 | May 1, 2026 |
| JP Morgan | Maintained | Overweight | $396 $390 | May 1, 2026 |
| Barclays | Maintained | Overweight | $369 $412 | May 1, 2026 |
| Morgan Stanley | Maintained | Overweight | $303 $309 | Oct 17, 2024 |
143 filings from 29 insiders · 27 buy / 5 sell over 6m
Officers and directors of LPLA, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Reeping KatharineOfficer, Principal Accounting Officer | Sell | 439.949 | $347.88 | $153k | Sep 11, 2026 |
| Field EmilyOfficer, Group Managing Director | Tax | 106 | $359.33 | $38k | Sep 5, 2026 |
| Thomas Corey E.Director | Grant | 4 | — | — | Aug 28, 2026 |
| SCHIFTER RICHARD PDirector | Grant | 14 | — | — | Aug 28, 2026 |
| Putnam James SDirector | Grant | 7 | — | — | Aug 28, 2026 |
| Mnookin AllisonDirector | Grant | 2 | — | — | Aug 28, 2026 |
| Glavin William Francis JrDirector | Grant | 10 | — | — | Aug 28, 2026 |
| EBERHART PAULETTDirector | Grant | 4 | — | — | Aug 28, 2026 |
| BERNARD EDWARD CDirector | Grant | 3 | — | — | Aug 28, 2026 |
| Jambusaria AneriOfficer, Group Managing Director | Sell | 308 | $357.36 | $110k | Aug 27, 2026 |
| GATES GREGOfficer | Sell | 4.1k | $355.38 | $1.46M | Aug 20, 2026 |
| GATES GREGOfficer | Exercise | 7.2k | $77.53 | $557k | Aug 20, 2026 |
| PUTNAM JAMES SDirector | Gift | 2.0k | — | — | Aug 3, 2026 |
| ENYEDI MATTHEWOfficer | Sell | 1.0k | $351.06 | $353k | Jul 31, 2026 |
| JAMBUSARIA ANERIOfficer | Sell | 308 | $306.00 | $94k | Jun 17, 2026 |
| SCHIFTER RICHARD PDirector | Grant | 19 | — | — | Jun 4, 2026 |
| BERNARD EDWARD CDirector | Grant | 4 | — | — | Jun 4, 2026 |
| GLAVIN WILLIAM FRANCIS JRDirector | Grant | 15 | — | — | Jun 4, 2026 |
| THOMAS COREY EDirector | Grant | 7 | — | — | Jun 4, 2026 |
| EBERHART H PAULETTDirector | Grant | 5 | — | — | Jun 4, 2026 |
No analyst notes on LPLA yet.
Analyst Ratings
16 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 9 | 4 | 0 | 0 | Buy1.94 |
| 1 mo ago | 5 | 8 | 4 | 0 | 0 | Buy1.94 |
| 2 mo ago | 6 | 7 | 3 | 0 | 0 | Buy1.81 |
| 3 mo ago | 6 | 7 | 3 | 0 | 0 | Buy1.81 |
Members whose judged calls on LPLA have played out most reliably.
No settled calls on LPLA yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice