LPL Financial Holdings Inc.
349.60USD
-0.6200 (-0.18%)
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 | $5.94▲ | $5.87 | 5 | 4 |
| Next quarter | $6.51▲ | $6.27 | 5 | 5 |
| Current year | $24.02▲ | $23.2 | 12 | 2 |
| Next year | $29.83▲ | $28.45 | 10 | 3 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $5.38 | $5.84 | +0.46 (+8.5%) |
| 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%) |
229 ratings from 22 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Maintained | Overweight | $303 $309 | Oct 17, 2024 |
| JMP Securities | Reiterated | Market Outperform | $310 | Oct 9, 2024 |
| Wells Fargo | Upgraded from Equal-Weight | Overweight | $235 $285 | Oct 9, 2024 |
| UBS | Maintained | Neutral | $215 $250 | Oct 8, 2024 |
| Jefferies | Maintained | Buy | $309 $282 | Oct 4, 2024 |
| Citigroup | Maintained | Buy | $325 $285 | Sep 27, 2024 |
| Goldman Sachs | Maintained | Buy | $289 $271 | Sep 26, 2024 |
| Wells Fargo | Initiated | Equal-Weight | $235 | Sep 12, 2024 |
| UBS | Maintained | Neutral | $290 $215 | Aug 6, 2024 |
| B of A Securities | Upgraded from Neutral | Buy | $268 | Jul 30, 2024 |
| TD Cowen | Maintained | Hold | $243 $255 | Jul 26, 2024 |
| JMP Securities | Maintained | Market Outperform | $305 $310 | Jul 26, 2024 |
| Barclays | Maintained | Overweight | $313 $273 | Jul 26, 2024 |
| Keefe, Bruyette & Woods | Maintained | Outperform | $326 $315 | Jul 26, 2024 |
| JP Morgan | Maintained | Neutral | $261 $268 | Jul 11, 2024 |
| Barclays | Maintained | Overweight | $319 $313 | Jul 10, 2024 |
| UBS | Maintained | Neutral | $285 $290 | Jul 9, 2024 |
| Jefferies | Maintained | Buy | $322 $334 | Jul 8, 2024 |
| TD Cowen | Maintained | Hold | $271 $279 | Jul 8, 2024 |
| JMP Securities | Reiterated | Market Outperform | $305 | May 1, 2024 |
| TD Cowen | Maintained | Hold | $269 $271 | May 1, 2024 |
| Morgan Stanley | Upgraded from Equal-Weight | Overweight | $254 $315 | Apr 9, 2024 |
| JMP Securities | Maintained | Market Outperform | $290 $305 | Apr 9, 2024 |
| Barclays | Maintained | Overweight | $302 $312 | Apr 8, 2024 |
| Raymond James | Initiated | Underperform | — | Apr 4, 2024 |
142 filings from 28 insiders · 35 buy / 6 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 |
|---|---|---|---|---|---|
| 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 |
| MNOOKIN ALLISON HDirector | Grant | 3 | — | — | Jun 4, 2026 |
No analyst notes on LPLA yet.
Analyst Ratings
15 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 7 | 4 | 0 | 0 | Buy1.88 |
| 1 mo ago | 6 | 7 | 3 | 0 | 0 | Buy1.81 |
| 2 mo ago | 6 | 7 | 3 | 0 | 0 | Buy1.81 |
| 3 mo ago | 5 | 8 | 3 | 0 | 0 | Buy1.88 |