LPL Financial Holdings Inc. (LPLA) fair value analysis
Nasdaq · Updated 2026-10-19
LPLA price how computed
Forward Fair Value verdict
UndervaluedLPLA is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $320.96
- Sector
- Financial Services
- 12-month range
- $265.86–$393.25
- Market cap
- $25.3B
- From 52-week high
- -18.4%
- Shares outstanding
- 78.7M
- Rank in Financial Services by discount to fair value
- #10 of 167
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
LPL Financial Holdings Inc. is a broker-dealer and financial services company that provides technology, research, and clearing services to independent financial advisors and financial institutions. The company operates primarily in the United States, serving as a platform that enables its clients to run their financial advisory businesses.
LPLA currently ranks #10 of 167 Financial Services stocks by discount to fair value. It has screened as Undervalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $25.3B
- P/E (trailing)
- 15x
- Revenue (TTM)
- $19.6B
- Net margin
- 5.1%
- EPS (TTM)
- $21.87
- Gross margin
- 31.4%
- Debt / equity
- 1.30
- Revenue growth (3-yr avg)
- 35.2%
- Shares outstanding
- 78.7M
Derived indicators how computed
- Quality grade
- D
- Margin trend
- Contracting
- 52-week position
- The lower-middle quarter of its range
Technicals how computed
- RSI (14-day)
- 45 · neutral
- 50-day average
- $342.60
- 200-day average
- $325.48
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Dividends how computed
- Paid, last 12 months
- $1.20 per share (4 payments)
- Yield on last price
- 0.37%
- Consecutive years of increases
- 0 (no streak on complete calendar years)
- Last ex-dividend date
- 2026-08-14
- Last payment date
- 2026-08-28
Earnings how computed
- Next earnings report
- 2026-10-27 (post-market)
- Last 8 quarters vs consensus
- 8 beat, 0 missed
- Quarter by quarter
- 2026-06 ▲ beat (+8.3%)
2026-03 ▲ beat (+2.4%)
2025-12 ▲ beat (+6.7%)
2025-09 ▲ beat (+15.8%)
2025-06 ▲ beat (+7.1%)
2025-03 ▲ beat (+11.0%)
2024-12 ▲ beat (+7.3%)
2024-09 ▲ beat (+12.1%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 13 buy · 4 hold · 0 sell (17 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $422
- Target vs last price
- +31.5%
What our data shows for LPLA
- Our model validated 17 trailing price-to-earnings windows for LPLA, built from quarterly earnings records.
- Shares are trading in the middle of their 12-month price range of $265.86–$393.25.
- The 14-day relative strength index sits at a neutral 45.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for LPLA
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent LPLA news
TickrTrends' derived news-sentiment signal for LPLA is currently leaning positive, computed from recent coverage.
- LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: Should You Buy? (zacks.com, 2026-10-20)
TickrTrends take: LPL Financial Holdings Inc. operates in the Financial Services sector, where valuation metrics become particularly important for assessing whether current pricing reflects future earnings potential. TickrTrends' undervalued designation suggests that the market may not be fully pricing in the earnings growth referenced in recent coverage, which could present an opportunity for valuation-conscious investors to evaluate the company's fundamentals relative to its current stock price. Investors following a valuation-focused approach should monitor whether upcoming earnings reports validate the growth expectations and whether the market reprices the stock accordingly. - LPLA Maintains by TD Cowen -- Price Target Raised to $380 (gurufocus.com, 2026-10-12)
TickrTrends take: TD Cowen's price target raise to $380 represents an analyst affirmation of LPLA's business fundamentals, which aligns with TickrTrends' undervalued assessment for the Financial Services firm. For investors monitoring valuation metrics, the maintained rating combined with the higher price target suggests the analyst sees room for the stock to appreciate from current levels to reach that objective. A valuation-focused reader should track whether this target gain materializes and how it correlates with LPLA's earnings execution and the overall sentiment shifts among other analysts covering the company. - LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call (manilatimes.net, 2026-10-06)
TickrTrends take: LPL Financial's announcement of its third quarter 2026 earnings release date provides an upcoming opportunity for investors to assess whether the company's financial performance supports TickrTrends' current undervalued designation in the Financial Services sector. The earnings call will offer insight into revenue trends, profitability metrics, and business developments that could validate or challenge the current valuation assessment. Given the undervalued rating, valuation-focused readers should monitor whether reported results demonstrate sufficient growth and margin strength to justify closing any gap between current market price and intrinsic value.
More LPLA news
- LPLA Maintains by BMO Capital -- Price Target Lowered to $370 (gurufocus.com, 2026-10-06)
What people are saying
Follow the LPLA conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for LPLA showed deterioration this week. The quality grade declined from C to D, while the sector discount rank weakened from number 12 to number 17 within the Financial Services sector. Despite these declines in indicator metrics, the current valuation verdict remains Undervalued.
- 2026-10-05 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — LPLA's trend state shifted from uptrend to mixed this week as the 50/200-day moving average relationship changed direction. The stock maintains an undervalued valuation verdict according to TickrTrends' derived indicators. This transition to mixed momentum suggests a potential consolidation phase after the prior uptrend period.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is LPLA stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), LPLA is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is LPLA's TickrTrends verdict?
LPLA's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does LPLA compare to other Financial Services stocks?
LPLA ranks #10 of 167 Financial Services stocks in TickrTrends' coverage by discount to fair value.
Is LPLA overbought or oversold?
LPLA's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does LPLA pay a dividend?
Yes. LPLA paid $1.20 per share over the last twelve months (4 payments), a 0.37% yield on TickrTrends' last price. The last ex-dividend date was 2026-08-14.
When does LPLA report earnings next?
LPLA's next earnings report is scheduled for 2026-10-27 (post-market), per the published earnings calendar.
Does LPLA usually beat earnings estimates?
Over its last 8 reported quarters LPLA beat the consensus estimate 8 times and missed 0 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about LPLA?
Of 17 analysts covering LPLA, 13 rate it a buy, 4 a hold and 0 a sell - buy-leaning, with a consensus price target of $422 (+31.5% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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