Nama Insights

LPL Financial (LPLA)

Financial Services · Capital Markets · NASDAQ

LPL Financial (LPLA) is a Financial Services company in the Capital Markets industry. It has a market capitalization of $23.01B and a trailing price-to-earnings ratio of 13.1. Over the most recent reported fiscal year, revenue grew 37.2%. Nama's AI scorecard rates it Buy, 7.3 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 7.3/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Lagging · -12.8% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-26.8%
How far the last close sits under the highest price of the past five years.
Market cap$23.01B
Trailing P/E13.1
Price / book4.0
Price / sales1.1
FCF yield—
Dividend yield0.4%
Gross margin24.3%
Operating margin11.2%
Net margin6.8%
Revenue growth (YoY)+37.2%
Revenue growth (3-yr annual)+25.5%
EPS growth (YoY)+21.8%
FCF/share growth (YoY)—
Beta0.5
ExchangeNASDAQ
SectorFinancial Services
IndustryCapital Markets

LPLA earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $6.03). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $5.97 $5.69 +4.9% $5.34B
Q2 2026 Jul 30, 2026 $5.84 $5.39 +8.3% $5.19B
Q1 2026 Apr 30, 2026 $5.60 $5.47 +2.4% $4.94B
Q4 2025 Jan 29, 2026 $5.23 $4.90 +6.7% $4.93B

LPLA analyst price target

Median target $394.00 from 16 analysts, ranging $320.00 – $526.00.

Capital Markets peers

TickerCompanyMarket capP/E
MS Morgan Stanley $283.95B 14.4
GS Goldman Sachs Group $249.73B 12.4
SCHW Charles Schwab $158.22B 14.9
IBKR Interactive Brokers Group $129.18B 29.1
HOOD Robinhood Markets $72.86B 34.7
TW Tradeweb Markets $27.59B 32.4
NMR Nomura $27.53B 10.7
CRCL Circle Internet Group $17.41B 37.9
Explore live LPLA data on Nama Insights →

Recent Congressional trades

LPL Financial trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Buy $1,001 - $15,000 Jul 2, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jul 2, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Valerie Hoyle House Sell $1,001 - $15,000 May 15, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 May 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 May 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jan 12, 2026
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025

LPLA FAQ

Is LPLA a buy?
Nama's AI scorecard currently rates LPL Financial Buy (7.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LPLA's P/E ratio?
LPL Financial trades at a trailing price-to-earnings ratio of 13.1.
When does LPLA report earnings?
LPL Financial's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $6.03.
What is the LPLA price target?
The median analyst price target from 16 analysts is $394.00, with a range of $320.00 – $526.00.
Is LPLA Shariah compliant?
Nama's AAOIFI-style screen reads LPL Financial as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does LPLA pay a dividend?
Yes — LPL Financial's dividend yield is 0.4%.