DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 100 days ago

LPLA·LPLA

$.
+. (+.%)
After Hours
High
$335.80
Open
$330.00
Market Cap
26.79B
52W High
$403.57
Low
$320.95
P. Close
$330.00
P/E
31.04
52W Low
$262.83
Fwd P/E
-
Mean Target
-
Technical Score (1D)
32
SELL
News Sentiment
56
BULLISH
Recent analyst revisions are subtly reshaping the outlook for LPL Financial. Fair value estimates have increased slightly, driven by adjustments to growth assumptions and trading activity, which could signal increased confidence in the company's performance. Wolfe Research and Barclays maintain positive ratings, reflecting continued analyst optimism regarding LPLA's potential. However, the introduction of AI-enabled tax planning tools by a wealth-management startup has prompted investors to reassess the impact of automation on traditional advisory firms. This could lead to fee compression and automation risks for LPL Financial, potentially impacting its revenue streams. The selloff following the launch crystallized existing risks around fee compression and automation, but the immediate catalyst remains the execution of integration and retention from recent acquisitions. Investors should watch for further developments in AI-driven tax solutions and their potential impact on the financial advisory sector.
Earnings Summary
LPL Financial Holdings Inc. provides brokerage and investment advisory services to independent financial advisors in the United States, operating within the Financial Services sector, specifically the Capital Markets industry. Recent quarterly performance shows that in Q1 2025, the company beat its EPS estimate of 4.64095 with an actual EPS of 5.15, and the revenue was 3670007000.0. Not enough information is available to compare the last two quarters. The company has not yet reported any earnings for Q1 2026. Historical data is limited, but the Q1 2025 EPS beat suggests a positive trend. The company's recent addition of Wealth Innovations, LLC to its platform signals continued expansion of its assets, which could attract more independent advisors seeking scale and support. The market's negative reaction to the Q4 earnings, despite beating revenue and adjusted EPS estimates, introduces uncertainty. Investors should watch for advisor retention rates and the firm's ability to integrate new acquisitions, as these factors will be key to maintaining its asset base and revenue streams.

EPS

EstBeatMiss
$4.46$4.85$5.24$5.64$6.03Q1'25Q1'26
QtrEstActual+/−
Q1'26$5.85 - -
Q1'25$4.64$5.15+11.0%

Revenue

EstBeatMiss
$3.5B$3.9B$4.4B$4.8B$5.3BQ1'25Q1'26
QtrEstActual+/−
Q1'26$5.1B - -
Q1'25 - $3.7B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

LPLA Stock Snapshot

LPLA is currently trading at $334.70, giving LPLA a market cap of 26.79B and a P/E ratio of 31.0. Today's range spans $320.95–$335.80, with shares opening at $330.00 and moving up $4.70 (1.4%) from the prior close. DailyIQ's technical score sits at 32/100 (SELL) with a news sentiment reading of 56/100.

Over the past year LPLA has traded between $262.83 and $403.57 - the current price is +27.3% off the 52-week low and -17.1% from the high.

Earnings estimate risk is at the forefront for LPLA (LPLA) - a large-cap Financial Services name (26.79B market cap) showing a SELL (32/100) alongside neutral sentiment (56/100) often flags a period where consensus estimates are still catching down to what the market is already pricing in. Price: $334.70 (in the middle of its 52-week range in $262.83–$403.57). (P/E: 31.0) Active managers who track the technical-fundamental gap tend to position ahead of the revision, not after it.

When a large-cap Financial Services name with 26.79B in capitalization prints a SELL signal (32/100) alongside neutral news sentiment (56/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $334.70 (in the middle of its 52-week range in the $262.83–$403.57 range), the structural support levels are where that sponsorship question gets answered.

Recent News Coverage

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