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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $2.1M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $2K to $30K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$2.1M netNet selling
- CongressSTOCK Act, last 180 days
- +$2K to +$30K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 6 added, 2 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $309.23
- 52-wk high
- $399.03
- High
- $319.57
- 52-wk low
- $259.94
- Low
- $309.23
- Prev close
- $302.76
- Mkt cap
- $24.26B
- P/E
- 25.1x
- Volume
- 1.13M
- Fwd P/E
- 10.9x
- Beta
- 0.48
- Div yield
- 0.38%
- P/S
- 1.3x
- P/B
- 4.1x
- Profit margin
- +5.2%
- Op margin
- +11.1%
- ROE
- +18.6%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about LPLA filings
Are insiders buying or selling LPL Financial Holdings Inc (LPLA) stock?
Net selling: insiders sold $2.1M and bought $0 of LPLA stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $463K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Gates, Greg (Group Managing Director), who sold $1.5M. The latest filing was on Sep 14, 2026.
Which members of Congress have traded LPLA recently?
Rep. Gilbert Cisneros (D) bought $1K to $15K on Jun 11, 2026, disclosed 21 days later. Rep. Gilbert Cisneros (D) bought $1K to $15K on Jun 5, 2026, disclosed 27 days later. In total, 1 member disclosed 2 LPLA trades with trade dates in the last 180 days, filed a median 24 days after trading.
How current is this LPLA smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- P7
Point72
$127.7M
added
- QR
Qube Research
$97.0M
bought
Sells/Trims (1)
- MI
Millennium
$209.7M
trimmed
What insiders are doing
What Congress is doing
Sells (1)
How top traders are positioned
No tracked top-trader positions in LPLA right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 8.3% above what analysts expected.
Earnings per share
$5.39 expected
GAAP EPS was $4.74 and adjusted EPS was $5.84. The analyst basis could not be confirmed, so no beat or miss is shown.
Reports Oct 29, 2026, in 28 days
Estimates as of Sep 30, 2026
EPS expected
$5.70 to $6.13
Revenue expected
3 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $4.55B | $4.93B | $4.94B | $5.19B |
| Cost of what it sold | $3.65B | $3.76B | $3.69B | $3.56B |
| Gross profit | $898.0M | $1.17B | $1.25B | $1.63B |
| What it spent | ||||
| Sales and admin | $398.2M | $51.0M | $192.4M | $557.8M |
| Other operating costs | $427.6M | $535.6M | $407.3M | $271.6M |
| Total operating expenses | $825.8M | $586.6M | $599.7M | $829.4M |
| What was left | ||||
| Operating profit | $72.2M | $582.0M | $646.1M | $798.0M |
| Interest on debt | $106.3M | $105.6M | $100.3M | $101.5M |
| Profit before tax | -$34.1M | $397.6M | $484.6M | $515.5M |
| Tax | -$4.6M | $96.8M | $128.2M | $136.2M |
| Net profit | -$29.5M | $300.7M | $356.4M | $379.3M |
| EBITDA | $236.6M | $690.5M | $757.9M | $907.8M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
LPL Financial Welcomes Lakewood Wealth Management
BullishSep 30Three financial advisers bring about $170 million in assets to LPL.
NeutralSep 30Total debt per share of LPL Financial Holdings Inc. – HAN:7LI
NeutralSep 30LPL Financial Holdings Inc. Actuals & Estimates (HAN:7LI)
BullishSep 29LPL Financial Holdings Inc. Bonds — Corporate Bond Rates
Leans bullishSep 29LPL Financial Holdings Inc (LPLA) Shares Surge 3.8% -- What GF S
NeutralSep 26Deals & Moves: LPL Adds Two Utah Advisory Teams With $1B
BullishSep 25A wealth firm brought in $13.5 billion in net new assets in August, LPL Financial reports.
BullishSep 24