Professional
Added to YB: 2025-12-11
Pitch date: 2025-10-31
LPLA [neutral]
LPL Financial Holdings Inc.
+1.57%
current return
Author Info
No bio for this author
Company Info
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States.
Market Cap
$29.5B
Pitch Price
$375.07
Price Target
N/A
Dividend
0.33%
EV/EBITDA
N/A
P/E
34.46
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Spheria Global Opportunities Fund Portfolio Holding: LPL Financial Holdings Inc.
LPLA (holding update): Strong Q3 w/ 7% organic FUA growth, 98% retention, Commonwealth integration progress. Pricing actions add 1ppt margin. $2.3T FUA, 32.1K advisors gaining market share in growing US retail advisor market. Risks: cycling elevated markets, realizing Commonwealth synergies. 14x FY26 EBIT.
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