Added to YB: 2026-09-08
Pitch date: 2026-09-06
LPLA [bullish]
LPL Financial Holdings Inc.
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
$28.3B
Pitch Price
N/A
Price Target
N/A
Dividend
0.33%
EV/EBITDA
N/A
P/E
28.64
EV/Sales
N/A
Sector
Capital Markets
Category
value
LPL Financial: How One Company Is Quietly Taking Over Independent Wealth Management
LPLA: LPL Financial provides technology, compliance, custody and business services to 32,500 advisors overseeing $2.6T, benefiting from the shift toward independent advice and consolidation of fragmented RIAs. At $359, shares trade at 16.4x LTM adjusted EPS versus an 18.5x five-year average. Commonwealth could materially lift earnings, but its 90% asset-retention target and advisory organic NNA slowing to 5.2% are the key risks.
Read full article (39 min)