Lpl Financial Holdings Inc. (LPLA) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
Lpl Financial Holdings Inc. (LPLA) stock forecast summary
On Oct. 16, 2026, LPLA is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.
Lpl Financial Holdings Inc. is a large-cap company with a market capitalization of $25.27B. It ranks number 5 by market capitalization among the 12 Security & Commodity Brokers, Dealers, Exchanges & Services issuers in our coverage with a current forecast.
For LPLA, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 25.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 20.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, LPLA included.
Follow LPLA freeLPLA price chart and AI forecast
How LPLA ranks among 5172 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Lpl Financial Holdings Inc. (LPLA) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Security & Commodity Brokers, Dealers, Exchanges & Services peers listed below that report each metric.
Valuation & Market
| Metric | LPLA | Rank |
|---|---|---|
| Market Cap | $25.27B | 5/12 |
| P/E Ratio | 25.78x | 3/7 |
| P/B Ratio | 4.39x | 4/9 |
| Dividend Yield | 0.38% | 6/6 |
| EPS | $12.45 | – |
| Book Value/Share | $73.11 | – |
| Revenue/Share | $249.03 | – |
| FCF/Share | $-11.83 | – |
Profitability & Margins
| Metric | LPLA | Rank |
|---|---|---|
| ROE | 17.5% | 4/8 |
| ROA | 5.1% | 3/8 |
| Net Margin | 5.1% | 6/8 |
| EBT Margin | 7.0% | 6/9 |
| Tax Rate | 26.2% | – |
Financial Health
| Metric | LPLA | Rank |
|---|---|---|
| D/E Ratio | 2.44x | 7/11 |
| Financial Leverage | 3.44x | 7/11 |
Cash Flow
| Metric | LPLA | Rank |
|---|---|---|
| Operating Cash Flow | -$252M | 8/9 |
| Free Cash Flow | -$931M | 7/7 |
| Capital Spending | -$679M | 7/7 |
| OCF Growth YoY | -144.7% | 6/6 |
| FCF/Sales | -4.8% | 7/7 |
| CapEx/Sales | 3.5% | 2/7 |
Operational Efficiency
| Metric | LPLA | Rank |
|---|---|---|
| Asset Turnover | 0.99x | 2/7 |
| Fixed Assets Turnover | 12.5x | 5/6 |
Income Statement
| Metric | LPLA | Rank |
|---|---|---|
| Total Revenue | $19.61B | 2/7 |
| Net Income | $1.01B | 5/8 |
Dividend & Shareholder Information
| Metric | LPLA | Rank |
|---|---|---|
| Dividends Per Share | $1.22 | – |
| Payout Ratio | 9.8% | 6/6 |
| Shares Outstanding | 79M | – |
| Net Income Growth | -9.9% | 7/7 |
| EPS Growth | -14.8% | 7/7 |
Balance Sheet Highlights (USD millions)
| Cash & Short-term Investments | $1.28B | 6.4% of assets |
| Total Liabilities | $14.03B | 70.9% of assets |
LPLA quarterly financials and insider trading
Lpl Financial Holdings Inc. (LPLA) industry peers
Companies classified under the same SEC industry code as Lpl Financial Holdings Inc. (Security & Commodity Brokers, Dealers, Exchanges & Services): 12 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| LPLA Lpl Financial Holdings Inc. | ▶ | $25.27B |
| CME Cme Group Inc. | ▲ | $105.79B |
| ICE Intercontinental Exchange, Inc. | ▼ | $90.70B |
| NDAQ Nasdaq, Inc. | ▼ | $52.53B |
| CBOE Cboe Global Markets, Inc. | ▶ | $32.89B |
| SNEX Stonex Group Inc. | ▶ | $6.89B |
| BGC Bgc Group, Inc. | ▲ | $5.51B |
| MRX Marex Group Ltd | ▲ | $5.05B |
| TOP Top Financial Group Ltd | ▼ | $1.65B |
| WTF Waton Financial Ltd | ▼ | $134M |
| STEX Streamex Corp. | ▶ | $76M |
| SOS Sos Ltd | ▼ | $4M |
Where LPLA sits on the market map
Lpl Financial Holdings Inc. (LPLA) stock news
Loading...
Lpl Financial Holdings Inc. (LPLA) stock forecast FAQ
What is the Lpl Financial Holdings Inc. (LPLA) stock forecast?
On Oct. 16, 2026, LPLA is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.
How accurate are Lpl Financial Holdings Inc. stock predictions?
For LPLA, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 25.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 20.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Lpl Financial Holdings Inc. forecasts updated?
Lpl Financial Holdings Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Lpl Financial Holdings Inc.'s industry peers?
12 issuers in our coverage, LPLA included, share the SEC industry code Security & Commodity Brokers, Dealers, Exchanges & Services. The largest are: Cme Group Inc. (CME), Intercontinental Exchange, Inc. (ICE), Nasdaq, Inc. (NDAQ), Cboe Global Markets, Inc. (CBOE), Stonex Group Inc. (SNEX), Bgc Group, Inc. (BGC).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.