LPL Financial Holdings Inc. (LPLA)
Security & Commodity Brokers, Dealers, Exchanges & Services
Latest Price
$345.66
TTM P/E
27.76
Normalized P/E
28.43
Div Yield
0.35%
Book Value
72.00
P/B Ratio
4.80
Valuation metrics
adjust assumptions →EPS: $10.92
Book value / share: $67.60
Formula: √(22.5 × EPS × BVPS)
Graham Number
$128.88
63% downside
Norm. op. income: $1.1B (median of 7yr)
Tax rate: 25%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$28.62
92% downside
EPS: $10.92
Target P/E: 28×
Formula: EPS × P/E
P/E Fair Value
$305.76
12% downside
Institutional Ownership
100.0% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.73M | $1.33B | 5.93% | -241.3K | 2026-06-30 |
| Dodge & Cox | 4.58M | $1.29B | 5.74% | +432.1K | 2026-06-30 |
| Boston Partners | 4.25M | $1.20B | 5.33% | +119.3K | 2026-06-30 |
| Jupiter Topco LLC | 4.20M | $1.18B | 5.26% | -- | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.83M | $1.08B | 4.80% | -20.0K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.61M | $1.02B | 4.53% | +16.7K | 2026-06-30 |
| PRINCIPAL FINANCIAL GROUP INC | 2.68M | $756.0M | 3.36% | +48.4K | 2026-06-30 |
| SAMLYN CAPITAL, LLC | 2.41M | $677.0M | 3.01% | +82.3K | 2026-06-30 |
| Capital World Investors | 2.34M | $660.0M | 2.94% | +30.8K | 2026-06-30 |
| STATE STREET CORP | 1.93M | $544.0M | 2.42% | +71.0K | 2026-06-30 |