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LPL Financial Holdings Inc. (LPLA)

Security & Commodity Brokers, Dealers, Exchanges & Services

Latest Price
$283.74
TTM P/E
16.36
Normalized P/E
22.15
TTM Div Yield
0.42%
Fwd Div Yield
0.42%
Book Value
73.81
P/B Ratio
3.84

Valuation metrics

adjust assumptions →
EPS: $10.92
Book value / share: $66.76
Formula: √(22.5 × EPS × BVPS)
Graham Number
$128.07
55% 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
$28.26
90% downside
EPS: $10.92
Target P/E: 22×
Formula: EPS × P/E
P/E Fair Value
$240.24
15% downside

Institutional Ownership

100.0% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.4.73M$1.33B5.98%-241.3K2026-06-30
Dodge & Cox4.58M$1.29B5.78%+432.1K2026-06-30
Boston Partners4.25M$1.20B5.37%+119.3K2026-06-30
Jupiter Topco LLC4.20M$1.18B5.30%--2026-06-30
Vanguard Portfolio Management LLC3.83M$1.08B4.84%-20.0K2026-06-30
Vanguard Capital Management LLC3.61M$1.02B4.56%+16.7K2026-06-30
Principal Financial Group Inc2.68M$756.0M3.39%+48.4K2026-06-30
Samlyn Capital, LLC2.41M$677.0M3.04%+82.3K2026-06-30
Capital World Investors2.34M$660.0M2.96%+30.8K2026-06-30
State Street Corp1.93M$544.0M2.44%+71.0K2026-06-30
View all institutional holders →