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LPLA

LPL Financial Holdings Inc

NASDAQ: LPLA · FINANCIAL SERVICES · CAPITAL MARKETS

$330.89
-0.85% today

Updated 2026-04-29

Market cap
$26.53B
P/E ratio
30.33
P/S ratio
1.60x
EPS (TTM)
$10.91
Dividend yield
0.36%
52W range
$282 – $403
Volume
0.9M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

LPL Financial Holdings Inc (LPLA) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$330.89
Consensus
$421.00
+27.23%
2030 Target
$4,992.39
+1408.78%
DCF
—
—
13 analysts:
6 Buy3 Hold0 Sell

Management guidance

No specific CEO revenue targets for 2026-2030 disclosed in available materials. Management focus is on advisor recruitment, organic asset growth, and advisory asset mix expansion (currently 59.3% of total assets). Company targeting fee-based revenue shift to mitigate interest rate sensitivity and commission compression.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$8,340.23
$33.4B Rev × 20x P/S
Base case (2030)
$4,992.39
$33.4B Rev × 12x P/S
Bear case (2030)
$3,318.47
$33.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$10.1B$12.4B$17.0B$21.4B$24.3B$27.1B$30.1B$33.4B
Revenue growth—23.2%37.2%29.1%13.3%11.7%11.1%10.8%
EPS$15.68$16.50$20.09$24.40$29.44$33.20$37.10$41.40
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$3,201.00$3,641.51$4,052.65$4,522.52$4,992.39

Catalysts & risks

Growth catalysts
+ Accelerating advisor recruitment (recent onboarding of $185M, $180M, $250M+ practices indicates strong inbound pipeline)
+ Advisory assets mix expansion (59.3% of total, growing 44.9% YoY in Feb 2026; advisory revenues more stable and recurring than commissions)
+ Strategic partnerships (Simplicity Group insurance expansion, Anthropic AI tools for wealth management advisors)
+ Organic net new assets growth ($9.1B in Feb 2026, sustaining 30%+ asset growth trajectory)
+ Market recovery and asset base expansion (total assets $2.43T in Feb 2026, up 33.3% YoY)
Key risks
- Fee compression on advisory assets as industry consolidates and advisory market becomes commoditized
- Interest rate sensitivity (lower rates reduce net interest margin and commission volumes)
- Competitive pressure from larger platforms (Schwab, Fidelity) and emerging fintech advisors
- Geopolitical/market volatility reducing advisory assets and trading activity
- Regulatory risk (SEC cash sweep investigation concluded favorably, but ongoing compliance costs remain elevated)
- AI adoption risk (if AI tools commoditize advisor services, could pressure advisor retention and fee economics)

Methodology

LPL Financial Holdings Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.