William Blair Forecasts LPL Financial Q1 Earnings

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Investment analysts at William Blair issued their Q1 2026 earnings per share (EPS) estimates for shares of LPL Financial in a report issued on Wednesday, November 20th. William Blair analyst J. Schmitt expects that the financial services provider will earn $5.02 per share for the quarter. The consensus estimate for LPL Financial’s current full-year earnings is $16.08 per share.

LPL Financial (NASDAQ:LPLA) last released its quarterly earnings results on Wednesday, October 30th. The financial services provider reported $4.16 earnings per share for the quarter, beating the consensus estimate of $3.69 by $0.47. The firm had revenue of $3.11 billion for the quarter, compared to analysts’ expectations of $3.04 billion. LPL Financial had a return on equity of 49.47% and a net margin of 8.73%. The company’s revenue was up 6.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.74 EPS.

Several other equities analysts have also recently weighed in on the company. TD Cowen increased their price target on LPL Financial from $271.00 to $277.00 and gave the company a “hold” rating in a report on Thursday, October 31st. StockNews.com upgraded LPL Financial from a “sell” rating to a “hold” rating in a research note on Saturday, November 9th. Bank of America upgraded LPL Financial from a “neutral” rating to a “buy” rating and set a $268.00 price objective for the company in a research note on Tuesday, July 30th. Wells Fargo & Company upgraded LPL Financial from an “equal weight” rating to an “overweight” rating and upped their price objective for the stock from $235.00 to $285.00 in a research note on Wednesday, October 9th. Finally, Morgan Stanley upped their price objective on LPL Financial from $303.00 to $309.00 and gave the stock an “overweight” rating in a research note on Thursday, October 17th. One investment analyst has rated the stock with a sell rating, five have given a hold rating and nine have issued a buy rating to the company’s stock. According to data from MarketBeat.com, LPL Financial currently has an average rating of “Moderate Buy” and a consensus price target of $286.92.

LPL Financial Price Performance

NASDAQ LPLA opened at $326.85 on Friday. The business’s fifty day moving average price is $263.32 and its 200-day moving average price is $253.18. The stock has a market capitalization of $24.47 billion, a price-to-earnings ratio of 24.58, a PEG ratio of 1.58 and a beta of 0.85. The company has a debt-to-equity ratio of 1.60, a current ratio of 2.16 and a quick ratio of 2.16. LPL Financial has a 1-year low of $187.19 and a 1-year high of $327.55.

Institutional Investors Weigh In On LPL Financial

A number of institutional investors have recently bought and sold shares of LPLA. Ashton Thomas Private Wealth LLC purchased a new position in shares of LPL Financial during the second quarter valued at about $25,000. Key Financial Inc purchased a new position in shares of LPL Financial during the second quarter valued at about $28,000. Ashton Thomas Securities LLC purchased a new position in shares of LPL Financial during the third quarter valued at about $31,000. Paladin Wealth LLC purchased a new position in shares of LPL Financial during the third quarter valued at about $34,000. Finally, Crewe Advisors LLC grew its position in shares of LPL Financial by 360.7% during the second quarter. Crewe Advisors LLC now owns 129 shares of the financial services provider’s stock valued at $36,000 after purchasing an additional 101 shares in the last quarter. Hedge funds and other institutional investors own 95.66% of the company’s stock.

LPL Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 2nd. Shareholders of record on Thursday, November 14th will be paid a $0.30 dividend. The ex-dividend date is Thursday, November 14th. This represents a $1.20 dividend on an annualized basis and a yield of 0.37%. LPL Financial’s payout ratio is presently 9.02%.

About LPL Financial

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 enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance.