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LPL Financial Holdings Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Glavin William Francis Jr, was filed 05 May 2023.
Insider Decl.
1,540
Thresholds
n/a
Buy Volume
€909,366
8 ops. · all time
Sell Volume
€382M
414 ops. · all time
Who traded when
BuySaleGreg Gates64 sales
Audette Matthew J14 sales
Matthew Enyedi11 sales
Steinmeier Richard7 sales
Jambusaria Aneri6 sales
Marc Eliot Cohen3 sales
+1 other insider
Since the insiders bought
- +41.2%Entry US$193.15 · Close at T+365 US$272.65
- -2.3%Entry US$231.57 · Close at T+365 US$226.34
- +90.0%Entry US$20.72 · Close at T+365 US$39.36
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate LPL Financial Holdings Inc. Buy (bullish), based on 16 analysts. Average price target: US$422.38.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,156 of 26,284 companies
44.3
score / 100
Value38
Quality51
FCF yld-3.9%
Earn yld3.4%
EV/EBITDA15.0x
ROE19%
Gross mgn24%
Net mgn5.1%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$321.03
Analyst consensus
16 analystsBuy
US$354.00Target US$422.38(+32%)US$554.00
Income statement
RevenueUS$17B
Gross profitUS$4B24% margin
EBITDAUS$2.2B13% margin
Net incomeUS$863M5.2% margin
Valuation
PER (trailing)25.5x
PER (forward)10.6x
P/Book4.4x
Beta0.54
Balance sheet & cash
Market capUS$25.3B
Total debtUS$7.5B
Free Cash Flow-US$981.8M
Debt / Equity135%
Profitability & ownership
ROE18.6%
ROA5.4%
% insiders0.4%
% institutions105.8%
Last declaration on 14 September 2026
Declarations1,540 total
439.949 shares@ US$347.880.0006% mcap47.1% of flowCommon StockSEC:0001628280-26-061847:0
440 shares@ US$347.83920.0006% mcap47.1% of flowCommonSEC144:0001959173-26-006890
106 shares@ US$359.330.0002% mcap100.0% of flowCommon StockSEC:0001628280-26-060908:0
3 shares0Common StockSEC:0001628280-26-059791:0
4 shares0Common StockSEC:0001628280-26-059797:0
10 shares0Common StockSEC:0001628280-26-059806:0
2 shares0Common StockSEC:0001628280-26-059821:0
7 shares0Common StockSEC:0001628280-26-059832:0
14 shares0Common StockSEC:0001628280-26-059837:0
4 shares0Common StockSEC:0001628280-26-059842:0
308 shares@ US$357.360.0005% mcap8.7% of flowCommonSEC144:0001959173-26-006482
7,189 shares@ US$77.530.0023% mcap11.7% of flowCommon StockSEC:0001628280-26-058423:0
4,119 shares@ US$355.380.0060% mcap30.7% of flowCommon StockSEC:0001628280-26-058423:1
4,119 shares@ US$355.380.0060% mcap30.7% of flowCommonSEC144:0001959173-26-006263
2,000 shares0Common StockSEC:0001628280-26-052599:0
189 shares@ US$351.060.0003% mcap4.4% of flowCommon StockSEC:0001628280-26-052585:0
463 shares@ US$352.770.0007% mcap10.7% of flowCommon StockSEC:0001628280-26-052585:1
1 shares@ US$355.510.0000% mcap0.0% of flowCommon StockSEC:0001628280-26-052585:4
296 shares@ US$353.370.0004% mcap6.9% of flowCommon StockSEC:0001628280-26-052585:2
51 shares@ US$354.520.0001% mcap1.2% of flowCommon StockSEC:0001628280-26-052585:3
1,000 shares@ US$352.7160.0015% mcap23.1% of flowCommonSEC144:0001959173-26-005487
308 shares@ US$306.000.0004% mcap7.5% of flowCommonSEC144:0001959173-26-004734
44 sharesCommon StockSEC:0001628280-26-043261:0
4 shares0Common StockSEC:0001628280-26-041528:0
5 shares0Common StockSEC:0001628280-26-041532:0
25 of 1540 declarations
About LPL Financial Holdings Inc.
Marco Hellman, Director, signs the two largest sales at LPL Financial Holdings Inc.: EUR 58,165,536 on February 22, 2018 and EUR 33,899,761 on February 13, 2017. Mark S. Casady, Director, sold EUR 14,072,260 on February 15, 2017. The record's 414 sales total EUR 382.3 million, with a median of EUR 273,353.
The 8 purchases come to only EUR 909,366 (median EUR 93,658), or 2% of open-market trades. Brent Simonich, EVP, CAO and Treasurer, bought EUR 206,128 on February 16, 2021 and EUR 194,580 on November 18, 2022, a day when 2 filers bought for EUR 290,823; William Francis Glavin Jr., Director, EUR 195,360 on March 8, 2022.
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Dan H. Arnold, President & CEO, is the top filer with 149 filings, 81 of them sales, ahead of Matthew J. Audette, President and CFO (121), and Richard P. Schifter, Director (119, with no purchase or sale).
Of 1,540 filings, published from February 24, 2016 to September 14, 2026, 906 are grants and 142 option exercises. Annual volume reaches 202 in 2021, against 78 in 2016. Over the last twelve months: 102 filings, 41 sales, no purchase. The US finance company is listed on Nasdaq, worth USD 24.9 billion, with 47 filers.
