LPL Financial Holdings Inc. (LPLA)
- Previous Close
264.54 - Open
264.51 - Bid 265.30 x 100
- Ask 265.51 x 100
- Day's Range
260.59 - 266.30 - 52 Week Range
179.00 - 274.35 - Volume
695,085 - Avg. Volume
527,638 - Market Cap (intraday)
19.827B - Beta (5Y Monthly) 0.84
- PE Ratio (TTM)
19.30 - EPS (TTM)
13.75 - Earnings Date Apr 30, 2024
- Forward Dividend & Yield 1.20 (0.45%)
- Ex-Dividend Date Mar 11, 2024
- 1y Target Est
296.50
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. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
www.lpl.com8,400
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: LPLA
Performance Overview: LPLA
Trailing total returns as of 4/25/2024, which may include dividends or other distributions. Benchmark is .
YTD Return
1-Year Return
3-Year Return
5-Year Return
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Statistics: LPLA
Valuation Measures
Market Cap
19.76B
Enterprise Value
23.26B
Trailing P/E
19.32
Forward P/E
16.67
PEG Ratio (5yr expected)
1.54
Price/Sales (ttm)
2.05
Price/Book (mrq)
9.51
Enterprise Value/Revenue
2.31
Enterprise Value/EBITDA
11.71
Financial Highlights
Profitability and Income Statement
Profit Margin
10.61%
Return on Assets (ttm)
10.82%
Return on Equity (ttm)
50.22%
Revenue (ttm)
10.05B
Net Income Avi to Common (ttm)
1.07B
Diluted EPS (ttm)
13.75
Balance Sheet and Cash Flow
Total Cash (mrq)
541.76M
Total Debt/Equity (mrq)
190.62%
Levered Free Cash Flow (ttm)
666.33M
Research Analysis: LPLA
Company Insights: LPLA
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Research Reports: LPLA
Analyst Report: LPL Financial Holdings Inc.
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2023, the company had over 20,000 advisors on its platform managing over $1.3 trillion of client assets.
RatingPrice TargetAnalyst Report: LPL Financial Holdings Inc.
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2023, the company had over 20,000 advisors on its platform managing over $1.3 trillion of client assets.
RatingPrice TargetDaily – Vickers Top Buyers & Sellers for 02/28/2024
The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.
Analyst Report: LPL Financial Holdings Inc.
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
RatingPrice Target