LPL FINANCIAL HOLDINGS INC

NASDAQ: LPLA (LPL Financial Holdings Inc.)

Last update: 23 Mar, 6:01AM

327.90

-6.55 (-1.96%)

  • 1D -1.96%
  • 5D 1.84%
  • 1M -8.63%
  • 6M 41.91%
  • YTD -0.03%
  • 1Y 24.35%
  • 5Y 538.06%
Previous Close 334.45
Open 327.76
Volume 797,627
Avg. Volume (3M) 741,071
Market Cap 24,487,505,920
Price / Earnings (TTM) 23.39
Price / Earnings (Forward) 17.48
Price / Sales 2.02
Price / Book 8.46
52 Weeks Range
187.19 (-42%) — 384.04 (17%)
Earnings Date 28 Apr 2025 - 2 May 2025
TTM Dividend Yield 0.37%
Profit Margin 8.76%
Operating Margin (TTM) 10.90%
Diluted EPS (TTM) 14.02
Quarterly Revenue Growth (YOY) 31.50%
Quarterly Earnings Growth (YOY) 24.50%
Total Debt/Equity (MRQ) 196.12%
Current Ratio (MRQ) 2.12
Operating Cash Flow (TTM) 277.59 M
Levered Free Cash Flow (TTM) 173.46 M
Return on Assets (TTM) 8.93%
Return on Equity (TTM) 42.26%

Market Trend

Short Term Medium Term
Industry Capital Markets (US) Bullish Bullish
Capital Markets (Global) Bullish Bullish
Stock LPL Financial Holdings Inc. Bullish Bullish

AIStockmoo Score

-0.9
Analyst Consensus 3.0
Insider Activity -4.0
Price Volatility 2.0
Technical Moving Averages -3.5
Technical Oscillators -2.0
Average -0.90

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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 September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
Sector Financial Services
Industry Capital Markets
Investment Style Mid Growth
% Held by Insiders 0.70%
% Held by Institutions 96.69%
52 Weeks Range
187.19 (-42%) — 384.04 (17%)
Price Target Range
385.00 (17%) — 435.00 (32%)
High 435.00 (JMP Securities, 32.66%) Buy
Median 409.00 (24.73%)
Low 385.00 (Citigroup, 17.41%) Buy
Average 410.25 (25.11%)
Total 8 Buy
Avg. Price @ Call 362.85
Firm Date Target Price Call Price @ Call
Morgan Stanley 06 Feb 2025 413.00 (25.95%) Buy 371.05
Barclays 31 Jan 2025 414.00 (26.26%) Buy 366.89
13 Jan 2025 379.00 (15.58%) Buy 327.12
JMP Securities 31 Jan 2025 435.00 (32.66%) Buy 366.89
JP Morgan 31 Jan 2025 405.00 (23.51%) Buy 366.89
07 Jan 2025 397.00 (21.07%) Buy 335.64
Keefe, Bruyette & Woods 31 Jan 2025 405.00 (23.51%) Buy 366.89
UBS 31 Jan 2025 420.00 (28.09%) Buy 366.89
06 Jan 2025 390.00 (18.94%) Buy 336.53
Wells Fargo 31 Jan 2025 405.00 (23.51%) Buy 366.89
Citigroup 10 Jan 2025 385.00 (17.41%) Buy 330.41
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No data within this time range.

  • 3M
Date Type Details
02 Apr 2025 Announcement LPL Financial Welcomes Horizon Capital Advisors
31 Mar 2025 Announcement LPL Financial Announces Proposed $1.5 Billion Common Stock Offering
31 Mar 2025 Announcement LPL Financial to Acquire Commonwealth Financial Network
31 Mar 2025 Announcement LPL Financial Announces Pricing of Its Common Stock Offering
27 Mar 2025 Announcement LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
20 Mar 2025 Announcement LPL Financial Reports Monthly Activity for February 2025
18 Mar 2025 Announcement LPL Welcomes Legacy Premier Wealth Management
12 Mar 2025 Announcement LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
11 Mar 2025 Announcement LPL Financial Closes Acquisition of The Investment Center, Inc.
05 Mar 2025 Announcement LPL Welcomes Shorepoint Wealth Management
03 Mar 2025 Announcement LPL Welcomes Financial Advisor Michael Carmichael
27 Feb 2025 Announcement LPL Welcomes Townsgate Wealth Management
25 Feb 2025 Announcement LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
24 Feb 2025 Announcement LPL Financial Selects SS&C To Support Growing Retail Alternatives Business
20 Feb 2025 Announcement LPL Financial Launches Comprehensive Alternative Investment Platform
20 Feb 2025 Announcement LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform
20 Feb 2025 Announcement LPL Financial Reports Monthly Activity for January 2025
19 Feb 2025 Announcement LPL Welcomes Prill | Garwood Financial Advisors
18 Feb 2025 Announcement LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs
12 Feb 2025 Announcement LPL Financial Welcomes Southwest Advisory Group to Linsco Channel
11 Feb 2025 Announcement LPL Financial Welcomes Lex Wealth Management
06 Feb 2025 Announcement LPL Financial Welcomes Jackson/Roskelley Wealth Advisors
05 Feb 2025 Announcement LPL Financial to present at the Bank of America Securities Financial Services Conference
03 Feb 2025 Announcement LPL Financial Welcomes Charter Oak Wealth Partners
30 Jan 2025 Announcement LPL Financial Announces Fourth Quarter and Full Year 2024 Results
29 Jan 2025 Announcement LPL Financial Welcomes Salient Wealth Planning Group
28 Jan 2025 Announcement Wintrust Financial Corporation Completes Integration with LPL Platform
28 Jan 2025 Announcement Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors
27 Jan 2025 Announcement LPL Financial Welcomes Bruen Wealth Management
23 Jan 2025 Announcement LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel
22 Jan 2025 Announcement LPL Financial Welcomes Johns Creek Financial
21 Jan 2025 Announcement LPL Financial Introduces Digital Marketing Platform to Power Advisor Growth
17 Jan 2025 Announcement SEC Charges LPL Financial with Anti-Money Laundering Violations
15 Jan 2025 Announcement LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks
13 Jan 2025 Announcement LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel
09 Jan 2025 Announcement LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
08 Jan 2025 Announcement LPL Welcomes Lewellyn Wealth
06 Jan 2025 Announcement LPL Financial Welcomes Advisor John Somerville to Linsco Channel
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TTM Dividend Yield 0.37%
5Y Average Dividend Yield 0.59%
Payout Ratio 8.55%
Expected Next Dividend Payment Jun 2025
Ex Date Announcement Date Payment Date Details
11 Mar 2025 27 Jan 2025 25 Mar 2025 0.3 Cash
14 Nov 2024 26 Oct 2024 02 Dec 2024 0.3 Cash
09 Aug 2024 23 Jul 2024 23 Aug 2024 0.3 Cash
20 May 2024 26 Apr 2024 04 Jun 2024 0.3 Cash
11 Mar 2024 30 Jan 2024 26 Mar 2024 0.3 Cash
08 Nov 2023 24 Oct 2023 27 Nov 2023 0.3 Cash
10 Aug 2023 25 Jul 2023 25 Aug 2023 0.3 Cash
17 May 2023 24 Apr 2023 01 Jun 2023 0.3 Cash
13 Mar 2023 31 Jan 2023 28 Mar 2023 0.3 Cash
09 Nov 2022 26 Oct 2022 28 Nov 2022 0.25 Cash
16 Aug 2022 31 Jul 2022 31 Aug 2022 0.25 Cash
08 Jun 2022 18 May 2022 24 Jun 2022 0.25 Cash
14 Mar 2022 01 Feb 2022 29 Mar 2022 0.25 Cash
09 Nov 2021 26 Oct 2021 29 Nov 2021 0.25 Cash
12 Aug 2021 27 Jul 2021 27 Aug 2021 0.25 Cash
21 May 2021 05 May 2021 07 Jun 2021 0.25 Cash
15 Mar 2021 01 Feb 2021 30 Mar 2021 0.25 Cash
10 Nov 2020 28 Oct 2020 30 Nov 2020 0.25 Cash
13 Aug 2020 28 Jul 2020 28 Aug 2020 0.25 Cash
27 May 2020 06 May 2020 12 Jun 2020 0.25 Cash
17 Mar 2020 27 Jan 2020 31 Mar 2020 0.25 Cash
06 Nov 2019 21 Oct 2019 21 Nov 2019 0.25 Cash
12 Aug 2019 24 Jul 2019 23 Aug 2019 0.25 Cash
17 May 2019 30 Apr 2019 03 Jun 2019 0.25 Cash
14 Mar 2019 30 Jan 2019 29 Mar 2019 0.25 Cash
07 Nov 2018 23 Oct 2018 26 Nov 2018 0.25 Cash
08 Aug 2018 25 Jul 2018 23 Aug 2018 0.25 Cash
17 May 2018 27 Apr 2018 01 Jun 2018 0.25 Cash
08 Mar 2018 16 Feb 2018 23 Mar 2018 0.25 Cash
08 Nov 2017 24 Oct 2017 27 Nov 2017 0.25 Cash
08 Aug 2017 26 Jul 2017 24 Aug 2017 0.25 Cash
11 May 2017 25 Apr 2017 25 May 2017 0.25 Cash
08 Mar 2017 24 Feb 2017 24 Mar 2017 0.25 Cash
14 Nov 2016 31 Oct 2016 30 Nov 2016 0.25 Cash
09 Aug 2016 26 Jul 2016 25 Aug 2016 0.25 Cash
18 May 2016 10 May 2016 31 May 2016 0.25 Cash
02 Mar 2016 23 Feb 2016 14 Mar 2016 0.25 Cash
09 Nov 2015 25 Oct 2015 24 Nov 2015 0.25 Cash
13 Aug 2015 31 Jul 2015 28 Aug 2015 0.25 Cash
07 May 2015 28 Apr 2015 21 May 2015 0.25 Cash
26 Feb 2015 18 Feb 2015 16 Mar 2015 0.25 Cash
06 Nov 2014 28 Oct 2014 26 Nov 2014 0.24 Cash
12 Aug 2014 29 Jul 2014 29 Aug 2014 0.24 Cash
02 May 2014 22 Apr 2014 20 May 2014 0.24 Cash
20 Feb 2014 10 Feb 2014 10 Mar 2014 0.24 Cash
06 Nov 2013 29 Oct 2013 26 Nov 2013 0.19 Cash
13 Aug 2013 30 Jul 2013 30 Aug 2013 0.19 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2025 0.300 1 0.09
2024 1.20 4 0.37
2023 1.20 4 0.53
2022 1.00 4 0.46
2021 1.00 4 0.63
2020 1.00 4 0.96
2019 1.00 4 1.08
2018 1.00 4 1.64
2017 1.00 4 1.75
2016 1.00 4 2.84
2015 1.00 4 2.35
2014 0.960 4 2.16
2013 0.380 2 0.81
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Risk Profile

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Conservative
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Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
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Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

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Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
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All alert prices are within 52 weeks price range

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