LPLA Stock Price, LPL Financial Holdings Quote, Chart

Market Summary

USD266.85-2.12

Delayedas of 08 May 2024, 11:57 am

-0.79%

LPLA Stock Price

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LPLA RSI Chart

LPLA Valuation

Market Cap

20.1B

Price/Earnings (Trailing)

19.76

Price/Sales (Trailing)

1.92

EV/EBITDA

11.57

Price/Free Cashflow

27.83

LPLA Price/Sales (Trailing)

LPLA Profitability

EBT Margin

13.13%

Return on Equity

44.77%

Return on Assets

9.22%

Free Cashflow Yield

3.59%

LPLA Fundamentals

LPLA Revenue

Revenue (TTM)

10.5B

Rev. Growth (Yr)

17.15%

Rev. Growth (Qtr)

7.14%

LPLA Earnings

Earnings (TTM)

1.0B

Earnings Growth (Yr)

-14.79%

Earnings Growth (Qtr)

32.73%

Breaking Down LPLA Revenue

52 Week Range

186.35269.28

(Low)(High)

Last 7 days

-0.2%

Last 30 days

3.2%

Last 90 days

10.2%

Trailing 12 Months

39.1%

How does LPLA drawdown profile look like?

LPLA Financial Health

Debt/Equity

1.7

Debt/Cashflow

0.3

LPLA Investor Care

Dividend Yield

0.45%

Dividend/Share (TTM)

1.2

Buy Backs (1Y)

3.81%

Diluted EPS (TTM)

13.27

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2024	10.5B	0	0	0
2023	9.0B	9.4B	9.7B	10.1B
2022	8.1B	8.2B	8.4B	8.6B
2021	6.1B	6.6B	7.2B	7.7B
2020	5.7B	5.7B	5.7B	5.9B
2019	5.3B	5.4B	5.5B	5.6B
2018	4.5B	4.7B	5.0B	5.2B
2017	4.1B	4.1B	4.2B	4.3B
2016	4.2B	4.1B	4.1B	4.0B
2015	4.4B	4.4B	4.4B	4.3B
2014	4.3B	4.3B	4.4B	4.4B
2013	3.7B	3.8B	4.0B	4.1B
2012	3.5B	3.5B	3.5B	3.7B
2011	3.2B	3.3B	3.5B	3.5B
2010	2.8B	2.9B	3.0B	3.1B
2009	0	0	0	2.7B

Get all data in R, Python etc through our Historical Stock Data APIs

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Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

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Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224

Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index

Very Expensive Stocks

Very Cheap Stocks

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Tracking the Latest Insider Buys and Sells of LPL Financial Holdings

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Mar 26, 2024	bernard edward c	acquired	-	-	5.00	-
Mar 26, 2024	glavin william francis jr	acquired	-	-	16.00	-
Mar 26, 2024	mnookin allison	acquired	-	-	4.00	-
Mar 26, 2024	eberhart paulett	acquired	-	-	6.00	-
Mar 26, 2024	thomas corey e.	acquired	-	-	8.00	-
Mar 26, 2024	schifter richard p	acquired	-	-	22.00	-
Mar 26, 2024	putnam james s	acquired	-	-	12.00	-
Feb 26, 2024	audette matthew j	sold	-1,485,610	266	-5,574	cfo and head of business ops
Feb 26, 2024	arnold dan h.	acquired	114,926	39.48	2,911	president & ceo
Feb 26, 2024	gates greg	sold	-3,035,700	266	-11,401	managing director

Which funds bought or sold LPLA recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 06, 2024	Riverpoint Wealth Management Holdings, LLC	added	0.13	56,575	405,748	0.11%
May 06, 2024	SG Americas Securities, LLC	reduced	-43.15	-148,000	287,000	-%
May 06, 2024	Parallel Advisors, LLC	added	1.6	97,034	638,321	0.02%
May 06, 2024	Manchester Capital Management LLC	unchanged	-	37.00	265	-%
May 06, 2024	Empowered Funds, LLC	added	403	1,048,560	1,265,250	0.02%
May 06, 2024	Quantbot Technologies LP	new	-	198,414	198,414	0.01%
May 06, 2024	Metis Global Partners, LLC	reduced	-53.35	-215,192	254,160	0.01%
May 06, 2024	NewEdge Wealth, LLC	added	2.26	2,676,960	15,384,300	0.34%
May 06, 2024	Savant Capital, LLC	new	-	477,146	477,146	-%
May 06, 2024	GABLES CAPITAL MANAGEMENT INC.	unchanged	-	14,632	105,680	0.06%

Are Funds Buying or Selling LPLA?

Are funds buying LPLA calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own LPLA

No. of Funds

Unveiling LPL Financial Holdings's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	9.44%	7,141,049	SC 13G/A
Feb 12, 2024	blackrock inc.	7.9%	5,961,389	SC 13G/A
Apr 10, 2023	vanguard group inc	10.09%	7,938,028	SC 13G/A
Feb 09, 2023	vanguard group inc	9.51%	7,568,439	SC 13G/A
Feb 09, 2023	janus henderson group plc	4.4%	3,462,824	SC 13G/A
Feb 03, 2023	blackrock inc.	7.9%	6,292,224	SC 13G
Dec 09, 2022	janus henderson group plc	4.5%	3,581,721	SC 13G/A
Feb 11, 2022	janus henderson group plc	10.0%	8,049,630	SC 13G/A
Feb 04, 2022	wellington management group llp	4.15%	3,325,880	SC 13G/A
Feb 11, 2021	janus henderson group plc	10.2%	8,118,279	SC 13G/A

Recent SEC filings of LPL Financial Holdings

View All Filings

Date Filed	Form Type	Document
May 02, 2024	10-Q	Quarterly Report
Apr 30, 2024	8-K	Current Report
Mar 28, 2024	ARS	ARS
Mar 28, 2024	DEFA14A	DEFA14A
Mar 28, 2024	DEF 14A	DEF 14A
Mar 28, 2024	4	Insider Trading
Mar 28, 2024	4	Insider Trading
Mar 28, 2024	4	Insider Trading
Mar 28, 2024	4	Insider Trading
Mar 28, 2024	4	Insider Trading

Peers (Alternatives to LPL Financial Holdings)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
GS	143.1B	67.8B	8.75%	35.92%	15.2	2.11	66.36%	-10.82%
ICE	76.7B	9.7B	-2.99%	24.74%	30.93	7.89	0.75%	71.75%
CME	74.8B	5.7B	-1.35%	12.14%	23.19	13.2	-1.46%	19.89%
COIN	52.0B	4.0B	-11.04%	268.86%	38.54	13.1	41.89%	159.36%
FDS	16.6B	2.2B	0.54%	8.15%	33.93	7.71	7.26%	9.28%
IBKR	12.9B	6.1B	7.06%	54.42%	4.44	2.12	64.44%	33.59%
MID-CAP
JEF	9.7B	8.2B	4.15%	50.98%	33.44	1.18	17.04%	-68.59%
HLI	8.6B	1.8B	2.92%	55.51%	33.32	4.69	0.16%	-0.33%
EVR	7.4B	2.4B	-0.13%	79.36%	28.8	3.01	-12.10%	-46.39%
FRHC	4.2B	1.4B	1.89%	-10.83%	12.6	3.02	96.15%	398.80%
CLSK	3.3B	214.4M	5.96%	289.86%	-40.12	15.28	75.40%	19.03%
SMALL-CAP
DFIN	1.8B	802.0M	3.31%	48.27%	18.49	2.3	-2.34%	8.49%
AMRK	922.0M	10.0B	23.37%	10.15%	8.35	0.09	24.24%	-27.96%
COHN	16.1M	92.7M	14.99%	37.47%	2.58	0.17	72.05%	185.64%
AAMC	7.9M	3.2M	-18.39%	-96.27%	-0.24	2.5	-44.67%	-104.26%

LPL Financial Holdings News

Latest updates

LPL Financial Holdings Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	7.1%	2,833	2,644	2,522	2,469	2,418	2,333	2,163	2,039	2,066	2,094	2,021	1,898	1,708	1,581	1,460	1,367	1,463	1,448	1,416	1,390	1,372
Costs and Expenses	4.6%	2,458	2,350	2,205	2,080	1,973	1,914	1,856	1,827	1,892	1,958	1,883	1,737	1,542	1,516	1,300	1,203	1,226	1,382	1,206	1,161	1,135
EBITDA Margin	-6.8%	0.17*	0.19*	0.20*	0.21*	0.19*	0.17*	0.14*	0.11*	0.11*	0.11*	0.12*	0.12*	-	-	-	-	-	-	-	-	-
Interest Expenses	-20.0%	44.00	54.00	48.00	45.00	39.00	37.00	33.00	29.00	27.00	27.00	27.00	25.00	25.00	35.00	7.00	7.00	38.00	94.00	12.00	12.00	12.00
Income Taxes	12.1%	85.00	76.00	93.00	103	106	100	74.00	52.00	40.00	28.00	35.00	43.00	36.00	34.00	32.00	36.00	52.00	38.00	46.00	49.00	48.00
Earnings Before Taxes	27.4%	374	294	318	389	444	419	307	212	173	137	138	162	165	146	135	137	208	165	178	195	204
EBT Margin	-8.6%	0.13*	0.14*	0.16*	0.17*	0.15*	0.13*	0.10*	0.08*	0.08*	0.08*	0.08*	0.09*	-	-	-	-	-	-	-	-	-
Net Income	32.7%	289	218	224	286	339	319	232	161	134	108	103	119	130	112	104	102	156	127	132	146	155
Net Income Margin	-8.5%	0.10*	0.11*	0.12*	0.13*	0.12*	0.10*	0.08*	0.06*	0.06*	0.06*	0.06*	0.07*	-	-	-	-	-	-	-	-	-
Free Cashflow	730.8%	305	37.00	78.00	302	-307	-251	2,042	-3.58	-148	177	203	-163	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	6.1%	11,018	10,385	9,487	9,392	9,168	9,482	9,696	7,736	7,773	7,992	7,556	7,220	6,615	6,596	6,091	5,906	6,111	5,880	5,741	5,364	5,492
Cash Equivalents	507.1%	2,827	466	799	761	470	848	1,219	700	1,010	495	978	907	839	1,799	801	845	418	1,472	930	404	677
Net PPE	5.8%	987	933	883	850	816	780	751	726	686	659	625	601	589	583	571	556	543	533	504	486	473
Goodwill	-0.8%	1,841	1,857	1,772	1,772	1,766	1,642	1,642	1,642	1,642	1,642	1,641	1,647	1,514	1,514	1,504	1,504	1,504	1,504	1,503	1,490	1,490
Liabilities	5.3%	8,748	8,307	7,397	7,270	6,975	7,315	7,696	5,892	6,038	6,321	5,939	5,665	5,181	5,281	4,883	4,798	5,099	4,856	4,721	4,339	4,482
Long Term Debt	3.2%	3,854	3,734	3,124	3,001	2,851	2,717	2,719	2,721	2,722	2,814	2,726	2,727	2,333	2,345	2,348	2,350	2,468	2,399	2,360	2,363	2,369
Shareholder's Equity	9.2%	2,270	2,079	2,091	2,122	2,193	2,168	2,000	1,844	1,735	1,671	1,616	1,555	1,434	1,315	1,207	1,108	1,011	1,024	1,020	1,025	1,010
Retained Earnings	6.6%	4,354	4,085	3,887	3,683	3,419	3,101	2,800	2,585	2,443	2,328	2,238	2,154	2,053	1,943	1,850	1,766	1,684	1,555	1,448	1,336	1,210
Additional Paid-In Capital	1.5%	2,017	1,988	1,970	1,953	1,934	1,913	1,896	1,879	1,861	1,841	1,826	1,808	1,787	1,763	1,748	1,733	1,720	1,704	1,687	1,673	1,659
Accumulated Depreciation	-	-	-	-	-	-	-	-	-	-	-	599	561	525	490	468	441	414	388	364	341	319
Shares Outstanding	-2.9%	75.00	77.00	77.00	78.00	79.00	80.00	80.00	80.00	80.00	80.00	80.00	80.00	-	-	-	-	-	-	-	-	-
Float	-	-	-	-	16,600	-	-	-	14,700	-	-	-	10,800	-	-	-	6,200	-	-	-	6,700	-

Cashflow (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	198.8%	426	143	173	403	-205	-176	2,125	73.00	-75.12	253	258	-119	60.00	326	126	-43.03	381	114	564	-89.64	35.00
Share Based Compensation	44.5%	23.00	16.00	16.00	17.00	19.00	13.00	12.00	14.00	13.00	10.00	10.00	12.00	12.00	8.00	8.00	9.00	9.00	8.00	8.00	8.00	9.00
Cashflow From Investing	35.6%	-129	-201	-156	-151	-350	-98.75	-105	-97.41	-74.73	-79.08	-54.07	-285	-39.86	-55.41	-57.60	-37.97	-36.52	-51.86	-66.89	-31.92	-30.32
Cashflow From Financing	-113.6%	-49.85	365	-154	-221	-197	-166	-93.58	-68.62	-175	23.00	-56.24	379	-67.51	-15.05	-14.41	-132	-112	-99.15	-149	-145	-139
Dividend Payments	-1.0%	22.00	23.00	23.00	23.00	24.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	20.00	21.00	21.00
Buy Backs	-68.9%	70.00	225	250	350	275	150	75.00	50.00	50.00	50.00	40.00	-	-	-	-	-	150	120	130	125	125

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LPLA Income Statement

2024-03-31

Condensed Consolidated Statements of Income (Unaudited) - USD ($) shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2024	Mar. 31, 2023
REVENUES:
Advisory	$ 1,199,811	$ 954,057
Commission	746,446	603,725
Asset-based	600,721	621,748
Service and fee	132,172	118,987
Transaction and fee	57,258	48,935
Interest Income	43,525	37,358
Other	52,660	33,022
Total net revenues	2,832,593	2,417,832
EXPENSES:
Advisory and commission	1,733,487	1,370,634
Compensation and benefits	274,369	233,533
Promotional	126,619	98,223
Occupancy and equipment	66,264	60,173
Depreciation and amortization	67,158	56,054
Interest Expense, Debt	60,082	39,184
Brokerage, clearing and exchange	30,532	26,126
Amortization of intangible assets	29,552	24,092
Professional services	13,279	14,220
Communications and data processing	19,744	17,675
Other	37,315	33,421
Costs and Expenses, Total	2,458,401	1,973,335
INCOME BEFORE PROVISION FOR INCOME TAXES	374,192	444,497
PROVISION FOR INCOME TAXES	85,428	105,613
NET INCOME	$ 288,764	$ 338,884
EARNINGS PER SHARE
Earnings per share, basic	$ 3.87	$ 4.30
Earnings per share, diluted	$ 3.83	$ 4.24
Weighted-average shares outstanding, basic	74,562	78,750
Weighted-average shares outstanding, diluted	75,463	79,974
Client cash
REVENUES:
Asset-based	$ 352,382	$ 418,275
Other asset-based
REVENUES:
Asset-based	248,339	203,473
Trailing
REVENUES:
Commission	361,211	317,653
Sales-based
REVENUES:
Commission	$ 385,235	$ 286,072

About LPL Financial Holdings

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, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 to trusts 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.

CEO	Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.
WEBSITE	lpl.com
INDUSTRY	Mortgage Finance
EMPLOYEES	7291

LPL Financial Holdings Frequently Asked Questions

What is the ticker symbol for LPL Financial Holdings? What does LPLA stand for in stocks?

LPLA is the stock ticker symbol of LPL Financial Holdings. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of LPL Financial Holdings (LPLA)?

As of Tue May 07 2024, market cap of LPL Financial Holdings is 20.07 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of LPLA stock?

You can check LPLA's fair value in chart for subscribers.

What is the fair value of LPLA stock?

You can check LPLA's fair value in chart for subscribers. The fair value of LPL Financial Holdings is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of LPL Financial Holdings is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for LPLA so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is LPL Financial Holdings a good stock to buy?

The fair value guage provides a quick view whether LPLA is over valued or under valued. Whether LPL Financial Holdings is cheap or expensive depends on the assumptions which impact LPL Financial Holdings's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for LPLA.

What is LPL Financial Holdings's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Tue May 07 2024, LPLA's PE ratio (Price to Earnings) is 19.76 and Price to Sales (PS) ratio is 1.92. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. LPLA PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on LPL Financial Holdings's stock?

In the past 10 years, LPL Financial Holdings has provided 0.208 (multiply by 100 for percentage) rate of return.