7LI Stock Overview Provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. More details
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LPL Financial Holdings Inc. Competitors Price History & Performance
Summary of share price highs, lows and changes for LPL Financial Holdings Historical stock prices Current Share Price US$314.00 52 Week High US$320.00 52 Week Low US$172.00 Beta 0.87 1 Month Change 1.29% 3 Month Change 59.39% 1 Year Change 56.06% 3 Year Change 119.58% 5 Year Change 278.31% Change since IPO 1,190.85%
Recent News & Updates
LPL Financial LLC Launches Curated AI Solutions for Advisors Nov 12
Investor sentiment improves as stock rises 19% Nov 12
Third quarter dividend of US$0.30 announced Nov 03
Third quarter 2024 earnings released: EPS: US$3.41 (vs US$2.95 in 3Q 2023) Nov 01 LPL Financial Holdings Inc. Announces Board Changes
LPL Financial Holdings Inc. to Report Q3, 2024 Results on Oct 30, 2024 Oct 10 See more updates
LPL Financial LLC Launches Curated AI Solutions for Advisors Nov 12
Investor sentiment improves as stock rises 19% Nov 12
Third quarter dividend of US$0.30 announced Nov 03
Third quarter 2024 earnings released: EPS: US$3.41 (vs US$2.95 in 3Q 2023) Nov 01 LPL Financial Holdings Inc. Announces Board Changes
LPL Financial Holdings Inc. to Report Q3, 2024 Results on Oct 30, 2024 Oct 10 LPL Financial Holdings Inc. Announces CEO Changes
LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive agreement to acquire The Investment Center, Inc. Sep 05
New major risk - Financial position Aug 01
Second quarter dividend of US$0.30 announced Jul 29
Second quarter 2024 earnings released: EPS: US$3.26 (vs US$3.70 in 2Q 2023) Jul 26
Investor sentiment deteriorates as stock falls 19% Jul 18
LPL Financial LLC Appoints Sushil Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and Operations Jul 16
LPL Financial Holdings Inc. to Report Q2, 2024 Results on Jul 25, 2024 Jul 04
First quarter dividend of US$0.30 announced May 05
First quarter 2024 earnings released: EPS: US$3.87 (vs US$4.30 in 1Q 2023) May 01
LPL Financial Holdings Inc., Annual General Meeting, May 09, 2024 Mar 29
Upcoming dividend of US$0.30 per share Mar 04
LPL Financial Holdings Inc. Announces Departure of Kabir Sethi, Effective March 31, 2024 Mar 01
Insider recently sold €2.8m worth of stock Feb 29
Full year 2023 earnings released: EPS: US$13.88 (vs US$10.60 in FY 2022) Feb 23
LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive purchase agreement to acquire Atria Wealth Solutions, Inc. Feb 13
Fourth quarter dividend of US$0.30 announced Feb 12
Full year 2023 earnings released: EPS: US$13.88 (vs US$10.60 in FY 2022) Feb 02
LPL Financial Holdings Inc. Declares Dividend, Payable on March 26, 2024 Feb 02
LPL Financial Holdings Inc. to Report Q4, 2023 Results on Feb 01, 2024 Jan 12
LPL Financial LLC Introduces LPL Private Wealth Management Nov 17
New major risk - Financial position Nov 01
LPL Financial Holdings Inc. Declares Dividend, Payable on November 27, 2023 Oct 28
Third quarter 2023 earnings released: EPS: US$2.95 (vs US$2.91 in 3Q 2022) Oct 27
LPL Financial Holdings Inc. to Report Q3, 2023 Results on Oct 26, 2023 Oct 06
LPL Financial Holdings Inc. to Report August,2023 Results on Sep 21, 2023 Sep 15
LPL Financial Holdings Inc. Declares Cash Dividend, Payable on August 25, 2023 Jul 28
Second quarter 2023 earnings released: EPS: US$3.70 (vs US$2.01 in 2Q 2022) Jul 28
Now 20% undervalued Jul 17
LPL Financial Holdings Inc. to Report Q2, 2023 Results on Jul 27, 2023 Jul 07
Insufficient new directors Jun 01 Lpl Financial Appoints Vivek Pappu as Executive Vice President and Chief Analytics and Data Officer May 26
LPL Financial Holdings Inc. Announces Executive Changes May 13
Upcoming dividend of US$0.30 per share at 0.6% yield May 10
Independent Director recently bought €91k worth of stock May 08
Now 21% undervalued after recent price drop May 03
First quarter 2023 earnings released: EPS: US$4.30 (vs US$1.67 in 1Q 2022) Apr 30
Investor sentiment deteriorates as stock falls 22% Mar 15
Now 22% undervalued Mar 11
Upcoming dividend of US$0.30 per share at 0.5% yield Mar 06
Chief Legal Officer recently sold €1.9m worth of stock Feb 24
LPL Financial LLC Debuts Partial Book Sales Service Feb 10
Full year 2022 earnings released: EPS: US$10.60 (vs US$5.75 in FY 2021) Feb 05
LPL Financial Holdings Inc. Declares Dividend, Payable on March 28, 2023 Feb 03 LPL Financial Holdings Inc. (NasdaqGS:LPLA) acquired Financial Resources Group Investment Services, LLC.
LPL Financial Holdings Inc. to Report Q4, 2022 Results on Feb 02, 2023 Jan 13
LPL Financial Holdings Inc. Elects Albert “Al” Ko as an Additional Independent Director Jan 12
LPL Financial LLC Announces David J. Dobrusin Joins LPL Financial’s RIA and Custodial Platforms Jan 10
LPL Financial Appoints Garrett Fish as Senior Vice President and Head of Model Portfolio Management Dec 15
Now 21% undervalued after recent price drop Dec 10
Independent Director recently bought €96k worth of stock Nov 22
Insufficient new directors Nov 16
Now 21% undervalued Nov 11
LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive purchase agreement to acquire Financial Resources Group Investment Services, LLC for approximately $140 million. Nov 04
LPL Financial Holdings Inc. Declares Dividend, Payable on November 28, 2022 Oct 29
Third quarter 2022 earnings released: EPS: US$2.91 (vs US$1.29 in 3Q 2021) Oct 28
LPL Financial Holdings Inc. to Report Q3, 2022 Results on Oct 27, 2022 Oct 11
LPL Financial Launches New Bookkeeping Services Sep 30
LPL Financial LLC Financial Announces Research Team Appointments Sep 28
LPL Financial LLC Appoints Katelyn Shackleton as Executive Vice President, Corporate Strategy & New Ventures Aug 11
Upcoming dividend of US$0.25 per share Aug 09
Second quarter 2022 earnings released: EPS: US$2.01 (vs US$1.49 in 2Q 2021) Aug 03
LPL Financial Holdings Inc. Declares Dividend, Payable on August 31, 2022 Aug 03
LPL Financial Hires Bill Sappington as Executive Vice President, Banking and Lending Solutions Jul 16
LPL Financial Holdings Inc. (NasdaqGS:LPLA) agreed to acquire Boenning & Scattergood, Inc., Private Client Group from Boenning & Scattergood, Inc. Jul 09
LPL Financial Holdings Inc. to Report Q2, 2022 Results on Aug 02, 2022 Jul 06
LPL Financial Launches Private Client Services Network Jun 16
Insufficient new directors Jun 02
Upcoming dividend of US$0.25 per share Jun 01
LPL Financial Holdings Inc. to Report April,2022 Results on May 19, 2022 May 13
LPL Financial LLC Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations May 02
First quarter 2022 earnings released: EPS: US$1.67 (vs US$1.63 in 1Q 2021) Apr 30
LPL Financial LLC Announces Executive Changes Apr 26
LPL Financial LLC Launches Paraplanning Services to its Advisors and Institutions Apr 20
LPL Financial Holdings Inc., Annual General Meeting, May 18, 2022 Apr 09
LPL Financial Holdings Inc. to Report Q1, 2022 Results on Apr 28, 2022 Apr 01
Independent Director recently bought €229k worth of stock Mar 11
Investor sentiment deteriorated over the past week Mar 09
Upcoming dividend of US$0.25 per share Mar 07
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Feb 24
Lpl Financial Holdings Inc. Appoints John “Mark” Ross as Financial Advisor Feb 24
Third quarter 2021 earnings released: EPS US$1.29 (vs US$1.31 in 3Q 2020) Oct 29
LPL Financial Holdings Inc. (NasdaqGS:LPLA) acquired Corpus Christi Financial Group, LLC. Sep 08
MD & Chief Information Officer (Leave of Absence) Scott Seese has left the company Aug 04
Second quarter 2021 earnings released: EPS US$1.49 (vs US$1.29 in 2Q 2020) Jul 30 LPL Financial Holdings Inc.(NasdaqGS:LPLA) dropped from Russell 3000E Value Index Shareholder Returns 7LI DE Capital Markets DE Market 7D 0.6% -2.0% -2.6% 1Y 56.1% 21.1% 6.9%
See full shareholder returns
Return vs Market: 7LI exceeded the German Market which returned 6.9% over the past year.
Price Volatility Is 7LI's price volatile compared to industry and market? 7LI volatility 7LI Average Weekly Movement 5.2% Capital Markets Industry Average Movement 4.5% Market Average Movement 4.8% 10% most volatile stocks in DE Market 11.2% 10% least volatile stocks in DE Market 2.4%
Stable Share Price: 7LI has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: 7LI's weekly volatility (5%) has been stable over the past year.
About the Company Founded Employees CEO Website 1989 8,787 Rich Steinmeier www.lpl.com
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.
Show more LPL Financial Holdings Inc. Fundamentals Summary How do LPL Financial Holdings's earnings and revenue compare to its market cap? 7LI fundamental statistics Market cap €23.53b Earnings (TTM ) €963.60m Revenue (TTM ) €11.04b
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) 7LI income statement (TTM ) Revenue US$11.52b Cost of Revenue US$8.29b Gross Profit US$3.23b Other Expenses US$2.22b Earnings US$1.01b
Last Reported Earnings
Sep 30, 2024
Earnings per share (EPS) 13.43 Gross Margin 28.01% Net Profit Margin 8.73% Debt/Equity Ratio 160.3%
How did 7LI perform over the long term?
See historical performance and comparison Dividends
0.4% Current Dividend Yield
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/22 16:18 End of Day Share Price 2024/12/20 00:00 Earnings 2024/09/30 Annual Earnings 2023/12/31
Data Sources The data used in our company analysis is from S&P Global Market Intelligence LLC . The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here .
Analysis Model and Snowflake Details of the analysis model used to generate this report is available on our Github page , we also have guides on how to use our reports and tutorials on Youtube .
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Industry and Sector Metrics Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources LPL Financial Holdings Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
Analyst Institution Benjamin Budish Barclays Craig Siegenthaler BofA Global Research Caydee Blankenship CFRA Equity Research
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