LPLA * 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
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
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LPL Financial Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$3,760.00 |
| 52 Week High | US$3,760.00 |
| 52 Week Low | US$3,760.00 |
| Beta | 0.88 |
| 1 Month Change | 0% |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 5.32% |
Recent News & Updates
Recent updates
Shareholder Returns
| LPLA * | MX Capital Markets | MX Market | |
|---|---|---|---|
| 7D | 0% | 2.1% | 1.9% |
| 1Y | n/a | -5.3% | -8.3% |
Return vs Industry: Insufficient data to determine how LPLA * performed against the MX Capital Markets industry.
Return vs Market: Insufficient data to determine how LPLA * performed against the MX Market.
Price Volatility
| LPLA * volatility | |
|---|---|
| LPLA * Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in MX Market | 6.8% |
| 10% least volatile stocks in MX Market | 2.7% |
Stable Share Price: LPLA *'s share price has been volatile over the past 3 months compared to the MX market.
Volatility Over Time: Insufficient data to determine LPLA *'s volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 7,342 | 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.
LPL Financial Holdings Inc. Fundamentals Summary
| LPLA * fundamental statistics | |
|---|---|
| Market cap | Mex$425.93b |
| Earnings (TTM) | Mex$20.39b |
| Revenue (TTM) | Mex$233.52b |
20.9x
P/E Ratio1.8x
P/S RatioIs LPLA * overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LPLA * income statement (TTM) | |
|---|---|
| Revenue | US$11.52b |
| Cost of Revenue | US$8.31b |
| Gross Profit | US$3.21b |
| Other Expenses | US$2.20b |
| Earnings | US$1.01b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 13.44 |
| Gross Margin | 27.87% |
| Net Profit Margin | 8.73% |
| Debt/Equity Ratio | 160.3% |
How did LPLA * perform over the long term?
See historical performance and comparisonDividends
0.4%
Current Dividend Yield9%
Payout RatioDoes LPLA * pay a reliable dividends?
See LPLA * dividend history and benchmarks| LPL Financial Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Nov 14 2024 |
| Dividend Pay Date | Dec 02 2024 |
| Days until Ex dividend | 94 days |
| Days until Dividend pay date | 76 days |
Does LPLA * pay a reliable dividends?
See LPLA * dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/11/02 15:07 |
| End of Day Share Price | 2024/08/05 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 |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| 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.
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.
Learn about the world class team who designed and built the Simply Wall St analysis model.
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 Github.
Analyst Sources
LPL Financial Holdings Inc. is covered by 26 analysts. 11 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 |