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
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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$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
LPL Financial Holdings Inc. Declares Dividend, Payable on March 25, 2025 Jan 31
LPL Financial Holdings Inc. to Report Q4, 2024 Results on Jan 30, 2025 Jan 10
LPL Financial LLC Launches Curated AI Solutions for Advisors Nov 12 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 Executive Changes See more updates
LPL Financial Holdings Inc. Declares Dividend, Payable on March 25, 2025 Jan 31
LPL Financial Holdings Inc. to Report Q4, 2024 Results on Jan 30, 2025 Jan 10
LPL Financial LLC Launches Curated AI Solutions for Advisors Nov 12 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 Executive Changes
LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive agreement to acquire The Investment Center, Inc. Sep 05
Second quarter dividend of US$0.30 announced Aug 06
Insufficient new directors Aug 06
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
LPL Financial Holdings Inc., Annual General Meeting, May 09, 2024 Mar 29
LPL Financial Holdings Inc. Announces Departure of Kabir Sethi, Effective March 31, 2024 Mar 01
LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive purchase agreement to acquire Atria Wealth Solutions, Inc. Feb 13
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
LPL Financial Holdings Inc. Declares Dividend, Payable on November 27, 2023 Oct 28
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
LPL Financial Holdings Inc. to Report Q2, 2023 Results on Jul 27, 2023 Jul 07
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 0.5% yield Mar 07
Full year 2022 earnings released: EPS: US$10.60 (vs US$5.75 in FY 2021) Feb 26
Chief Legal Officer recently sold Mex$37m worth of stock Feb 25
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
Insufficient new directors Dec 02
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
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
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
Now 22% undervalued Jun 22
LPL Financial Launches Private Client Services Network Jun 16
Insufficient new directors Jun 02
Investor sentiment improved over the past week May 31
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 29
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 Shareholder Returns LPLA * MX Capital Markets MX Market 7D 0% -0.2% 0.8% 1Y n/a -10.0% -12.3%
See full shareholder returns
Return vs Market: Insufficient data to determine how LPLA * performed against the MX Market .
Price Volatility Is LPLA *'s price volatile compared to industry and market? LPLA * volatility LPLA * Average Weekly Movement n/a Capital Markets Industry Average Movement 3.8% 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.
Show more LPL Financial Holdings Inc. Fundamentals Summary How do LPL Financial Holdings's earnings and revenue compare to its market cap? LPLA * fundamental statistics Market cap Mex$425.93b Earnings (TTM ) Mex$20.39b Revenue (TTM ) Mex$233.52b
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) 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
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 comparison Dividends
0.4% Current Dividend Yield When do you need to buy LPLA * by to receive an upcoming dividend? LPL Financial Holdings dividend dates Ex Dividend Date Nov 14 2024 Dividend Pay Date Dec 02 2024 Days until Ex dividend 79 days Days until Dividend pay date 61 days
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/11/02 17:26 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 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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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
Show 23 more analysts 