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 | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
LPL Financial Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$317.05 |
| 52 Week High | US$322.03 |
| 52 Week Low | US$187.19 |
| Beta | 0.85 |
| 11 Month Change | 23.68% |
| 3 Month Change | 44.57% |
| 1 Year Change | 40.08% |
| 33 Year Change | 84.34% |
| 5 Year Change | 244.17% |
| Change since IPO | 886.16% |
Recent News & Updates
After Leaping 29% LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Are Not Flying Under The Radar
Nov 07
Earnings Update: Here's Why Analysts Just Lifted Their LPL Financial Holdings Inc. (NASDAQ:LPLA) Price Target To US$309
Nov 06Recent updates
After Leaping 29% LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Are Not Flying Under The Radar
Nov 07Earnings Update: Here's Why Analysts Just Lifted Their LPL Financial Holdings Inc. (NASDAQ:LPLA) Price Target To US$309
Nov 06LPL Financial: Near-Term Overhang Is A Buying Opportunity
Oct 16It's Down 29% But LPL Financial Holdings Inc. (NASDAQ:LPLA) Could Be Riskier Than It Looks
Aug 03LPL Financial: Strong EPS Upside In 2025 And '26, Fresh Breakout To New Highs
Jun 21Is Now The Time To Put LPL Financial Holdings (NASDAQ:LPLA) On Your Watchlist?
Apr 23LPL Financial Holdings Inc. (NASDAQ:LPLA) Screens Well But There Might Be A Catch
Mar 27Here's Why We Think LPL Financial Holdings (NASDAQ:LPLA) Is Well Worth Watching
Nov 14If EPS Growth Is Important To You, LPL Financial Holdings (NASDAQ:LPLA) Presents An Opportunity
Aug 15Here's Why We Think LPL Financial Holdings (NASDAQ:LPLA) Might Deserve Your Attention Today
May 14Here's Why We Think LPL Financial Holdings (NASDAQ:LPLA) Might Deserve Your Attention Today
Feb 12Shareholder Returns
| LPLA | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0.8% | 0.8% | -1.0% |
| 1Y | 40.1% | 54.5% | 30.3% |
Return vs Industry: LPLA underperformed the US Capital Markets industry which returned 55.4% over the past year.
Return vs Market: LPLA exceeded the US Market which returned 30.4% over the past year.
Price Volatility
| LPLA volatility | |
|---|---|
| LPLA Average Weekly Movement | 4.9% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in US Market | 15.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: LPLA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LPLA'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.
LPL Financial Holdings Inc. Fundamentals Summary
| LPLA fundamental statistics | |
|---|---|
| Market cap | US$23.55b |
| Earnings (TTM) | US$1.01b |
| Revenue (TTM) | US$11.52b |
23.6x
P/E Ratio2.1x
P/S RatioIs LPLA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LPLA income statement (TTM) | |
|---|---|
| Revenue | US$11.52b |
| Cost of Revenue | US$8.29b |
| Gross Profit | US$3.23b |
| Other Expenses | US$2.22b |
| Earnings | US$1.01b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 13.43 |
| Gross Margin | 28.01% |
| 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 | 7 days |
| Days until Dividend pay date | 11 days |
Does LPLA pay a reliable dividends?
See LPLA dividend history and benchmarks