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$327.93 |
| 52 Week High | US$334.83 |
| 52 Week Low | US$187.19 |
| Beta | 0.87 |
| 1 Month Change | 3.43% |
| 3 Month Change | 52.16% |
| 1 Year Change | 45.26% |
| 3 Year Change | 101.64% |
| 5 Year Change | 254.21% |
| Change since IPO | 920.00% |
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 27Shareholder Returns
| LPLA | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -0.7% | -6.4% | -3.5% |
| 1Y | 45.3% | 31.0% | 22.1% |
Return vs Industry: LPLA exceeded the US Capital Markets industry which returned 31% over the past year.
Return vs Market: LPLA exceeded the US Market which returned 22.1% over the past year.
Price Volatility
| LPLA volatility | |
|---|---|
| LPLA Average Weekly Movement | 4.7% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 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$24.54b |
| Earnings (TTM) | US$1.01b |
| Revenue (TTM) | US$11.52b |
24.4x
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 RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 23:00 |
| 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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
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 .
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 |