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.
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Community Narratives
Narratives bring a range of perspectives from our community.
Tactical Moves And Tech Investments Set To Propel Market Share And Revenue Growth
LPL Financial Holdings Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$225.33 |
| 52 Week High | US$289.88 |
| 52 Week Low | US$187.19 |
| Beta | 0.90 |
| 11 Month Change | 1.85% |
| 3 Month Change | -20.34% |
| 1 Year Change | -4.80% |
| 33 Year Change | 51.84% |
| 5 Year Change | 200.64% |
| Change since IPO | 600.87% |
Recent News & Updates
Recent updates
It's Down 29% But LPL Financial Holdings Inc. (NASDAQ:LPLA) Could Be Riskier Than It Looks
Aug 03
LPL 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 12LPL Financial launches bookkeeping services
Sep 29LPL Financial advisory, brokerage assets slide 1.7% M/M in August
Sep 22LPL Financial reports 5.6% growth in July's advisory and brokerage assets
Aug 18LPL Financial Holdings Non-GAAP EPS of $2.24 beats by $0.29, revenue of $2.04M misses by $2.09B
Aug 02Shareholder Returns
| LPLA | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.8% | 1.3% | 0.1% |
| 1Y | -4.8% | 33.4% | 24.9% |
Return vs Industry: LPLA underperformed the US Capital Markets industry which returned 33.5% over the past year.
Return vs Market: LPLA underperformed the US Market which returned 25.9% over the past year.
Price Volatility
| LPLA volatility | |
|---|---|
| LPLA Average Weekly Movement | 6.1% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: LPLA's share price has been volatile over the past 3 months.
Volatility Over Time: LPLA's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 8,873 | Dan Arnold | 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$16.73b |
| Earnings (TTM) | US$974.41m |
| Revenue (TTM) | US$10.93b |
17.3x
P/E Ratio1.5x
P/S RatioIs LPLA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LPLA income statement (TTM) | |
|---|---|
| Revenue | US$10.93b |
| Cost of Revenue | US$7.81b |
| Gross Profit | US$3.12b |
| Other Expenses | US$2.15b |
| Earnings | US$974.41m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 13.03 |
| Gross Margin | 28.54% |
| Net Profit Margin | 8.91% |
| Debt/Equity Ratio | 176.6% |
How did LPLA perform over the long term?
See historical performance and comparison