- Previous Close
243.02 - Open
239.64 - Bid 239.10 x 100
- Ask 239.36 x 100
- Day's Range
239.04 - 243.15 - 52 Week Range
187.19 - 289.88 - Volume
694,226 - Avg. Volume
1,147,610 - Market Cap (intraday)
17.881B - Beta (5Y Monthly) 0.88
- PE Ratio (TTM)
18.64 - EPS (TTM)
12.83 - Earnings Date Oct 24, 2024 - Oct 28, 2024
- Forward Dividend & Yield 1.20 (0.49%)
- Ex-Dividend Date Aug 9, 2024
- 1y Target Est
272.43
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. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
www.lpl.com8,873
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
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Performance Overview: LPLA
Trailing total returns as of 10/7/2024, which may include dividends or other distributions. Benchmark is
.YTD Return
1-Year Return
3-Year Return
5-Year Return
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Statistics: LPLA
View MoreValuation Measures
Market Cap
18.17B
Enterprise Value
21.44B
Trailing P/E
18.93
Forward P/E
12.59
PEG Ratio (5yr expected)
1.12
Price/Sales (ttm)
1.69
Price/Book (mrq)
7.22
Enterprise Value/Revenue
1.96
Enterprise Value/EBITDA
11.11
Financial Highlights
Profitability and Income Statement
Profit Margin
8.91%
Return on Assets (ttm)
9.84%
Return on Equity (ttm)
42.02%
Revenue (ttm)
10.93B
Net Income Avi to Common (ttm)
974.41M
Diluted EPS (ttm)
12.83
Balance Sheet and Cash Flow
Total Cash (mrq)
1.37B
Total Debt/Equity (mrq)
185.67%
Levered Free Cash Flow (ttm)
460.2M
Research Analysis: LPLA
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Research Reports: LPLA
View MoreMaintaining Our $314 Fair Value for LPL Financial After Departure of CEO Dan Arnold
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of June 2024, the company had over 23,000 advisors on its platform managing $1.5 trillion of client assets. The company doesn't have material operations outside of the United States.
RatingPrice TargetUncertainty Over Client Cash Revenue Is Affecting LPL Financial's Stock Price
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of June 2024, the company had over 23,000 advisors on its platform managing $1.5 trillion of client assets. The company doesn't have material operations outside of the United States.
RatingPrice TargetMid Cap U.S. Pick List September 2024
This pick list highlights constituents of the Morningstar US Mid Cap Index that we believe offer investors the best risk-adjusted return prospects. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market.
Mid Cap U.S. Pick List August 2024
This pick list highlights constituents of the Morningstar US Mid Cap Index that we believe offer investors the best risk-adjusted return prospects. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market.