Lpl Financial Holdings Inc. (LPLA)

$323.24

+6.19

(+1.95%)▲

Market is closed - opens 8 PM, 22 Nov 2024

Performance

  • $318.44
    $326.76
    $323.24
    downward going graph

    1.48%

    Downside

    Day's Volatility :2.55%

    Upside

    1.08%

    downward going graph
  • $187.19
    $323.24
    $323.24
    downward going graph

    42.09%

    Downside

    52 Weeks Volatility :42.09%

    Upside

    0.0%

    downward going graph

Returns

PeriodLpl Financial Holdings Inc.Sector (Financials)Index (Russel 2000)
3 Months
42.14%
13.1%
0.0%
6 Months
17.58%
17.4%
0.0%
1 Year
39.23%
41.0%
0.0%
3 Years
91.66%
27.0%
-24.5%

Highlights

Market Capitalization
23.6B
Book Value
$37.05
Dividend Share
1.2
Dividend Yield
0.38%
Earnings Per Share (EPS)
13.3
PE Ratio
23.65
PEG Ratio
1.62
Wall Street Target Price
309.133
Profit Margin
8.73%
Operating Margin TTM
13.88%
Return On Assets TTM
9.95%
Return On Equity TTM
41.36%
Revenue TTM
11.5B
Revenue Per Share TTM
153.93
Quarterly Revenue Growth YOY
23.200000000000003%
Gross Profit TTM
2.4B
EBITDA
2.1B
Diluted Eps TTM
13.3
Quarterly Earnings Growth YOY
0.17
EPS Estimate Current Year
16.16
EPS Estimate Next Year
18.93
EPS Estimate Current Quarter
3.71
EPS Estimate Next Quarter
4.02

Analyst Recommendation

Buy
    68%Buy
    27%Hold
    4%Sell
Based on 22 Wall street analysts offering stock ratings for Lpl Financial Holdings Inc.(by analysts ranked 0 to 5 stars)
Based on 22 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
15
14
14
Hold
6
7
7
Sell
1
00
00

Analyst Forecast

What analysts predicted

Downside of 4.36%

Current $323.24
Target $309.13

Company Financials

FY18Y/Y Change
Revenue
1.8B
↑ 25.89%
Net Income
439.5M
↑ 83.98%
Net Profit Margin
24.11%
↑ 7.61%
FY19Y/Y Change
Revenue
2.0B
↑ 12.05%
Net Income
559.9M
↑ 27.4%
Net Profit Margin
27.42%
↑ 3.31%
FY20Y/Y Change
Revenue
2.0B
↓ 2.19%
Net Income
472.6M
↓ 15.58%
Net Profit Margin
23.66%
↓ 3.76%
FY21Y/Y Change
Revenue
2.4B
↑ 17.66%
Net Income
459.9M
↓ 2.7%
Net Profit Margin
19.57%
↓ 4.09%
FY22Y/Y Change
Revenue
3.1B
↑ 30.35%
Net Income
845.7M
↑ 83.9%
Net Profit Margin
27.6%
↑ 8.03%
FY23Y/Y Change
Revenue
10.1B
↑ 228.13%
Net Income
1.1B
↑ 26.08%
Net Profit Margin
10.61%
↓ 16.99%
Q2 FY23Q/Q Change
Revenue
946.1M
↓ 3.65%
Net Income
285.5M
↓ 15.75%
Net Profit Margin
30.18%
↓ 4.33%
Q3 FY23Q/Q Change
Revenue
2.5B
↑ 166.62%
Net Income
224.3M
↓ 21.44%
Net Profit Margin
8.89%
↓ 21.29%
Q4 FY23Q/Q Change
Revenue
2.6B
↑ 4.81%
Net Income
217.6M
↓ 3.0%
Net Profit Margin
8.23%
↓ 0.66%
Q1 FY24Q/Q Change
Revenue
2.8B
↑ 7.14%
Net Income
288.8M
↑ 32.73%
Net Profit Margin
10.19%
↑ 1.96%
Q2 FY24Q/Q Change
Revenue
2.9B
↑ 3.5%
Net Income
243.8M
↓ 15.57%
Net Profit Margin
8.32%
↓ 1.87%
Q3 FY24Q/Q Change
Revenue
3.1B
↑ 6.02%
Net Income
255.3M
↑ 4.72%
Net Profit Margin
8.21%
↓ 0.11%
FY18Y/Y Change
Total Assets
5.5B
↑ 2.22%
Total Liabilities
4.5B
↑ 2.5%
FY19Y/Y Change
Total Assets
5.9B
↑ 7.35%
Total Liabilities
4.9B
↑ 7.84%
FY20Y/Y Change
Total Assets
6.5B
↑ 10.94%
Total Liabilities
5.2B
↑ 7.26%
FY21Y/Y Change
Total Assets
8.0B
↑ 22.5%
Total Liabilities
6.3B
↑ 21.36%
FY22Y/Y Change
Total Assets
9.5B
↑ 18.65%
Total Liabilities
7.3B
↑ 15.72%
FY23Y/Y Change
Total Assets
10.4B
↑ 9.53%
Total Liabilities
8.3B
↑ 13.56%
Q2 FY23Q/Q Change
Total Assets
9.4B
↑ 2.45%
Total Liabilities
7.3B
↑ 4.23%
Q3 FY23Q/Q Change
Total Assets
9.5B
↑ 1.01%
Total Liabilities
7.4B
↑ 1.74%
Q4 FY23Q/Q Change
Total Assets
10.4B
↑ 9.47%
Total Liabilities
8.3B
↑ 12.3%
Q1 FY24Q/Q Change
Total Assets
11.0B
↑ 6.09%
Total Liabilities
8.7B
↑ 5.31%
Q2 FY24Q/Q Change
Total Assets
11.5B
↑ 4.41%
Total Liabilities
9.0B
↑ 2.75%
Q3 FY24Q/Q Change
Total Assets
11.9B
↑ 3.81%
Total Liabilities
9.2B
↑ 2.02%
FY18Y/Y Change
Operating Cash Flow
581.6M
↑ 31.05%
Investing Cash Flow
-161.8M
↓ 63.04%
Financing Cash Flow
-483.4M
↓ 942.98%
FY19Y/Y Change
Operating Cash Flow
623.9M
↑ 7.27%
Investing Cash Flow
-181.0M
↑ 11.89%
Financing Cash Flow
-533.2M
↑ 10.32%
FY20Y/Y Change
Operating Cash Flow
789.9M
↑ 26.62%
Investing Cash Flow
-187.5M
↑ 3.6%
Financing Cash Flow
-275.2M
↓ 48.39%
FY21Y/Y Change
Operating Cash Flow
453.1M
↓ 42.64%
Investing Cash Flow
-458.6M
↑ 144.61%
Financing Cash Flow
278.8M
↓ 201.33%
FY22Y/Y Change
Operating Cash Flow
1.9B
↑ 329.36%
Investing Cash Flow
-376.4M
↓ 17.93%
Financing Cash Flow
-504.3M
↓ 280.85%
Q2 FY23Q/Q Change
Operating Cash Flow
402.8M
↓ 295.62%
Investing Cash Flow
-151.3M
↓ 56.87%
Financing Cash Flow
-221.2M
↑ 11.78%

Technicals Summary

Sell

Neutral

Buy

Lpl Financial Holdings Inc. is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
23.68%
17.58%
39.23%
91.66%
253.26%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
25.54%
48.39%
134.77%
146.83%
301.15%
Morgan Stanley
Morgan Stanley
11.34%
29.71%
67.82%
32.59%
169.64%
Robinhood Markets, Inc.
Robinhood Markets, Inc.
33.78%
72.14%
352.13%
29.6%
3.62%
Charles Schwab Corp., The
Charles Schwab Corp., The
13.53%
1.98%
43.7%
-1.78%
67.52%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
12.39%
23.71%
73.73%
46.89%
166.66%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
23.65
23.65
1.62
16.16
0.41
0.1
0.0
37.05
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
28.9
29.26
14.08
6.81
0.22
0.02
0.01
38.07
Morgan Stanley
Morgan Stanley
20.07
19.98
3.83
7.32
0.11
0.01
0.03
58.25
Robinhood Markets, Inc.
Robinhood Markets, Inc.
60.34
60.76
NA
1.0
0.08
0.02
NA
8.16
Charles Schwab Corp., The
Charles Schwab Corp., The
31.55
31.55
1.31
3.12
0.12
0.01
0.01
20.78
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
17.05
17.04
3.93
36.74
0.1
0.01
0.02
327.61
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
Buy
$23.6B
253.26%
23.65
8.73%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
Buy
$78.4B
301.15%
28.9
14.12%
Morgan Stanley
Morgan Stanley
Hold
$213.0B
169.64%
20.07
19.21%
Robinhood Markets, Inc.
Robinhood Markets, Inc.
Hold
$28.6B
3.62%
60.34
21.8%
Charles Schwab Corp., The
Charles Schwab Corp., The
Buy
$147.6B
67.52%
31.55
27.47%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
Buy
$184.2B
166.66%
17.05
24.65%

Insights on Lpl Financial Holdings Inc.

  • Increasing Revenue

    Revenue is up for the last 6 quarters, 946.05M → 3.10B (in $), with an average increase of 16.6% per quarter

  • Increasing Net Profit

    Netprofit is up for the last 2 quarters, 243.8M → 255.30M (in $), with an average increase of 4.5% per quarter

  • Vs HOOD

    In the last 1 year, Robinhood Markets, Inc. has given 352.1% return, outperforming this stock by 312.9%

Institutional Holdings

  • Vanguard Group Inc

    9.72%

  • BlackRock Inc

    7.08%

  • FMR Inc

    4.44%

  • Morgan Stanley - Brokerage Accounts

    3.92%

  • Kayne Anderson Rudnick Investment Management LLC

    3.46%

  • HHG PLC

    3.40%

Corporate Announcements

  • Lpl Financial Holdings Inc. Dividends March,2024

    In the quarter ending March,2024. Lpl Financial Holdings Inc. has declared dividend of $0.30

    Read More

Company Information

lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi

Organization
Lpl Financial Holdings Inc.
Employees
8787
CEO
Mr. Richard Steinmeier
Industry
Finance

FAQs