LPLA logo

LPL Financial Holdings (LPLA)

Profile

Full Name

LPL Financial Holdings Inc.

Ticker Symbol

LPLA

Exchange

NASDAQ

Sector

Financial Services

Industry

Capital Markets

Country

United States

IPO

November 18, 2010

Indexes

Not included

Website

http://www.lpl.com

Employees

9000

Key Details

Price

$260.00

Market Cap

Last Dividend

$0.30

TTM Dividend Yield

0.46%

Annual Revenue

$12.39B(+23.20% YoY)

Annual EPS

$14.03(+2.48% YoY)

PE Ratio

18.52

Next earnings date

Apr 30, 2025

Next ex-dividend date

N/A

Next split date

N/A

Price

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Current Price

$260.00
LPLA price is $260.00

Price All-time High

$383.60
LPLA price is currently -32.22% below its historical high of $383.60

Price Today Change

-20.68%
LPLA price is down -20.68% today

Price YTD Change

-19.92%
LPLA price is down -19.92% since January 1st

Price 1-year Change

-2.44%
LPLA price is down -2.44% year-on-year

Price 3-year Change

+41.78%
LPLA price is up +41.78% over the past 3 years

Capitalization

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Market cap

Market Cap

$19.39B
LPLA market capitalization is $19.39 billion

Market Cap 3-year Change

+32.07%
LPLA market capitalization is up +32.07% over the past 3 years

Market Cap All-time High

$28.61B
LPLA market capitalization is currently -32.22% below its historical high of $28.61 billion

Market Cap Sector Rank

89.27%
LPLA market capitalization is higher than 89.27% of companies in Financial Services sector

Shares Outstanding

Shares Outstanding 1-Year Change

-0.18%
LPLA shares outstanding is down -0.18% year-on-year

Shares Outstanding 3-Year Change

-6.85%
LPLA shares outstanding is down -6.85% over the past 3 years

Technical Indicators

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Beta

1.00
LPLA beta is 1.00

200-day SMA

$288.24
LPLA price is currently -9.80% below its 200-day simple moving average

50-day SMA

$350.70
LPLA price is currently -25.86% below its 50-day simple moving average

RSI

48.15
LPLA 14-day relative strength index is 48.15

Volume

3.54
LPLA 30-day relative volume is 3.54

ATR

$13.01
LPLA average true range is $13.01

10-day Historical Volatility

35.03%
LPLA 10-day historical volatility is 35.03%

Dividend

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Events

Last Paid Dividend

$0.30
LPLA last dividend was $0.30 per share, with an ex-dividend date of March 11, 2025

Next Dividend

-
LPLA next dividend has not yet been announced

Dividend per share

Dividend Per Share

$1.20
LPLA annual dividend per share is $1.20

Dividend per share Sector Rank

63.21%
LPLA annual dividend per share is higher than 63.21% of companies in Financial Services sector

Dividend per share 1-Year Change

0%
LPLA {parameterFullLabel} has remained unchanged year-on-year

Dividend per share 3-Year Change

+20%
LPLA annual dividend per share is up +20% over the past 3 years

Dividend yield

Dividend Yield

0.46%
LPLA annual dividend yield is 0.46%

Dividend yield Sector Rank

1.8%
LPLA annual dividend yield is higher than 1.8% of companies in Financial Services sector

Other

Payout Ratio

8.48%
LPLA annual payout ratio is 8.48%

Dividends Paid

$89.73M
LPLA annual dividends paid is $89.73 million

Free Cash Flow

-$284.94M
LPLA annual free cash flow is -$284.94 million

Income Statement

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Revenue

Revenue

$12.39B
LPLA annual revenue is $12.39 billion

Revenue Analysts Estimate

$15.22B
LPLA annual revenue is currently -18.60% lower than the consensus analysts' forecast

Revenue 1-year Change

+23.2%
LPLA annual revenue is up +23.2% year-on-year

Revenue Sector Rank

92.93%
LPLA annual revenue is higher than 92.93% of companies in Financial Services sector

EPS

EPS

$14.03
LPLA annual earnings per share is $14.03

EPS Analysts Estimate

$19.70
LPLA annual earnings per share is currently -28.79% lower than the consensus analysts' forecast

EPS 1-year Change

+2.48%
LPLA annual earnings per share is up +2.48% year-on-year

EPS Sector Rank

96.36%
LPLA annual earnings per share is higher than 96.36% of companies in Financial Services sector

Profit

Gross Profit

$3.37B
LPLA annual gross profit is $3.37 billion

Gross Margin

27.21%
LPLA annual gross profit margin is 27.21%

Operating Profit

$1.67B
LPLA annual operating income is $1.67 billion

Operating Margin

13.46%
LPLA annual operating profit margin is 13.46%

Net Income

$1.06B
LPLA annual net profit is $1.06 billion

Net Margin

8.55%
LPLA annual net profit margin is 8.55%

Expenses

Total Expenses

$10.72B
LPLA annual total expenses is $10.72 billion

Operating Expenses

$1.70B
LPLA annual total operating expenses is $1.70 billion

Cost Of Goods Sold

$9.02B
LPLA annual cost of goods sold is $9.02 billion

Selling, General & Administrative Expenses

$1.04B
LPLA annual SGA is $1.04 billion

Depreciation And Amortization

$443.76M
LPLA annual depreciation & amortization is $443.76 million

Interest Expense

$274.18M
LPLA annual interest expense is $274.18 million

Income Tax

$334.28M
LPLA annual income tax is $334.28 million

EBIT & EBITDA

EBIT

$1.67B
LPLA annual earnings before interest & taxes is $1.67 billion

EBITDA

$2.11B
LPLA annual EBITDA is $2.11 billion

Balance Sheet

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Assets

Total Assets

$13.32B
LPLA annual total assets is $13.32 billion

Non Current Assets

$6.50B
LPLA annual long term assets is $6.50 billion

Current Assets

$6.82B
LPLA annual total current assets is $6.82 billion

Cash And Cash Equivalents

$967.08M
LPLA annual cash & cash equivalents is $967.08 million

Accounts Receivable

$710.38M
LPLA annual accounts receivable is $710.38 million

Inventory

-
LPLA annual inventory value is unknown

Liabilities

Total Liabilities

$10.39B
LPLA annual total liabilities is $10.39 billion

Long Term Liabilities

$6.19B
LPLA annual total long term liabilities is $6.19 billion

Current Liabilities

$4.19B
LPLA annual total current liabilities is $4.19 billion

Accounts Payable

$2.62B
LPLA annual accounts payable is $2.62 billion

Debt

Total Debt

$5.75B
LPLA annual total debt is $5.75 billion

Total Debt 1-year Change

+45.03%
LPLA annual total debt is up +45.03% year-on-year

Long Term Debt

$4.70B
LPLA annual long term debt is $4.70 billion

Short Term Debt

$1.05B
LPLA annual short term debt is $1.05 billion

Equity & Capital

Shareholders Equity

$2.93B
LPLA annual stockholders equity is $2.93 billion

Book Value

$2.93B
LPLA annual book value is $2.93 billion

Retained Earnings

$5.07B
LPLA annual retained earnings is $5.07 billion

Working Capital

$2.62B
LPLA annual working capital is $2.62 billion

Cash Flow Statement

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Cashflow Activities

Cash From Operations

$277.59M
LPLA annual cash flow from operations is $277.59 million

Cash From Operations 1-year Change

-45.85%
LPLA annual cash flow from operations is down -45.85% year-on-year

Cash From Investing

-$1.59B
LPLA annual cash flow from investing activities is -$1.59 billion

Cash From Investing 1-year Change

-85.09%
LPLA annual cash flow from investing activities is down -85.09% year-on-year

Cash From Financing

$1.42B
LPLA annual cash flow from financing activities is $1.42 billion

Cash From Financing 1-year Change

+779.72%
LPLA annual cash flow from financing activities is up +779.72% year-on-year

CAPEX

CAPEX

$562.53M
LPLA annual capital expenditures is $562.53 million

CAPEX 1-year Change

+39.49%
LPLA annual capital expenditures is up +39.49% year-on-year

Free Cash Flow

Free Cash Flow

-$284.94M
LPLA annual free cash flow is -$284.94 million

Free Cash Flow 1-year Change

-360.64%
LPLA annual free cash flow is down -360.64% year-on-year

Profitability Ratios

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Margins

Gross Margin

27.21%
LPLA annual gross profit margin is 27.21%

Operating Margin

13.46%
LPLA annual operating profit margin is 13.46%

Net Margin

8.55%
LPLA annual net profit margin is 8.55%

ROA & ROE

ROA

8.93%
LPLA annual return on assets is 8.93%

ROE

42.26%
LPLA annual return on equity is 42.26%

Valuation

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PE Ratio

PE Ratio

18.52
LPLA price to earnings ratio is 18.52

PE Ratio Sector Rank

69.23%
LPLA price to earnings ratio is higher than 69.23% of companies in Financial Services sector

PB Ratio

PB Ratio

6.62
LPLA price to book ratio is 6.62

PB Ratio Sector Rank

93.86%
LPLA price to book ratio is higher than 93.86% of companies in Financial Services sector

PS Ratio

PS Ratio

1.57
LPLA price to sales ratio is 1.57

PS Ratio Sector Rank

23.91%
LPLA price to sales ratio is higher than 23.91% of companies in Financial Services sector

Enterprise value

Enterprise Value

$24.17B
LPLA enterprise value is $24.17 billion

Enterprise Value Sector Rank

89.32%
LPLA enterprise value is higher than 89.32% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

11.45
LPLA EV/EBITDA is 11.45

EV/EBITDA Sector Rank

84.11%
LPLA EV/EBITDA is higher than 84.11% of companies in Financial Services sector

Financial Health

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Liquidity

Current Ratio

1.62
LPLA annual current ratio is 1.62

Quick Ratio

-
LPLA annual quick ratio value is unknown

Leverage

Debt To Equity

1.87
LPLA annual debt to equity ratio is 1.87

Interest Coverage Ratio

6.08
LPLA annual interest coverage ratio is 6.08

Risk & Stability

Piotroski F-Score

4
LPLA piotroski f-score is 4

Altman Z-Score

3.23
LPLA altman z-score is 3.23

Analyst ratings

Recent major analysts updates

Oct 17, 24 Morgan Stanley
Overweight
Oct 9, 24 Wells Fargo
Overweight
Oct 9, 24 JMP Securities
Market Outperform
Oct 8, 24 UBS
Neutral
Oct 4, 24 Jefferies
Buy
Sep 27, 24 Citigroup
Buy
Sep 26, 24 Goldman Sachs
Buy
Sep 12, 24 Wells Fargo
Equal-Weight
Aug 6, 24 UBS
Neutral
Jul 30, 24 B of A Securities
Buy

Institutional Ownership

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  • What is the ticker symbol for LPL Financial Holdings?
  • Does LPL Financial Holdings pay dividends?
  • What sector is LPL Financial Holdings in?
  • What industry is LPL Financial Holdings in?
  • What country is LPL Financial Holdings based in?
  • When did LPL Financial Holdings go public?
  • Is LPL Financial Holdings in the S&P 500?
  • Is LPL Financial Holdings in the NASDAQ 100?
  • Is LPL Financial Holdings in the Dow Jones?
  • When was LPL Financial Holdings's last earnings report?
  • When does LPL Financial Holdings report earnings?
  • Should I buy LPL Financial Holdings stock now?

What is the ticker symbol for LPL Financial Holdings?

The ticker symbol for LPL Financial Holdings is NASDAQ:LPLA

Does LPL Financial Holdings pay dividends?

Yes, LPL Financial Holdings pays dividends. The last payment was $0.30, with an ex-dividend date on March 11, 2025

What sector is LPL Financial Holdings in?

LPL Financial Holdings is in the Financial Services sector

What industry is LPL Financial Holdings in?

LPL Financial Holdings is in the Capital Markets industry

What country is LPL Financial Holdings based in?

LPL Financial Holdings is headquartered in United States

When did LPL Financial Holdings go public?

LPL Financial Holdings's initial public offering (IPO) was on November 18, 2010

Is LPL Financial Holdings in the S&P 500?

No, LPL Financial Holdings is not included in the S&P 500 index

Is LPL Financial Holdings in the NASDAQ 100?

No, LPL Financial Holdings is not included in the NASDAQ 100 index

Is LPL Financial Holdings in the Dow Jones?

No, LPL Financial Holdings is not included in the Dow Jones index

When was LPL Financial Holdings's last earnings report?

LPL Financial Holdings's most recent earnings report was on Jan 30, 2025

When does LPL Financial Holdings report earnings?

The next expected earnings date for LPL Financial Holdings is Apr 30, 2025

Should I buy LPL Financial Holdings stock now?

As of today, analysts generally recommend a 'Buy' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions
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