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Financial Services - Financial - Capital Markets - NASDAQ - US
$ 314.02
-0.165 %
$ 23.5 B
Market Cap
23.59
P/E
1. INTRINSIC VALUE

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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors.[ Read More ]

The intrinsic value of one LPLA stock under the base case scenario is HIDDEN Compared to the current market price of 314 USD, LPL Financial Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LPLA

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FINANCIALS
10.1 B REVENUE
228.13%
0 OPERATING INCOME
0.00%
1.07 B NET INCOME
26.08%
513 M OPERATING CASH FLOW
-73.65%
-860 M INVESTING CASH FLOW
-128.53%
-209 M FINANCING CASH FLOW
58.65%
3.11 B REVENUE
6.02%
437 M OPERATING INCOME
-29.36%
255 M NET INCOME
4.72%
212 M OPERATING CASH FLOW
242.58%
-184 M INVESTING CASH FLOW
33.40%
-507 M FINANCING CASH FLOW
-91.04%
Balance Sheet Decomposition LPL Financial Holdings Inc.
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Current Assets 5.69 B
Cash & Short-Term Investments 557 M
Receivables 2.86 B
Other Current Assets 2.27 B
Non-Current Assets 4.69 B
Long-Term Investments 192 M
PP&E 1.03 B
Other Non-Current Assets 3.47 B
Current Liabilities 3.57 B
Accounts Payable 566 M
Short-Term Debt 85.1 M
Other Current Liabilities 2.92 B
Non-Current Liabilities 4.74 B
Long-Term Debt 3.92 B
Other Non-Current Liabilities 823 M
EFFICIENCY
Earnings Waterfall LPL Financial Holdings Inc.
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Revenue 10.1 B
Cost Of Revenue 7 B
Gross Profit 3.05 B
Operating Expenses 2 B
Operating Income 0
Other Expenses -1.07 B
Net Income 1.07 B
RATIOS
30.35% GROSS MARGIN
30.35%
0.00% OPERATING MARGIN
0.00%
10.61% NET MARGIN
10.61%
51.29% ROE
51.29%
10.27% ROA
10.27%
0.00% ROIC
0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis LPL Financial Holdings Inc.
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Net Income 1.07 B
Depreciation & Amortization 354 M
Capital Expenditures -403 M
Stock-Based Compensation 68.7 M
Change in Working Capital -1.2 B
Others -511 M
Free Cash Flow 109 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets LPL Financial Holdings Inc.
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Wall Street analysts predict an average 1-year price target for LPLA of $299 , with forecasts ranging from a low of $268 to a high of $334 .
LPLA Lowest Price Target Wall Street Target
268 USD -14.66%
LPLA Average Price Target Wall Street Target
299 USD -4.69%
LPLA Highest Price Target Wall Street Target
334 USD 6.36%
4. DIVIDEND ANALYSIS
0.26% DIVIDEND YIELD
0.3 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership LPL Financial Holdings Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.57 M USD 1
6-9 MONTHS
19.6 M USD 5
9-12 MONTHS
6.89 M USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 months ago
Jun 14, 2024
Sell 1.57 M USD
Arnold Dan H.
President & CEO
- 5677
277.31 USD
8 months ago
Feb 26, 2024
Sell 19.2 K USD
Sethi Kabir
Managing Director
- 73
263.59 USD
8 months ago
Feb 26, 2024
Sell 176 K USD
Sethi Kabir
Managing Director
- 662
266.12 USD
8 months ago
Feb 26, 2024
Sell 86.2 K USD
Sethi Kabir
Managing Director
- 323
266.89 USD
8 months ago
Feb 26, 2024
Sell 64.8 K USD
Sethi Kabir
Managing Director
- 242
267.9 USD
8 months ago
Feb 26, 2024
Sell 56.1 K USD
Gates Greg
Managing Director
- 213
263.44 USD
8 months ago
Feb 26, 2024
Sell 46.1 K USD
Gates Greg
Managing Director
- 174
264.77 USD
8 months ago
Feb 26, 2024
Sell 2.35 M USD
Gates Greg
Managing Director
- 8823
266.12 USD
8 months ago
Feb 26, 2024
Sell 396 K USD
Gates Greg
Managing Director
- 1484
266.95 USD
8 months ago
Feb 26, 2024
Sell 189 K USD
Gates Greg
Managing Director
- 707
267.87 USD
8 months ago
Feb 26, 2024
Sell 631 K USD
Enyedi Matthew
Managing Director
- 2400
263 USD
8 months ago
Feb 26, 2024
Sell 33.5 K USD
Audette Matthew J
CFO and Head of Business Ops
- 127
263.41 USD
8 months ago
Feb 26, 2024
Sell 79.3 K USD
Audette Matthew J
CFO and Head of Business Ops
- 300
264.37 USD
8 months ago
Feb 26, 2024
Sell 324 K USD
Audette Matthew J
CFO and Head of Business Ops
- 1219
265.68 USD
8 months ago
Feb 26, 2024
Sell 697 K USD
Audette Matthew J
CFO and Head of Business Ops
- 2613
266.68 USD
8 months ago
Feb 26, 2024
Sell 352 K USD
Audette Matthew J
CFO and Head of Business Ops
- 1315
267.79 USD
8 months ago
Feb 26, 2024
Sell 131 K USD
Arnold Dan H.
President & CEO
- 500
262.73 USD
8 months ago
Feb 26, 2024
Sell 211 K USD
Arnold Dan H.
President & CEO
- 800
263.59 USD
8 months ago
Feb 26, 2024
Sell 318 K USD
Arnold Dan H.
President & CEO
- 1200
264.9 USD
8 months ago
Feb 26, 2024
Sell 3.3 M USD
Arnold Dan H.
President & CEO
- 12390
265.99 USD
8 months ago
Feb 26, 2024
Sell 3.07 M USD
Arnold Dan H.
President & CEO
- 11506
266.76 USD
8 months ago
Feb 26, 2024
Sell 2.25 M USD
Arnold Dan H.
President & CEO
- 8411
267.8 USD
8 months ago
Feb 23, 2024
Sell 1.4 M USD
Arnold Dan H.
President & CEO
- 5267
265.39 USD
8 months ago
Feb 23, 2024
Sell 485 K USD
Arnold Dan H.
President & CEO
- 1822
266.43 USD
8 months ago
Feb 20, 2024
Sell 355 K USD
Enyedi Matthew
Managing Director
- 1381
256.94 USD
8 months ago
Feb 20, 2024
Sell 746 K USD
Arnold Dan H.
President & CEO
- 2924
255.19 USD
8 months ago
Feb 20, 2024
Sell 1.07 M USD
Arnold Dan H.
President & CEO
- 4172
256.19 USD
8 months ago
Feb 20, 2024
Sell 387 K USD
Arnold Dan H.
President & CEO
- 1504
257.11 USD
8 months ago
Feb 20, 2024
Sell 310 K USD
Arnold Dan H.
President & CEO
- 1200
258.27 USD
8 months ago
Feb 20, 2024
Sell 51.9 K USD
Arnold Dan H.
President & CEO
- 200
259.47 USD
9 months ago
Feb 05, 2024
Sell 123 K USD
Audette Matthew J
CFO and Head of Business Ops
- 500
246.02 USD
9 months ago
Feb 05, 2024
Sell 3.78 M USD
Audette Matthew J
CFO and Head of Business Ops
- 15250
248.05 USD
9 months ago
Feb 05, 2024
Sell 2.39 M USD
Audette Matthew J
CFO and Head of Business Ops
- 9595
249.1 USD
9 months ago
Feb 05, 2024
Sell 537 K USD
Audette Matthew J
CFO and Head of Business Ops
- 2147
249.95 USD
9 months ago
Feb 05, 2024
Sell 53.2 K USD
Audette Matthew J
CFO and Head of Business Ops
- 212
251.02 USD
1 year ago
Nov 10, 2023
Sell 3.06 M USD
Larsen Sallie R.
Managing Director
- 13488
226.57 USD
1 year ago
Nov 02, 2023
Sell 429 K USD
Jambusaria Aneri
Managing Director
- 1930
222.37 USD
1 year ago
Sep 19, 2023
Sell 43.8 K USD
Arnold Dan H.
President & CEO
- 175
250 USD
1 year ago
Sep 20, 2023
Sell 88.3 K USD
Arnold Dan H.
President & CEO
- 353
250.03 USD
1 year ago
Sep 13, 2023
Sell 887 K USD
Steinmeier Richard
Managing Director
- 3666
242.07 USD
1 year ago
Sep 13, 2023
Sell 1.29 M USD
Steinmeier Richard
Managing Director
- 5334
242.77 USD
1 year ago
Sep 13, 2023
Sell 293 K USD
Steinmeier Richard
Managing Director
- 1200
243.99 USD
1 year ago
Sep 13, 2023
Sell 24.5 K USD
Steinmeier Richard
Managing Director
- 100
244.65 USD
1 year ago
Aug 22, 2023
Sell 754 K USD
Enyedi Matthew
Managing Director
- 3265
230.86 USD
1 year ago
May 04, 2023
Bought 100 K USD
Glavin William Francis Jr
Director
+ 557
180.23 USD
1 year ago
Feb 27, 2023
Sell 245 K USD
Oroschakoff Michelle
Managing Director
- 1000
245.24 USD
1 year ago
Feb 27, 2023
Sell 593 K USD
Oroschakoff Michelle
Managing Director
- 2408
246.1 USD
1 year ago
Feb 27, 2023
Sell 346 K USD
Oroschakoff Michelle
Managing Director
- 1401
246.99 USD
1 year ago
Feb 27, 2023
Sell 1.1 M USD
Larsen Sallie R.
Managing Director
- 4439
248.13 USD
1 year ago
Feb 27, 2023
Sell 375 K USD
Audette Matthew J
Chief Financial Officer
- 1528
245.3 USD
1 year ago
Feb 27, 2023
Sell 879 K USD
Audette Matthew J
Chief Financial Officer
- 3574
246.06 USD
1 year ago
Feb 27, 2023
Sell 496 K USD
Audette Matthew J
Chief Financial Officer
- 2009
247.01 USD
1 year ago
Feb 27, 2023
Sell 284 K USD
Arnold Dan H.
President & CEO
- 1160
244.82 USD
1 year ago
Feb 27, 2023
Sell 4.65 M USD
Arnold Dan H.
President & CEO
- 18908
245.7 USD
1 year ago
Feb 27, 2023
Sell 4.03 M USD
Arnold Dan H.
President & CEO
- 16316
246.71 USD
1 year ago
Feb 27, 2023
Sell 510 K USD
Arnold Dan H.
President & CEO
- 2060
247.44 USD
1 year ago
Feb 16, 2023
Sell 1.98 M USD
Oroschakoff Michelle
Managing Director
- 7990
248.19 USD
1 year ago
Feb 17, 2023
Sell 49.4 K USD
Oroschakoff Michelle
Managing Director
- 200
246.91 USD
1 year ago
Feb 17, 2023
Sell 184 K USD
Oroschakoff Michelle
Managing Director
- 740
248.26 USD
1 year ago
Feb 17, 2023
Sell 1.49 M USD
Oroschakoff Michelle
Managing Director
- 5969
249.55 USD
1 year ago
Feb 17, 2023
Sell 719 K USD
Oroschakoff Michelle
Managing Director
- 2874
250.33 USD
1 year ago
Feb 13, 2023
Sell 453 K USD
Larsen Sallie R.
Managing Director
- 1881
240.88 USD
1 year ago
Feb 13, 2023
Sell 3.1 M USD
Larsen Sallie R.
Managing Director
- 12828
241.76 USD
1 year ago
Feb 13, 2023
Sell 1.41 M USD
Larsen Sallie R.
Managing Director
- 5810
242.33 USD
1 year ago
Feb 06, 2023
Sell 7.27 K USD
Audette Matthew J
Chief Financial Officer
- 31
234.48 USD
1 year ago
Feb 06, 2023
Sell 5.42 K USD
Audette Matthew J
Chief Financial Officer
- 23
235.47 USD
1 year ago
Feb 06, 2023
Sell 803 K USD
Audette Matthew J
Chief Financial Officer
- 3387
237.21 USD
1 year ago
Feb 06, 2023
Sell 811 K USD
Audette Matthew J
Chief Financial Officer
- 3400
238.49 USD
1 year ago
Feb 06, 2023
Sell 1.91 M USD
Audette Matthew J
Chief Financial Officer
- 7969
239.51 USD
1 year ago
Feb 06, 2023
Sell 1.27 M USD
Audette Matthew J
Chief Financial Officer
- 5300
240.56 USD
1 year ago
Feb 06, 2023
Sell 145 K USD
Audette Matthew J
Chief Financial Officer
- 600
241.5 USD
1 year ago
Feb 06, 2023
Sell 24.2 K USD
Audette Matthew J
Chief Financial Officer
- 100
242.29 USD
2 years ago
Nov 18, 2022
Bought 202 K USD
Simonich Brent
EVP, CAO and Treasurer
+ 920
219.15 USD
2 years ago
Nov 17, 2022
Sell 1.11 M USD
Oroschakoff Michelle
Managing Director
- 5213
213.8 USD
2 years ago
Nov 18, 2022
Bought 99.7 K USD
Glavin William Francis Jr
Director
+ 458
217.74 USD
2 years ago
Oct 31, 2022
Sell 818 K USD
Audette Matthew J
Chief Financial Officer
- 3209
254.84 USD
2 years ago
Oct 31, 2022
Sell 1.17 M USD
Audette Matthew J
Chief Financial Officer
- 4587
255.64 USD
2 years ago
Oct 31, 2022
Sell 1.05 M USD
Audette Matthew J
Chief Financial Officer
- 4100
256.71 USD
2 years ago
Oct 31, 2022
Sell 947 K USD
Audette Matthew J
Chief Financial Officer
- 3669
258.14 USD
2 years ago
Oct 31, 2022
Sell 839 K USD
Audette Matthew J
Chief Financial Officer
- 3235
259.49 USD
2 years ago
Oct 31, 2022
Sell 312 K USD
Audette Matthew J
Chief Financial Officer
- 1200
260.28 USD
2 years ago
Oct 05, 2022
Sell 4.81 M USD
Arnold Dan H.
President & CEO
- 20000
240.27 USD
2 years ago
Aug 17, 2022
Sell 1.37 M USD
Oroschakoff Michelle
Managing Director
- 6086
225.88 USD
2 years ago
Aug 17, 2022
Sell 694 K USD
Oroschakoff Michelle
Managing Director
- 3043
228.09 USD
2 years ago
Aug 17, 2022
Sell 297 K USD
Oroschakoff Michelle
Managing Director
- 1300
228.77 USD
2 years ago
Aug 17, 2022
Sell 393 K USD
Oroschakoff Michelle
Managing Director
- 1709
230.06 USD
2 years ago
Aug 17, 2022
Sell 92.4 K USD
Oroschakoff Michelle
Managing Director
- 400
230.98 USD
2 years ago
Aug 17, 2022
Sell 80 K USD
Oroschakoff Michelle
Managing Director
- 345
231.9 USD
2 years ago
Aug 17, 2022
Sell 587 K USD
Arnold Dan H.
President & CEO
- 2531
231.77 USD
2 years ago
Aug 15, 2022
Sell 257 K USD
Arnold Dan H.
President & CEO
- 1131
226.94 USD
2 years ago
Aug 04, 2022
Sell 1.59 M USD
Steinmeier Richard
Managing Director
- 7355
216.64 USD
2 years ago
Jul 29, 2022
Sell 8.21 M USD
Arnold Dan H.
President & CEO
- 39015
210.33 USD
2 years ago
May 26, 2022
Sell 261 K USD
Arnold Dan H.
President & CEO
- 1336
195.7 USD
2 years ago
May 16, 2022
Sell 281 K USD
Oroschakoff Michelle
Managing Director
- 1644
170.78 USD
2 years ago
May 16, 2022
Sell 897 K USD
Oroschakoff Michelle
Managing Director
- 5217
171.96 USD
2 years ago
May 16, 2022
Sell 1.47 M USD
Oroschakoff Michelle
Managing Director
- 8528
172.62 USD
2 years ago
May 16, 2022
Sell 55.6 K USD
Oroschakoff Michelle
Managing Director
- 320
173.8 USD
2 years ago
May 16, 2022
Sell 2.62 K USD
Oroschakoff Michelle
Managing Director
- 15
174.89 USD
2 years ago
Mar 14, 2022
Sell 303 K USD
Enyedi Matthew
Managing Director
- 1900
159.25 USD
2 years ago
Mar 08, 2022
Bought 36.9 K USD
Glavin William Francis Jr
Director
+ 260
142.02 USD
2 years ago
Mar 08, 2022
Bought 212 K USD
Glavin William Francis Jr
director:
+ 1500
141.51 USD
2 years ago
Feb 28, 2022
Sell 801 K USD
Larsen Sallie R.
Managing Director
- 4506
177.77 USD
2 years ago
Feb 28, 2022
Sell 75.5 K USD
Fandrey Edward
Managing Director
- 420
179.67 USD
2 years ago
Feb 28, 2022
Sell 37 K USD
Fandrey Edward
Managing Director
- 205
180.51 USD
2 years ago
Feb 28, 2022
Sell 115 K USD
Fandrey Edward
Managing Director
- 630
181.75 USD
2 years ago
Feb 28, 2022
Sell 53.6 K USD
Audette Matthew J
Chief Financial Officer
- 300
178.55 USD
2 years ago
Feb 28, 2022
Sell 414 K USD
Audette Matthew J
Chief Financial Officer
- 2300
179.92 USD
2 years ago
Feb 28, 2022
Sell 215 K USD
Audette Matthew J
Chief Financial Officer
- 1189
181.14 USD
2 years ago
Feb 28, 2022
Sell 362 K USD
Audette Matthew J
Chief Financial Officer
- 1991
181.85 USD
2 years ago
Feb 28, 2022
Sell 124 K USD
Arnold Dan H.
President & CEO
- 698
178.07 USD
2 years ago
Feb 28, 2022
Sell 646 K USD
Arnold Dan H.
President & CEO
- 3599
179.48 USD
2 years ago
Feb 28, 2022
Sell 1.34 M USD
Arnold Dan H.
President & CEO
- 7447
180.24 USD
2 years ago
Feb 28, 2022
Sell 1.32 M USD
Arnold Dan H.
President & CEO
- 7275
181.47 USD
2 years ago
Feb 28, 2022
Sell 747 K USD
Arnold Dan H.
President & CEO
- 4100
182.1 USD
2 years ago
Feb 16, 2022
Sell 1.87 M USD
Oroschakoff Michelle
Managing Director
- 10117
184.57 USD
2 years ago
Feb 16, 2022
Sell 55.9 K USD
Oroschakoff Michelle
Managing Director
- 300
186.34 USD
2 years ago
Feb 16, 2022
Sell 603 K USD
Oroschakoff Michelle
Managing Director
- 3221
187.19 USD
2 years ago
Feb 16, 2022
Sell 132 K USD
Oroschakoff Michelle
Managing Director
- 700
188.32 USD
2 years ago
Feb 16, 2022
Sell 166 K USD
Oroschakoff Michelle
Managing Director
- 879
189.07 USD
2 years ago
Feb 07, 2022
Sell 2.55 M USD
White George Burton
Managing Director
- 14184
180.12 USD
2 years ago
Feb 07, 2022
Sell 9.19 M USD
White George Burton
Managing Director
- 50735
181.14 USD
2 years ago
Feb 07, 2022
Sell 1.99 M USD
White George Burton
Managing Director
- 10915
182.08 USD
2 years ago
Feb 07, 2022
Sell 829 K USD
White George Burton
Managing Director
- 4534
182.8 USD
2 years ago
Feb 07, 2022
Sell 562 K USD
Audette Matthew J
Chief Financial Officer
- 3122
180.04 USD
2 years ago
Feb 07, 2022
Sell 2.39 M USD
Audette Matthew J
Chief Financial Officer
- 13210
181.14 USD
2 years ago
Feb 07, 2022
Sell 482 K USD
Audette Matthew J
Chief Financial Officer
- 2647
182.18 USD
2 years ago
Feb 07, 2022
Sell 187 K USD
Audette Matthew J
Chief Financial Officer
- 1021
183.03 USD
2 years ago
Dec 07, 2021
Sell 3.7 M USD
White George Burton
Managing Director
- 22271
166.1 USD
2 years ago
Nov 30, 2021
Sell 139 K USD
Fandrey Edward
Managing Director
- 883
157.93 USD
2 years ago
Nov 30, 2021
Sell 100 K USD
Fandrey Edward
Managing Director
- 630
158.93 USD
2 years ago
Nov 30, 2021
Sell 43.3 K USD
Fandrey Edward
Managing Director
- 271
159.73 USD
3 years ago
Nov 16, 2021
Sell 2.1 M USD
Oroschakoff Michelle
Managing Director
- 12610
166.43 USD
3 years ago
Nov 16, 2021
Sell 2.1 M USD
Oroschakoff Michelle
Managing Director
- 12610
166.43 USD
3 years ago
Nov 16, 2021
Sell 246 K USD
Oroschakoff Michelle
Managing Director
- 1470
167.68 USD
3 years ago
Nov 16, 2021
Sell 246 K USD
Oroschakoff Michelle
Managing Director
- 1470
167.68 USD
3 years ago
Nov 16, 2021
Sell 337 K USD
Oroschakoff Michelle
Managing Director
- 2000
168.72 USD
3 years ago
Nov 16, 2021
Sell 337 K USD
Oroschakoff Michelle
Managing Director
- 2000
168.72 USD
3 years ago
Nov 16, 2021
Sell 158 K USD
Oroschakoff Michelle
Managing Director
- 930
169.49 USD
3 years ago
Nov 16, 2021
Sell 158 K USD
Oroschakoff Michelle
Managing Director
- 930
169.49 USD
3 years ago
Aug 26, 2021
Sell 265 K USD
Fandrey Edward
Managing Director
- 1784
148.78 USD
3 years ago
Aug 16, 2021
Sell 1.25 M USD
Larsen Sallie R.
Managing Director
- 8669
143.98 USD
3 years ago
Aug 16, 2021
Sell 840 K USD
Oroschakoff Michelle
Managing Director
- 5848
143.69 USD
3 years ago
Aug 16, 2021
Sell 1.23 M USD
Oroschakoff Michelle
Managing Director
- 8537
143.98 USD
3 years ago
Aug 16, 2021
Sell 551 K USD
Oroschakoff Michelle
Managing Director
- 3800
145.11 USD
3 years ago
Jul 20, 2021
Sell 1 M USD
Enyedi Matthew
Managing Director
- 7712
130 USD
3 years ago
Jun 14, 2021
Sell 1.74 M USD
Seese Scott
Managing Director
- 12521
139.1 USD
3 years ago
Jun 14, 2021
Sell 269 K USD
Fandrey Edward
Managing Director
- 1930
139.49 USD
3 years ago
May 12, 2021
Sell 594 K USD
White George Burton
Managing Director
- 4150
143.16 USD
3 years ago
May 12, 2021
Sell 127 K USD
White George Burton
Managing Director
- 877
144.28 USD
3 years ago
May 12, 2021
Sell 514 K USD
White George Burton
Managing Director
- 3535
145.37 USD
3 years ago
May 12, 2021
Sell 2.6 M USD
White George Burton
Managing Director
- 17780
146.4 USD
3 years ago
May 12, 2021
Sell 2.71 M USD
White George Burton
Managing Director
- 18423
147.17 USD
3 years ago
May 12, 2021
Sell 635 K USD
White George Burton
Managing Director
- 4280
148.32 USD
3 years ago
May 12, 2021
Sell 233 K USD
White George Burton
Managing Director
- 1563
149.33 USD
3 years ago
May 12, 2021
Sell 590 K USD
Oroschakoff Michelle
Managing Director
- 4000
147.43 USD
3 years ago
May 12, 2021
Sell 590 K USD
Oroschakoff Michelle
Managing Director
- 4000
147.43 USD
3 years ago
May 11, 2021
Sell 65.1 K USD
Enyedi Matthew
Managing Director
- 438
148.71 USD
3 years ago
May 10, 2021
Sell 1.48 M USD
Audette Matthew J
Chief Financial Officer
- 9715
152.73 USD
3 years ago
May 10, 2021
Sell 1.3 M USD
Audette Matthew J
Chief Financial Officer
- 8498
153.56 USD
3 years ago
May 10, 2021
Sell 4 M USD
Audette Matthew J
Chief Financial Officer
- 25875
154.77 USD
3 years ago
May 10, 2021
Sell 327 K USD
Audette Matthew J
Chief Financial Officer
- 2100
155.93 USD
3 years ago
May 10, 2021
Sell 730 K USD
Audette Matthew J
Chief Financial Officer
- 4661
156.56 USD
3 years ago
May 10, 2021
Sell 8.83 K USD
Audette Matthew J
Chief Financial Officer
- 56
157.61 USD
3 years ago
May 10, 2021
Sell 455 K USD
Arnold Dan H.
President & CEO
- 2981
152.72 USD
3 years ago
May 10, 2021
Sell 392 K USD
Arnold Dan H.
President & CEO
- 2555
153.59 USD
3 years ago
May 10, 2021
Sell 1.22 M USD
Arnold Dan H.
President & CEO
- 7851
154.78 USD
3 years ago
May 10, 2021
Sell 109 K USD
Arnold Dan H.
President & CEO
- 700
155.81 USD
3 years ago
May 10, 2021
Sell 236 K USD
Arnold Dan H.
President & CEO
- 1507
156.56 USD
7. News
LPL Financial Welcomes Prosperity Investment Management SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. globenewswire.com - 3 days ago
LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank. globenewswire.com - 4 days ago
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants globenewswire.com - 6 days ago
LPL Financial Welcomes S&G Wealth Partners SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at S&G Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $165 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic. globenewswire.com - 1 week ago
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. zacks.com - 1 week ago
LPL Financial Welcomes GWC Financial Advisors to Linsco Channel SAN DIEGO, Nov. 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), announced today that financial advisor Michael Bernier, CFP®, AIF®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch GWC Financial Advisors. He reported serving approximately $165 million in advisory, brokerage and retirement plan assets* and joins LPL from Canter Wealth. He will operate from the Linsco office in San Diego. globenewswire.com - 1 week ago
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. zacks.com - 1 week ago
LPL Financial Stock Jumps 6.9% as Q3 Earnings Beat on Higher Revenues Higher revenues and growth in brokerage and advisory assets support LPLA's Q3 earnings. zacks.com - 2 weeks ago
LPL Financial Holdings Inc. (LPLA) Q3 2024 Earnings Call Transcript LPL Financial Holdings Inc. (NASDAQ:LPLA ) Q3 2024 Earnings Conference Call October 30, 2024 5:00 PM ET Company Participants Rich Steinmeier – Chief Executive Officer Matt Audette – President and Chief Financial Officer Conference Call Participants Alex Blostein – Goldman Sachs Steven Chubak – Wolfe Research Michael Cyprys – Morgan Stanley Craig Siegenthaler – Bank of America Mike Brown – Wells Fargo Securities Operator Good afternoon and thank you for joining the Third Quarter 2024 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are our Chief Executive Officer, Rich Steinmeier; and President and Chief Financial Officer, Matt Audette. Rich and Matt will offer introductory remarks, and then the call will be open for questions. seekingalpha.com - 2 weeks ago
Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q3 Earnings Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 weeks ago
LPL Financial Holdings Inc. (LPLA) Q3 Earnings and Revenues Top Estimates LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $4.16 per share, beating the Zacks Consensus Estimate of $3.69 per share. This compares to earnings of $3.74 per share a year ago. zacks.com - 2 weeks ago
LPL Financial Announces Third Quarter 2024 Results Key Financial Results Net Income was $255 million , translating to diluted earnings per share ("EPS") of $3.39 , up 16% from a year ago Adjusted EPS* increased 11% year-over-year to $4.16 Gross profit* increased 12% year-over-year to $1,128 million Core G&A* increased 5% year-over-year to $359 million   Adjusted EBITDA* increased 12% year-over-year to $566 million Key Business Results Total advisory and brokerage assets increased 29% year-over-year to $1.6 trillion Advisory assets increased 35% year-over-year to $892 billion Advisory assets as a percentage of total assets increased to 56.0%, up from 53.5% a year ago Total organic net new assets were $27 billion , representing 7% annualized growth Excluding a $6 billion outflow related to a planned separation from misaligned large OSJs, total organic net new assets were $33 billion, translating to a 9% annualized growth rate Organic net new advisory assets were $23 billion, representing 11% annualized growth. Excluding the impact of the planned separations, total organic net new advisory assets were $28 billion, translating to a 14% annualized growth rate. globenewswire.com - 2 weeks ago
8. Profile Summary

LPL Financial Holdings Inc. LPLA

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COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 23.5 B
Dividend Yield 0.26%
Description 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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 programs; 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 to trusts 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.
Contact 4707 Executive Drive, San Diego, CA, 92121 https://www.lpl.com
IPO Date Nov. 18, 2010
Employees 8787
Officers Ms. Judith Kohoskie Ricketts Executive Vice President of Operations Mr. Matthew K. Enyedi Managing Director of Client Success Ms. Althea Brown MD & Chief Legal Officer Ms. Sara Dadyar MD & Chief Human Capital Officer Robert Krivit Senior Vice President & Head of Trading Mr. Marc Andrew Zabicki C.F.A. Chief Investment Officer Mr. Richard Steinmeier Chief Executive Officer, MD, Chief Growth Officer & Director Mr. Matthew Jon Audette B.S. President, Chief Financial Officer & Head of Business Operations Mr. Chris Koegel Senior Vice President of Investor Relations Mr. Greg Gates MD and Chief Technology & Information Officer