LPLA — LPL Financial Holdings Share Price
- $18.17bn
- $19.87bn
- $10.05bn
- 64
- 31
- 62
- 51
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 13.24 | ||
PEG Ratio (f) | 0.81 | ||
EPS Growth (f) | 19.5% | ||
Dividend Yield (f) | 0.52% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 7.22 | ||
Price to Tang. Book | n/a | ||
Price to Free Cashflow | 162.35 | ||
Price to Sales | 1.66 | ||
EV to EBITDA | 10.29 |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | 13.41% | ||
Return on Equity | 42.02% | ||
Operating Margin | 14.12% |
Financial Summary
Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | $m | 5,624.86 | 5,871.64 | 7,720.83 | 8,600.83 | 10,052.85 | 11,839.96 | 13,683.32 | 14.14% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | +37.01 | -11.85 | +12.16 | +63.54 | +27 | +16.43 | +20.31 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. It offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
Directors
- Dan Arnold PRE (56)
- Matthew Audette CFO (46)
- Brent Simonich CAO (50)
- George White CIN (52)
- Matthew Enyedi MDR (47)
- Edward Fandrey MDR (45)
- J. Andrew Kalbaugh MDR (57)
- Sallie Larsen MDR (67)
- Michelle Oroschakoff MDR (59)
- Dayton Semerjian MDR (55)
- Richard Steinmeier MDR (47)
- Greg Gates OTH
- Edward Bernard IND (65)
- H. Paulett Eberhart IND (67)
- William Glavin IND (61)
- Allison Mnookin IND (51)
- Anne Mulcahy IND (68)
- James Putnam IND (66)
- Richard Schifter IND (66)
- Corey Thomas IND (45)
- Last Annual
- December 31st, 2023
- Last Interim
- June 30th, 2024
- Incorporated
- October 25th, 2005
- Public Since
- November 18th, 2010
- No. of Shareholders
- 871
- No. of Employees
- 8,873
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
- NASDAQ Global Select Market
- Shares in Issue
- 74,762,890
- Address
- 4707 Executive Drive, SAN DIEGO, 92121
- Web
- https://lplfinancial.lpl.com/
- Phone
- +1 6174233644
- Auditors
- Deloitte & Touche LLP
Upcoming Events for LPLA
Q4 2024 LPL Financial Holdings Inc Earnings Release
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FAQ
As of Today at 21:50 UTC, shares in LPL Financial Holdings are trading at $243.02. This share price information is delayed by 15 minutes.
Shares in LPL Financial Holdings last closed at $243.02 and the price had moved by +3.48% over the past 365 days. In terms of relative price strength the LPL Financial Holdings share price has underperformed the S&P500 Index by -22.47% over the past year.
The overall consensus recommendation for LPL Financial Holdings is Buy. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe LPL Financial Holdings dividend yield is 0.49% based on the trailing twelve month period.
Last year, LPL Financial Holdings paid a total dividend of $1.20, and it currently has a trailing dividend yield of 0.49%. We do not have any data on when LPL Financial Holdings is to next pay dividends.
We do not have data on when LPL Financial Holdings is to next pay dividends. The historic dividend yield on LPL Financial Holdings shares is currently 0.49%.
To buy shares in LPL Financial Holdings you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $243.02, shares in LPL Financial Holdings had a market capitalisation of $18.17bn.
Here are the trading details for LPL Financial Holdings:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: LPLA
Based on an overall assessment of its quality, value and momentum LPL Financial Holdings is currently classified as a High Flyer. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in LPL Financial Holdings is $272.43. That is 12.1% above the last closing price of $243.02.
Analysts covering LPL Financial Holdings currently have a consensus Earnings Per Share (EPS) forecast of $15.89 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like LPL Financial Holdings. Over the past six months, its share price has underperformed the S&P500 Index by -15.55%.
As of the last closing price of $243.02, shares in LPL Financial Holdings were trading -2.13% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The LPL Financial Holdings PE ratio based on its reported earnings over the past 12 months is 13.24. The shares last closed at $243.02.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
LPL Financial Holdings' management team is headed by:
- Dan Arnold - PRE
- Matthew Audette - CFO
- Brent Simonich - CAO
- George White - CIN
- Matthew Enyedi - MDR
- Edward Fandrey - MDR
- J. Andrew Kalbaugh - MDR
- Sallie Larsen - MDR
- Michelle Oroschakoff - MDR
- Dayton Semerjian - MDR
- Richard Steinmeier - MDR
- Greg Gates - OTH
- Edward Bernard - IND
- H. Paulett Eberhart - IND
- William Glavin - IND
- Allison Mnookin - IND
- Anne Mulcahy - IND
- James Putnam - IND
- Richard Schifter - IND
- Corey Thomas - IND