LPL Financial Holdings Inc logo

LPLA - LPL Financial Holdings Inc Share Price

$78.96 0.0  0.0%

Last Trade - 18/09/20

Sector
Financials
Size
Large Cap
Market Cap £4.84bn
Enterprise Value £5.80bn
Revenue £4.41bn
Position in Universe 993rd / 6396
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -2.32%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -20.7%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
4,374 4,275 4,049 4,281 5,188 5,625 5,690 6,204 +5.2%
-3.3 -8.6 +17.3 +24.3 +82.9 +37.0 -9.11 +3.79
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the six months ended 30 June 2020, LPL Financial Holdings Inc revenues increased 2% to $2.83B. Net income decreased 15% to $257.3M. Revenues reflect Advisory increase of 18% to $1.1B, Transaction and fee increase of 7% to $256.6M. Net income was offset by Commission and advisory increase of 6% to $1.73B (expense), Compensation and benefits increase of 8% to $290.1M (expense), Occupancy and equipment increase of 24% to $82.6M (expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2020
31st Dec 2021
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
LPLA EPS Forecasts Unlock LPLA Revenue
Profile Summary

LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.

Directors
Last Annual December 31st, 2019
Last Interim June 30th, 2020
Incorporated October 25, 2005
Public Since November 18, 2010
No. of Shareholders: 1,356
No. of Employees: 4,350
Sector Financials
Industry Investment Banking & Investment Services
Index Nasdaq Composite ,
Exchange NASDAQ Global Select Market
Shares in Issue 79,089,899
Free Float (0.0%)
Eligible for
ISAs
SIPPs
LPLA Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
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Latest News for LPLA
Upcoming Events for LPLA
Thursday 22nd October, 2020 Estimate
Q3 2020 LPL Financial Holdings Inc Earnings Release
Thursday 28th January, 2021 Estimate
Q4 2020 LPL Financial Holdings Inc Earnings Release
Frequently Asked Questions for LPL Financial Holdings Inc
What is the LPL Financial Holdings Inc share price?

As of 18/09/20, shares in LPL Financial Holdings Inc are trading at $78.96, giving the company a market capitalisation of £4.84bn. This share price information is delayed by 15 minutes.

How has the LPL Financial Holdings Inc share price performed this year?

Shares in LPL Financial Holdings Inc are currently trading at $78.96 and the price has moved by -6.3% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the LPL Financial Holdings Inc price has moved by -16.49% over the past year.

What are the analyst and broker recommendations for LPL Financial Holdings Inc?

Of the analysts with advisory recommendations for LPL Financial Holdings Inc, there are there are currently 4 "buy" , 3 "hold" and 0 "sell" recommendations. The overall consensus recommendation for LPL Financial Holdings Inc is Buy. You can view the full broker recommendation list by unlocking its StockReport.

When will LPL Financial Holdings Inc next release its financial results?

LPL Financial Holdings Inc is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-06-30
What is the LPL Financial Holdings Inc dividend yield?

The LPL Financial Holdings Inc dividend yield is 1.27% based on the trailing twelve month period.

Does LPL Financial Holdings Inc pay a dividend?

Last year, LPL Financial Holdings Inc paid a total dividend of 1, and it currently has a trailing dividend yield of 1.27%. Looking ahead, LPL Financial Holdings Inc has not announced an ex-dividend date yet.

When does LPL Financial Holdings Inc next pay dividends?

LPL Financial Holdings Inc has yet to annouce their ex-dividend date. The historic dividend yield on LPL Financial Holdings Inc shares is currently 1.27%.

How do I buy LPL Financial Holdings Inc shares?

To buy shares in LPL Financial Holdings Inc 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.

What is the market cap of LPL Financial Holdings Inc?

Shares in LPL Financial Holdings Inc are currently trading at $78.96, giving the company a market capitalisation of £4.84bn.

Where are LPL Financial Holdings Inc shares listed? Where are LPL Financial Holdings Inc shares listed?

Here are the trading details for LPL Financial Holdings Inc:

Country of listing: United States
Exchange: NSQ
Ticker Symbol: LPLA
What kind of share is LPL Financial Holdings Inc?

Based on an overall assessment of its quality, value and momentum, LPL Financial Holdings Inc is currently classified as a Super Stock. 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.

Is there a LPL Financial Holdings Inc share price forecast 2020?

Shares in LPL Financial Holdings Inc are currently priced at $78.96. At that level they are trading at 21.39% discount to the analyst consensus target price of 0.00.

Analysts covering LPL Financial Holdings Inc currently have a consensus Earnings Per Share (EPS) forecast of 6.039 for the next financial year.

How can I tell whether the LPL Financial Holdings Inc share price will go up?

An 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 Inc. Over the past six months, the relative strength of its shares against the market has been 17.42%. At the current price of $78.96, shares in LPL Financial Holdings Inc are trading at 2.26% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the LPL Financial Holdings Inc PE Ratio?

The LPL Financial Holdings Inc PE ratio based on its reported earnings over the past 12 months is 12.48. The shares are currently trading at $78.96.

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.

Who are the key directors of LPL Financial Holdings Inc?

LPL Financial Holdings Inc's management team is headed by:

James Putnam - IND
Dan Arnold - PRE
J. Andrew Kalbaugh - MDR
Sallie Larsen - MDR
George White - CIN
Anne Mulcahy - IND
Michelle Oroschakoff - MDR
H. Paulett Eberhart - IND
Matthew Audette - CFO
Scott Seese - CIO
William Glavin - IND
Allison Mnookin - IND
Richard Steinmeier - MDR
Matthew Enyedi - MDR
Dayton Semerjian - MDR
Who are the major shareholders of LPL Financial Holdings Inc?

Here are the top five shareholders of LPL Financial Holdings Inc based on the size of their shareholding:

The Vanguard Group, Inc. Investment Advisor/Hedge Fund
Percentage owned: 11.44% (9.05m shares)
Janus Henderson Investors Investment Advisor/Hedge Fund
Percentage owned: 10.96% (8.67m shares)
Janus Henderson Enterprise Fund Mutual Fund
Percentage owned: 5.51% (4.36m shares)
Samlyn Capital, LLC Hedge Fund
Percentage owned: 4.49% (3.55m shares)
BlackRock Institutional Trust Company, N.A. Investment Advisor
Percentage owned: 4.16% (3.29m shares)
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