NASDAQ
LPLA

LPL Financial Holdings Inc

Capital Markets
Financial Services

Prices are adjusted according to historical splits.

LPL Financial Holdings Inc Stock Price

Vitals

Today's Low:
$240.14
Today's High:
$243.74
Open Price:
$241.06
52W Low:
$178.4789
52W High:
$270.1674
Prev. Close:
$240.88
Volume:
444786

Company Statistics

Market Cap.:
$18.38 billion
Book Value:
27.694
Revenue TTM:
$9.38 billion
Operating Margin TTM:
18.48%
Gross Profit TTM:
$2.39 billion
Profit Margin:
12.53%
Return on Assets TTM:
12.65%
Return on Equity TTM:
59.29%

Company Profile

LPL Financial Holdings Inc had its IPO on 2010-11-18 under the ticker symbol LPLA.

The company operates in the Financial Services sector and Capital Markets industry. LPL Financial Holdings Inc has a staff strength of 7,291 employees.

Stock update

Shares of LPL Financial Holdings Inc opened at $241.06 at the start of the last trading session i.e. 2023-09-12.

The stocks traded within a range of $240.14 - $243.74, and closed at $242.73.

This is a +0.77% increase from the previous day's closing price.

A total volume of 444,786 shares were traded at the close of the day’s session.

In the last one week, shares of LPL Financial Holdings Inc have increased by +3.58%.

LPL Financial Holdings Inc's Key Ratios

LPL Financial Holdings Inc has a market cap of $18.38 billion, indicating a price to book ratio of 8.5372 and a price to sales ratio of 1.9926.

In the last 12-months LPL Financial Holdings Inc’s revenue was $9.38 billion with a gross profit of $2.39 billion and an EBITDA of $2.05 billion. The EBITDA ratio measures LPL Financial Holdings Inc's overall financial performance and is widely used to measure its profitability.

In the trailing 12-month period, LPL Financial Holdings Inc’s operating margin was 18.48% while its return on assets stood at 12.65% with a return of equity of 59.29%.

In Q2, LPL Financial Holdings Inc’s quarterly earnings growth was a positive 85.3% while revenue growth was a positive 21.1%.

LPL Financial Holdings Inc’s PE and PEG Ratio

Forward PE
12.0773
Trailing PE
16.3864
PEG
0.4065

Its diluted EPS in the last 12-months stands at $14.7 per share while it has a forward price to earnings multiple of 12.0773 and a PEG multiple of 0.4065. A low price to earnings ratio can mean the stock is attractively valued while a high ratio suggests the stock may be overvalued.

The PEG on the other hand provides a broader view compared to the P/E ratio and gives greater insight into LPL Financial Holdings Inc’s profitability.

LPL Financial Holdings Inc stock is trading at a EV to sales ratio of 0 and a EV to EBITDA ratio of 0. Its price to sales ratio in the trailing 12-months stood at 1.9926.

LPL Financial Holdings Inc stock pays annual dividends of $1.1 per share, indicating a yield of 0.49% and a payout ratio of 7.29%.

Balance sheet and cash flow metrics

Total Assets
$9.39 billion
Total Liabilities
$577.03 million
Operating Cash Flow
$-151317000.00
Capital Expenditure
$101.14 million
Dividend Payout Ratio
7.29%

LPL Financial Holdings Inc ended 2024 with $9.39 billion in total assets and $0 in total liabilities. Its intangible assets were valued at $9.39 billion while shareholder equity stood at $2.12 billion.

LPL Financial Holdings Inc ended 2024 with $0 in deferred long-term liabilities, $577.03 million in other current liabilities, 130000.00 in common stock, $3.68 billion in retained earnings and $1.77 billion in goodwill. Its cash balance stood at $761.19 million and cash and short-term investments were $761.19 million. The company’s total short-term debt was $287,000,000 while long-term debt stood at $3.00 billion.

LPL Financial Holdings Inc’s total current assets stands at $2.08 billion while long-term investments were $50.08 million and short-term investments were $50.08 million. Its net receivables were $1.32 billion compared to accounts payable of $577.03 million and inventory worth $0.

In 2024, LPL Financial Holdings Inc's operating cash flow was $-151317000.00 while its capital expenditure stood at $101.14 million.

Comparatively, LPL Financial Holdings Inc paid $0.07 in dividends in 2024.

Other key metrics

Current Trading Price
$242.73
52-Week High
$270.1674
52-Week Low
$178.4789
Analyst Target Price
$263.78

LPL Financial Holdings Inc stock is currently trading at $242.73 per share. It touched a 52-week high of $270.1674 and a 52-week low of $270.1674. Analysts tracking the stock have a 12-month average target price of $263.78.

Its 50-day moving average was $229.47 and 200-day moving average was $218.47 The short ratio stood at 1.27 indicating a short percent outstanding of 0%.

Around 60.9% of the company’s stock are held by insiders while 9735.1% are held by institutions.

Frequently Asked Questions About LPL Financial Holdings Inc

The stock symbol (also called stock or share ticker) of LPL Financial Holdings Inc is LPLA

The IPO of LPL Financial Holdings Inc took place on 2010-11-18

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About

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 enterprises 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 products; 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.

Address

4707 Executive Drive, San Diego, CA, United States, 92121