Looking for Sentiment Analysis? Discover the most popular stocks on Reddit by using our Sentiment Tracker
LPLA - LPL Financial Holdings Inc.
Market Cap 18.17B P/E 17.86 EPS this Y 1.00% Ern Qtrly Grth -31.80%
Income 1.07B Forward P/E 12.74 EPS next Y 22.80% 50D Avg Chg 8.00%
Sales 10.05B PEG 1.19 EPS past 5Y 21.65% 200D Avg Chg 5.00%
Dividend N/A Price/Book 8.38 EPS next 5Y 13.75% 52W High Chg -15.00%
Recommedations 2.20 Quick Ratio 2.05 Shares Outstanding 74.70M 52W Low Chg 30.00%
Insider Own 0.68% ROA 10.82% Shares Float 73.83M Beta 0.84
Inst Own 96.32% ROE 50.22% Shares Shorted/Prior 1.26M/1.07M Price 231.95
Gross Margin 30.41% Profit Margin 10.61% Avg. Volume 777,416 Target Price 296.50
Oper. Margin 16.01% Earnings Date Apr 30 Volume 711,005 Change -0.51%
Financial Services | Capital Markets | United States
About LPL Financial Holdings Inc.

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, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based 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 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.

LPL Financial Holdings Inc. News
04/18/24 LPL Financial Welcomes Spotlight Financial
04/17/24 LPL Financial Welcomes Legacy Retirement Planning
04/15/24 LPL Financial Welcomes Advisor Philip Nation
04/12/24 Carson Group Fills Out Executive Suite, Dani Fava Joins as Chief Strategy Officer
04/11/24 LPL Recruits Advisors With $1 Billion in Combined Assets From Ameriprise
04/11/24 LPL Financial Welcomes Strategic Insights Financial Planning Group
04/10/24 LPL Financial Welcomes Somnio Wealth
04/09/24 LPL Financial Releases 2024 Sustainability Report
04/09/24 LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call
04/04/24 MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
04/02/24 LPL Financial Welcomes Advisor Matthew Edwards
03/28/24 Stifel (SF) Subsidiaries to Pay $2.3M to Settle FINRA Claims
03/28/24 LPL Financial Welcomes Windward Wealth Advisors
03/25/24 Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
03/22/24 LPL Financial's (LPLA) February Metrics Rise on Upbeat Markets
03/21/24 LPL Financial Reports Monthly Activity for February 2024
03/21/24 LPL Financial Welcomes Advisor Nolan Venable
03/20/24 15 Biggest Stock Brokerage Firms in the US
03/20/24 LPL Financial Welcomes McAnally Investment Group
03/18/24 Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer
LPLA Chatroom

User Image Stock_Titan Posted - 18 hours ago

$LPLA LPL Financial Welcomes Spotlight Financial https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-spotlight-2jnqlx986duk.html

User Image Stock_Titan Posted - 1 day ago

$LPLA LPL Financial Welcomes Legacy Retirement Planning https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-legacy-retirement-44iqwffumh34.html

User Image Daddy_Abu_Al_Bad_Daddy Posted - 3 days ago

$LPLA Daddy-Abu-Al-Bad-Daddy just keeps getting quarterly updates with the portfolio going up.

User Image Stock_Titan Posted - 3 days ago

$LPLA LPL Financial Welcomes Advisor Philip Nation https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-advisor-philip-4gepym00xyx8.html

User Image Stock_Titan Posted - 1 week ago

$LPLA LPL Financial Welcomes Strategic Insights Financial Planning Group https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-strategic-insights-financial-planning-bg6x0m5h97df.html

User Image Stock_Titan Posted - 1 week ago

$LPLA LPL Financial Welcomes Somnio Wealth https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-somnio-4abp68wghgnr.html

User Image Stock_Titan Posted - 1 week ago

$LPLA LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call https://www.stocktitan.net/news/LPLA/lpl-financial-announces-first-quarter-2024-earnings-release-date-and-yv31gfefdot1.html

User Image Stock_Titan Posted - 1 week ago

$LPLA Gateway Expands Private Wealth Division https://www.stocktitan.net/news/LPLA/gateway-expands-private-wealth-27ssuixqkodr.html

User Image Thestocktraderhubzee Posted - 1 week ago

$LPLA Barclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $312

User Image Stock_Titan Posted - 2 weeks ago

$LPLA MG Partners Private Wealth launches with support from LPL Strategic Wealth Services https://www.stocktitan.net/news/LPLA/mg-partners-private-wealth-launches-with-support-from-lpl-strategic-3uqs730k9qhd.html

User Image Stock_Titan Posted - 2 weeks ago

$LPLA LPL Financial Welcomes Advisor Matthew Edwards https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-advisor-matthew-w98prv88sjvs.html

User Image Stock_Titan Posted - 03/28/24

$LPLA LPL Financial Welcomes Windward Wealth Advisors https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-windward-wealth-4kftbhnmjqg7.html

User Image Stock_Titan Posted - 03/25/24

$LPLA Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services https://www.stocktitan.net/news/LPLA/grafton-wealth-advisors-launches-with-support-from-lpl-strategic-hgn3usc95iat.html

User Image Nelsin Posted - 03/22/24

$LPLA Buy to Open. Target: $289.15

User Image ChartMill Posted - 03/22/24

$LPLA Breakout confirmed

User Image Stock_Titan Posted - 03/21/24

$LPLA LPL Financial Reports Monthly Activity for February 2024 https://www.stocktitan.net/news/LPLA/lpl-financial-reports-monthly-activity-for-february-nf2gzgbggkb5.html

User Image Stock_Titan Posted - 03/21/24

$LPLA LPL Financial Welcomes Advisor Nolan Venable https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-advisor-nolan-w14n1vzrc4y1.html

User Image Stock_Titan Posted - 03/20/24

$LPLA LPL Financial Welcomes McAnally Investment Group https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-mc-anally-investment-6evxv8oobsss.html

User Image Stock_Titan Posted - 1 month ago

$LPLA Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer https://www.stocktitan.net/news/LPLA/christa-carone-to-join-lpl-financial-as-chief-marketing-and-iaed6ad8ahgd.html

User Image harmongreg Posted - 1 month ago

Dragonfly Capital - 5 Trade Ideas for Monday: Amgen, Cummins, Illinois Tool Works, LPL and RTX https://dragonflycap.com/5-trade-ideas-for-monday-amgen-cummins-illinois-tool-works-lpl-and-rtx/ $AMGN $CMI $ITW $LPLA $RTX

User Image Stock_Titan Posted - 1 month ago

$LPLA LPL Financial Welcomes Five Independent Teams With $700 Million of AUM https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-five-independent-teams-with-700-million-of-dwxnguv7xluo.html

User Image Stock_Titan Posted - 1 month ago

$LPLA LPL Financial Welcomes Advisor Brian Pflaum https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-advisor-brian-tenjaoesnhnu.html

User Image Doozio Posted - 1 month ago

$LPLA da huckleberries r thru da $$$ because 🧠⏰…

User Image Stock_Titan Posted - 1 month ago

$LPLA LPL Financial Welcomes Aero Capital https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-aero-rql64gn06o2v.html

User Image Stock_Titan Posted - 1 month ago

$LPLA LPL Financial Welcomes RFS Financial Services https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-rfs-financial-f3ihnvy5sdm1.html

User Image WillyyNelson Posted - 1 month ago

$LPLA Wow, this company is very sketchy. Easy short. If you have money with them, good luck ever getting it out. It's a huge headache and borderline scam

User Image Stock_Titan Posted - 02/29/24

$LPLA LPL Financial Welcomes Endeavor Wealth Strategies https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-endeavor-wealth-46kwl9egoqnl.html

User Image insiderbuyingselling Posted - 02/28/24

$LPLA new insider selling: 11401 shares. http://insiderbuyingselling.com/?t=LPLA

User Image insiderbuyingselling Posted - 02/28/24

$LPLA new insider selling: 1300 shares. http://insiderbuyingselling.com/?t=LPLA

User Image insiderbuyingselling Posted - 02/27/24

$LPLA new insider selling: 5574 shares. http://insiderbuyingselling.com/?t=LPLA

Analyst Ratings
Morgan Stanley Overweight Apr 9, 24
JMP Securities Market Outperform Apr 9, 24
Barclays Overweight Apr 8, 24
Raymond James Underperform Apr 4, 24
JP Morgan Neutral Apr 2, 24
TD Cowen Market Perform Mar 22, 24
Barclays Overweight Feb 26, 24
UBS Neutral Feb 14, 24
Morgan Stanley Equal-Weight Feb 13, 24
Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
Arnold Dan H. President & CEO President & CEO Feb 25 Sell 246.17 38,444 9,463,759 154,884 02/28/23
Oroschakoff Michelle Managing Director Managing Director Aug 17 Option 65.5 9,448 618,844 51,516 08/19/22
Oroschakoff Michelle Managing Director Managing Director Aug 17 Sell 229.28 12,883 2,953,814 38,633 08/19/22
Arnold Dan H. President & CEO President & CEO Aug 17 Option 39.48 11,391 449,717 173,999 08/19/22
Arnold Dan H. President & CEO President & CEO Aug 17 Sell 231.37 11,391 2,635,536 162,608 08/19/22
Arnold Dan H. President & CEO President & CEO Aug 15 Option 39.48 13,609 537,283 166,217 08/17/22
Arnold Dan H. President & CEO President & CEO Aug 15 Sell 226.52 13,609 3,082,711 162,608 08/17/22
Steinmeier Richard Managing Director Managing Director Aug 04 Option 77.53 7,355 570,233 31,433 08/08/22
Steinmeier Richard Managing Director Managing Director Aug 04 Sell 216.64 7,355 1,593,387 24,078 08/08/22
Arnold Dan H. President & CEO President & CEO Jul 29 Option 19.85 39,015 774,448 201,623 08/02/22
Arnold Dan H. President & CEO President & CEO Jul 29 Sell 210.33 39,015 8,206,025 162,608 08/02/22
Arnold Dan H. President & CEO President & CEO May 26 Option 19.85 39,016 774,468 182,116 05/31/22
Arnold Dan H. President & CEO President & CEO May 26 Sell 194.21 39,016 7,577,297 162,608 05/31/22
Oroschakoff Michelle Managing Director Managing Director May 16 Option 29.67 19,904 590,552 57,792 05/18/22
Oroschakoff Michelle Managing Director Managing Director May 16 Sell 172.81 15,724 2,717,264 42,068 05/18/22
Enyedi Matthew Managing Director Managing Director Mar 14 Option 45.55 1,900 86,545 7,550 03/16/22
Enyedi Matthew Managing Director Managing Director Mar 14 Sell 159.25 1,900 302,575 5,650 03/16/22
Arnold Dan H. President & CEO President & CEO Feb 25 Sell 180.27 23,119 4,167,662 179,275 03/01/22
Oroschakoff Michelle Managing Director Managing Director Feb 16 Option 19.85 20,000 397,000 49,197 02/18/22
Oroschakoff Michelle Managing Director Managing Director Feb 16 Sell 187.1 15,217 2,847,101 33,980 02/18/22
White George Burton Managing Director Managing Director Feb 07 Option 54.29 80,368 4,363,179 126,996 02/09/22
White George Burton Managing Director Managing Director Feb 07 Sell 181.54 80,368 14,590,007 46,628 02/09/22
Audette Matthew J Chief Financial Offi.. Chief Financial Officer Feb 07 Sell 181.6 20,000 3,632,000 12,393 02/09/22
Audette Matthew J Chief Financial Offi.. Chief Financial Officer Feb 07 Option 19.85 20,000 397,000 32,393 02/09/22
Oroschakoff Michelle Managing Director Managing Director Nov 16 Option 32.7 20,000 654,000 46,207 11/18/21
Oroschakoff Michelle Managing Director Managing Director Nov 16 Sell 168.08 17,010 2,859,041 29,197 11/18/21
Fandrey Edward Managing Director Managing Director Aug 27 Sell 148.78 1,784 265,424 21,197 08/27/21
Enyedi Matthew Managing Director Managing Director Jul 21 Option 47.15 7,712 363,621 12,484 07/21/21
Enyedi Matthew Managing Director Managing Director Jul 21 Sell 130 7,712 1,002,560 4,772 07/21/21
Oroschakoff Michelle Managing Director Managing Director Mar 01 Sell 130.23 943 122,807 24,392 03/01/21
Kalbaugh John Andrew Managing Director Managing Director Mar 01 Sell 130.23 926 120,593 27,523 03/01/21
Enyedi Matthew Managing Director Managing Director Mar 01 Sell 136.41 476 64,931 5,210 03/01/21
Audette Matthew J Chief Financial Offi.. Chief Financial Officer Mar 01 Sell 130.89 1,512 197,906 12,393 03/01/21
Arnold Dan H. President & CEO President & CEO Mar 01 Sell 130.23 2,558 333,128 204,015 03/01/21
Seese Scott Managing Director Managing Director Feb 25 Sell 134.94 4,661 628,955 24,860 02/25/21
Oroschakoff Michelle Managing Director Managing Director Feb 17 Sell 128.16 4,000 512,640 19,857 02/17/21
Oroschakoff Michelle Managing Director Managing Director Feb 17 Option 51.45 4,000 205,800 23,857 02/17/21
Arnold Dan H. President & CEO President & CEO Feb 17 Sell 130.86 7,974 1,043,478 194,121 02/17/21
Enyedi Matthew Managing Director Managing Director Feb 11 Option 19.85 1,473 29,239 5,716 02/11/21
Enyedi Matthew Managing Director Managing Director Feb 11 Sell 124.89 1,473 183,963 4,243 02/11/21
Larsen Sallie R. Managing Director Managing Director Nov 25 Option 31.61 5,225 165,162 22,680 11/25/20
Larsen Sallie R. Managing Director Managing Director Nov 25 Sell 95 5,225 496,375 17,455 11/25/20
Oroschakoff Michelle Managing Director Managing Director Nov 13 Option 54.81 4,000 219,240 23,857 11/13/20
Oroschakoff Michelle Managing Director Managing Director Nov 13 Sell 86.79 4,000 347,160 19,857 11/13/20
Arnold Dan H. President & CEO President & CEO Nov 12 Option 50.18 12,892 646,921 225,051 11/12/20
Arnold Dan H. President & CEO President & CEO Nov 12 Sell 85 12,892 1,095,820 212,159 11/12/20