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Market Cap 18.17B P/E 17.86 EPS this Y 1.30% Ern Qtrly Grth -14.60%
Income 974.41M Forward P/E 12.74 EPS next Y 20.60% 50D Avg Chg 8.00%
Sales 10.93B PEG 1.16 EPS past 5Y 22.92% 200D Avg Chg 5.00%
Dividend N/A Price/Book 8.38 EPS next 5Y 12.40% 52W High Chg -15.00%
Recommedations 2.10 Quick Ratio 2.83 Shares Outstanding 74.76M 52W Low Chg 30.00%
Insider Own 0.68% ROA 9.84% Shares Float 74.13M Beta 0.88
Inst Own 97.32% ROE 42.02% Shares Shorted/Prior 1.29M/1.33M Price 231.95
Gross Margin 28.54% Profit Margin 8.92% Avg. Volume 777,416 Target Price 274.69
Oper. Margin 13.87% Earnings Date Oct 24 Volume 711,005 Change -0.51%
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
11/22/24 Week’s Best: Former SEC Chief Jay Clayton’s Return to Government
11/21/24 LPL Financial Reports Monthly Activity for October 2024
11/20/24 LPL Financial Welcomes Strata Financial Group
11/18/24 LPL Made a $300 Million Bet on Serving Insurers. Prudential Is Its First Client.
11/18/24 Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors
11/14/24 LPL Financial Welcomes Prosperity Investment Management
11/13/24 LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives
11/13/24 LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez
11/12/24 LPL Financial Launches Curated AI Solutions for Advisors
11/12/24 LPL Financial Holdings (LPLA) Fell Due to Concerns Over Potential Regulation
11/11/24 LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
11/11/24 LPL Financial Welcomes Nexus Wealth Partners
11/07/24 LPL Financial Welcomes S&G Wealth Partners
11/06/24 Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
11/05/24 LPL Discloses SEC Inquiry Into Its Cash Sweep Practices
11/05/24 LPL Financial Welcomes GWC Financial Advisors to Linsco Channel
11/04/24 Ugly Legal Battle Over Advisor Recruiting Pits Ameriprise Against LPL
11/04/24 Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock
11/02/24 LPL Financial Holdings Inc. (NASDAQ:LPLA) Analysts Are Pretty Bullish On The Stock After Recent Results
11/01/24 Week’s Best: Vanguard to Pull Plug on Old Mutual Fund Platform
LPLA Chatroom

User Image _Hana_Li_ Posted - 1 week ago

MYNZ Wow, this is insane news! Don't miss out. The train is leaving the station. Add it to your watchlist to see what happens next. 😏 $LPLA $ERIE

User Image Mar_tidshaw Posted - 1 week ago

💥 Boom 🚨 Big news! LFGOOOOOO! Mainz Biomed MYNZ has teamed up with Thermo Fisher TMO (mkt cap $209.2B, trading at ~$546.92) to develop a next-gen colorectal cancer screening tool for global markets. Thermo Fisher’s $42.4B annual revenue and advanced tech will boost MYNZ’s mRNA-based assays, hitting 85% detection for advanced adenomas vs. competitors’ 43% and 20%. With CRC cases up 500% in young people, MYNZ is leading early detection. Win-win for both sides — TMO stepping into the CRC market too. Big developments ahead! Calling all apes, let's crush these shorties—this time is bull time. Insane news, we've been waiting for!!! $LPLA $ERIE

User Image Liam_Brightside Posted - 1 week ago

MYNZ 🔥 Perfect time to jump in, cheapest dip!!! Shorts volume increased. Low Float only 29M outstanding shares. Any buy-in will make this fly to the moon. Here is why… 1.Frankie Muniz backing Mainz (yes, the Malcolm guy & NASCAR #33 now repping MYNZ). 2.Petra, ex-Obama advisor, hinted at a big U.S. lab partner. Solid source! 3.Six news hits in 3 weeks—momentum. 4.Already solid in the EU, not new but expanding, with insurance covering their tests. 5.Their test has 88% accuracy vs. EXAS (42%) & GH (20%)—big edge! 6.$1.5M private placement in the bag. 7.CEO teased big plans ahead. 8.Offering Deal $WRB $LPLA

User Image myshtigo Posted - 10/31/24

$LPLA Thank you

User Image IN0V8 Posted - 10/31/24

$LPLA Barclays raises target price to $311 from $273 Citigroup raises target price to $310 from $285 Jefferies raises target price to $309 from $282 JP Morgan raises target price to $288 from $264 KBW raises target price to $325 from $305 TD Cowen raises target price to $277 from $271 UBS raises target price to $280 from $250 Wells Fargo raises target price to $310 from $285

User Image DonCorleone77 Posted - 10/30/24

$LPLA LPL Financial expects to resume share repurchase program in Q4 The company said, "We plan to resume our share repurchase program in Q4 2024, with an estimated $100 million of repurchases planned during the fourth quarter."

User Image DonCorleone77 Posted - 10/30/24

$LPLA LPL Financial reports Q3 adjusted EPS $4.16, consensus $3.71 Reports Q3 revenue $3.11B, consensus $3.04B. "I joined LPL with the mandate to accelerate our growth, and for the past six years, have worked closely with Matt Audette and the rest of our leadership team, to set our strategic vision, and to build and execute on the plan to achieve that vision," said Rich Steinmeier, CEO. "Looking forward, our opportunity is clear - to assert our leadership and shape both the advisor and institutional markets. Our focus is on creating the culture, workplace environment, and capabilities, to achieve sustainable outperformance through becoming an indispensable partner to our advisors and institutions, while delivering long-term value to shareholders."

User Image ChessGM Posted - 10/29/24

$LPLA Heads up alert! Only one day until Upcoming Earnings on 10/30/2024 Neutral (5.4) In the analysis of LPL Financial (LPLA), recent developments indicate a mixed sentiment among investors, particularly in light of the leadership transition following the termination of CEO Dan Arnold due to conduct violations. The abrupt leadership change has raised concerns regarding the company's stability and future performance. Financial metrics reflect ongoing challenges as analysts predict a decline in earnings for the upcoming quarter, indicating potential headwinds for the firm. The price-to-earnings (P/E) ratio for LPLA currently stands at approximately 15.2, which is moderately attractive compared to industry peers like Charles Schwab (SCHW) at 18.5 and Morgan Stanley (MS) at 16.7. Additionally, LPL's earnings per share (EPS) growth is forecasted at around 5% year-over-year, which is below the industry average of 7.5%. Despite these challenges, LPL Financial has demonstrated resilience by successfully onboarding multiple financial advisory teams, contributing to a reported increase in total advisory and brokerage assets, now totaling $1.56 trillion. This expansion strategy contrasts with the broader market trends, where many firms are feeling the pinch of tightening financial conditions. LPL Financial is set to announce its third-quarter earnings on October 30, 2024, with analysts expecting a revenue decline of about 2% compared to the previous year. Historical performance shows that LPL has consistently met or exceeded earnings expectations in prior quarters, which has built a degree of investor confidence despite current uncertainties. The consensus estimate for EPS is projected at $1.25, a slight decrease from $1.30 in the same quarter last year. Investor sentiment may hinge on the company's ability to maintain its growth trajectory amid leadership changes and evolving market dynamics, particularly as it continues to integrate new advisory teams and adapt to regulatory pressures. - Funds were net buyers of $LPLA during the previous reporting quarter. - Top 5 funds with large holdings in $LPLA: * Lone Pine Capital LLC $471MM. CGMRank: 73% * Westfield Capital Management Company LP $163MM. CGMRank: 82% * HMI Capital LLC $159MM. CGMRank: 90% * Junto Capital Management LP $159MM. CGMRank: 75% * Southpoint Capital Advisors LP $140MM. CGMRank: 81% - Last 10 days performance: 2% - Last 30 days performance: 14% - Last 90 days performance: 19% Follow ChessGM! Make your move and get timely earnings alerts from ChessGM. Not a financial advice.

User Image Estimize Posted - 10/28/24

Wall St is expecting 20.71% YoY revenue growth for $LPLA in Q3, up from 18.75% in Q2 [Reporting 10/30 AMC] http://www.estimize.com/intro/lp

User Image ChessGM Posted - 10/27/24

$LPLA Upcoming Earnings Alert for 10/30/2024 Bearish (2.5) LPL Financial Holdings Inc. (LPLA) has recently faced significant turbulence, marked by the abrupt termination of its CEO, Dan Arnold, due to violations of the company's code of conduct. This leadership shakeup has understandably raised concerns among investors and analysts alike. The company is now led by Rich Steinmeier, who had been the interim CEO prior to this appointment. While LPL has been actively expanding its talent pool by welcoming multiple financial advisors and firms, this rapid leadership change casts a shadow over its future operational stability and strategic direction. Recent reports indicate that LPL's earnings are expected to decline, suggesting that the company's financial performance may not be as strong as previously anticipated. Key financial metrics indicate that, despite a healthy P/E ratio compared to industry peers, the outlook for EPS growth appears weak. Revenue forecasts remain clouded due to uncertainties surrounding market conditions and the impact of the leadership transition. Comparatively, LPL's performance metrics fall short against competitors, raising questions about its competitive positioning moving forward. Upcoming earnings reports are critical for LPL Financial, with the next release scheduled for October 30, 2024. Analysts have cautiously noted that the company lacks the necessary elements for a likely earnings beat this quarter, which could further pressure the stock. Historically, LPL has demonstrated robust earnings growth; however, the recent challenges may lead to a deviation from this trend. Consensus estimates suggest a decrease in EPS, which, when combined with the leadership turmoil, could lead to a negative market reaction. Analysts will be closely monitoring the earnings call for insights into how the new leadership plans to steer the company amidst these challenges and what measures they will implement to restore investor confidence. The potential impact of these earnings on the stock is significant, especially in light of the current bearish sentiment surrounding the company. - Funds were net buyers of $LPLA during the previous reporting quarter. - Top 5 funds with large holdings in $LPLA: * Lone Pine Capital LLC $471MM (Market Value). CGMFundScore: 73% * Westfield Capital Management Company LP $163MM (Market Value). CGMFundScore: 82% * HMI Capital LLC $159MM (Market Value). CGMFundScore: 90% * Junto Capital Management LP $159MM (Market Value). CGMFundScore: 75% * Southpoint Capital Advisors LP $140MM (Market Value). CGMFundScore: 81% - Last 10 days performance: 0% - Last 30 days performance: 13% - Last 90 days performance: 21% Follow ChessGM! Do not miss other earnings alerts from ChessGM. Not a financial advice.

User Image WeeklyTrader Posted - 1 month ago

Better safe than sorry! $LPLA 240.0p RSI: 70.33% 50-day MA: $220.11 200-day MA: $248.9

User Image WeeklyTrader Posted - 1 month ago

Bearish momentum for $LPLA! RSI: 70.33% 50-day MA: $220.11 200-day MA: $248.9

User Image IN0V8 Posted - 1 month ago

$LPLA Opportunity TD Cowen raises target price to $271 from $245

User Image WeeklyTrader Posted - 1 month ago

Who’s ready to see $LPLA fly? RSI: 69.3% 50-day MA: $219.07 200-day MA: $248.79

User Image ManosDeDiamante07 Posted - 1 month ago

$LPLA 😎💰

User Image IN0V8 Posted - 1 month ago

$LPLA Wells Fargo raises target price to $285 from $235 Wells Fargo raises to overweight from equalweight

User Image WeeklyTrader Posted - 1 month ago

The market is heating up! Grab a CALL on $LPLA at strike 240.0c!

User Image myshtigo Posted - 1 month ago

$LPLA ha hardly any posts

User Image kindness123 Posted - 1 month ago

$LPLA

User Image briefingcom Posted - 1 month ago

Gapping down: $HUM -21.6% $NKE -7.3% $ALHC -6.9% $LW -5.2% $LPLA -4.3%

User Image OpenOutcrier Posted - 1 month ago

$LPLA (-3.7% pre) LPL Financial terminates CEO for violating company's commitment to respectful workplace - SA https://ooc.bz/l/43752

User Image Longsands8 Posted - 1 month ago

$LPLA Someone got caught with their pants down...literally.

User Image harmongreg Posted - 09/29/24

Dragonfly Capital - 5 Trade Ideas for Monday: Ally, Antero, Alphabet, Honeywell and LPL https://dragonflycap.com/5-trade-ideas-for-monday-ally-antero-alphabet-honeywell-and-lpl/ $ALLY $AR $GOOGL $HON $LPLA

User Image ManosDeDiamante07 Posted - 09/25/24

$LPLA Great trade here

User Image Stock_Titan Posted - 09/25/24

$LPLA Zinnia Announces New Strategic Relationship With LPL Financial to Streamline Insurance Fulfillment https://www.stocktitan.net/news/LPLA/zinnia-announces-new-strategic-relationship-with-lpl-financial-to-oqhhilcyt6zb.html

User Image Stock_Titan Posted - 2 months ago

$LPLA LPL Financial Reports Monthly Activity for August 2024 https://www.stocktitan.net/news/LPLA/lpl-financial-reports-monthly-activity-for-august-gocjetdn73xr.html

User Image ManosDeDiamante07 Posted - 2 months ago

$LPLA $250s coming real soon

User Image Awiz2 Posted - 2 months ago

$LPLA This stock does well because they RIP OFF their own financial advisers. They collect the quarterly revenue from client accounts and then only pay the advisers a third of that each month. The profit off the float on withheld compensation is humungous!

User Image StockHunter75 Posted - 2 months ago

$LPLA Bullish 🐂

User Image Stock_Titan Posted - 2 months ago

$LPLA LPL Financial Expands to Tempe https://www.stocktitan.net/news/LPLA/lpl-financial-expands-to-ijz4f11f6b4t.html

Analyst Ratings
Citigroup Buy Sep 27, 24
Goldman Sachs Buy Sep 26, 24
Wells Fargo Equal-Weight Sep 12, 24
UBS Neutral Aug 6, 24
B of A Securities Buy Jul 30, 24
TD Cowen Hold Jul 26, 24
JMP Securities Market Outperform Jul 26, 24
Barclays Overweight Jul 26, 24
Keefe, Bruyette & Woods Outperform Jul 26, 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