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LPL Financial (LPLA)
NASDAQ:LPLA
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LPLA Stock Chart & Stats
Day’s Range$0 - $0
52-Week Range$187.19 - $334.83
Previous Close$327.69
Volume904.88K
Average Volume (3M)699.64K
Market Cap
$24.54B
Enterprise Value$28.98B
Total Cash (Recent Filing)$0.00
Total Debt (Recent Filing)$4.44B
Price to Earnings (P/E)24.7
Beta0.77
Next Earnings
Jan 30, 2025EPS Estimate
$3.96Last Dividend Ex-Date
Nov 14, 2024Dividend Yield0.37%
Share Statistics
EPS (TTM)13.29
Shares Outstanding74,879,579
10 Day Avg. Volume1,270,617
30 Day Avg. Volume699,636
Standard Deviation0.10
R-Squared0.22
Alpha0.02
Financial Highlights & Ratios
Price to Book (P/B)8.86
Price to Sales (P/S)2.13
Price to Cash Flow (P/CF)29.30
P/FCF Ratio23.70
Enterprise Value/Market CapN/A
Enterprise Value/Revenue5.95
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$339.67Price Target Upside3.58% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering13
LPL Financial News
Bulls Say, Bears Say
Bulls Say
Financial PerformanceLPLA reported better than expected gross profit driven by client cash and advisory services.
Leadership And GrowthLPLA's new CEO is considered a game changer for growth and sentiment/valuation.
Strategic PartnershipsThe strategic relationship with Prudential Advisors has been finalized, with LPL now supporting over 2,800 financial advisors and onboarding $25B in assets, with an expected additional $35B to follow.
Bears Say
Client Cash TrendsClient cash trends generally lagged behind peers, despite a 5.5% increase in client cash month-over-month.
Interest Rate ChallengesHigher interest rates have been a boon for LPL, with revenue from cash sweep rising by 4x in just two years. The fading interest rate tailwind presents a challenge.
Leadership ChangesLPL announced that it has terminated Dan Arnold, President and CEO, with cause, effective immediately.
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Ownership Overview
0.71% Insiders
29.32% Mutual Funds
35.04% Other Institutional Investors
20.94% Public Companies and Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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LPLA FAQ
What was LPL Financial’s price range in the past 12 months?
LPL Financial lowest stock price was $187.19 and its highest was $334.83 in the past 12 months.
What is LPL Financial’s market cap?
Currently, no data Available
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Jan 30, 2025 which is in 40 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Oct 30, 2024. The company reported $4.16 earnings per share for the quarter, beating the consensus estimate of $3.713 by $0.447.
Is LPL Financial overvalued?
According to Wall Street analysts LPL Financial’s price is currently Undervalued.
Does LPL Financial pay dividends?
LPL Financial pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 0.37%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is $3.96.
How many shares outstanding does LPL Financial have?
LPL Financial has 74,879,580 shares outstanding.
What happened to LPL Financial’s price movement after its last earnings report?
LPL Financial reported an EPS of $4.16 in its last earnings report, beating expectations of $3.713. Following the earnings report the stock price went up 6.877%.
Which hedge fund is a major shareholder of LPL Financial?
Among the largest hedge funds holding LPL Financial’s share is Lone Pine Capital LLC. It holds LPL Financial’s shares valued at 507M.
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LPL Financial Stock Smart Score
Unlock Smart Score
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Analyst Consensus
Strong Buy
Average Price Target:
$339.67 (3.58% Upside)
$339.67 (3.58% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Increased
By 926.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $101.2K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.6%
Last 30 Days ▲ 1.5%
Last 30 Days ▲ 1.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
47.90%
12-Months-Change
Fundamentals
Return on Equity
41.36%
Trailing 12-Months
Asset Growth
25.87%
Trailing 12-Months
Company Description
LPL Financial
LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provide objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.
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LPLA Company Deck
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LPLA Earnings Call
Q3 2024
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call showcased strong financial performance with record asset growth, successful acquisitions, and high retention rates. However, the increase in regulatory expenses and interest expenses were noted as challenges. Overall, the positive highlights significantly outweigh the lowlights, indicating a strong position for future growth.Read More>---
LPLA Revenue Breakdown
41.14% Advisory
25.39% Commission
23.65% Asset-based
5.06% Service and fee
4.76% Other
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LPLA Stock 12 Month Forecast
Average Price Target
$339.67
▲(3.58% Upside)
Technical Analysis
Best Analysts Covering LPLA
1 Year
1 Year Success Rate
23/24 ratings generated profit
1 Year Average Return
+45.33%
reiterated a buy rating 3 months ago
Copying Craig Siegenthaler's trades and holding each position for 1 Year would result in 95.83% of your transactions generating a profit, with an average return of +45.33% per trade.
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