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LPL Financial (LPLA)
NASDAQ:LPLA
LPLA Stock Chart & Stats
Day’s Range― - ―
52-Week Range$187.19 - $383.54
Previous CloseN/A
Volume60.60K
Average Volume (3M)633.47K
Market Cap
$28.45B
Enterprise Value$27.41B
Total Cash (Recent Filing)N/A
Total Debt (Recent Filing)N/A
Price to Earnings (P/E)27.1
Beta0.77
Next Earnings
Apr 24, 2025EPS Estimate
4.79Next Dividend Ex-Date
Mar 11, 2025Dividend Yield0.32%
Share Statistics
EPS (TTM)14.03
Shares Outstanding74,879,580
10 Day Avg. Volume713,468
30 Day Avg. Volume633,467
Standard Deviation0.10
R-Squared0.22
Alpha0.02
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)2.47
Price to Cash Flow (P/CF)34.00
P/FCF Ratio27.50
Enterprise Value/Market Cap0.96
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit8.98
Enterprise Value/Ebitda11.54
Forecast
1Y Price Target
$409.33Price Target Upside6.78% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering12
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Bulls Say, Bears Say
Bulls Say
Earnings And RevenueAnalyst raises LPL Financial Holdings' earnings per share estimates due to better revenues.
Market PositionLPL is gaining market share with record recruited assets of $149 billion, up 28% year over year.
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
Cash Sweep PracticesSweep cash balances at ~3% of overall client cash or ~$5K per account is very low, and up until recently LPLA paid clients ~83 bps on sweep cash, notably higher than many other firms in the 1-50 bps range.
Client Cash TrendsClient cash trends generally lagged behind peers, despite a 5.5% increase in client cash month-over-month.
Leadership ChangesThere was an unexpected CEO departure at LPL Financial Holdings.
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Ownership Overview
0.71% Insiders
29.33% Mutual Funds
34.84% Other Institutional Investors
20.27% 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 $383.54 in the past 12 months.
What is LPL Financial’s market cap?
LPL Financial’s market cap is $28.45B.
When is LPL Financial’s upcoming earnings report date?
LPL Financial’s upcoming earnings report date is Apr 24, 2025 which is in 62 days.
How were LPL Financial’s earnings last quarter?
LPL Financial released its earnings results on Jan 30, 2025. The company reported $4.25 earnings per share for the quarter, beating the consensus estimate of $3.958 by $0.292.
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 0.32%. See more information on LPL Financial dividends here
What is LPL Financial’s EPS estimate?
LPL Financial’s EPS estimate is 4.79.
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 $4.25 in its last earnings report, beating expectations of $3.958. Following the earnings report the stock price went up 1.407%.
Which hedge fund is a major shareholder of LPL Financial?
Currently, no hedge funds are holding shares in LPLA
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LPL Financial Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$409.33 (6.78% Upside)
$409.33 (6.78% Upside)
Blogger Sentiment
Bullish
LPLA Sentiment 100%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Decreased
By 1.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $101.2K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.6%
Last 30 Days ▲ 22.4%
Last 30 Days ▲ 22.4%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
49.47%
12-Months-Change
Fundamentals
Return on Equity
42.26%
Trailing 12-Months
Asset Growth
26.22%
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
Q4 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by LPL Financial with record organic asset growth, strategic acquisitions, and impressive financial results. However, there are challenges related to seasonal headwinds and ongoing expense growth. The positive highlights, especially the strong asset growth and financial performance, outweigh the lowlights, indicating a positive outlook overall.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
$409.33
▲(6.78% Upside)
Technical Analysis
Ameriprise Financial
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Franklin Resources
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Morgan Stanley
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Raymond James Financial
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Charles Schwab
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Best Analysts Covering LPLA
1 Year
1 Year Success Rate
23/24 ratings generated profit
1 Year Average Return
+47.07%
reiterated a buy rating 5 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 +47.07% per trade.
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