LPL Financial Holdings Inc (LPLA)
200.50
+8.50
(+4.43%)
USD |
NASDAQ |
Mar 27, 16:00
200.48
-0.02
(-0.01%)
After-Hours: 20:00
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 15.77B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | 7.39% |
| Valuation | |
| PE Ratio | 19.24 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 5.319 |
| Price to Book Value | 7.277 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | 0.30 |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 1.254 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | 60.33% |
News
Headline
Wire
Time (ET)
Globe Newswire
03/21 09:00
Yahoo
03/17 07:06
Globe Newswire
03/15 09:00
Events
| DATE | TIME | TYPE | PERIOD | REPORTED EPS |
ESTIMATED EPS |
SURPRISE | |
| 04/28/2023* | 17:00 EST | Earnings Call | Q1 2023 | -- | -- | -- | |
| 04/28/2023* | -- | Results | Q1 2023 | -- | 4.58 | -- | |
| 02/02/2023 | 17:00 EST | Earnings Call | Q4 2022 | -- | -- | -- | |
| 02/02/2023 | -- | Results | Q4 2022 | 4.21 | 4.00 | 5.35% | |
| 10/27/2022 | 17:00 EST | Earnings Call | Q3 2022 | -- | -- | -- | |
| 10/27/2022 | -- | Results | Q3 2022 | 3.13 | 2.83 | 10.72% | |
| 08/02/2022 | 17:00 EST | Earnings Call | Q2 2022 | -- | -- | -- | |
| 08/02/2022 | -- | Results | Q2 2022 | 2.24 | 1.95 | 15.12% |
*Estimated Date/Time
Earnings
Profile
Edit
| LPL Financial Holdings is an independent broker-dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets. |
| URL | https://www.lpl.com |
| Investor Relations URL | https://investor.lpl.com/ |
| HQ State/Province | California |
| Sector | Financial Services |
| Industry | Capital Markets |
| Equity Style | Mid Cap/Growth |
| Next Earnings Release | Apr. 28, 2023 (est.) |
| Last Earnings Release | Feb. 02, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Mar. 13, 2023 |
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Dividends
| Dividend Per Share (TTM) | 1.00 |
|
2017
2018
2019
2020
2021
6.00%
4.00%
2.00%
|
|
| Yield to Market | 0.3781 |
| Yield to Sector | 0.1172 |
| Yield to Industry | 0.1492 |
| Last Dividend Amt. | 0.30 |
| Dividend Frequency | Quarterly |
| Last Ex-Dividend Date | Mar. 13, 2023 |
| Yield (TTM) | 0.52% |
| Forward Yield | 0.60% |
| Payout Ratio | 9.44% |
| Cash Payout Ratio | 4.87% |
| Consistent Payer (5Y) |
|
| Consistent Growth (5Y) |
|
Risk
Total Returns Comparison
Annual Total Returns Versus Peers
As of March 27, 2023.
Fundamentals
| Revenue (TTM) | 3.064B |
| Total Expenses (TTM) | -- |
| Net Income (TTM) | 845.70M |
| Total Assets (Quarterly) | 9.482B |
| Total Liabilities (Quarterly) | 7.315B |
| Shareholders Equity (Quarterly) | 2.168B |
| Cash from Operations (TTM) | 1.946B |
| Cash from Investing (TTM) | -376.40M |
| Cash from Financing (TTM) | -504.27M |
Ratings
Profile
Edit
| LPL Financial Holdings is an independent broker-dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets. |
| URL | https://www.lpl.com |
| Investor Relations URL | https://investor.lpl.com/ |
| HQ State/Province | California |
| Sector | Financial Services |
| Industry | Capital Markets |
| Equity Style | Mid Cap/Growth |
| Next Earnings Release | Apr. 28, 2023 (est.) |
| Last Earnings Release | Feb. 02, 2023 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Mar. 13, 2023 |
Ownership
| Insider Ownership Percentage | Upgrade |
Jul '20
Nov '20
Mar '21
80.00%
40.00%
10.00%
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Top Fund Holders
| Symbol | Dollars Invested | % Weight |
|---|---|---|
| IAI | 27.93M USD | 3.80% |
| EQRR | 2.492M USD | 3.15% |
| JDMRX | 361.61M USD | 2.20% |
| HRAYX | 117.94M USD | 1.97% |
| JGMCX | 125.75M USD | 1.78% |
| QGRO | 5.338M USD | 1.58% |
| VEXPX | 135.40M USD | 0.66% |
| VISGX | 141.94M USD | 0.47% |
| VBK | 141.94M USD | 0.47% |
| SCHM | 40.19M USD | 0.44% |
| VEXMX | 271.93M USD | 0.31% |
| VXF | 271.93M USD | 0.31% |
Other Resources
| Whale Wisdom | 13F Filings |
| Seeking Alpha | Call Transcripts |
| Nasdaq | Insider Trading |
| Nasdaq | Institutional Ownership |
| Nasdaq | Option Chain |
| SEC | SEC Filings |
| LPLA Tweets |