Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
07/29/2022* -- Results Q2 2022 -- 2.02 --
07/29/2022* 17:00 EST Earnings Call Q2 2022 -- -- --
04/28/2022 -- Results Q1 2022 1.95 1.80 8.62%
04/28/2022 17:00 EST Earnings Call Q1 2022 -- -- --
02/03/2022 -- Results Q4 2021 1.63 1.51 7.98%
02/03/2022 17:00 EST Earnings Call Q4 2021 -- -- --
10/28/2021 -- Results Q3 2021 1.77 1.72 3.10%
10/28/2021 17:00 EST Earnings Call Q3 2021 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 07/29/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 04/28/2022
Beat/Miss Upgrade
Return Since -8.48%
Last FQE 03/31/2022
Next FQE 06/30/2022

Profile

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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 2021, 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 Jul. 29, 2022 (est.)
Last Earnings Release Apr. 28, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Mar. 14, 2022

Dividends

Dividend Per Share (TTM) 1.00
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 0.4267
Yield to Sector 0.1209
Yield to Industry 0.2089
Last Dividend Amt. 0.25
Dividend Frequency Quarterly
Last Ex-Dividend Date Mar. 14, 2022
Yield (TTM) 0.57%
Forward Yield 0.57%
Payout Ratio 17.27%
Cash Payout Ratio 115.8%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-2.03%
-14.24%
66.00%
8.52%
52.97%
14.59%
54.63%
10.64%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
51.12%
-15.35%
63.75%
-7.12%
-14.02%
31.73%
31.12%
-28.64%
9.92%
21.02%
31.16%
-18.43%
16.36%
13.59%
60.21%
-24.36%
-30.83%
4.59%
-24.45%
26.17%
-29.15%
-27.71%
49.53%
-38.73%
9.66%
33.17%
-4.44%
2.98%
18.09%
-23.59%
66.96%
11.55%
As of May 20, 2022.

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 2021, 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 Jul. 29, 2022 (est.)
Last Earnings Release Apr. 28, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Mar. 14, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
IAI 24.60M USD 5.70%
JDMRX 751.04M USD 3.74%
HRAYX 200.27M USD 2.81%
JGMCX 242.79M USD 2.56%
FXO 22.11M USD 1.81%
VEXPX 162.79M USD 0.74%
BBMC 7.171M USD 0.50%
VBR 233.41M USD 0.49%
VISVX 227.47M USD 0.45%
SCHA 56.47M USD 0.42%
VB 358.17M USD 0.29%
NAESX 347.75M USD 0.26%

Top Portfolio Holders

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Other Resources

Whale Wisdom 13F Filings
Seeking Alpha Call Transcripts
Morningstar Insider Trading
Nasdaq Institutional Ownership
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SEC SEC Filings
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