tradingkey.logo
tradingkey.logo
Search

LPL Financial Holdings Inc

LPLA
Add to Watchlist
323.310USD
-4.070-1.24%
Close 07-23 16:00ETQuotes delayed by 15 min
25.93BMarket Cap
29.00P/E TTM

LPL Financial Holdings Inc

323.310
-4.070-1.24%
View Detailed Chart
TradingKey Chart
Intraday
1m
30m
1h
D
W
M
D

Today

-1.24%

5 Days

-2.26%

1 Month

+9.56%

6 Months

-10.71%

Year to Date

-9.48%

1 Year

-14.73%

Key Figures
327.460Open
330.125High
687.23KVolume
29.00P/E TTM
11.50P/E Dynamic
1.200Dividend TTM
0.86%Turnover Ratio
327.380Prev. Close
320.740Low
186.05MTurnover
24.49P/E Static
4.56P/B
0.37%Div Yield TTM
5.49%ROA
403.57552wk High
1.10Volume Ratio
1.06BNet Profit
80.19MShares
11.1470EPS TTM
0.54Beta
20.45%ROE
262.83452wk Low
2.87%Amplitude
--Gross Margin
25.93BMarket Cap
7.57Reward/Risk
2.12%Risk Rate

Key Insights

LPL Financial Holdings Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 4 out of 119 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 418.12.In the medium term, the stock price is expected to remain stable.Despite a strong stock market performance and outperforming fundamentals over the past month, the technicals don't support the current trend.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

LPL Financial Holdings Inc's Score

Industry at a Glance

Industry Ranking
4 / 119
Overall Ranking
41 / 4547
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

LPL Financial Holdings Inc Highlights

StrengthsRisks
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 69.01% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 8.48%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 8.48%.
Undervalued
The company’s latest PB is 4.56, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 83.58M shares, decreasing 3.13% quarter-over-quarter.
Held by Steve Mandel
Star Investor Steve Mandel holds 2.27M shares of this stock.

Analyst Rating

Based on 17 analysts
Buy
Current Rating
418.120
Target Price
+27.39%
Upside Space

LPL Financial Holdings Inc News

More news coming soon, stay tuned...

Earnings Forecast

Analyst Rating

Based on 17 analysts
Buy
Current Rating
418.120
Target Price
+27.39%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

25
Total
11
Median
11
Average
Company name
Ratings
Analysts
LPL Financial Holdings Inc
LPLA
17
Goldman Sachs Group Inc
GS
24
Morgan Stanley
MS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
22
Raymond James Financial Inc
RJF
14
1
2
3
4
5

Indicators

Indicators
Sell(2)
Neutral(2)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
2.776
Buy
RSI(14)
60.692
Neutral
STOCH(KDJ)(9,3,3)
56.333
Sell
ATR(14)
8.361
Low Volatility
CCI(14)
41.157
Neutral
Williams %R
28.069
Buy
TRIX(12,20)
0.565
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(3)
Neutral(0)
Buy(3)
Indicators
Value
Direction
MA5
326.358
Sell
MA10
325.112
Sell
MA20
308.060
Buy
MA50
296.270
Buy
MA100
302.781
Buy
MA200
329.162
Sell

Financial Indicators

EPS

Relevant data have not been disclosed by the company yet.

Total revenue

Relevant data have not been disclosed by the company yet.

LPL Financial Holdings Inc Info

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
Ticker SymbolLPLA
CompanyLPL Financial Holdings Inc
CEOSteinmeier (Richard)
Websitehttps://lplfinancial.lpl.com/

Shareholders

Shareholders
Shareholders
Proportion
Boston Partners
5.17%
Dodge & Cox
4.94%
Vanguard Portfolio Management, LLC
4.82%
BlackRock Institutional Trust Company, N.A.
4.61%
MFS Investment Management
4.57%
Other
75.90%

FAQs

What is the current price of LPL Financial Holdings Inc (LPLA)?

The current price of LPL Financial Holdings Inc (LPLA) is 323.31.

What is the symbol of LPL Financial Holdings Inc?

The ticker symbol of LPL Financial Holdings Inc is LPLA.

What is the 52-week high of LPL Financial Holdings Inc?

The 52-week high of LPL Financial Holdings Inc is 403.57.

What is the 52-week low of LPL Financial Holdings Inc?

The 52-week low of LPL Financial Holdings Inc is 262.83.

What is the market capitalization of LPL Financial Holdings Inc?

The market capitalization of LPL Financial Holdings Inc is 25.93B.

Is LPL Financial Holdings Inc (LPLA) currently rated as Buy, Hold, or Sell?

According to analysts, LPL Financial Holdings Inc (LPLA) has an overall rating of Buy, with a price target of 418.12.

What is the Earnings Per Share (EPS TTM) of LPL Financial Holdings Inc (LPLA)?

The Earnings Per Share (EPS TTM) of LPL Financial Holdings Inc (LPLA) is 10.97.
tradingkey.logo
Risk Warning: Our Website and Mobile App provides only general information on certain investment products. Finsights does not provide, and the provision of such information must not be construed as Finsights providing, financial advice or recommendation for any investment product.
Investment products are subject to significant investment risks, including the possible loss of the principal amount invested and may not be suitable for everyone. Past performance of investment products is not indicative of their future performance.
Finsights may allow third party advertisers or affiliates to place or deliver advertisements on our Website or Mobile App or any part thereof and may be compensated by them based on your interaction with the advertisements.
© Copyright: FINSIGHTS MEDIA PTE. LTD. All Rights Reserved.