The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. The company is performing strongly in the stock market, with strong fundamentals and technicals supporting the momentum. 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
14 / 116
Overall Ranking
103 / 4618
Industry
Investment Banking & Investment Services
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
17
analysts
Buy
Current Rating
424.214
Target Price
+25.33%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
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 43.95% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 12.26B.
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 5.99, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 80.69M shares, decreasing 1.93% quarter-over-quarter.
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.