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 well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Industry at a Glance
Industry Ranking
26 / 117
Overall Ranking
154 / 4724
Industry
Investment Banking & Investment Services
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
16
analysts
Buy
Current Rating
441.583
Target Price
+25.94%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company 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 25.18.
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 5.31, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 82.27M shares, increasing 4.33% 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.