You are on Trendlyne United States. Click here to go to India website or make United States as your default
  1. MARKETS
  2. SECTOR : BANKING AND FINANCE
  3. INDUSTRY : INVESTMENT BANKS/BROKERS
  4. LPL FINANCIAL HOLDINGS INC

LPL Financial Holdings Inc XNAS: LPLA

LPL Financial Holdings Inc Live Share Price Today, Share Analysis and Chart

Expensive Performer
Download real time

341.74 13.84 (4.22%)

82.56% Gain from 52W Low

556.0K XNAS Volume

XNAS 24 Mar, 2025 5:30 PM (EDT)

Watchlist

Portfolio

Share
Board Meeting
The next board meeting for LPL Financial Holdings Inc is on 28 Mar 2025 for the purpose of LPL Financial Holdings Inc Annual Report for 2024 See details

LPL Financial Holdings Inc Key Metrics

Select

Market Capitalization

Below industry Median
25,521.1

PE TTM

Below industry Median
24.1

PEG TTM

Negative PEG TTM
-33.7

Price to Book

High in industry
8.7

Institutional holding current Qtr %

High in industry
96.1

Revenue Growth Qtr YoY %

Below industry Median
32.9

Operating Revenue growth TTM %

Below industry Median
23.2

Net Profit Qtr Growth YoY %

Below industry Median
24.5

Net Profit TTM Growth %

Negative Net Profit TTM Growth %
-0.7

Operating Profit Margin Qtr %

Low in industry
12.1

Operating Profit Margin TTM %

Low in industry
13.5

Piotroski Score

Below industry Median
4

Rel Perf vs Sector quarter%

-3

ROE Annual %

High in industry
42.3

RoA Annual %

Below industry Median
8.9
All financials are in USD Million and price data in USD
VIEW MORE
Durability score
Medium Financial Strength
44.4 / 100
Valuation Score
Expensive Valuation
19.2 / 100
Momentum Score
Technically Neutral
59.7 / 100
Expensive Performer These stocks are with medium quality and mid-range technical aspects. However, their financials make them little expensive so choose the right moment to buy them. View Similar Embed DVM
Analyst Price Target
414
1Yr Price target upside is 21%
14 analysts

12

S

7

W

4

O

0

T

SWOT Analysis

LPL Financial Holdings Inc Live Price Chart

Switch to TradingView
Fetching data ...

Forecaster - Analyst Share Price Target and Estimates

Revenue forecast

Created with Highcharts 7.2.2Dec '22Dec '23Dec '24Dec '25Dec '265k10k15k20kActual RevenueAvg. Estimate
Hit

LPL Financial Holdings Inc's Revenue was higher than average estimate 3 times in past 3 years

EPS forecast

Current EPS
14
Avg. Estimate
16.5
Low Estimate
14.2
High Estimate
19.3
Current EPS
Avg. Estimate
Hit

EPS is expected to grow by 17.8% in FY25

Consensus Recommendation

16 ANALYST Recommendations
BUY

Created with Highcharts 7.2.21Sell2Hold6Buy7Strong Buy

The consensus recommendation from 16 analysts for LPL Financial Holdings Inc is BUY

Forecaster is a Premium Feature
You need to upgrade your subscription plan to access this feature
See what you get

LPL Financial Holdings Inc Stock Analysis

LPL Financial Holdings Inc stock analysis with key metrics, changes, and trends.

LPL Financial Holdings Inc MetricVALUECHANGE %TRENDANALYSIS
Annual Revenue$12,385.11 M23.2%positive

Annual Revenue rose 23.2%, in the last year to $12,385.11 M. Its sector's average revenue growth for the last fiscal year was 10.3%.

Annual Net Profit$1,058.62 M0.72%negative

Annual Net Profit fell 0.72% in the last year to $1,058.62 M. Its sector's average net profit growth for the last fiscal year was 18.23%.

Price to Earning Ratio24.11-negative

Price to Earning Ratio is 24.11, higher than its sector PE ratio of 14.04.

Stock Price$341.7431.25%positive

Stock Price rose 31.25% and outperformed its sector by 5.52% in the past year.

Quarterly Revenue$3,512.35 M32.85%positive

Quarterly Revenue rose 32.85% YoY to $3,512.35 M. Its sector's average revenue growth YoY for the quarter was -2.47%.

Quarterly Net profit$270.75 M24.45%positive

Quarterly Net profit rose 24.45% YoY to $270.75 M. Its sector's average net profit growth YoY for the quarter was 36.26%.

Debt to Equity Ratio1.96-negative

Debt to Equity Ratio of 1.96 is higher than 1. This implies that company assets are financed through debt.

Return on Equity(ROE)42.26 %42.26%positive

Return on Equity(ROE) for the last financial year was 42.26%, more than 20% in the last financial year, indicating an efficient use of shareholder's capital to generate profit.

Mutual Fund Holding66.75 %2.45%positive

Mutual Fund Holding increased by 2.45% in the last quarter to 66.75.

Promoter Share Holding0.51 %0.03%positive

Promoter Share Holding increased by 0.03% in the most recent quarter to 0.51%.

Interest Coverage Ratio6.08-positive

Interest Coverage Ratio is 6.08, higher than 1.5. This means that it is able to meet its interest payments comfortably with its earnings (EBIT).

Institutional Holding96.09 %0%neutral

Institutional Holding remained the same in the last quarter at 96.09%.

VIEW LESS


Loading data..

LPL Financial Holdings Inc - Company Profile

What does LPL Financial Holdings Inc do?

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 September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.

LPL Financial Holdings Inc Management structure

All Gross Remunerations are in USD
Mr. Matthew J. Audette
President and Chief Financial Officer
-
2025
Gross Remuneration
Year
Ms. Katharine Reeping
Chief Accounting Officer
-
2025
Gross Remuneration
Year

LPL Financial Holdings Inc Board of directors

All Gross Remunerations are in USD
Mr. Dan H. Arnold
Director, President and Chief Executive Officer
-
2024
Gross Remuneration
Year
Mr. Richard Steinmeier
Director and Chief Executive Officer
-
2024
Gross Remuneration
Year
Ms. Anne M. Mulcahy
Independent Director
-
2024
Gross Remuneration
Year
Mr. Edward Cage Bernard
Independent Director
-
2024
Gross Remuneration
Year
Ms. H. Paulett Eberhart
Independent Director
-
2024
Gross Remuneration
Year
Mr. Richard Paul Schifter
Independent Director
-
2024
Gross Remuneration
Year

LPL Financial Holdings Inc FAQ

How is LPL Financial Holdings Inc today?
LPL Financial Holdings Inc today is trading in the green, and is up by 4.22% at 341.74.
LPL Financial Holdings Inc is currently trading up 4.22% on an intraday basis. In the past week the stock rose 6.13%. stock has been up 3.87% in the past quarter and rose 31.25% in the past year. You can view this in the overview section.