This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2024 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.68% per year. These returns cover a period from January 1, 1988 through August 5, 2024. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
Zacks News
Schwab (SCHW) Reports Sequential Fall in April Net New Assets
by Zacks Equity Research
Schwab's (SCHW) core net new assets of $1 billion for April 2024 decline 98% from the previous month but increase 143% from the prior-year month.
LPL Financial (LPLA) Completes Crown Capital Acquisition
by Zacks Equity Research
LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.
Interactive Brokers (IBKR) Reports Y/Y Rise in April DARTs
by Zacks Equity Research
Interactive Brokers' (IBKR) DARTs rise annually on the back of significant new account additions and futures and option contracts growth.
LPL Financial's (LPLA) Q1 Earnings Beat on Higher Revenues
by Zacks Equity Research
Higher revenues and brokerage and advisory assets balance support LPL Financial's (LPLA) Q1 earnings, while a rise in expenses acts as an undermining factor.
Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q1 Earnings
by Zacks Equity Research
The headline numbers for LPL Financial (LPLA) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
LPL Financial Holdings Inc. (LPLA) Beats Q1 Earnings and Revenue Estimates
by Zacks Equity Research
LPL Financial (LPLA) delivered earnings and revenue surprises of 11.67% and 5.89%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
5 Winners of Q1 Set to Beat on Earnings After Closing Bell
by Nalak Das
We have narrowed our search to five large-cap stocks that are set to beat on earnings today after the closing bell. These are: AMD, LPLA, RSG, OKE, FANG.
LPL Financial (LPLA) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
by Zacks Equity Research
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for LPL Financial (LPLA), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2024.
Strong Global Bond Issuances to Aid Moody's (MCO) Q1 Earnings
by Zacks Equity Research
Robust global bond issuance volume and steady demand for analytics are expected to have supported Moody's (MCO) Q1 earnings.
Why LPL Financial (LPLA) Could Beat Earnings Estimates Again
by Zacks Equity Research
LPL Financial (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for
by Zacks Equity Research
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Interactive Brokers (IBKR) Q1 Earnings Beat on Higher Revenues
by Zacks Equity Research
Interactive Brokers (IBKR) records increases in revenues and expenses in the first quarter of 2024.
Schwab's (SCHW) Q1 Earnings Top Estimates, Revenues Down Y/Y
by Zacks Equity Research
Robust asset management performance and a rise in brokerage accounts support Schwab's (SCHW) Q1 earnings amid higher rates that hurt revenues.
Interactive Brokers (IBKR) Reports Y/Y Rise in March DARTs
by Zacks Equity Research
Interactive Brokers (IBKR) witnesses a year-over-year rise in total client DARTs in March 2024.
Stifel (SF) Subsidiaries to Pay $2.3M to Settle FINRA Claims
by Zacks Equity Research
Two units of Stifel (SF) agree to pay $2.3 million in fines and restitution over alleged violations of FINRA rules relating to non-traditional ETPs.
UBS Group (UBS) to Undergo Two Stress Tests in '24 by FINMA
by Zacks Equity Research
Amid heightening concerns over its increased balance sheet, UBS Group (UBS) is subjected to two stress tests this year along with around 40 reviews by FINMA.
LPL Financial's (LPLA) February Metrics Rise on Upbeat Markets
by Zacks Equity Research
Solid market performance drives LPL Financial's (LPLA) total brokerage and advisory assets in February 2024.
UBS Group (UBS) Seeks Wealth Management Growth in the US
by Zacks Equity Research
UBS Group (UBS) seeks merger and acquisition opportunities in the United States to expand its wealth management footprint in the country.
Schwab (SCHW) Q1 Revenues to Rise, February Client Assets Soar
by Zacks Equity Research
Given its solid market performance and client trading activities, Schwab's (SCHW) Q1 revenues are expected to rise 5-6% sequentially. Its total client assets balance improves in February.
Why Is Moelis (MC) Down 5.5% Since Last Earnings Report?
by Zacks Equity Research
Moelis (MC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Interactive Brokers (IBKR) Reports a Rise in February DARTs
by Zacks Equity Research
Interactive Brokers (IBKR) witnesses an increase in total client DARTs in February 2024.
LPL Financial's (LPLA) January Metrics Rise on Upbeat Markets
by Zacks Equity Research
LPL Financial's (LPLA) January 2024 total brokerage and advisory assets increase marginally from the previous month and 16.9% from January 2023.
SEI Investments (SEIC) Spurs AI Adoption in Wealth Business
by Zacks Equity Research
With a strategic investment in TIFIN, SEI Investments (SEIC) accelerates AI adoption in the wealth management business.
Schwab (SCHW) Reports Fall in January Net New Assets Balance
by Zacks Equity Research
Schwab (SCHW) witnesses a decline in net new assets balance in January.
LPL Financial (LPLA) to Buy Atria Wealth Solutions, Stock Up
by Zacks Equity Research
With an aim to further enhance its wealth management solution offerings, LPL Financial (LPLA) announces a deal to acquire New York-based Atria Wealth Solutions.