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LPL Financial (LPLA)

(Delayed Data from NSDQ)

$314.54 USD

314.54
838,651

-0.14 (-0.04%)

Updated Nov 14, 2024 04:00 PM ET

After-Market: $314.40 -0.14 (-0.04%) 5:06 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.10%
2Buy17.80%
3Hold9.50%
4Sell2.70%
5Strong Sell2.70%
S&P50011.20%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value F Growth D Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 24% (59 out of 250)

Industry: Financial - Investment Bank

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Company Summary

LPL Financial Holdings Inc. is based in Boston, MA. It is a clearing broker-dealer and an investment advisory firm that acts as an agent for its advisors on behalf of their clients by providing access to a broad array of financial products and services.

LPL Financial conducts business through its subsidiaries. Some notable ones are:

LPL Financial LLC is a broker-dealer and an investment adviser, which clears and settles customer transactions.

Private Trust Company, N.A. offers trust administration, investment management oversight and Individual Retirement Account (IRA) custodial services.
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General Information

LPL Financial Holdings Inc

4707 EXECUTIVE DRIVE

SAN DIEGO, CA 92121

Phone: 800-877-7210

Fax: NA

Web: http://www.lpl.com

Email: investor.relations@lplfinancial.com

Industry Financial - Investment Bank
Sector Finance
Fiscal Year End December
Last Reported Quarter 9/30/2024
Exp Earnings Date

This is an estimated date of earnings release. Neither Zacks Investment Research, Inc. nor its Information Providers can guarantee the accuracy, completeness, timeliness, or correct sequencing of any of the Information on the Web site, including, but not limited to Information originated by Zacks Investment Research, Inc, licensed by Zacks Investment Research, Inc. from Information Providers, or gathered by Zacks Investment Research, Inc. from publicly available sources. There may be delays, omissions, or inaccuracies in the Information.

 2/6/2025

EPS Information

Current Quarter EPS Consensus Estimate 3.94
Current Year EPS Consensus Estimate 16.08
Estimated Long-Term EPS Growth Rate 12.70
Exp Earnings Date

This is an estimated date of earnings release. Neither Zacks Investment Research, Inc. nor its Information Providers can guarantee the accuracy, completeness, timeliness, or correct sequencing of any of the Information on the Web site, including, but not limited to Information originated by Zacks Investment Research, Inc, licensed by Zacks Investment Research, Inc. from Information Providers, or gathered by Zacks Investment Research, Inc. from publicly available sources. There may be delays, omissions, or inaccuracies in the Information.

 2/6/2025

Price and Volume Information

Zacks Rank Premium
Yesterday's Close 314.68
52 Week High 322.03
52 Week Low 187.19
Beta 0.85
20 Day Moving Average 856,364.31
Target Price Consensus 312.92

LPLA

% Price Change
4 Week 23.51
12 Week 41.08
YTD 38.25
% Price Change Relative to S&P 500
4 Week 20.56
12 Week 32.49
YTD 10.17
Share Information
Shares Outstanding (millions) 74.88
Market Capitalization (millions) 23,563.11
Short Ratio NA
Last Split Date NA
Dividend Information
Dividend Yield 0.38%
Annual Dividend $1.20
Payout Ratio 0.08
Change in Payout Ratio -0.04
Last Dividend Payout / Amount NA / $0.00

Fundamental Ratios

P/E
P/E (F1) 19.57
Trailing 12 Months 19.97
PEG Ratio 1.54
EPS Growth
vs. Previous Year (Q0/Q-4) 11.23%
vs. Previous Quarter (Q0/Q-1) 7.22%
   
Sales Growth
vs. Previous Year (Q0/Q-4) 23.23%
vs. Previous Quarter (Q0/Q-1) 6.02%
   
Price Ratios
Price/Book 8.49
Price/Cash Flow 14.99
Price / Sales 2.05
ROE
9/30/24 49.47
6/30/24 52.14
3/31/24 55.22
ROA
9/30/24 10.63
6/30/24 11.01
3/31/24 11.74
Current Ratio
9/30/24 2.16
6/30/24 2.16
3/31/24 1.84
Quick Ratio
9/30/24 2.16
6/30/24 2.16
3/31/24 1.84
Operating Margin
9/30/24 10.35
6/30/24 10.68
3/31/24 11.29
Net Margin
9/30/24 8.73
6/30/24 8.91
3/31/24 9.71
Pre-Tax Margin
9/30/24 11.68
6/30/24 12.04
3/31/24 13.13
Book Value
9/30/24 37.02
6/30/24 33.64
3/31/24 30.36
Inventory Turnover
9/30/24 NA
6/30/24 NA
3/31/24 NA
Debt-to-Equity
9/30/24 1.60
6/30/24 1.77
3/31/24 1.70
Debt to Capital
9/30/24 61.58
6/30/24 63.85
3/31/24 62.93