Your browser is no longer supported. Please, upgrade your browser.
Settings
LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E20.02 EPS (ttm)2.30 Insider Own1.00% Shs Outstand90.45M Perf Week1.45%
Market Cap4.17B Forward P/E14.97 EPS next Y3.08 Insider Trans-16.63% Shs Float90.45M Perf Month4.11%
Income210.30M PEG1.15 EPS next Q0.66 Inst Own92.60% Short Float0.75% Perf Quarter16.11%
Sales4.13B P/S1.01 EPS this Y22.30% Inst Trans0.09% Short Ratio0.95 Perf Half Y14.21%
Book/sh9.90 P/B4.66 EPS next Y17.77% ROA4.40% Target Price49.14 Perf Year64.57%
Cash/sh16.35 P/C2.82 EPS next 5Y17.45% ROE24.90% 52W Range27.48 - 48.56 Perf YTD31.01%
Dividend1.00 P/FCF11.37 EPS past 5Y7.30% ROI8.70% 52W High-5.00% Beta1.82
Dividend %2.17% Quick Ratio- Sales past 5Y3.10% Gross Margin98.70% 52W Low67.90% ATR0.99
Employees3366 Current Ratio- Sales Q/Q4.50% Oper. Margin10.20% RSI (14)58.71 Volatility2.05% 2.05%
OptionableYes Debt/Eq2.73 EPS Q/Q39.40% Profit Margin5.10% Rel Volume1.51 Prev Close47.30
ShortableYes LT Debt/Eq2.56 EarningsJul 27 AMC Payout42.60% Avg Volume710.90K Price46.13
Recom2.60 SMA200.99% SMA505.98% SMA20015.28% Volume1,061,265 Change-2.47%
Aug-16-17Upgrade SunTrust Hold → Buy
Apr-28-17Upgrade Keefe Bruyette Mkt Perform → Outperform
Apr-28-17Upgrade Instinet Neutral → Buy
Apr-28-17Upgrade Citigroup Neutral → Buy
Jan-10-17Upgrade Goldman Sell → Neutral
Nov-10-16Upgrade UBS Sell → Neutral $24 → $35
Oct-12-16Downgrade JP Morgan Overweight → Neutral
Sep-26-16Initiated Morgan Stanley Underweight $27
Aug-22-16Downgrade Credit Suisse Outperform → Neutral
Apr-05-16Downgrade Goldman Neutral → Sell
Feb-17-16Upgrade Citigroup Sell → Neutral
Feb-16-16Upgrade Credit Suisse Neutral → Outperform
Feb-12-16Downgrade Wells Fargo Outperform → Market Perform
Feb-05-16Upgrade Susquehanna Negative → Neutral
Jan-12-16Downgrade Citigroup Neutral → Sell
Jul-15-15Downgrade Susquehanna Positive → Neutral
Jun-05-15Resumed Goldman Neutral $46
Nov-11-13Upgrade UBS Sell → Neutral $33 → $42
Sep-14-12Downgrade UBS Neutral → Sell $28 → $25
Dec-28-10Initiated William Blair Outperform
Aug-17-17 03:16PM  5 Strong Buy Stocks Ignorning Volatility Zacks
11:36AM  Zacks.com featured highlights: AppFolio, FormFactor, LPL Financial Holdings and TriNet Group Zacks
10:08AM  Why Comerica (CMA) Should be Added to Your Portfolio Now? Zacks
Aug-16-17 06:05PM  ETFs with exposure to LPL Financial Holdings, Inc. : August 16, 2017 Capital Cube
12:51PM  [$$] The Add-On Deal Roundup: Aug. 16 The Wall Street Journal
09:28AM  LPL Financial Rides Higher on New Acquisition Barrons.com
07:41AM  LPL Financial (LPLA) Reports Mixed Activity for July 2017 Zacks
07:38AM  LPL Financial (LPLA) Acquires National Planning Holdings Zacks
03:46AM  Britain's Prudential Sells U.S. Broker-Dealer Network to LPL Financial TheStreet.com
02:27AM  Britain's Prudential sells U.S. broker-dealer network for $325 mln Reuters
Aug-15-17 05:10PM  LPL Financial acquires indie broker dealer with 3,400 advisers Reuters
04:30PM  LPL Financial Reports Monthly Activity for July 2017 GlobeNewswire
04:10PM  LPL Financial Announces the Purchase of National Planning Holdings GlobeNewswire
08:03AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-12-17 11:10PM  Edited Transcript of LPLA earnings conference call or presentation 27-Jul-17 9:00pm GMT Thomson Reuters StreetEvents
Aug-09-17 09:49AM  4 Reasons That Make LPL Financial Stock a Solid Pick Now Zacks
09:04AM  Snap the Market Slumber With These 5 Winning Financial Picks Zacks
08:53AM  A problem for buy-the-dip investors: no dips to buy MarketWatch
07:51AM  4 Reasons Why Raymond James (RJF) Stock is A Solid Pick Now Zacks
Aug-08-17 12:10PM  Are clean shares best for your retirement account? MarketWatch
Aug-04-17 12:02PM  Zacks Value Trader Highlights: Applied Optoelectronics, First American, ManpowerGroup and LPL Financial Zacks
Aug-03-17 03:11PM  LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: Q2, 2017 By the Numbers : August 3, 2017 Capital Cube
Aug-02-17 10:11AM  Top Ranked Momentum Stocks to Buy for August 2nd Zacks
Aug-01-17 11:22AM  Zacks.com featured highlights: KEMET, Progress Software, Ciena and LPL Financial Holdings Zacks
Jul-31-17 07:45AM  LPL Financial Provides Update on Second Quarter 2017 Advisor Recruiting GlobeNewswire
Jul-27-17 11:05PM  LPL Financial tops Street 2Q forecasts Associated Press
04:05PM  LPL Financial Announces Second Quarter 2017 Results GlobeNewswire
01:00PM  Investor Network: LPL Financial Holdings Inc. to Host Earnings Call ACCESSWIRE
09:37AM  The Zacks Analyst Blog Highlights: Applied Optoelectronics, The Brink's Company, Facebook, Healthcare Services Group and LPL Financial Zacks
Jul-26-17 03:54PM  Abnormally placid stock market volatility isnt just a U.S. thingits global MarketWatch
Jul-25-17 03:15PM  Five Stocks Surging through Highs Zacks
Jul-20-17 08:30AM  LPL Financial and Integrated Financial Group Welcome Strong Gaddy Lee Wealth Management GlobeNewswire
Jul-18-17 08:30AM  Modest Tax Credit Increase Has Ability to Motivate Small Businesses to Offer Retirement Plans GlobeNewswire
Jul-13-17 01:30PM  LPL Financial Announces Details and Fund Companies for Its Industry-First Mutual Fund Only Platform GlobeNewswire
08:33AM  Why LPL Financial Holdings (LPLA) Could Be a Top Value Stock Pick Zacks
Jun-30-17 08:30AM  LPL Financial Announces Second Quarter 2017 Earnings Release Date and Conference Call GlobeNewswire
Jun-26-17 09:14AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : June 26, 2017 Capital Cube
Jun-22-17 03:22PM  LPL Financial brings on new CIO as Victor Fetter exits American City Business Journals
01:30PM  LPL Names Scott Seese Managing Director and Chief Information Officer GlobeNewswire
Jun-21-17 08:07AM  LPL Financial (LPLA) Records Improved Results in May 2017 Zacks
Jun-20-17 04:05PM  LPL Financial Reports Monthly Activity for May 2017 GlobeNewswire
03:05PM  ETFs with exposure to LPL Financial Holdings, Inc. : June 20, 2017 Capital Cube
Jun-19-17 11:31AM  LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: Q1, 2017 By the Numbers : June 19, 2017 Capital Cube
Jun-15-17 10:00AM  LPL Research Publishes Investment Midyear Outlook 2017 GlobeNewswire
08:30AM  LPL Financial and Independent Advisor Alliance Welcome Socratic Wealth Advisors GlobeNewswire
Jun-13-17 10:30AM  LPL Financial Welcomes Black Box Pension Advocates GlobeNewswire
Jun-09-17 10:09AM  This is why the Midwest will be the hottest retirement destination MarketWatch
08:29AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : June 9, 2017 Capital Cube
Jun-01-17 12:35PM  LPL Names Michelle Oroschakoff Chief Legal and Risk Officer in Expansion of Current Role GlobeNewswire
May-31-17 12:22PM  The S&P 500 has never had a down year after a start like 2017 MarketWatch
May-23-17 02:40PM  Why This Analyst Downgraded Stifel Barrons.com
12:54PM  DOL Fiduciary Rule Arrives June 9Will It Survive? Barrons.com
May-22-17 10:30AM  LPL Financial and Independent Advisor Alliance Welcome CFG GlobeNewswire
May-19-17 09:02AM  LPL Financial (LPLA) Reports Mixed Metrics Data for April Zacks
May-18-17 04:05PM  LPL Financial Reports Monthly Activity for April 2017 GlobeNewswire
08:31AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : May 18, 2017 Capital Cube
May-12-17 01:27PM  LPL Financial Holdings, Inc. : LPLA-US: Dividend Analysis : May 15th, 2017 (record date) : By the numbers : May 12, 2017 Capital Cube
May-11-17 10:30AM  LPL Financial Provides Update on First Quarter 2017 Advisor Recruiting GlobeNewswire
May-09-17 10:30AM  LPL Financial Welcomes Long Island-Based Firm The Choice Group Wealth Management GlobeNewswire
May-04-17 02:15PM  LPL fined $1M for adviser payments at states biggest credit union American City Business Journals
May-03-17 09:15PM  Edited Transcript of LPLA earnings conference call or presentation 27-Apr-17 9:00pm GMT Thomson Reuters StreetEvents
May-02-17 09:41AM  Should Wall Street fear a government shutdown? Heres how stocks fared during past closures MarketWatch
Apr-28-17 05:09PM  Here's What Sent LPL Financial Holdings Inc Stock Higher Today Motley Fool +9.14%
01:13PM  LPL Financial's Earnings Decline Barrons.com
Apr-27-17 06:40PM  LPL Financial tops Street 1Q forecasts Associated Press
06:28PM  [$$] LPL Awaits Fiduciary Rule 'Disruption,' After Profit Drop The Wall Street Journal
04:05PM  LPL Financial Announces First Quarter 2017 Results GlobeNewswire
02:10PM  Investor Network: LPL Financial Holdings Inc. to Host Earnings Call Accesswire
Apr-25-17 08:47AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : April 25, 2017 Capital Cube
Apr-12-17 05:32AM  WSJ Wealth Adviser Briefing: LPL No Longer Claims to Be 'Conflict Free' The Wall Street Journal
Apr-11-17 08:35PM  [$$] Conflict-Free? Not At LPL Any Longer The Wall Street Journal
11:43AM  LPL Financial No Longer Claiming to Be 'Conflict Free' The Wall Street Journal
08:30AM  LPL Financial Files Definitive Proxy Materials, Announces Nomination of William Glavin as New Independent Director GlobeNewswire
Apr-07-17 10:55PM  [$$] Why Your Financial Adviser Cant Be Conflict Free The Wall Street Journal
Apr-06-17 09:11AM  Interactive Brokers Faces Growth Concerns: Time to Sell? Zacks
Apr-04-17 11:09AM  LPL Financial Holdings, Inc. : LPLA-US: Dividend Analysis : March 10th, 2017 (record date) : By the numbers : April 4, 2017 Capital Cube
09:21AM  Top Ranked Income Stocks to Buy for April 4th Zacks
08:21AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : April 4, 2017 Capital Cube
Apr-03-17 04:05PM  LPL Financial Announces First Quarter 2017 Earnings Release Date and Conference Call GlobeNewswire
Apr-01-17 05:15AM  Top Ranked Income Stocks to Buy for March 31st Zacks
Mar-31-17 10:56AM  Top Ranked Income Stocks to Buy for March 31st
09:30AM  Zacks.com featured highlights: Inogen, Diamondback Energy, Radiant Logistics, Mitek Systems and LPL Financial Holdings Zacks
Mar-30-17 11:04AM  Beat Market with 5 Stocks Having Earnings Surprise Potential Investopedia
Mar-23-17 08:13AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : March 23, 2017 Capital Cube
Mar-20-17 09:51AM  Goldman Sachs: Time To Buy LPL Financial Holdings Barrons.com
Mar-17-17 08:46AM  LPL Financial (LPLA) Reports Improved February Metrics
Mar-16-17 04:05PM  LPL Financial Reports Monthly Activity for February 2017 GlobeNewswire
09:28AM  4 Reasons to Buy Evercore Partners (EVR) Stock Right Now
Mar-14-17 10:38AM  Barron's Recognizes Wayne Von Borstel As One Of The Nation's Top Financial Advisors PR Newswire
10:32AM  Top Ranked Income Stocks to Buy for March 14th
10:00AM  LPL Financial Holdings Inc. (Nasdaq: LPLA) to Ring The Nasdaq Stock Market Closing Bell GlobeNewswire
Mar-10-17 05:31PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Fina
04:05PM  LPL Financial Announces Completion of Leverage-Neutral Debt Refinancing GlobeNewswire
07:36AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : March 10, 2017
Mar-08-17 05:24PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits
05:06PM  LPL Financial Announces Pricing of Senior Secured Credit Facilities GlobeNewswire
Mar-07-17 09:59AM  Top Ranked Income Stocks to Buy for March 7th
Mar-03-17 05:12PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Regulation FD Disclosure, Other Events, Financial Statements and Exhi
04:25PM  LPL Financial Announces Pricing of Offering of Senior Notes GlobeNewswire
Mar-02-17 01:04PM  LPL FINANCIAL HOLDINGS INC. Financials
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The company's fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1968 and is based in Boston, Massachusetts.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Morrissey William P. Jr.Managing DirectorJun 02Option Exercise21.6032,150694,44049,691Jun 05 08:12 PM
Morrissey William P. Jr.Managing DirectorJun 02Sale39.3432,1501,264,78117,541Jun 05 08:12 PM
Arnold Dan H.President & CEOMar 14Sale39.1415,428603,832216,986Mar 15 08:51 PM
Calder TracyManaging DirectorMar 13Option Exercise19.859,561189,78634,165Mar 15 09:07 PM
Calder TracyManaging DirectorMar 13Sale39.316,465254,11727,700Mar 15 09:07 PM
Casady Mark SDirectorMar 02Option Exercise19.852,00039,700132,957Mar 06 05:15 PM
Casady Mark SDirectorMar 02Sale40.752,00081,500130,957Mar 06 05:15 PM
Calder TracyManaging DirectorFeb 27Sale39.0510,747419,72124,604Feb 28 08:21 PM
Kalbaugh John AndrewMD, Divisional President NSCFeb 23Option Exercise25.5030,000765,00055,893Feb 23 09:48 PM
Kalbaugh John AndrewMD, Divisional President NSCFeb 23Sale39.7330,0001,191,90025,893Feb 23 09:48 PM
White George BurtonMD, Investor & Invstmt SolutnsFeb 22Option Exercise27.4025,000685,00046,445Feb 23 09:54 PM
Casady Mark SDirectorFeb 22Option Exercise31.6058,6281,852,645189,585Feb 23 09:46 PM
Casady Mark SDirectorFeb 22Sale40.4058,6282,368,624130,957Feb 23 09:46 PM
White George BurtonMD, Investor & Invstmt SolutnsFeb 22Sale40.1425,0001,003,47021,445Feb 23 09:54 PM
Casady Mark SDirectorFeb 15Option Exercise31.96365,21311,672,476496,170Feb 15 09:42 PM
Casady Mark SDirectorFeb 15Sale40.76365,21314,886,082130,957Feb 15 09:42 PM
Casady Mark SDirectorFeb 14Option Exercise31.09204,4716,358,021335,428Feb 15 09:42 PM
Casady Mark SDirectorFeb 14Sale40.65204,4718,311,746130,957Feb 15 09:42 PM
Casady Mark SDirectorFeb 13Option Exercise22.0862,6401,383,091193,597Feb 15 09:42 PM
Hellman MarcoDirectorFeb 13Sale40.00900,00036,000,0001,885,143Feb 15 09:51 PM
Casady Mark SDirectorFeb 13Sale40.8462,6402,558,218130,957Feb 15 09:42 PM