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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E19.71 EPS (ttm)2.13 Insider Own1.00% Shs Outstand88.36M Perf Week7.77%
Market Cap3.71B Forward P/E15.27 EPS next Y2.75 Insider Trans-65.54% Shs Float88.36M Perf Month6.89%
Income191.90M PEG1.13 EPS next Q0.37 Inst Own94.60% Short Float1.04% Perf Quarter7.92%
Sales4.05B P/S0.92 EPS this Y22.30% Inst Trans0.19% Short Ratio1.19 Perf Half Y33.59%
Book/sh9.20 P/B4.57 EPS next Y21.91% ROA4.10% Target Price42.75 Perf Year66.71%
Cash/sh17.16 P/C2.45 EPS next 5Y17.46% ROE24.90% 52W Range20.05 - 42.58 Perf YTD20.17%
Dividend1.00 P/FCF63.94 EPS past 5Y7.30% ROI8.70% 52W High-1.28% Beta1.78
Dividend %2.38% Quick Ratio- Sales past 5Y3.10% Gross Margin98.70% 52W Low109.68% ATR1.25
Employees3320 Current Ratio- Sales Q/Q-1.30% Oper. Margin9.70% RSI (14)64.41 Volatility2.27% 2.32%
OptionableYes Debt/Eq3.02 EPS Q/Q63.20% Profit Margin4.70% Rel Volume3.65 Prev Close38.52
ShortableYes LT Debt/Eq2.78 EarningsApr 27 AMC Payout46.40% Avg Volume774.50K Price42.04
Recom3.00 SMA207.69% SMA506.74% SMA20022.62% Volume2,829,678 Change9.14%
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
Apr-28-17 09:20PM  Edited Transcript of LPLA earnings conference call or presentation 27-Apr-17 9:00pm GMT Thomson Reuters StreetEvents +9.14%
05:09PM  Here's What Sent LPL Financial Holdings Inc Stock Higher Today Motley Fool
01:13PM  LPL Financial's Earnings Decline Barrons.com
Apr-27-17 06:40PM  LPL Financial tops Street 1Q forecasts Associated Press
06:28PM  [$$] LPL Awaits Fiduciary Rule 'Disruption,' After Profit Drop The Wall Street Journal
04:05PM  LPL Financial Announces First Quarter 2017 Results GlobeNewswire
02:10PM  Investor Network: LPL Financial Holdings Inc. to Host Earnings Call Accesswire
Apr-26-17 06:16AM  Should Wall Street fear a government shutdown? Heres how stocks fared during past closures MarketWatch
Apr-25-17 08:47AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : April 25, 2017 Capital Cube
Apr-12-17 05:32AM  WSJ Wealth Adviser Briefing: LPL No Longer Claims to Be 'Conflict Free' The Wall Street Journal
Apr-11-17 08:35PM  [$$] 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
08:36AM  4 Reasons to Add Raymond James (RJF) Stock to Your Portfolio
Mar-01-17 09:00AM  LPL Financial Provides Update on Fourth Quarter 2016 Advisor Recruiting GlobeNewswire
Feb-28-17 09:00AM  LPL Financial and Its Advisors Rank First in Customer Loyalty in New Study by Cogent Reports GlobeNewswire
Feb-27-17 08:00AM  The Fiduciary Rule Needs To Benefit Brokers And Savers at Forbes
Feb-24-17 04:11PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits
04:05PM  LPL Financial Announces Proposed Leverage-Neutral Debt Refinancing GlobeNewswire
10:14AM  Top Ranked Income Stocks to Buy for February 24th
Feb-23-17 09:01AM  Looking for Value? Why It Might Be Time to Try LPL Financial Holdings (LPLA)
Feb-21-17 05:47PM  Meridian Growth Fund 4th Quarter Commentary
Feb-17-17 07:18AM  LPL Financial (LPLA) Reports Improved Data for January
Feb-16-17 04:05PM  LPL Financial Reports Monthly Activity for January 2017 GlobeNewswire
08:20AM  TD Ameritrade (AMTD) Displays Solid Trading: Time to Hold?
Feb-14-17 12:44PM  Heres what inflation means for your Valentines Day gifts at MarketWatch
12:36PM  LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: 2016 By the Numbers : February 14, 2017
Feb-13-17 09:29AM  LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: Q4, 2016 By the Numbers : February 13, 2017
Feb-09-17 08:13PM  LPL Financial 4th-qtr profit surges despite regulatory uncertainty Reuters
07:21PM  LPL Financial beats Street 4Q forecasts
06:45PM  [$$] LPL Financial Profit Surges as Fiduciary-Rule Preparation Continues at The Wall Street Journal
05:17PM  Independent brokerage LPL Financial's profits jump on client fees
04:18PM  Brokerage LPL Financial's profit jumps 56 pct
04:07PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Results of Operations and Financial Condition
04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2016 Results GlobeNewswire
07:07AM  Q4 2016 LPL Financial Holdings Inc Earnings Release - After Market Close
Feb-02-17 06:24AM  Will Intercontinental Exchange's (ICE) Q4 Earnings Beat?
Feb-01-17 08:55AM  GoPro (GPRO) Q4 Earnings: Disappointment in the Cards?
Jan-31-17 10:42AM  Aaron Puckett Of Puckett & Sturgill Financial Group Recognized As A Top Financial Advisor By LPL Financial PR Newswire
Jan-30-17 03:10PM  Galvins office wins $3.7M settlement from LPL in fraud case at bizjournals.com
10:39AM  Massachusetts orders LPL to pay $3.7 mln in relief for older investors Reuters
09:11AM  What's in Store for Ameriprise (AMP) in Q4 Earnings Report?
Jan-27-17 05:57PM  Two LPL Advisors located at Mountain America Credit Union Ranked in Top 100 Nationally Marketwired
Jan-25-17 10:51AM  Top Ranked Income Stocks to Buy for January 25th
Jan-20-17 08:41AM  This very silly metric suggests markets may struggle under Trump at MarketWatch
Jan-19-17 09:47AM  Top Ranked Income Stocks to Buy for January 19th
08:51AM  Why LPL Financial Holdings (LPLA) Could Be a Top Value Stock Pick
Jan-18-17 09:15AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : January 18, 2017
02:22AM  How long post-election rallies last after Inauguration Day in one S&P chart at MarketWatch
Jan-13-17 12:15PM  LPL Financial Holdings, Inc. : LPLA-US: Dividend Analysis : November 16th, 2016 (record date) : By the numbers : January 13, 2017
07:36AM  Will stocks sell off after Trump takes the oath? Heres what history shows at MarketWatch
Jan-12-17 01:00PM  Will stocks sell off after Trump takes the oath? Heres what history shows
Jan-10-17 07:27AM  LPL Financial upgraded by Goldman
Jan-09-17 04:22PM  Stock volatility last year could mean markets soar in 2017 at MarketWatch
Jan-05-17 07:52AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : January 5, 2017
Jan-04-17 04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2016 Earnings Release Date and Conference Call GlobeNewswire
Dec-30-16 11:46AM  What Does 2017 Have in Store? 3 Market Metrics That Will Tell You
Dec-23-16 04:07PM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers
Dec-22-16 01:04PM  LPL Financial Research Publishes Investment Outlook 2017 GlobeNewswire
07:19AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : December 22, 2016
Dec-21-16 03:29PM  FINRA fines Wells Fargo, others $14 million for records' changeable format Reuters
02:57PM  UPDATE 1-FINRA fines Wells Fargo, others $14 mln for records' changeable format Reuters
11:28AM  FINRA fines Wells Fargo, others $14 mln for records' changeable format Reuters
Dec-19-16 08:05AM  LPL Financial (LPLA) Reports Improved Results for November
Dec-15-16 04:05PM  LPL Financial Reports Monthly Activity for November 2016 GlobeNewswire
Dec-14-16 08:52AM  Why the Earnings Streak Will Continue for LPL Financial (LPLA)
Dec-13-16 02:16PM  Relax: Those rising bond yields aren't going to kill stocks just yet at CNBC
Dec-10-16 10:41AM  Hedge Funds Are Dumping LPL Financial Holdings Inc (LPLA) at Insider Monkey
Dec-08-16 07:25AM  New fintech VC firm Vestigo invests in Boston software maker at bizjournals.com -5.35%
Dec-06-16 02:01PM  Where Things Stand on the Fiduciary Rule: A Q&A at The Wall Street Journal -6.36%
09:52AM  A.M. Funds Roundup: Blackstone's $10B Foreclosure Bet; Muni Funds Sink; Time To Bet On BAC? at Barrons.com
Dec-05-16 04:00PM  MOVES-LPL Financial says CEO Casady to step down, names Arnold as successor
03:44PM  A hot investing startup wrote an open letter to Donald Trump, and is setting the stage for a battle on Wall Street
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The company's fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1968 and is based in Boston, Massachusetts.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
Casady Mark SDirectorFeb 22Option Exercise31.6058,6281,852,645189,585Feb 23 09:46 PM
White George BurtonMD, Investor & Invstmt SolutnsFeb 22Option Exercise27.4025,000685,00046,445Feb 23 09:54 PM
White George BurtonMD, Investor & Invstmt SolutnsFeb 22Sale40.1425,0001,003,47021,445Feb 23 09:54 PM
Casady Mark SDirectorFeb 22Sale40.4058,6282,368,624130,957Feb 23 09:46 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