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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E18.47 EPS (ttm)2.13 Insider Own1.00% Shs Outstand90.07M Perf Week-2.26%
Market Cap3.55B Forward P/E15.28 EPS next Y2.58 Insider Trans-65.11% Shs Float88.88M Perf Month-0.29%
Income191.90M PEG1.39 EPS next Q0.52 Inst Own95.30% Short Float1.43% Perf Quarter11.30%
Sales4.05B P/S0.88 EPS this Y22.30% Inst Trans-11.50% Short Ratio1.57 Perf Half Y31.29%
Book/sh9.20 P/B4.28 EPS next Y14.68% ROA4.10% Target Price40.89 Perf Year67.63%
Cash/sh16.83 P/C2.34 EPS next 5Y13.25% ROE24.90% 52W Range20.05 - 42.58 Perf YTD12.63%
Dividend1.00 P/FCF61.08 EPS past 5Y7.30% ROI8.70% 52W High-7.47% Beta1.79
Dividend %2.54% Quick Ratio- Sales past 5Y3.10% Gross Margin98.70% 52W Low96.51% ATR0.96
Employees3320 Current Ratio- Sales Q/Q-1.30% Oper. Margin9.70% RSI (14)48.12 Volatility2.94% 2.30%
OptionableYes Debt/Eq3.02 EPS Q/Q63.20% Profit Margin4.70% Rel Volume0.70 Prev Close39.39
ShortableYes LT Debt/Eq2.78 EarningsFeb 09 AMC Payout46.40% Avg Volume810.26K Price39.40
Recom3.10 SMA20-0.40% SMA500.14% SMA20021.77% Volume570,875 Change0.03%
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
Mar-23-17 08:13AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : March 23, 2017
Mar-20-17 09:51AM  Goldman Sachs: Time To Buy LPL Financial Holdings at 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
10:49AM  LPL CEO to step down from company next month at bizjournals.com
10:30AM  LPL Financial CEO to retire in the new year at bizjournals.com
09:21AM  LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers, Regulation FD Disclosure,
09:10AM  LPL Announces Leadership Transition GlobeNewswire
12:13AM  The New Retirement-Advice Rule: Where Things Stand at The Wall Street Journal
Dec-01-16 10:59AM  Mass. regulator charges adviser, LPL Financial for sales to retirees Reuters
Nov-30-16 05:34PM  CME Teams up with Royal Mint to Trade Gold Using Blockchain
03:48PM  LPL Financial dedicates 1,400-employee campus in Fort Mill (PHOTOS) at bizjournals.com
Nov-29-16 04:14PM  Bank of Americas stock rally is far from over, analysts say at MarketWatch
11:00AM  LPL Financial Welcomes Integrated Financial Partners GlobeNewswire
Nov-22-16 12:01AM  Charles Schwab-LPL Deal Unlikely at Barrons.com
Nov-21-16 12:40PM  KCG Holdings (KCG) Looks Good: Stock Adds 6.9% in Session
12:22PM  Momentum Continues As Private Advisor Group Adds Another Million Dollar Producer To Its Network PR Newswire
08:18AM  LPL Financial (LPLA) Reports Mixed Results for October
Nov-20-16 08:00PM  Trump win won't change LPL's pay overhaul, CEO says at bizjournals.com
Nov-18-16 01:17PM  Nice Ltd (ADR) (NICE), Apollo Global Management LLC (APO) & More: Should You Follow HMI Capital Into Its Stock Picks? at Insider Monkey
11:17AM  Will Schwab Buy LPL Financial? at Barrons.com
Nov-17-16 04:05PM  LPL Financial Reports Monthly Activity for October 2016 GlobeNewswire
09:40AM  Schwab Reportedly Among LPL Financial's Suitors at Investopedia
09:00AM  LPL Financial Provides Update on Third Quarter 2016 Advisor Recruiting GlobeNewswire
Nov-15-16 10:13AM  Top Ranked Income Stocks to Buy for November 15th
Nov-12-16 12:11AM  [$$] For Brokerages, Regulatory Relief Rally Isnt Their Reality at The Wall Street Journal
Nov-11-16 07:41PM  [$$] For Brokerages, Regulatory Relief Rally Isn't Their Reality at The Wall Street Journal
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