Index - P/E 27.22 EPS (ttm) 13.29 Insider Own 0.77% Shs Outstand 74.81M Perf Week 0.84%
Market Cap 27.09B Forward P/E 18.23 EPS next Y 19.84 Insider Trans -0.05% Shs Float 74.30M Perf Month 9.00%
Income 1.01B PEG 1.88 EPS next Q 3.96 Inst Own 96.47% Short Float 1.07% Perf Quarter 36.89%
Sales 11.52B P/S 2.35 EPS this Y 3.05% Inst Trans -1.42% Short Ratio 1.42 Perf Half Y 63.28%
Book/sh 37.05 P/B 9.77 EPS next Y 22.50% ROA 9.38% Short Interest 0.79M Perf Year 50.57%
Cash/sh 39.58 P/C 9.14 EPS next 5Y 14.46% ROE 41.36% 52W Range 187.19 - 366.00 Perf YTD 10.81%
Dividend Est. 1.20 (0.33%) P/FCF 177.35 EPS past 5Y 23.07% ROI 13.49% 52W High -1.15% Beta 0.87
Dividend TTM 1.20 (0.33%) Quick Ratio - Sales past 5Y 16.04% Gross Margin 33.72% 52W Low 93.28% ATR (14) 7.99
Dividend Ex-Date Nov 14, 2024 Current Ratio - EPS Y/Y TTM -10.17% Oper. Margin 14.72% RSI (14) 70.57 Volatility 2.10% 2.18%
Employees 8400 Debt/Eq 1.69 Sales Y/Y TTM 18.21% Profit Margin 8.73% Recom 1.53 Target Price 395.73
Option/Short Yes / Yes LT Debt/Eq 1.69 EPS Q/Q 16.46% Payout 8.76% Rel Volume 2.08 Prev Close 362.02
Sales Surprise 2.09% EPS Surprise 12.05% Sales Q/Q 23.23% Earnings Jan 30 AMC Avg Volume 558.62K Price 361.80
SMA20 5.18% SMA50 8.60% SMA200 33.05% Trades
Volume 1,162,389 Change -0.06%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-07-25 Upgrade JP Morgan
Neutral → Overweight
$288 → $397
Jan-06-25 Upgrade UBS
Neutral → Buy
$390
Dec-19-24 Upgrade TD Cowen
Hold → Buy
$277 → $413
Oct-09-24 Upgrade Wells Fargo
Equal Weight → Overweight
$235 → $285
Sep-12-24 Initiated Wells Fargo
Equal Weight
$235
Jul-30-24 Upgrade BofA Securities
Neutral → Buy
$268
Apr-09-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$254 → $315
Apr-04-24 Initiated Raymond James
Underperform
Jan-04-24 Initiated TD Cowen
Market Perform
$224
Dec-01-23 Initiated Redburn Atlantic
Neutral
$240
Sep-07-23 Initiated Barclays
Overweight
$275
Apr-03-23 Downgrade Credit Suisse
Outperform → Neutral
$245 → $205
Nov-30-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$281 → $239
Nov-17-22 Downgrade UBS
Buy → Neutral
Nov-01-22 Upgrade Credit Suisse
Neutral → Outperform
$315
Oct-19-22 Initiated Credit Suisse
Neutral
$262
Oct-12-22 Initiated Citigroup
Buy
$290
Apr-07-22 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$242
Dec-16-21 Initiated BofA Securities
Neutral
$184
Nov-02-21 Initiated Truist
Buy
$200
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(Thomson Reuters StreetEvents)
03:20AM
Oct-30-24 06:30PM
06:30PM
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Oct-29-24 03:36PM
(Investor's Business Daily)
09:15AM
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LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation's independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Arnold Dan H. Former Officer and Director Dec 19 '24 Proposed Sale 330.00 47,894 15,805,020 Dec 19 10:13 AM Arnold Dan H. Former Officer Dec 18 '24 Proposed Sale 330.00 100 33,000 Dec 18 04:07 PM Jambusaria Aneri Managing Director Dec 05 '24 Sale 331.94 305 101,242 3,920 Dec 09 05:11 PM Jambusaria Aneri Officer Dec 05 '24 Proposed Sale 331.94 305 101,242 Dec 05 05:05 PM Arnold Dan H. President & CEO Jun 14 '24 Option Exercise 39.48 10,000 394,800 148,285 Jun 18 04:13 PM Arnold Dan H. President & CEO Jun 14 '24 Sale 277.31 5,677 1,574,289 142,608 Jun 18 04:13 PM Sethi Kabir Managing Director Feb 26 '24 Sale 266.50 1,300 346,451 10,245 Feb 27 08:04 PM Gates Greg Managing Director Feb 26 '24 Sale 266.27 11,401 3,035,697 19,080 Feb 27 07:51 PM Enyedi Matthew Managing Director Feb 26 '24 Sale 263.00 2,400 631,200 10,495 Feb 27 07:42 PM Audette Matthew J CFO and Head of Business Ops Feb 26 '24 Sale 266.52 5,574 1,485,607 13,663 Feb 27 07:25 PM Arnold Dan H. President & CEO Feb 23 '24 Option Exercise 39.48 7,089 279,874 140,258 Feb 27 07:16 PM Arnold Dan H. President & CEO Feb 26 '24 Option Exercise 39.48 2,911 114,926 176,617 Feb 27 07:16 PM Arnold Dan H. President & CEO Feb 26 '24 Sale 266.54 34,807 9,277,539 141,810 Feb 27 07:16 PM Arnold Dan H. President & CEO Feb 23 '24 Sale 265.66 7,089 1,883,245 133,169 Feb 27 07:16 PM Enyedi Matthew Managing Director Feb 20 '24 Option Exercise 45.55 1,381 62,905 10,015 Feb 22 05:17 PM Enyedi Matthew Managing Director Feb 20 '24 Sale 256.94 1,381 354,834 8,634 Feb 22 05:17 PM Arnold Dan H. President & CEO Feb 20 '24 Option Exercise 39.48 10,000 394,800 147,044 Feb 22 05:06 PM Arnold Dan H. President & CEO Feb 20 '24 Sale 256.35 10,000 2,563,512 137,044 Feb 22 05:06 PM Audette Matthew J CFO and Head of Business Ops Feb 05 '24 Option Exercise 39.48 27,704 1,093,754 40,348 Feb 07 04:47 PM Audette Matthew J CFO and Head of Business Ops Feb 05 '24 Sale 248.55 27,704 6,885,746 12,644 Feb 07 04:47 PM
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