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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPL Financial Holdings Inc.
Index- P/E17.03 EPS (ttm)4.09 Insider Own0.80% Shs Outstand86.84M Perf Week5.48%
Market Cap6.05B Forward P/E11.30 EPS next Y6.17 Insider Trans-12.63% Shs Float83.99M Perf Month19.77%
Income374.50M PEG0.46 EPS next Q1.36 Inst Own95.10% Short Float1.33% Perf Quarter15.25%
Sales4.99B P/S1.21 EPS this Y17.10% Inst Trans0.13% Short Ratio1.42 Perf Half Y-0.46%
Book/sh11.20 P/B6.22 EPS next Y18.51% ROA7.20% Target Price77.25 Perf Year16.99%
Cash/sh15.37 P/C4.53 EPS next 5Y36.87% ROE38.70% 52W Range52.03 - 73.28 Perf YTD14.06%
Dividend1.00 P/FCF19.88 EPS past 5Y12.80% ROI9.30% 52W High-4.93% Beta1.54
Dividend %1.44% Quick Ratio- Sales past 5Y3.20% Gross Margin98.70% 52W Low33.90% ATR1.98
Employees3947 Current Ratio- Sales Q/Q25.10% Oper. Margin12.70% RSI (14)73.14 Volatility2.61% 3.20%
OptionableYes Debt/Eq2.73 EPS Q/Q88.20% Profit Margin7.70% Rel Volume0.77 Prev Close69.53
ShortableYes LT Debt/Eq2.53 EarningsJan 31 AMC Payout23.20% Avg Volume788.35K Price69.67
Recom2.20 SMA2012.01% SMA5012.13% SMA2008.25% Volume605,398 Change0.20%
May-16-18Downgrade Goldman Buy → Neutral
Apr-10-18Initiated Bernstein Outperform
Feb-05-18Reiterated Citigroup Buy $80 → $90
Jan-03-18Upgrade Morgan Stanley Underweight → Equal-Weight
Dec-01-17Initiated Credit Suisse Outperform $68
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
Jan-17-19 12:27PM  Genstar Kicks Tires at Advisor Group
09:00AM  LPL Financial Welcomes CKW Wealth Management GlobeNewswire
Jan-14-19 10:41AM  Here's how Goldman Sachs is playing earnings season: Buy Netflix, Sell Tesla CNBC
09:00AM  LPL Financial Welcomes Baraboo State Bank GlobeNewswire
Jan-11-19 05:59PM  Glancy Prongay & Murray LLP Commences Investigation On Behalf Of LPL Financial Holdings Inc. Investors (LPLA) GlobeNewswire
12:58PM  What Should Investors Know About The Future Of LPL Financial Holdings Inc.s (NASDAQ:LPLA)? Simply Wall St.
Jan-10-19 12:00PM  LPL Financial Welcomes Harbor Financial Group GlobeNewswire
Jan-03-19 04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2018 Earnings Release Date and Conference Call GlobeNewswire
12:00PM  LPL Financial Welcomes Power Financial Credit Union GlobeNewswire
Dec-28-18 02:40PM  Weeks Best: Wells Fargo Eyes New Funds, LPLs Wirehouse Push
Dec-26-18 05:55PM  Can LPL Financials Wirehouse Push Succeed?
Dec-23-18 09:32AM  4 Key Areas Of The Market To Watch In 2019 Benzinga
Dec-21-18 08:36AM  LPLs Dan Arnold: Tech Will Fuel Our Growth
Dec-20-18 09:35PM  LPL CEO Dan Arnold: Tech Will Fuel Our Growth
09:00AM  LPL Financial Welcomes Stofan Agazzi Investments GlobeNewswire
Dec-18-18 09:00AM  LPL Financial Welcomes Wellesley Financial Partners GlobeNewswire
07:25AM  Regions Financial on Track to Save Costs, Fee Income a Woe (Revised) Zacks
07:08AM  LPL Financial (LPLA) Reports Increase in November Metrics Zacks
Dec-17-18 04:05PM  LPL Financial Reports Monthly Activity for November 2018 GlobeNewswire
02:57PM  Federal reserve in focus as possibility of rate hike looms Yahoo Finance Video
09:00AM  Lpl Financial Research Publishes Investment Outlook 2019 GlobeNewswire
08:20AM  Schwab's (SCHW) November Metrics Up on Higher Client Assets Zacks
08:01AM  E*TRADE's (ETFC) November DARTs Decrease 9% From October Zacks
Dec-14-18 06:00AM  A Government Shutdown Might Happen. The Stock Market Wont Care.
Dec-13-18 09:00AM  LPL Financial Welcomes Athens Federal Community Bank GlobeNewswire
Dec-12-18 09:00AM  LPL Financial Welcomes John Marshall & Associates Investment Center GlobeNewswire
Dec-11-18 12:23PM  LPL Financial Holdings Inc. (NASDAQ:LPLA) Is Trading 24.38% Below Its True Value Simply Wall St.
Dec-10-18 08:30AM  New Research Coverage Highlights LPL Financial, Under Armour, Washington Prime Group, TRI Pointe Group, Trinity Industries, and Ryder System Consolidated Revenues, Company Growth, and Expectations for 2018 GlobeNewswire
12:45AM  LPL Financial Holdings Inc (LPLA)Hedge Funds Are Snapping Up Insider Monkey
Dec-06-18 09:00AM  LPL Financial Welcomes Five Advisors To Existing Firm Gladstone Advisors GlobeNewswire
Dec-04-18 12:31PM  LPL Shells out $28 Million in Tech Race -7.22%
09:00AM  LPL Financial Welcomes Retirement & Investment Group GlobeNewswire
08:18AM  LPL Financial (LPLA) Completes AdvisoryWorld Buyout for $28M Zacks
Dec-03-18 04:05PM  AdvisoryWorld Acquired by LPL Financial GlobeNewswire
04:04PM  LPL Financial Announces the Acquisition of AdvisoryWorld GlobeNewswire
Nov-28-18 09:00AM  LPL Financial Welcomes Investment Program of Carolinas-Based Founders Federal Credit Union GlobeNewswire
08:30AM  LPL Financial Presenting at Goldman Sachs US Financial Services Conference 2018 GlobeNewswire
Nov-21-18 09:00AM  LPL Financial Welcomes Mayco Financial Services GlobeNewswire
Nov-20-18 08:02AM  LPL Financial (LPLA) Reports Decline in October Metrics Zacks
Nov-19-18 04:05PM  LPL Financial Reports Monthly Activity for October 2018 GlobeNewswire
Nov-15-18 09:00AM  LPL Financial and Ford Financial Group Welcome Steven Jolly GlobeNewswire
Nov-14-18 09:00AM  LPL Financial Welcomes Levy, Daniel and McGee Wealth Management GlobeNewswire
Nov-12-18 01:34PM  LPL Starts Apprenticeship Program For Soldiers
09:00AM  LPL Financial Partners With Military to Provide Career Opportunities for Veterans GlobeNewswire
Nov-08-18 09:00AM  LPL Financial Welcomes Financial Advisor Mary Pascarella GlobeNewswire
Nov-07-18 08:25AM  Stocks Will Surge After Midterm Elections (If History Is Any Guide)
Nov-06-18 04:20PM  Will we see a bull market after the midterms? Fox Business Videos
09:00AM  LPL Financial Welcomes Infinity Financial Partners GlobeNewswire
Nov-02-18 10:28AM  LPL Financial Holdings Inc (NASDAQ:LPLA): Ex-Dividend Is In 4 Days Simply Wall St.
Nov-01-18 09:00AM  LPL Financial and Good Life Financial Advisors Welcome Arrow & Bow Wealth Advisors GlobeNewswire
07:25AM  Recent Analysis Shows Phillips 66 Partners LP, Reliance Steel & Aluminum, Universal Health Realty Income Trust, Altria Group, LPL Financial, and Universal Health Services Market Influences Renewed Outlook, Key Drivers of Growth GlobeNewswire
Oct-30-18 12:48PM  The market's future lies in whichever party wins in midte... CNBC Videos
09:00AM  LPL Financial Welcomes Seattle First Asset Management GlobeNewswire
Oct-29-18 02:38PM  Signs LPLs Recruiting Strategy Is Paying Off
10:04AM  Edited Transcript of LPLA earnings conference call or presentation 25-Oct-18 9:00pm GMT Thomson Reuters StreetEvents
Oct-26-18 07:30AM  LPL Financial (LPLA) Misses Q3 Earnings Estimates Zacks
05:06AM  LPL Financial: 3Q Earnings Snapshot Associated Press
Oct-25-18 04:05PM  LPL Financial Announces Third Quarter 2018 Results GlobeNewswire
Oct-24-18 09:00AM  LPL Financial Welcomes Brennan Asset Management Group GlobeNewswire
Oct-23-18 04:18PM  LPL Scraps Controversial Recruiting Policy
09:00AM  LPL Financial Welcomes Beltz Ianni & Associates GlobeNewswire
Oct-19-18 05:09PM  Ryan Detrick on the Markets Yahoo Finance Video
Oct-18-18 01:12PM  Insurers Move Raises Top Broker-Dealers Ire
09:00AM  LPL Financial Welcomes Premier Investments of Iowa, Inc. GlobeNewswire
Oct-16-18 11:06AM  Craig Smith Holds Rare Chartered Financial Analyst® Designation Among Financial Advisors PR Newswire
09:00AM  LPL Financial Welcomes Winebrenner Financial Services GlobeNewswire
Oct-15-18 01:13PM  Is LPL Financial Holdings Inc (NASDAQ:LPLA) Attractive At This PE Ratio? Simply Wall St.
Oct-11-18 09:00AM  LPL Financial Welcomes Gulf Coast Wealth Advisors GlobeNewswire
Oct-09-18 10:15AM  LPL Financial Sponsors Emerging Advisors to Attend Annual Women Advisors Leaders Forum GlobeNewswire
Oct-03-18 10:31AM  New Strong Buy Stocks for October 3rd Zacks
09:00AM  LPL Financial Welcomes BMG Advisors GlobeNewswire
Oct-02-18 01:15PM  News Roundup: Suitability Rule, LPL, Dynasty, ESG
09:00AM  LPL Financial Announces Members of Inaugural Advisor Inclusion Council GlobeNewswire
Oct-01-18 04:05PM  LPL Financial Announces Third Quarter 2018 Earnings Release Date and Conference Call GlobeNewswire
09:00AM  LPL Financial Launches Independent Advisor Institute GlobeNewswire
Sep-28-18 09:46AM  Goldman Sachs (GS) Unveils Online Retail Bank Marcus in UK Zacks
Sep-26-18 09:00AM  LPL Financial Welcomes Recruiting Executive to Enhance the Sales Experience GlobeNewswire
Sep-25-18 09:00AM  LPL Research Podcast Series Available on iTunes GlobeNewswire
Sep-24-18 03:35PM  LPL Warns Advisors About Private Equity
09:58AM  LPL Financial Welcomes All-Woman Team, The Financial Planning Department, Inc. GlobeNewswire
Sep-21-18 07:45AM  LPL Financial (LPLA) Reports Improvement in August Metrics Zacks
Sep-20-18 04:05PM  LPL Financial Reports Monthly Activity for August 2018 GlobeNewswire
Sep-18-18 05:37PM  LPL Financial Loses Another Seasoned Recruiter
Sep-17-18 09:00AM  LPL Financial Welcomes Multop Financial GlobeNewswire
Sep-13-18 09:00AM  LPL Financial Welcomes Moore Financial Services GlobeNewswire
Sep-11-18 09:00AM  Seven Advisors Join Growing LPL Financial Firm Genesis Wealth Management GlobeNewswire
Aug-29-18 05:49PM  7 Stocks George Soros Continues to Buy
Aug-23-18 07:00AM  Fintech VC firm Vestigo closes on first-ever fund American City Business Journals
Aug-22-18 08:57AM  LPL Financial (LPLA) Reports Improvement in July Metrics Zacks
Aug-21-18 04:05PM  LPL Financial Reports Monthly Activity for July 2018 GlobeNewswire
Aug-17-18 07:24AM  4 Reasons Why LPL Financial (LPLA) is an Attractive Pick Now Zacks
Aug-16-18 08:07AM  Ward Keever Recognized As One Of LPL Financial's Top Financial Advisors PR Newswire
Aug-09-18 07:44PM  Corrections & Amplifications The Wall Street Journal
06:51PM  Corrections & Amplifications The Wall Street Journal
Aug-08-18 06:00AM  Galvin floats tougher standard for Mass. broker-dealers American City Business Journals
Aug-04-18 12:01AM  How Brokers Make More On Your Cash Than You Do The Wall Street Journal
Aug-03-18 08:40PM  [$$] How Brokers Make More On Your Cash Than You Do The Wall Street Journal
12:19PM  How Your Brokers Can Make 10 Times More on Your Cash Than You Do The Wall Street Journal
11:22AM  How Your Brokers Can Make 10 Times More on Your Cash Than You Do The Wall Street Journal
Jul-27-18 01:13PM  Edited Transcript of LPLA earnings conference call or presentation 26-Jul-18 9:00pm GMT Thomson Reuters StreetEvents
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and 529 education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides fee-based advisory platforms that 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 solutions for commission- and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services. It offers its services to approximately 15,000 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
White George BurtonManaging DirectorJan 10Option Exercise22.2326,892597,76550,581Jan 11 08:23 PM
White George BurtonManaging DirectorJan 10Sale66.0023,8921,576,87226,689Jan 11 08:23 PM
RIEPE JAMES SDirectorDec 12Option Exercise20.2713,500273,60096,442Dec 14 08:07 PM
Gooley ThomasManaging DirectorDec 12Option Exercise19.8529,876593,03951,168Dec 14 08:00 PM
Gooley ThomasManaging DirectorDec 12Sale60.7229,8761,814,07121,292Dec 14 08:00 PM
RIEPE JAMES SDirectorDec 12Sale60.694,517274,13791,925Dec 14 08:07 PM
Oroschakoff MichelleManaging DirectorNov 27Option Exercise36.886,000221,28019,811Nov 28 08:35 PM
Oroschakoff MichelleManaging DirectorNov 27Sale63.006,000378,00013,811Nov 28 08:35 PM
White George BurtonManaging DirectorNov 08Option Exercise22.0826,108576,46550,582Nov 13 05:16 PM
White George BurtonManaging DirectorNov 08Sale66.0023,8931,576,93826,689Nov 13 05:16 PM
Larsen Sallie R.Managing DirectorSep 28Sale64.4025016,10017,832Oct 02 05:50 PM
Oroschakoff MichelleManaging DirectorAug 27Option Exercise36.886,000221,28019,811Aug 27 06:05 PM
Oroschakoff MichelleManaging DirectorAug 27Sale67.116,000402,66013,811Aug 27 06:05 PM
Arnold Dan H.President & CEOAug 01Option Exercise25.1413,226332,452239,761Aug 03 05:30 PM
Arnold Dan H.President & CEOAug 01Sale66.906,000401,400233,761Aug 03 05:30 PM
Kalbaugh John AndrewManaging DirectorJun 14Sale70.201,627114,21522,691Jun 15 06:12 PM
Oroschakoff MichelleManaging DirectorMay 11Sale69.586,050420,95913,811May 15 05:51 PM
Calder TracyManaging DirectorMay 07Sale64.547,388476,82220,256May 09 05:40 PM
Kalbaugh John AndrewManaging DirectorMar 14Sale64.761,39890,53424,318Mar 15 09:54 PM
White George BurtonManaging DirectorMar 13Option Exercise18.0425,000451,00050,505Mar 15 09:51 PM
White George BurtonManaging DirectorMar 13Sale65.4225,0001,635,39025,505Mar 15 09:51 PM
Arnold Dan H.President & CEOMar 07Option Exercise22.0810,000220,800239,761Mar 08 07:05 PM
Kalbaugh John AndrewManaging DirectorMar 07Sale63.162,397151,39525,716Mar 08 07:24 PM
Arnold Dan H.President & CEOMar 07Sale63.4611,206711,159229,761Mar 08 07:05 PM
Hellman MarcoDirectorMar 06Sale63.6329,3001,864,359492,390Mar 08 07:14 PM
RIEPE JAMES SDirectorMar 02Option Exercise26.1513,500353,07084,721Mar 02 05:44 PM
RIEPE JAMES SDirectorMar 02Sale62.775,632353,52179,089Mar 02 05:44 PM
Hellman MarcoDirectorFeb 28Sale66.0010,886718,476521,690Mar 02 05:40 PM
Hellman MarcoDirectorFeb 27Sale66.22159,81410,582,883532,576Feb 28 06:23 PM
Kalbaugh John AndrewManaging DirectorFeb 26Sale65.202,764180,21328,113Feb 27 07:56 PM
Arnold Dan H.President & CEOFeb 26Sale65.204,004261,061230,967Feb 27 07:28 PM
Hellman MarcoDirectorFeb 26Sale66.0047,9203,162,720692,390Feb 28 06:23 PM
Hellman MarcoDirectorFeb 22Sale62.121,150,00071,438,000740,310Feb 26 05:36 PM
Kalbaugh John AndrewManaging DirectorFeb 05Option Exercise27.1710,000271,70038,050Feb 07 05:50 PM
Morrissey William P. Jr.Managing DirectorFeb 05Option Exercise27.8020,000556,00037,541Feb 07 05:59 PM
Kalbaugh John AndrewManaging DirectorFeb 05Sale62.6110,000626,06828,050Feb 07 05:50 PM
Morrissey William P. Jr.Managing DirectorFeb 05Sale62.7420,0001,254,82317,541Feb 07 05:59 PM