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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPL Financial Holdings Inc.
Index- P/E14.86 EPS (ttm)5.64 Insider Own0.90% Shs Outstand84.19M Perf Week-0.60%
Market Cap7.06B Forward P/E10.93 EPS next Y7.67 Insider Trans-21.53% Shs Float82.46M Perf Month3.69%
Income501.30M PEG0.84 EPS next Q1.76 Inst Own96.40% Short Float1.71% Perf Quarter11.29%
Sales5.32B P/S1.33 EPS this Y94.20% Inst Trans-0.34% Short Ratio2.16 Perf Half Y41.82%
Book/sh11.95 P/B7.01 EPS next Y7.52% ROA9.30% Target Price94.00 Perf Year20.40%
Cash/sh16.45 P/C5.09 EPS next 5Y17.65% ROE50.50% 52W Range52.03 - 86.09 Perf YTD37.20%
Dividend1.00 P/FCF17.12 EPS past 5Y23.10% ROI15.40% 52W High-4.90% Beta1.38
Dividend %1.19% Quick Ratio- Sales past 5Y4.60% Gross Margin98.80% 52W Low57.35% ATR1.92
Employees4267 Current Ratio- Sales Q/Q10.50% Oper. Margin15.10% RSI (14)49.15 Volatility1.83% 2.10%
OptionableYes Debt/Eq2.64 EPS Q/Q77.70% Profit Margin9.40% Rel Volume1.17 Prev Close83.80
ShortableYes LT Debt/Eq2.35 EarningsMay 02 AMC Payout17.30% Avg Volume654.28K Price81.87
Recom2.40 SMA20-2.00% SMA502.71% SMA20017.40% Volume762,749 Change-2.30%
May-08-19Downgrade Compass Point Buy → Neutral
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
Jun-17-19 07:42AM  Schwab (SCHW) Declines 3.2% as May Metrics Fall Sequentially Zacks
07:26AM  E*TRADE's (ETFC) May 2019 DARTs Increase 2% From April Zacks
Jun-14-19 12:53PM  Despite trade headlines and slowing growth, economy is strong: Strategist Yahoo Finance Video
Jun-13-19 09:33PM  Did Hedge Funds Drop The Ball On LPL Financial Holdings Inc (LPLA) ? Insider Monkey
09:17AM  LPL Financial Welcomes Salter Financial Group GlobeNewswire
Jun-11-19 09:00AM  LPL Financial and Good Life Companies Welcome J.R. Frenzel GlobeNewswire
Jun-10-19 04:05PM  LPL Financial Delivers Advisor Sleeve Empowering Advisors with Control and Efficiency GlobeNewswire
09:42AM  5 GARP Stocks for a Winning Portfolio Zacks
06:45AM  Bear of the Day: Franklin Financial Network (FSB) Zacks
Jun-05-19 09:30AM  Interactive Brokers (IBKR) Witnesses Increase in May DARTs Zacks
09:00AM  LPL Financial Welcomes Teton Wealth Management GlobeNewswire
May-31-19 02:25PM  LPL Financial Cuts Trading Fees on Some ETFs
08:33AM  Here's Why it is Wise to Hold on to Goldman (GS) Stock Now Zacks
May-30-19 09:00AM  LPL Financial and Credent Wealth Management Welcome Brian Davis and Brian Remson GlobeNewswire
08:55AM  Morgan Stanley (MS) Slashes Six Equity Business Jobs in Asia Zacks
08:00AM  LPL Financial Lowers ETF Pricing on RIA Platforms GlobeNewswire
May-28-19 03:28PM  Questions to Ask About LPLs New Employee Model
May-24-19 12:27PM  Trump Administration Pushes for Congress to Pass USMCA Yahoo Finance Video
May-23-19 12:04PM  LPL Picks Up $3 Billion Florida RIA
11:56AM  IBD 50 Stock And Financial Advisor Industry Leader LPL Financial Gaps Up And Tests Top Of Buy Range Investor's Business Daily
09:10AM featured highlights include: Cadence Design System, LPL Financial, CSX and U.S. Physical Therapy Zacks
08:23AM  E*TRADE (ETFC) Up 8.6% YTD: Will the Stock Rally Further? Zacks
06:31AM  Boston's LPL Financial to acquire Lakeland financial advisory firm American City Business Journals
May-22-19 12:30PM  LPL Financial Increases Outlook for 2019 Technology Investment to $150 Million GlobeNewswire
09:32AM  4 GARP Stocks to Scoop Up for Maximum Returns Zacks
07:15AM  LPL Financial (LPLA) Announces Deal to Buy Allen & Company Zacks
May-21-19 05:00PM  LPL Financial to Acquire Allen & Company GlobeNewswire
08:01AM  5 Reasons to Include Stifel Financial (SF) in Your Portfolio Zacks
May-17-19 07:41AM  LPL Financial's April Brokerage and Advisory Assets Increase Zacks
07:39AM  Goldman's (GS) Ratings and Outlook Reiterated by Moody's Zacks
May-16-19 04:05PM  LPL Financial Reports Monthly Activity for April 2019 GlobeNewswire
09:00AM  LPL Financial Welcomes Fee-Only Financial Advisor Peter Heilbron GlobeNewswire
May-15-19 04:05PM  LPL Financial to Hold Investor and Analyst Day on May 22 GlobeNewswire
09:00AM  LPL Financial Welcomes Michigan Retirement Advisors GlobeNewswire
07:42AM  E*TRADE's (ETFC) April 2019 DARTs Decrease 5% From March Zacks
07:28AM  Schwab (SCHW) Stock Jumps 1.6% as April Metrics Improve Zacks
May-13-19 09:45AM featured highlights include: Marcus, Casey???s, Columbia, Intuit and LPL Zacks
May-10-19 09:49AM  5 Dividend Growth Stocks to Beat Market Turmoil Zacks
May-09-19 09:00AM  LPL Financial Welcomes Graham Nelson GlobeNewswire
May-08-19 10:00AM  LPL Financial (LPLA) Is Up 13.74% in One Week: What You Should Know Zacks
09:31AM  4 GARP Stocks for a Winning Portfolio Zacks
08:45AM  Looking for a Growth Stock? 3 Reasons Why LPL Financial (LPLA) is a Solid Choice Zacks
May-07-19 09:10AM  Should Value Investors Buy LPL Financial (LPLA) Stock? Zacks
07:33AM  Raymond James to Expand Wealth Management Business in Canada Zacks
May-03-19 09:52PM  Edited Transcript of LPLA earnings conference call or presentation 2-May-19 9:00pm GMT Thomson Reuters StreetEvents +12.84%
01:39PM  Stock Indexes At Session Highs After Market Cheers Jobs Report Investor's Business Daily
03:24AM  LPL Financial Holdings (LPLA) Q1 2019 Earnings Call Transcript Motley Fool
May-02-19 04:05PM  LPL Financial Announces First Quarter 2019 Results GlobeNewswire
12:41PM  If You Had Bought LPL Financial Holdings (NASDAQ:LPLA) Shares Three Years Ago You'd Have Made 196% Simply Wall St.
09:00AM  LPL Financial Welcomes Bay Federal Credit Union GlobeNewswire
Apr-30-19 02:07PM  Advisers: Spring's a Great Time to Evaluate Your Practice
Apr-25-19 10:34AM  LPL Financial (LPLA) Earnings Expected to Grow: Should You Buy? Zacks
09:00AM  LPL Financial and Highpoint Planning Partners Welcome Pete Babilla GlobeNewswire
Apr-22-19 04:06PM  How LPL Financial Is Showing RIAs Love
Apr-16-19 09:00AM  New LPL Financial Exec Focused on Advisors and Supporting Relationships GlobeNewswire
Apr-15-19 09:00AM  LPL Financial Welcomes Steve Melen GlobeNewswire
Apr-11-19 04:10PM  Q1 Earnings Season: What To Expect Benzinga
02:58PM  This Wealth Management, Retirement Planning Stock Builds A Base Investor's Business Daily
09:00AM  LPL Financial Welcomes O&R Partners GlobeNewswire
Apr-08-19 09:10AM  Is LPL Financial (LPLA) Stock Undervalued Right Now? Zacks
Apr-05-19 10:09AM  4 Reasons That Make Preferred Bank (PFBC) Stock a Solid Bet Zacks
Apr-04-19 10:41AM featured highlights include: Cadence Design, LPL, Charles and Automatic Data Zacks
09:35AM  Here's Why You Should Buy Raymond James (RJF) Stock Now Zacks
09:00AM  Wayne von Borstel Qualifies for LPL Financial's Elite Executive Council PR Newswire
Apr-03-19 09:19AM  4 GARP Stocks for a Winning Portfolio Zacks
08:22AM  Have Insiders Been Selling LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares? Simply Wall St.
Apr-02-19 10:03AM  Interactive Brokers (IBKR) March DARTs Improve Sequentially Zacks
09:00AM  LPL Financial and Good Life Financial Advisors Welcome Firenze Wealth Management GlobeNewswire
Apr-01-19 04:05PM  LPL Financial Announces First Quarter 2019 Earnings Release Date and Conference Call GlobeNewswire
09:00AM  LPL Financial Announces Nomination of Corey Thomas as New Independent Director GlobeNewswire
Mar-28-19 09:56AM  Here's Why You Should Hold East West Bancorp (EWBC) Stock Zacks
09:00AM  LPL Financial Welcomes Seacoast Financial Network GlobeNewswire
Mar-26-19 11:34AM featured highlights include: Columbia Sportswear, Robert Half, Caseys, LPL and SS&C Zacks
08:13AM  BlackRock & Varde Plan to Buy Bad Loans of Banca Carige Zacks
08:02AM  Here's Why it is Wise to Buy Moelis & Company (MC) Stock Now Zacks
Mar-25-19 10:02AM  6 Excellent Dividend Growth Stocks to Buy Now Zacks
Mar-22-19 08:39AM  LPL Financial (LPLA) Reports Y/Y Rise in February Metrics Zacks -7.52%
Mar-21-19 04:05PM  LPL Financial Reports Monthly Activity for February 2019 GlobeNewswire
09:10AM  Are Investors Undervaluing LPL Financial (LPLA) Right Now? Zacks
09:00AM  LPL Financial and Gateway Financial Partners Welcome Kevin Carroll and Sam Shehu GlobeNewswire
Mar-19-19 12:20PM featured highlights include: Restoration Hardware, LPL Financial, Cadence, Oshkosh and TD Ameritrade Zacks
11:52AM  5 Reasons Why You Should Invest in Schwab (SCHW) Stock Now Zacks
Mar-18-19 05:07PM  LPLs Recruiting Price Tag
11:09AM  Morgan Stanley (MS) Inks Deal With FinTech Firm iCapital Zacks
10:17AM  7 GARP Stocks to Scoop Up for Maximum Returns Zacks
Mar-17-19 09:00AM  After comeback, the stock market is aligned with a historical pattern with perfect track record CNBC
Mar-15-19 03:02PM  Schwab Stock Up 2% as February Metrics Show Improvement Zacks
09:00AM  LPL Financial Congratulates Bleakley Financial Group on Welcoming Financial Advisors John Mara, Shaun Feldeisen GlobeNewswire
Mar-14-19 09:00AM  LPL Financial and Triad Financial Strategies Welcome Lincoln Kopetski and Joe Cilley GlobeNewswire
Mar-13-19 08:25AM  E*TRADE's (ETFC) February DARTs & New Brokerage Assets Rise Zacks
Mar-11-19 10:53PM  [$$] Firms to Pay $125 Million to Clients Over Fee-Disclosure Practices The Wall Street Journal
07:03PM  [$$] Firms to Pay $125 Million to Clients Over Fee-Disclosure Practices The Wall Street Journal
Mar-06-19 01:00PM  ETFs Drive 2019 Bull Market: Fund & Stock Plays Zacks
Mar-04-19 03:45PM  Stocks To Watch: LPL Financial Holds Gains Bullishly After Breakout Investor's Business Daily
02:25PM  Is It Too Late To Consider Buying LPL Financial Holdings Inc. (NASDAQ:LPLA)? Simply Wall St.
09:59AM featured highlights include: Oshkosh, Cadence, Restoration Hardware, Intuit and LPL Zacks
09:00AM  LPL Financial Welcomes Beacon Wealth Management GlobeNewswire
07:14AM  Interactive Brokers (IBKR) Records Decline in February DARTs Zacks
Mar-01-19 01:34PM  The market's two-month hot start to 2019 could mean more gains ahead, history shows CNBC
09:11AM  5 GARP Stocks for a Winning Portfolio Zacks
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. 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
Oroschakoff MichelleManaging DirectorMay 28Option Exercise36.886,000221,28015,563May 30 05:20 PM
Oroschakoff MichelleManaging DirectorMay 28Sale84.516,000507,0609,563May 30 05:20 PM
Calder TracyManaging DirectorMay 08Sale84.2550042,1259,589May 10 04:52 PM
Arnold Dan H.President & CEOMay 03Option Exercise32.261,22239,422230,068May 07 05:55 PM
Arnold Dan H.President & CEOMay 03Sale85.001,222103,870228,846May 07 05:55 PM
Gooley ThomasManaging DirectorMar 14Option Exercise31.5525,392801,04242,685Mar 15 08:40 PM
Oroschakoff MichelleManaging DirectorMar 14Sale73.811,21489,6059,563Mar 15 09:00 PM
Gooley ThomasManaging DirectorMar 14Sale74.0625,3921,880,53217,293Mar 15 08:40 PM
Arnold Dan H.President & CEOFeb 26Option Exercise32.266,198199,947235,959Feb 26 09:24 PM
Oroschakoff MichelleManaging DirectorFeb 26Option Exercise36.886,000221,28022,370Feb 26 09:44 PM
Calder TracyManaging DirectorFeb 26Sale77.3410,747831,17310,462Feb 26 09:31 PM
Arnold Dan H.President & CEOFeb 26Sale77.347,113550,119228,846Feb 26 09:24 PM
Oroschakoff MichelleManaging DirectorFeb 26Sale77.1111,593893,93610,777Feb 26 09:44 PM
Kalbaugh John AndrewManaging DirectorFeb 11Option Exercise22.0840,000883,20062,691Feb 13 06:12 PM
Kalbaugh John AndrewManaging DirectorFeb 11Sale76.9440,0003,077,60022,691Feb 13 06:12 PM
Gooley ThomasManaging DirectorFeb 04Option Exercise35.9643,4401,562,00164,732Feb 06 05:53 PM
Gooley ThomasManaging DirectorFeb 04Sale74.8343,4403,250,52121,292Feb 06 05:53 PM
Arnold Dan H.President & CEOJan 16Option Exercise34.6136,7741,272,748269,761Jan 18 06:05 PM
Arnold Dan H.President & CEOJan 16Sale70.0036,7742,574,180232,987Jan 18 06:05 PM
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
Gooley ThomasManaging DirectorDec 12Option Exercise19.8529,876593,03951,168Dec 14 08:00 PM
RIEPE JAMES SDirectorDec 12Option Exercise20.2713,500273,60096,442Dec 14 08:07 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