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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E24.62 EPS (ttm)2.59 Insider Own0.60% Shs Outstand89.97M Perf Week2.60%
Market Cap5.74B Forward P/E12.32 EPS next Y5.18 Insider Trans-5.88% Shs Float89.54M Perf Month9.15%
Income238.90M PEG0.70 EPS next Q0.68 Inst Own93.10% Short Float1.29% Perf Quarter31.16%
Sales4.28B P/S1.34 EPS this Y22.30% Inst Trans0.52% Short Ratio1.46 Perf Half Y38.41%
Book/sh10.45 P/B6.11 EPS next Y27.44% ROA4.30% Target Price75.56 Perf Year58.08%
Cash/sh14.81 P/C4.31 EPS next 5Y35.36% ROE23.90% 52W Range37.38 - 64.82 Perf YTD11.74%
Dividend1.00 P/FCF83.01 EPS past 5Y7.30% ROI8.70% 52W High-1.50% Beta1.44
Dividend %1.57% Quick Ratio- Sales past 5Y3.10% Gross Margin98.70% 52W Low70.79% ATR1.85
Employees3397 Current Ratio- Sales Q/Q4.60% Oper. Margin9.80% RSI (14)61.27 Volatility2.03% 2.98%
OptionableYes Debt/Eq2.82 EPS Q/Q9.40% Profit Margin4.90% Rel Volume0.86 Prev Close64.66
ShortableYes LT Debt/Eq2.65 EarningsFeb 01 AMC Payout42.60% Avg Volume788.12K Price63.85
Recom2.40 SMA204.43% SMA508.40% SMA20029.22% Volume678,811 Change-1.25%
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
Jul-15-15Downgrade Susquehanna Positive → Neutral
Jun-05-15Resumed Goldman Neutral $46
Feb-17-18 07:37PM  Urogen Pharma Ltd (URGN) and CoStar Group Inc (CSGP) Are Among Wildcat Capitals Top Winning Picks Insider Monkey
Feb-16-18 07:44AM  [$$] Buying Alcoa, Broadcom, Target, Selling GE Barrons.com
Feb-15-18 08:30AM  LPL Financial Provides Update on Fourth Quarter 2017 Advisor Recruiting GlobeNewswire
Feb-14-18 10:47AM  Low Valentines Day inflation means everyone is a cheap date in 2018 MarketWatch
Feb-09-18 01:11PM  Webster Bank Offers Customers An Automated Digital Investment Platform PR Newswire
08:12AM  Wayne von Borstel Named to LPL Financial's Elite Executive Council PR Newswire
Feb-08-18 04:05PM  LPL Financial to Present at Credit Suisse 19th Annual Financial Services Forum GlobeNewswire
Feb-07-18 05:00PM  Jerome Powell Is Already One of the Most Disliked Fed Chairs Ever: Chart TheStreet.com
11:50AM  Jackson National Life closes Tampa investment firm office as broker-dealer shifts to a new owner American City Business Journals
08:00AM  7 Reasons Why the Stock Market Isn't Headed for a Nuclear Meltdown: LPL TheStreet.com
Feb-01-18 05:39PM  LPL Financial beats Street 4Q forecasts Associated Press
04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2017 Results GlobeNewswire
01:00PM  LPL Financial Holdings Inc. to Host Earnings Call ACCESSWIRE
Jan-24-18 03:48PM  LPL Advisors located at Mountain America Credit Union Ranked in Top 100 Nationally GlobeNewswire
10:31AM  Interactive Brokers Discounted Valuations after 4Q17 Results Market Realist
Jan-22-18 09:20AM  Update in Lawsuit for Investors in LPL Financial Holdings Inc. (NASDAQ: LPLA) Shares Announced by Shareholders Foundation ACCESSWIRE
Jan-19-18 08:10AM  Analysis: Positioning to Benefit within BioScrip, LPL Financial, Jagged Peak Energy, Standex International, FBL Financial Group, and Nathan's Famous Research Highlights Growth, Revenue, and Consolidated Results GlobeNewswire
Jan-16-18 04:04PM  Harwood Feffer LLP Announces Investigation of LPL Financial Holdings, Inc. Business Wire
Jan-12-18 07:31AM  What Analysts Suggest for Charles Schwab Market Realist
Jan-11-18 10:31AM  Whats behind Charles Schwabs Premium Valuations? Market Realist
09:01AM  How Does Charles Schwabs Balance Sheet Look? Market Realist
07:32AM  How Did Charles Schwabs November Metrics Look? Market Realist
Jan-10-18 10:34AM  Did Charles Schwabs Total Expenses Rise in 2017? Market Realist
09:06AM  How Charles Schwabs Expenses Trended in 2017 Market Realist
07:38AM  How Charles Schwabs Fees Trended in 2017 Market Realist
Jan-09-18 04:45PM  How Tax Reform Could Impact Charles Schwab Market Realist
03:10PM  Why Charles Schwabs Net Revenues Rose Market Realist
08:03AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Jan-05-18 06:44PM  Robbins Arroyo LLP Announces That Investors of LPL Financial Holdings Inc. (LPLA) Filed an Amended Complaint Business Wire
Jan-02-18 04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2017 Earnings Release Date and Conference Call GlobeNewswire
09:07AM  The Dow is coming off an annual gain of 25% heres what typically happens next MarketWatch
Dec-20-17 10:30AM  Interactive Brokers Group: What Are Analysts Views? Market Realist
09:38AM  LPL Financial Reports Improvement in November Activity Zacks
09:00AM  Understanding Interactive Brokers Groups Higher Valuation Market Realist
07:31AM  What Dividends Could Interactive Brokers Declare in 2018? Market Realist
Dec-19-17 04:05PM  LPL Financial Reports Monthly Activity for November 2017 GlobeNewswire
08:30AM  LPL Financial Welcomes Northwest Bank to Its Institution Services Platform GlobeNewswire
07:32AM  Interactive Brokers Commences Bitcoin Futures Trading Market Realist
Dec-18-17 08:30AM  LPL Financial Welcomes Additional Top Firms and Advisors From NPH GlobeNewswire
Dec-14-17 08:30AM  LPL Financial Welcomes Top Firms From NPH GlobeNewswire
Dec-12-17 08:30AM  LPL Financial Welcomes Zuk Financial Group GlobeNewswire
Dec-07-17 08:30AM  LPL Financial Welcomes Firms in the Planners Network GlobeNewswire
Dec-03-17 05:12PM  LPL Financial Vs. Raymond James: A Financials Pair Trade Benzinga
Nov-30-17 08:30AM  LPL Financial Welcomes Discovery Financial GlobeNewswire
Nov-29-17 03:00AM  Stocks To Watch: LPL Financial Sees Relative Strength Rating Rise To 83 Investor's Business Daily
Nov-27-17 12:12PM  LPL Research Publishes Investment Outlook 2018 GlobeNewswire
Nov-17-17 10:13AM  LPL Financial (LPLA) Comes Up With Mixed Results for October Zacks
Nov-16-17 04:05PM  LPL Financial Reports Monthly Activity for October 2017 GlobeNewswire
Nov-15-17 12:04PM  ETFs with exposure to LPL Financial Holdings, Inc. : November 15, 2017 Capital Cube
Nov-14-17 10:22AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : November 14, 2017 Capital Cube
Nov-13-17 10:47AM  LPL Financial Holdings, Inc. : LPLA-US: Dividend Analysis : November 09th, 2017 (record date) : By the numbers : November 13, 2017 Capital Cube
Nov-10-17 08:30AM  LPL Financial Provides Update on Third Quarter 2017 Advisor Recruiting GlobeNewswire
Nov-04-17 06:59AM  Should Income Investors Buy LPL Financial Holdings Inc (LPLA) Before Its Ex-Dividend? Simply Wall St.
Nov-03-17 12:18PM  ETFs with exposure to LPL Financial Holdings, Inc. : November 3, 2017 Capital Cube
Nov-02-17 09:53AM  LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: Q3, 2017 By the Numbers : November 2, 2017 Capital Cube
Nov-01-17 10:32AM  Analysts Ratings for TD Ameritrade Holding Market Realist
Oct-31-17 06:01PM  Edited Transcript of LPLA earnings conference call or presentation 26-Oct-17 9:00pm GMT Thomson Reuters StreetEvents
08:30AM  LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : LPLA-US : October 31, 2017 Capital Cube
07:53AM  This Halloween, These Are the 5 Scariest Threats to the Bull Market TheStreet.com
Oct-26-17 06:35PM  LPL Financial tops 3Q profit forecasts Associated Press
04:05PM  LPL Financial Announces Third Quarter 2017 Results GlobeNewswire
12:30PM  LPL Financial Holdings Inc. to Host Earnings Call ACCESSWIRE
Oct-19-17 02:55PM  LPC: JDA, Surgery Partners add flexibility for future without Libor Reuters
Oct-18-17 09:00AM  LPL Financial Names John Lynch Executive Vice President and Chief Investment Strategist GlobeNewswire
Oct-06-17 08:30AM  LPL Financial Announces Investor and Analyst Day GlobeNewswire
Oct-03-17 08:03AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Oct-02-17 04:05PM  LPL Financial Announces Third Quarter 2017 Earnings Release Date and Conference Call GlobeNewswire
Sep-27-17 09:26AM  LPL Financial Unit Reprices Senior Secured Credit Facility Zacks
Sep-21-17 05:00PM  LPL Financial Announces Completion of Senior Secured Debt Repricing GlobeNewswire
09:35AM  LPL Financial Reports Improvement in Activity for August Zacks
Sep-20-17 04:05PM  LPL Financial Reports Monthly Activity for August 2017 GlobeNewswire
05:53AM  We're officially in the 2nd-largest bull market since World War II Business Insider
Sep-19-17 05:18PM  We're officially in the second largest bull market since WWII Business Insider
Sep-12-17 11:19AM  Goldman Sachs (GS) Slashes Fees for its Smart-Beta Funds Zacks
08:06AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Sep-11-17 06:38PM  LPL Financial Holdings, Inc. : LPLA-US: Dividend Analysis : August 10th, 2017 (record date) : By the numbers : September 11, 2017 Capital Cube
10:00AM  Goldman Sachs (GS) to Expand Retail Banking, Moves to UK Zacks
Sep-07-17 05:00PM  LPL Financial Announces Pricing of Add-On Senior Unsecured Note Offering GlobeNewswire
09:48AM  4 Reasons Why PNC Financial (PNC) Stock is Worth a Buy Now Zacks
07:35AM  LPL Financial Announces Senior Secured Credit Facilities Repricing and Senior Unsecured Note Offering GlobeNewswire
Sep-06-17 05:12PM  MetLife Slashes Annuity Pay to Former Advisors Barrons.com
01:36PM  LPL Financial: Will They Stay or Will They Go Barrons.com
Sep-05-17 09:39AM  Citi (C) Aims Expansion of Australian Wealth Management Arm Zacks
09:35AM  5 Reasons to Bet on People's United (PBCT) Stock Right Now Zacks
Sep-02-17 08:06AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-31-17 08:06AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-30-17 08:01AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-29-17 08:30AM  LPL Financial and Stratos Wealth Partners Welcome Barton Spector Wealth Strategies GlobeNewswire
08:14AM  Why You Should Hold On To Texas Capital (TCBI) at Present Zacks
08:01AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-28-17 08:03AM  See what the IHS Markit Score report has to say about LPL Financial Holdings Inc. Markit
Aug-25-17 10:20AM  Synovus (SNV) Displays Organic Growth: Should You Hold? Zacks
Aug-22-17 09:36AM  T. Rowe Price (TROW) Displays Revenue Rise: Time to Hold? Zacks
09:31AM  4 Reasons Why Cohen & Steers (CNS) Stock is Worth a Buy Zacks
Aug-21-17 08:48AM  Why Lakeland Financial (LKFN) is an Attractive Pick Now Zacks
Aug-19-17 01:19PM  Are clean shares best for your retirement account? MarketWatch
Aug-17-17 03:16PM  5 Strong Buy Stocks Ignorning Volatility Zacks
11:36AM  Zacks.com featured highlights: AppFolio, FormFactor, LPL Financial Holdings and TriNet Group Zacks
10:08AM  Why Comerica (CMA) Should be Added to Your Portfolio Now? Zacks
Aug-16-17 06:05PM  ETFs with exposure to LPL Financial Holdings, Inc. : August 16, 2017 Capital Cube
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
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
RIEPE JAMES SDirectorJan 08Option Exercise27.804,500125,10071,221Jan 09 05:17 PM
Arnold Dan H.President & CEONov 15Option Exercise27.803,742104,028238,713Nov 17 04:41 PM
Arnold Dan H.President & CEONov 15Sale48.543,742181,637234,971Nov 17 04:41 PM
Arnold Dan H.President & CEOAug 23Option Exercise27.8017,985499,983234,971Aug 25 05:46 PM
Morrissey William P. Jr.Managing DirectorJun 02Option Exercise21.6032,150694,44049,691Jun 05 08:12 PM
Morrissey William P. Jr.Managing DirectorJun 02Sale39.3432,1501,264,78117,541Jun 05 08:12 PM
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