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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E12.39 EPS (ttm)6.06 Insider Own0.90% Shs Outstand83.25M Perf Week6.20%
Market Cap6.25B Forward P/E9.94 EPS next Y7.55 Insider Trans-9.79% Shs Float81.41M Perf Month-14.14%
Income528.70M PEG0.62 EPS next Q1.64 Inst Own97.40% Short Float1.25% Perf Quarter-10.70%
Sales5.41B P/S1.15 EPS this Y94.20% Inst Trans-0.34% Short Ratio1.56 Perf Half Y-2.60%
Book/sh12.31 P/B6.10 EPS next Y5.40% ROA9.80% Target Price94.88 Perf Year13.05%
Cash/sh13.36 P/C5.62 EPS next 5Y19.98% ROE53.00% 52W Range52.03 - 89.89 Perf YTD22.86%
Dividend1.00 P/FCF26.67 EPS past 5Y23.10% ROI15.40% 52W High-16.31% Beta1.40
Dividend %1.33% Quick Ratio- Sales past 5Y4.60% Gross Margin98.80% 52W Low44.59% ATR2.35
Employees4299 Current Ratio- Sales Q/Q7.00% Oper. Margin15.50% RSI (14)45.66 Volatility2.31% 2.97%
OptionableYes Debt/Eq2.59 EPS Q/Q32.10% Profit Margin9.80% Rel Volume0.46 Prev Close75.04
ShortableYes LT Debt/Eq2.31 EarningsJul 25 AMC Payout16.10% Avg Volume648.24K Price75.23
Recom2.40 SMA20-1.97% SMA50-6.72% SMA2001.84% Volume27,911 Change0.25%
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
Aug-22-19 07:37AM  LPL Financial's July Brokerage & Advisory Assets Improve Zacks
Aug-21-19 04:05PM  LPL Financial Reports Monthly Activity for July 2019 GlobeNewswire
09:00AM  LPL Financial Welcomes Inland Empire Financial GlobeNewswire
Aug-20-19 09:00AM  LPL Financial Welcomes Benefit Funding Retirement Services GlobeNewswire
Aug-19-19 05:59PM  LPL Financial Provides Solutions to Make Acquisition and Monetization Easier GlobeNewswire
05:43PM  LPL Financial Creating Next Generation of Wealth Management GlobeNewswire
11:40AM  Zacks Industry Outlook Highlights: Morgan Stanley, Charles Schwab, Goldman Sachs, Evercore and LPL Zacks
09:27AM  Diversity and Inclusion in Focus at LPL Financials Annual Advisor Conference GlobeNewswire
09:25AM  LPL Financial Welcomes Record Number of Advisors to Annual Focus Conference GlobeNewswire
Aug-16-19 09:15AM  E*TRADE's (ETFC) July 2019 DARTs Increase 1% From June Zacks
08:33AM  Near-Term Prospects for Investment Bank Industry Appear Gloomy Zacks
07:55AM  Schwab Declines 3% as July Net New Assets Fall Sequentially Zacks
Aug-15-19 09:00AM  LPL Financial Welcomes Blue Line Wealth Management GlobeNewswire
Aug-14-19 09:00AM  LPL Financial Welcomes Highlander Financial Group GlobeNewswire
Aug-09-19 05:33PM  Weeks Best: Finra Panel Rules Against Schwab Barrons.com
Aug-08-19 04:05PM  LPL Financial Welcomes Lumen Financial Planning & Wealth Management GlobeNewswire
01:15PM  Lpl Financial Holdings Inc (LPLA) CFO Matthew J Audette Sold $958,375 of Shares GuruFocus.com
Aug-07-19 09:00AM  LPL Financial and Gladstone Wealth Group Welcome CLH Wealth Management GlobeNewswire
06:06AM  LPL Financial Holdings Inc. (NASDAQ:LPLA)'s Could Be A Buy For Its Upcoming Dividend Simply Wall St.
Aug-05-19 04:48PM  LPL Keeps All of Allen & Companys Advisors Barrons.com
09:06AM  Interactive Brokers' (IBKR) July DARTs Down Sequentially Zacks
07:59AM  LPL Financial (LPLA) Completes Allen & Company Acquisition Zacks
Aug-01-19 04:25PM  LPL Financial Closes Acquisition of Allen & Company GlobeNewswire
09:07AM  LPL Financial Welcomes Signet Strategic Wealth Management GlobeNewswire
Jul-31-19 09:00AM  LPL Financial Welcomes Joey Price and Mary Ellen Holder GlobeNewswire
03:07AM  Edited Transcript of LPLA earnings conference call or presentation 25-Jul-19 9:00pm GMT Thomson Reuters StreetEvents
Jul-30-19 07:51AM  Here's What LPL Financial Holdings Inc.'s (NASDAQ:LPLA) P/E Ratio Is Telling Us Simply Wall St.
Jul-26-19 04:24AM  LPL Financial Holdings (LPLA) Q2 2019 Earnings Call Transcript Motley Fool
Jul-25-19 04:05PM  LPL Financial Announces Second Quarter 2019 Results GlobeNewswire
Jul-24-19 04:05PM  LPL Financial Welcomes PFP Financial & Insurance Services Corp. GlobeNewswire
Jul-22-19 09:00AM  LPL Financial Welcomes Charton Financial Group GlobeNewswire
Jul-18-19 10:33AM  LPL Financial (LPLA) Reports Next Week: Wall Street Expects Earnings Growth Zacks
09:00AM  LPL Financial and Gladstone Wealth Group Welcome Ron Jaeger GlobeNewswire
Jul-16-19 09:00AM  LPL Financial Welcomes Patrick Foy and Chris Willis GlobeNewswire
Jul-11-19 09:00AM  LPL Financial Welcomes Suffolk Federal GlobeNewswire
Jul-08-19 06:00AM  LPL Financial Extends Its Commitment to Innovation and Data-Driven Solutions With Hiring of New EVP GlobeNewswire
Jul-05-19 07:21AM  Here's Why You Should Bet on LPL Financial (LPLA) Stock Now Zacks
Jul-04-19 10:32AM  If You Like EPS Growth Then Check Out LPL Financial Holdings (NASDAQ:LPLA) Before It's Too Late Simply Wall St.
Jul-03-19 08:58AM  Stifel Financial Completes Acquisition of Mooreland Partners Zacks
Jul-02-19 10:49AM  Stocks Mixed Following Trade Adviser's Optimism on U.S.-China Pact TheStreet.com
09:33AM  Interactive Brokers' (IBKR) June DARTs Down Sequentially Zacks
09:00AM  LPL Financial Welcomes PacNorth Retirement Group GlobeNewswire
Jun-28-19 11:20AM  LPL Financial fined nearly $26 million by state regulators MarketWatch
Jun-27-19 04:05PM  LPL Financial Announces Second Quarter 2019 Earnings Release Date and Conference Call GlobeNewswire
09:00AM  LPL Financial and CXI Advisors Welcome Charles Hart GlobeNewswire
Jun-25-19 04:21PM  Dow Ends Lower, Stocks Fall as Powell Says Fed 'Grappling' with Rate Cut TheStreet.com
03:10PM  5 Reasons That Make Piper Jaffray (PJC) Investment Worthy Zacks
09:02AM  Zacks.com featured highlights include: LPL, Intuit, Cadence and Microsoft Zacks
09:00AM  LPL Financial Welcomes Salter Financial Group GlobeNewswire
Jun-24-19 04:05PM  LPL Financial Research Publishes Midyear Outlook 2019 GlobeNewswire
10:17AM  4 GARP Stocks to Scoop Up for Maximum Returns Zacks
Jun-21-19 07:48AM  LPL Financial Brokerage & Advisory Assets Fall Sequentially Zacks
Jun-20-19 04:05PM  LPL Financial Reports Monthly Activity for May 2019 GlobeNewswire
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 Barrons.com
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 Barrons.com
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 Barrons.com
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  Zacks.com 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  Zacks.com 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
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 1989 and is based in Boston, Massachusetts.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Oroschakoff MichelleManaging DirectorAug 13Option Exercise37.485,000187,38214,563Aug 15 04:41 PM
Oroschakoff MichelleManaging DirectorAug 13Sale71.675,000358,3509,563Aug 15 04:41 PM
Audette Matthew JChief Financial OfficerAug 05Sale76.6712,500958,41118,443Aug 07 04:39 PM
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
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