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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPL Financial Holdings Inc.
Index- P/E15.31 EPS (ttm)4.86 Insider Own0.90% Shs Outstand84.53M Perf Week2.27%
Market Cap6.29B Forward P/E10.12 EPS next Y7.35 Insider Trans-25.79% Shs Float82.65M Perf Month0.95%
Income439.50M PEG1.04 EPS next Q1.61 Inst Own95.60% Short Float1.57% Perf Quarter6.73%
Sales5.19B P/S1.21 EPS this Y94.20% Inst Trans-0.01% Short Ratio1.59 Perf Half Y23.01%
Book/sh11.33 P/B6.56 EPS next Y11.52% ROA8.20% Target Price83.00 Perf Year24.02%
Cash/sh17.70 P/C4.20 EPS next 5Y14.66% ROE44.30% 52W Range52.03 - 79.34 Perf YTD21.74%
Dividend1.00 P/FCF17.44 EPS past 5Y23.10% ROI15.40% 52W High-6.28% Beta1.59
Dividend %1.34% Quick Ratio- Sales past 5Y4.60% Gross Margin98.80% 52W Low42.92% ATR1.51
Employees4229 Current Ratio- Sales Q/Q18.00% Oper. Margin13.80% RSI (14)56.50 Volatility1.88% 2.14%
OptionableYes Debt/Eq2.77 EPS Q/Q128.00% Profit Margin8.50% Rel Volume0.53 Prev Close74.23
ShortableYes LT Debt/Eq2.54 EarningsMay 02 AMC Payout20.00% Avg Volume819.01K Price74.36
Recom2.20 SMA204.00% SMA500.35% SMA20011.34% Volume435,596 Change0.18%
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
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
08:15AM  Investor Expectations to Drive Momentum within LPL Financial, Comcast, MacroGenics, Wayfair, Masimo, and Big Lots Discovering Underlying Factors of Influence GlobeNewswire
Feb-27-19 09:00AM  LPL Financial and Gladstone Wealth Group Welcome Breandan Kelly GlobeNewswire
Feb-26-19 09:00AM  LPL Financial Welcomes Intellectual Capital Partners GlobeNewswire
08:28AM  Here's Why Moelis & Company (MC) Stock is a Solid Bet Now Zacks
Feb-25-19 07:52AM  LPL Financial (LPLA) Reports Y/Y Increase in January Metrics Zacks
Feb-22-19 08:45AM  LPL Financial (LPLA) is an Incredible Growth Stock: 3 Reasons Why Zacks
Feb-21-19 04:05PM  LPL Financial Reports Monthly Activity for January 2019 GlobeNewswire
09:00AM  LPL Financial Welcomes Savers Bank GlobeNewswire
Feb-20-19 05:00PM  Glancy Prongay & Murray LLP Commences Investigation On Behalf Of LPL Financial Holdings Inc. Investors (LPLA) GlobeNewswire
04:05PM  LPL Financial Presenting at Citis 2019 Asset Managers, Broker Dealers & Exchanges Conference GlobeNewswire
Feb-19-19 01:13PM  New Wrinkle in Ohio National Commission Fight
08:07AM  4 Reasons to Bet on LPL Financial (LPLA) Stock Right Now Zacks
Feb-15-19 10:16AM  Why LPL Financial (LPLA) Could Be Positioned for a Surge Zacks
09:58AM  Stifel Financial Hikes Dividend by 25%: Is It Worth a Look? Zacks
08:45AM featured highlights include: Oshkosh, Allison Transmission, LPL and Stryker Zacks
07:49AM  Schwab's (SCHW) January Metrics Show Sequential Improvement Zacks
Feb-14-19 09:00AM  LPL Financial Welcomes Strategic Financial & Tax Planning Services GlobeNewswire
08:10AM  Market Trends Toward New Normal in Unisys, First Data, LPL Financial, Aerohive Networks, Torchmark, and Heidrick & Struggles International Emerging Consolidated Expectations, Analyst Ratings GlobeNewswire
07:11AM  4 GARP Stocks to Scoop Up for Maximum Returns Zacks
06:07AM  Moving Average Crossover Alert: LPL Financial Zacks
05:45AM  E*TRADE's (ETFC) January DARTs & New Brokerage Assets Fall Zacks
Feb-13-19 05:22PM  How LPL Financial Is Walking Tall
09:00AM  LPL Financial Welcomes Community First Bank of Indiana GlobeNewswire
Feb-12-19 08:43AM  Morgan Stanley (MS) Agrees to Buy Canada's Solium Capital Zacks
08:00AM  WisdomTree Delays Plan to Explore Sale Until Shares Rebound Zacks
Feb-08-19 08:37AM  Can LPL Financial (LPLA) Stock Continue to Grow Earnings? Zacks
Feb-07-19 11:42AM  LPL Financial Notches Recruiting Record
11:00AM  LPL Financials 50 State Network Empowers LPL Financial Advisors to Join Industry Advocacy Efforts GlobeNewswire
09:00AM  LPL Financial Launches New Goals-Based Tool in Ongoing Development of Fully Integrated ClientWorks Connected GlobeNewswire
08:31AM  [$$] Three Firms Offer Juicy Recruiting Bonuses The Wall Street Journal
Feb-06-19 01:17PM  Wells Fargo, LPL, Cetera Offer Juicy Recruiting Bonuses
10:26AM  LPL Financial Holdings Inc. (NASDAQ:LPLA): Immense Growth Potential? Simply Wall St.
10:00AM  What Makes LPL Financial (LPLA) a Strong Momentum Stock: Buy Now? Zacks
09:15AM  LPL Financial (LPLA) Soars to 52-Week High, Time to Cash Out? Zacks
09:00AM  LPL Financial Welcomes Team Preheim Advisory GlobeNewswire
08:59AM  3 Reasons Growth Investors Will Love LPL Financial (LPLA) Zacks
Feb-05-19 09:43AM  Interactive Brokers (IBKR) Stock Down as January DARTs Fall Zacks
08:30AM  LPL Financial Presenting at Credit Suisse Financial Services Forum GlobeNewswire
07:45AM  Analysis: Positioning to Benefit within LPL Financial, The Andersons, Del Frisco's Restaurant Group, United Fire Group, Reata Pharmaceuticals, and Federal Agricultural Mortgage Research Highlights Growth, Revenue, and Consolidated Results GlobeNewswire
Feb-04-19 02:32AM  Edited Transcript of LPLA earnings conference call or presentation 31-Jan-19 10:00pm GMT Thomson Reuters StreetEvents
Feb-03-19 06:01PM  Bragar Eagel & Squire, P.C. is Investigating Certain Officers and Directors of LPL Financial Holdings Inc. (LPLA) and Encourages LPLA Investors to Contact the Firm GlobeNewswire
Feb-01-19 03:44AM  LPL Financial Holdings Inc (LPLA) Q4 2018 Earnings Conference Call Transcript Motley Fool +6.75%
Jan-31-19 04:05PM  LPL Financial Announces Fourth Quarter and Full Year 2018 Results GlobeNewswire
01:38PM  Charlotte fintech firm sets sights on disrupting the financial advisory industry American City Business Journals
Jan-29-19 04:05PM  LPL Names 30-Year Customer-Centric Leader Dayton Semerjian Managing Director, Chief Customer Care Officer GlobeNewswire
09:00AM  LPL Financial Welcomes Patriot Wealth Management GlobeNewswire
Jan-24-19 03:18PM  Stocks will outperform bonds in 2019, says LPL's Ryan Det... CNBC Videos
11:35AM  Raymond James (RJF) Q1 Earnings Beat, to Acquire Silver Line Zacks
10:31AM  LPL Financial (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Zacks
Jan-23-19 06:23PM  Independent Financial Partners Gives Advisors Equity Stake
09:00AM  LPL Financial Welcomes Regal Wealth Advisors GlobeNewswire
07:50AM  Recent Analysis Shows Herman Miller, Pegasystems, Semtech, LTC Properties, Preferred Apartment Communities, and LPL Financial Market Influences Renewed Outlook, Key Drivers of Growth GlobeNewswire
06:31AM  Interactive Brokers (IBKR) Q4 Earnings Lag on Lower Revenues Zacks
Jan-22-19 08:55AM  BlackRock's Data Leak Strikes 20,000 Advisers Bloomberg
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
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
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