Your browser is no longer supported. Please, upgrade your browser.
Settings
LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E15.85 EPS (ttm)4.86 Insider Own0.80% Shs Outstand86.12M Perf Week0.35%
Market Cap6.63B Forward P/E10.27 EPS next Y7.50 Insider Trans-23.68% Shs Float85.71M Perf Month10.74%
Income439.50M PEG0.41 EPS next Q1.64 Inst Own95.30% Short Float1.84% Perf Quarter21.47%
Sales5.19B P/S1.28 EPS this Y17.10% Inst Trans0.36% Short Ratio1.96 Perf Half Y17.43%
Book/sh11.20 P/B6.88 EPS next Y13.50% ROA6.30% Target Price84.00 Perf Year20.26%
Cash/sh15.50 P/C4.97 EPS next 5Y38.73% ROE33.80% 52W Range52.03 - 79.34 Perf YTD26.06%
Dividend1.00 P/FCF- EPS past 5Y12.80% ROI9.30% 52W High-2.95% Beta1.61
Dividend %1.30% Quick Ratio- Sales past 5Y3.20% Gross Margin98.80% 52W Low47.99% ATR1.85
Employees3947 Current Ratio- Sales Q/Q25.10% Oper. Margin11.10% RSI (14)72.24 Volatility1.86% 2.60%
OptionableYes Debt/Eq2.73 EPS Q/Q88.20% Profit Margin6.40% Rel Volume0.87 Prev Close76.47
ShortableYes LT Debt/Eq2.53 EarningsJan 31 AMC Payout26.80% Avg Volume805.57K Price77.00
Recom2.20 SMA205.11% SMA5016.23% SMA20017.15% Volume703,652 Change0.69%
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
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  Zacks.com 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 Barrons.com
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 Barrons.com
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 Barrons.com
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 Barrons.com
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
Jan-17-19 12:27PM  Genstar Kicks Tires at Advisor Group Barrons.com
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 Barrons.com
Dec-26-18 05:55PM  Can LPL Financials Wirehouse Push Succeed? Barrons.com
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 Barrons.com
Dec-20-18 09:35PM  LPL CEO Dan Arnold: Tech Will Fuel Our Growth Barrons.com
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. Barrons.com
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 Barrons.com -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 Barrons.com
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) TheStreet.com
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 Barrons.com
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
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
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
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