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LPLA

LPL Financial Holdings Inc

Jun 13 • 04:00PM ET

374.08

Dollar change -5.31
Percentage change -1.40	%

Financial • Capital Markets • USA • NASD

Peers: SCHW MS RJF AMP STT NTRS BK WFC GS UBS

| Held by: VTI VO VXF VUG VOT IWP IWF IWR SCHG IAI

Scroll to Statements

Index	-	P/E	25.89	EPS (ttm)	14.45	Insider Own	0.77%	Shs Outstand	79.98M	Perf Week	-3.83%
Market Cap	29.92B	Forward P/E	16.72	EPS next Y	22.37	Insider Trans	-6.78%	Shs Float	79.36M	Perf Month	-2.85%
Income	1.09B	PEG	1.36	EPS next Q	4.43	Inst Own	97.94%	Short Float	2.48%	Perf Quarter	16.18%
Sales	13.22B	P/S	2.26	EPS this Y	15.11%	Inst Trans	9.29%	Short Ratio	2.32	Perf Half Y	15.44%
Book/sh	41.88	P/B	8.93	EPS next Y	17.72%	ROA	8.71%	Short Interest	1.97M	Perf Year	34.01%
Cash/sh	35.76	P/C	10.46	EPS next 5Y	19.02%	ROE	40.36%	52W Range	187.19 - 390.23	Perf YTD	14.57%
Dividend Est.	1.24 (0.33%)	P/FCF	-	EPS past 5Y	16.23%	ROIC	11.98%	52W High	-4.14%	Beta	0.66
Dividend TTM	1.20 (0.32%)	Quick Ratio	2.02	Sales past 5Y	17.10%	Gross Margin	31.97%	52W Low	99.84%	ATR (14)	10.20
Dividend Ex-Date	May 30, 2025	Current Ratio	2.02	EPS Y/Y TTM	8.63%	Oper. Margin	14.22%	RSI (14)	52.12	Volatility	0.83% 1.39%
Employees	9000	Debt/Eq	2.00	Sales Y/Y TTM	26.32%	Profit Margin	8.23%	Recom	1.59	Target Price	416.46
Option/Short	Yes / Yes	LT Debt/Eq	1.91	EPS Q/Q	10.84%	Payout	8.55%	Rel Volume	0.50	Prev Close	379.39
Sales Surprise	1.66%	EPS Surprise	10.05%	Sales Q/Q	29.56%	Earnings	May 08 AMC	Avg Volume	848.55K	Price	374.08
SMA20	-1.88%	SMA50	7.88%	SMA200	18.63%	Trades		Volume	427,294	Change	-1.40%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-09-25	Upgrade	Redburn Atlantic	Neutral → Buy	$460
Jun-09-25	Downgrade	Citigroup	Buy → Neutral	$400
Jan-07-25	Upgrade	JP Morgan	Neutral → Overweight	$288 → $397
Jan-06-25	Upgrade	UBS	Neutral → Buy	$390
Dec-19-24	Upgrade	TD Cowen	Hold → Buy	$277 → $413
Oct-09-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$235 → $285
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$235
Jul-30-24	Upgrade	BofA Securities	Neutral → Buy	$268
Apr-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$254 → $315
Apr-04-24	Initiated	Raymond James	Underperform
Jan-04-24	Initiated	TD Cowen	Market Perform	$224
Dec-01-23	Initiated	Redburn Atlantic	Neutral	$240
Sep-07-23	Initiated	Barclays	Overweight	$275
Apr-03-23	Downgrade	Credit Suisse	Outperform → Neutral	$245 → $205
Nov-30-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$281 → $239
Nov-17-22	Downgrade	UBS	Buy → Neutral
Nov-01-22	Upgrade	Credit Suisse	Neutral → Outperform	$315
Oct-19-22	Initiated	Credit Suisse	Neutral	$262
Oct-12-22	Initiated	Citigroup	Buy	$290
Apr-07-22	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$242

Show Previous Ratings

Jun-13-25 02:08PM	Weeks Best: Charles Schwab Is Cutting ETF Fees (Barrons.com)
Jun-12-25 08:55AM	LPL Financial Welcomes Runyan Capital (GlobeNewswire)
Jun-11-25 09:07AM	$1.5 Billion Advisor Team Joined Commonwealth Just as Company Sold Itself to LPL Financial (Barrons.com)
Jun-10-25 10:14AM	LPLA, SF & Others to Face Penalty for Overcharging Retail Investors (Zacks)
09:45AM	Tesla, Intuitive Surgical downgraded: Wall Streets top analyst calls (TipRanks)
09:45AM	Loading…
09:45AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term (Zacks)
Jun-09-25 03:51PM	Edward Jones, LPL, Other Firms Settle Accusations of Charging Excessive Commissions (Barrons.com)
09:41AM	Tesla, Intuitive Surgical downgraded: Wall Street's top analyst calls (The Fly)
Jun-07-25 10:15AM	Robinhood continues rally ahead of S&P 500 rebalance (TipRanks)
Jun-06-25 12:19PM	Week's Best: Advisors Reject LPL-Ameriprise Settlement (Barrons.com)
Jun-05-25 08:55AM	LPL Financial Welcomes Loomis Wealth Management (GlobeNewswire)
Jun-04-25 01:30PM	Stock Of The Day Stalls. Why That Could Be A Good Thing. (Investor's Business Daily)
Jun-03-25 12:21PM	Interactive Brokers Reports Y/Y Increase in May Client DARTs (Zacks)
11:08AM	Robinhood Markets Hits 52-Week High: Should You Buy the Stock Now? (Zacks)
11:06AM	LPL Advisors Drawn Into Legal Battle Between LPL And Ameriprise (Barrons.com)
08:55AM	Loading…
Jun-02-25 08:55AM	Arv Private Wealth Launches with Support from LPL Strategic Wealth (GlobeNewswire)
May-29-25 03:58PM	LPL Financial Is Narrowing the Gap With Wirehouse Rivals, CEO Says (Barrons.com)
10:18AM	Stock Market Today: Nasdaq, S&P Climb After Trump Tariff Ruling, Nvidia Earnings; Dow Edges Higher (Investor's Business Daily)
07:30AM	Best Buy Delivers Mixed Q1 Report, Cuts Outlook On Trump Tariffs (Investor's Business Daily)
May-28-25 06:11PM	Small Caps, Semiconductor Stocks Lead Stock Market Cooling, But These Growth Stocks Underscore The Uptrend's Strength (Investor's Business Daily)
04:05PM	LPL Financial to Present at the William Blair Growth Stock Conference (GlobeNewswire)
12:05PM	Financial Services Stock Awaits Next Move, Flirts With Buy Point (Investor's Business Daily)
08:55AM	LPL Financial Welcomes Mai Park Capital to Linsco Channel (GlobeNewswire)
May-27-25 08:55AM	LPL Financial Welcomes Beamish Wealth Management to Linsco Channel (GlobeNewswire)
May-23-25 08:00AM	Massive Deals Drive Finance Stock To All-Time High After Earnings; Stock Gains 16% Year-To-Date (Investor's Business Daily)
07:06AM	LPL Financial's April Brokerage & Advisory Assets Fall Sequentially (Zacks)
06:21AM	Big Money Buys LPL Financial Shares (FX Empire)
May-22-25 04:05PM	LPL Financial Reports Monthly Activity for April 2025 (GlobeNewswire)
08:55AM	LPL Financial and Momentum Wealth Partners Welcome Beacon Financial (GlobeNewswire)
May-21-25 04:05PM	LPL Financial to Present at the Bernstein Strategic Decisions Conference (GlobeNewswire)
02:40PM	Loading…
02:40PM	LPL Financial Is On Track To Meet Commonwealth Retention Goals, Executive Says (Barrons.com)
08:00AM	LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik (GlobeNewswire)
May-20-25 08:30AM	LPL Financial Announces Q1 2025 Technology Updates (GlobeNewswire)
08:00AM	LPL Financial Welcomes PCC Wealth Partners (GlobeNewswire)
May-15-25 08:30AM	LPL Financial Asks What If You Could? in New Brand Campaign (GlobeNewswire)
May-14-25 08:30AM	LPL Financial Launches Comprehensive Alts Learning Hub (GlobeNewswire)
May-12-25 04:45PM	Does the Stock Rally Have Legs? Heres a Key Level One Expert Is Watching (Investopedia)
May-09-25 12:26PM	LPL Shares Jump on Earnings Beat. CEO Upbeat on Retaining Commonwealth Advisors. (Barrons.com) +6.32%
11:28AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:21AM	Q1 2025 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
08:02AM	LPL Financial's Q1 Earnings Beat on Higher Revenues, Expenses Soar (Zacks)
03:47AM	LPL Financial Holdings Inc (LPLA) Q1 2025 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
May-08-25 08:30PM	LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	LPL Financial Holdings Inc. (LPLA) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	LPL Financial Announces First Quarter 2025 Results (GlobeNewswire)
May-07-25 08:55AM	LPL Financial Welcomes Women-Led West Texas Investments (GlobeNewswire)
07:40AM	MarketAxess (MKTX) Q1 Earnings Surpass Estimates (Zacks)
May-06-25 12:10PM	Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
May-05-25 09:15AM	Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
09:00AM	LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software (GlobeNewswire)
08:00AM	LPL Financial Welcomes Northern Advisory Group (GlobeNewswire)
May-02-25 08:46AM	Interactive Brokers Reports Y/Y Increase in April Client DARTs (Zacks)
08:15AM	Piper Sandler Companies (PIPR) Tops Q1 Earnings and Revenue Estimates (Zacks)
May-01-25 04:41PM	Former $2.1 Billion Commonwealth Team Launches RIA (Barrons.com)
10:01AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:55AM	LPL Financial Welcomes Barlow Capital Advisors (GlobeNewswire)
Apr-30-25 08:05AM	Evercore (EVR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
Apr-29-25 10:15AM	Artisan Global Equity Fund Q1 2025 Commentary (Seeking Alpha)
Apr-24-25 06:37PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Apr-23-25 05:25PM	Raymond James Financial, Inc. (RJF) Q2 Earnings and Revenues Miss Estimates (Zacks)
08:55AM	LPL Welcomes Synergy Wealth Strategies (GlobeNewswire)
06:20AM	Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now? (Zacks)
Apr-18-25 12:29PM	Weeks Best: After the Selloff, Whats Next? (Barrons.com)
Apr-17-25 04:29PM	Theres a New Front in the Legal War Between LPL Financial and Ameriprise (Barrons.com)
04:05PM	LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call (GlobeNewswire)
Apr-16-25 03:44PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Apr-15-25 04:30PM	LPL Financial Announces Promotion of Five Executives to New Managing Director Roles (GlobeNewswire)
04:05PM	LPL Is Buying a Rival Firm. Now It Must Win Over Its 2,900 Advisors. (Barrons.com)
08:55AM	LPL Financial Welcomes Tenacity Investment Group (GlobeNewswire)
Apr-14-25 10:02AM	Goldman Tops Q1 Earnings on Higher Equity Trading Revenues, Stock Up (Zacks)
Apr-11-25 02:57PM	Cetera Wealth President Publicly Courts Commonwealth Advisors After LPL Deal (Barrons.com)
Apr-10-25 08:42AM	LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? (Zacks) -5.44%
Apr-09-25 06:25PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research) +11.15%
08:55AM	LPL Financial Welcomes Trimp Wealth Management (GlobeNewswire)
Apr-08-25 08:00AM	LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer (GlobeNewswire)
Apr-07-25 02:17PM	Thornburg Small/Mid Cap Core Fund Q4 2024 Commentary (Seeking Alpha)
09:00AM	LPL Financial Announces Strategic Relationship with First Horizon Bank (GlobeNewswire)
Apr-04-25 06:43PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research) -9.41%
04:54PM	Top Analyst Reports for Broadcom, UnitedHealth & Toyota Motor (Zacks)
02:34PM	Weeks Best: LPL to Buy Commonwealth (Barrons.com)
Apr-03-25 01:26PM	Interactive Brokers Reports Y/Y Increase in March Client DARTs (Zacks) -7.58%
Apr-02-25 12:51PM	Why Fidelity Likely Will Take a Hit From LPL Financials Big Deal (Barrons.com)
08:55AM	LPL Financial Welcomes Horizon Capital Advisors (GlobeNewswire)
06:20AM	Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)? (Zacks)
Apr-01-25 11:30AM	LPL Financial to Buy Commonwealth for $2.7 Billion (Barrons.com)
10:57AM	LPLA to Buy Commonwealth Financial, Boost Wealth Management Offerings (Zacks)
03:59AM	LPL Financial to buy Commonwealth Financial for $2.7bn (Private Banker International)
Mar-31-25 08:56PM	LPL Financial Announces Pricing of Its Common Stock Offering (GlobeNewswire)
01:22PM	LPL Financial: Stay The Course (Seeking Alpha)
06:56AM	LPL Financial Announces Proposed $1.5 Billion Common Stock Offering (GlobeNewswire)
06:25AM	LPL Financial: Positioned To Accelerate Market Expansion Through Commonwealth Acquisition (Seeking Alpha)
06:00AM	LPL Financial to Acquire Commonwealth Financial Network (GlobeNewswire)
Mar-28-25 05:14PM	LPL Financial Held Talks to Acquire Commonwealth, Reports Say (Barrons.com)
01:54PM	Weeks Best: LPL CEO Wants to Take On Morgan, Schwab (Barrons.com)
Mar-27-25 11:15AM	Columbia Select Mid Cap Growth Fund Q4 2024 Commentary (SeekingAlpha)
08:55AM	LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel (GlobeNewswire)
Mar-25-25 08:59PM	Tracking Lone Pine Capital Portfolio - Q4 2024 Update (SeekingAlpha)
07:55AM	LPL Financial Holdings (LPLA) Surged on Robust Organic Growth and Favorable Market Dynamics (InsiderMonkey)
07:47AM	Fidelity Freedom Income Fund Q4 2024 Review (SeekingAlpha)
Mar-24-25 01:22PM	LPL Financial's February Brokerage & Advisory Assets Rise Y/Y (Zacks)

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation's independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gates Greg	Group Managing Director	Jun 05 '25	Sale	378.87	1,500	568,300	22,354	Jun 09 04:12 PM
Gates Greg	Officer	Jun 05 '25	Proposed Sale	379.22	1,500	568,830		Jun 05 04:13 PM
Jambusaria Aneri	Group Managing Director	Jun 02 '25	Sale	383.99	80	30,719	5,662	Jun 04 04:13 PM
Jambusaria Aneri	Officer	Jun 02 '25	Proposed Sale	383.99	80	30,719		Jun 02 11:04 AM
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
Cohen Marc Eliot	Managing Director	Feb 26 '25	Sale	365.85	1,100	402,435	4,075	Feb 27 06:14 PM
Audette Matthew J	President and CFO	Feb 26 '25	Sale	360.07	4,588	1,652,001	16,538	Feb 27 06:05 PM
Cohen Marc Eliot	Officer	Feb 26 '25	Proposed Sale	365.85	1,100	402,435		Feb 26 12:01 PM
Audette Matthew J	Officer	Feb 26 '25	Proposed Sale	360.07	4,588	1,652,001		Feb 26 09:44 AM
Steinmeier Richard	Chief Executive Officer	Feb 18 '25	Sale	373.79	3,500	1,308,265	21,396	Feb 20 04:13 PM
Steinmeier Richard	Officer	Feb 18 '25	Proposed Sale	373.79	3,500	1,308,265		Feb 18 01:07 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Option Exercise	39.48	5,154	203,480	15,649	Feb 12 04:13 PM
Enyedi Matthew	Managing Director	Feb 10 '25	Sale	369.33	5,154	1,903,527	10,495	Feb 12 04:13 PM
Enyedi Matthew	Officer	Feb 10 '25	Proposed Sale	369.33	5,154	1,903,527		Feb 10 10:12 AM
Audette Matthew J	President and CFO	Feb 05 '25	Option Exercise	70.89	28,777	2,040,117	42,440	Feb 07 04:15 PM
Audette Matthew J	President and CFO	Feb 05 '25	Sale	365.14	28,777	10,507,676	13,663	Feb 07 04:15 PM
Audette Matthew J	Officer	Feb 05 '25	Proposed Sale	365.14	28,777	10,507,676		Feb 05 04:20 PM
Arnold Dan H.	Former Officer and Director	Dec 19 '24	Proposed Sale	330.00	47,894	15,805,020		Dec 19 10:13 AM
Arnold Dan H.	Former Officer	Dec 18 '24	Proposed Sale	330.00	100	33,000		Dec 18 04:07 PM
Jambusaria Aneri	Managing Director	Dec 05 '24	Sale	331.94	305	101,242	3,920	Dec 09 05:11 PM
Jambusaria Aneri	Officer	Dec 05 '24	Proposed Sale	331.94	305	101,242		Dec 05 05:05 PM

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LPLA

LPL Financial Holdings Inc

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