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LPL Financial Holdings Inc.
Index- P/E23.01 EPS (ttm)5.85 Insider Own0.70% Shs Outstand79.36M Perf Week-0.52%
Market Cap10.78B Forward P/E15.90 EPS next Y8.47 Insider Trans-20.10% Shs Float78.55M Perf Month21.42%
Income472.60M PEG2.82 EPS next Q1.71 Inst Own97.70% Short Float2.56% Perf Quarter48.38%
Sales5.87B P/S1.84 EPS this Y-11.50% Inst Trans-0.09% Short Ratio3.47 Perf Half Y63.92%
Book/sh16.57 P/B8.13 EPS next Y22.79% ROA7.70% Target Price144.10 Perf Year78.60%
Cash/sh21.64 P/C6.22 EPS next 5Y8.16% ROE40.70% 52W Range32.01 - 137.92 Perf YTD29.23%
Dividend1.00 P/FCF19.41 EPS past 5Y27.40% ROI14.70% 52W High-2.35% Beta1.33
Dividend %0.74% Quick Ratio- Sales past 5Y6.60% Gross Margin98.80% 52W Low320.74% ATR4.19
Employees4756 Current Ratio- Sales Q/Q9.20% Oper. Margin12.50% RSI (14)66.49 Volatility3.18% 3.14%
OptionableYes Debt/Eq2.00 EPS Q/Q-10.60% Profit Margin8.00% Rel Volume1.13 Prev Close134.60
ShortableYes LT Debt/Eq1.87 EarningsFeb 04 AMC Payout16.80% Avg Volume578.42K Price134.68
Recom1.90 SMA204.51% SMA5014.50% SMA20048.66% Volume677,316 Change0.06%
Aug-13-20Initiated Barclays Overweight $100
Jun-15-20Reiterated Citigroup Buy $95 → $100
Jun-09-20Upgrade Morgan Stanley Equal-Weight → Overweight $100
May-18-20Upgrade Wells Fargo Equal Weight → Overweight $70
Mar-25-20Upgrade Citigroup Neutral → Buy $79 → $65
Mar-12-20Upgrade Compass Point Neutral → Buy $75
Mar-04-20Downgrade Citigroup Buy → Neutral $110 → $79
Sep-17-19Initiated Jefferies Buy $96
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 → $35
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LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Enyedi MatthewManaging DirectorMar 01Sale136.4147664,9315,210Mar 01 07:30 PM
Seese ScottManaging DirectorFeb 26Sale130.23907118,11925,594Mar 01 08:00 PM
Oroschakoff MichelleManaging DirectorFeb 26Sale130.23943122,80724,392Mar 01 07:54 PM
Kalbaugh John AndrewManaging DirectorFeb 26Sale130.23926120,59327,523Mar 01 07:40 PM
Audette Matthew JChief Financial OfficerFeb 26Sale131.311,512198,53312,393Mar 01 07:24 PM
Arnold Dan H.President & CEOFeb 26Sale130.232,558333,128204,015Mar 01 07:17 PM
Seese ScottManaging DirectorFeb 24Sale134.944,661628,95524,860Feb 25 05:53 PM
Oroschakoff MichelleManaging DirectorFeb 24Sale134.9451369,22423,725Feb 25 05:40 PM
Larsen Sallie R.Managing DirectorFeb 24Sale134.944,489605,74616,691Feb 25 05:34 PM
Kalbaugh John AndrewManaging DirectorFeb 24Sale134.944,669630,03526,543Feb 25 05:29 PM
Audette Matthew JChief Financial OfficerFeb 24Sale134.948,8471,193,81413,126Feb 25 05:17 PM
Arnold Dan H.President & CEOFeb 24Sale136.1125,2943,442,719194,121Feb 25 05:09 PM
Kalbaugh John AndrewManaging DirectorFeb 23Option Exercise65.508,745572,79836,229Feb 25 05:29 PM
Kalbaugh John AndrewManaging DirectorFeb 23Sale132.648,7451,159,93727,484Feb 25 05:29 PM
Simonich BrentEVP, CAO and TreasurerFeb 16Buy131.001,909250,0791,909Feb 17 06:34 PM
Arnold Dan H.President & CEOFeb 16Sale130.867,9741,043,478194,121Feb 17 06:11 PM
Oroschakoff MichelleManaging DirectorFeb 12Option Exercise54.484,000217,90923,857Feb 17 06:18 PM
Oroschakoff MichelleManaging DirectorFeb 12Sale128.164,000512,64019,857Feb 17 06:18 PM
Kalbaugh John AndrewManaging DirectorFeb 10Option Exercise54.8112,476683,81045,468Feb 12 06:15 PM
Kalbaugh John AndrewManaging DirectorFeb 10Sale127.7417,9842,297,32727,484Feb 12 06:15 PM
Enyedi MatthewManaging DirectorFeb 09Option Exercise19.851,47329,2395,716Feb 11 04:43 PM
Enyedi MatthewManaging DirectorFeb 09Sale124.891,473183,9634,243Feb 11 04:43 PM
White George BurtonManaging DirectorDec 03Option Exercise34.6186029,76531,368Dec 04 04:49 PM
Larsen Sallie R.Managing DirectorNov 24Option Exercise31.615,225165,16222,680Nov 25 04:27 PM
Larsen Sallie R.Managing DirectorNov 24Sale95.005,225496,37517,455Nov 25 04:27 PM
Larsen Sallie R.Managing DirectorNov 16Sale91.226,300574,68617,455Nov 17 07:40 PM
Oroschakoff MichelleManaging DirectorNov 12Option Exercise54.814,000219,24023,857Nov 13 07:14 PM
Oroschakoff MichelleManaging DirectorNov 12Sale86.794,000347,16019,857Nov 13 07:14 PM
Arnold Dan H.President & CEONov 09Option Exercise47.1612,892607,964225,051Nov 12 05:28 PM
Steinmeier RichardManaging DirectorNov 09Sale86.003,984342,62420,837Nov 12 05:38 PM
Audette Matthew JChief Financial OfficerNov 09Sale87.4612,5001,093,28114,835Nov 12 05:34 PM
Arnold Dan H.President & CEONov 09Sale85.0012,8921,095,820212,159Nov 12 05:28 PM
Arnold Dan H.President & CEOSep 04Option Exercise47.401,00047,402213,159Sep 08 04:31 PM
Arnold Dan H.President & CEOSep 04Sale85.441,00085,440212,159Sep 08 04:31 PM
Arnold Dan H.President & CEOSep 03Option Exercise47.4995645,398213,115Sep 08 04:31 PM
Arnold Dan H.President & CEOSep 03Sale85.4195681,652212,159Sep 08 04:31 PM
Arnold Dan H.President & CEOAug 13Option Exercise45.5540018,220212,559Aug 13 06:43 PM
Arnold Dan H.President & CEOAug 13Sale85.0540034,020212,159Aug 13 06:43 PM
Kalbaugh John AndrewManaging DirectorAug 12Option Exercise41.8850,7672,126,11186,807Aug 14 04:35 PM
Oroschakoff MichelleManaging DirectorAug 12Option Exercise54.814,000219,24023,857Aug 14 05:12 PM
White George BurtonManaging DirectorAug 12Option Exercise54.8116,017877,89253,081Aug 14 05:22 PM
White George BurtonManaging DirectorAug 12Sale84.3622,5731,904,15930,508Aug 14 05:22 PM
Oroschakoff MichelleManaging DirectorAug 12Sale84.334,000337,32019,857Aug 14 05:12 PM
Kalbaugh John AndrewManaging DirectorAug 12Sale84.2950,7674,279,12536,040Aug 14 04:35 PM
Arnold Dan H.President & CEOAug 11Option Exercise46.8014,752690,464226,911Aug 13 06:43 PM
Arnold Dan H.President & CEOAug 11Sale85.2914,7521,258,198212,159Aug 13 06:43 PM
Arnold Dan H.President & CEOJun 09Option Exercise19.8520,000397,000232,159Jun 11 05:20 PM
Kalbaugh John AndrewManaging DirectorJun 09Option Exercise28.3738,2111,084,17974,251Jun 11 05:28 PM
Steinmeier RichardManaging DirectorJun 09Sale86.025,418466,05628,373Jun 11 05:33 PM
Kalbaugh John AndrewManaging DirectorJun 09Sale85.1338,2113,252,90236,040Jun 11 05:28 PM
Arnold Dan H.President & CEOJun 09Sale85.7020,0001,713,953212,159Jun 11 05:20 PM
Arnold Dan H.President & CEOJun 05Sale82.4035,0002,883,860212,159Jun 09 04:53 PM