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LPL Financial Holdings Inc.
Index- P/E30.63 EPS (ttm)5.71 Insider Own0.80% Shs Outstand80.06M Perf Week1.39%
Market Cap13.83B Forward P/E19.17 EPS next Y9.12 Insider Trans-21.41% Shs Float79.61M Perf Month14.09%
Income464.10M PEG1.53 EPS next Q1.72 Inst Own96.30% Short Float1.82% Perf Quarter25.54%
Sales6.65B P/S2.08 EPS this Y-11.50% Inst Trans0.04% Short Ratio3.24 Perf Half Y17.39%
Book/sh19.42 P/B9.01 EPS next Y28.45% ROA7.00% Target Price188.88 Perf Year110.37%
Cash/sh20.84 P/C8.39 EPS next 5Y20.02% ROE33.70% 52W Range75.25 - 175.37 Perf YTD67.82%
Dividend1.00 P/FCF95.52 EPS past 5Y27.40% ROI14.70% 52W High-0.27% Beta1.18
Dividend %0.57% Quick Ratio- Sales past 5Y6.60% Gross Margin98.80% 52W Low132.43% ATR3.94
Employees5344 Current Ratio- Sales Q/Q38.90% Oper. Margin10.70% RSI (14)74.99 Volatility1.45% 2.46%
OptionableYes Debt/Eq1.92 EPS Q/Q14.90% Profit Margin7.00% Rel Volume1.53 Prev Close173.33
ShortableYes LT Debt/Eq1.82 EarningsOct 28 AMC Payout17.20% Avg Volume446.26K Price174.90
Recom1.70 SMA205.94% SMA5013.79% SMA20023.46% Volume680,742 Change0.91%
May-21-21Downgrade Credit Suisse Outperform → Neutral $166
Mar-19-21Initiated UBS Buy $160
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 $68
Aug-16-17Upgrade SunTrust Hold → Buy
Apr-28-17Upgrade Keefe Bruyette Mkt Perform → Outperform
Apr-28-17Upgrade Instinet Neutral → Buy
Apr-28-17Upgrade Citigroup Neutral → Buy
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LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Fandrey EdwardManaging DirectorAug 26Sale148.781,784265,42421,197Aug 27 04:27 PM
Oroschakoff MichelleManaging DirectorAug 16Option Exercise46.6620,000933,13644,392Aug 18 04:18 PM
Oroschakoff MichelleManaging DirectorAug 16Sale144.1218,1852,620,87426,207Aug 18 04:18 PM
Larsen Sallie R.Managing DirectorAug 16Sale143.988,6691,248,1639,462Aug 18 04:19 PM
Enyedi MatthewManaging DirectorJul 20Option Exercise44.087,712339,91312,484Jul 21 06:29 PM
Enyedi MatthewManaging DirectorJul 20Sale130.007,7121,002,5604,772Jul 21 06:29 PM
White George BurtonManaging DirectorJun 14Option Exercise32.266,198199,94746,628Jun 16 05:27 PM
Seese ScottManaging DirectorJun 14Option Exercise65.5012,521820,12636,700Jun 16 05:22 PM
Fandrey EdwardManaging DirectorJun 14Sale139.491,930269,21624,736Jun 16 05:16 PM
Seese ScottManaging DirectorJun 14Sale139.1012,5211,741,67124,179Jun 16 05:22 PM
Oroschakoff MichelleManaging DirectorMay 12Option Exercise48.094,000192,36028,392May 14 04:44 PM
White George BurtonManaging DirectorMay 12Option Exercise38.9353,1462,069,12191,038May 14 04:55 PM
Oroschakoff MichelleManaging DirectorMay 12Sale147.434,000589,72024,392May 14 04:44 PM
White George BurtonManaging DirectorMay 12Sale146.5650,6087,417,04840,430May 14 04:55 PM
Enyedi MatthewManaging DirectorMay 11Sale148.7143865,1354,772May 12 05:10 PM
Arnold Dan H.President & CEOMay 10Option Exercise54.8115,594854,707219,609May 12 04:53 PM
Audette Matthew JChief Financial OfficerMay 10Option Exercise27.7250,9051,410,97863,298May 12 05:01 PM
Arnold Dan H.President & CEOMay 10Sale154.4115,5942,407,861204,015May 12 04:53 PM
Audette Matthew JChief Financial OfficerMay 10Sale154.3950,9057,859,40412,393May 12 05:01 PM
Steinmeier RichardManaging DirectorMar 08Sale136.671,406192,15822,902Mar 10 05:16 PM
Enyedi MatthewManaging DirectorMar 01Sale136.4147664,9315,210Mar 01 07:30 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 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
Arnold Dan H.President & CEOFeb 24Sale136.1125,2943,442,719194,121Feb 25 05:09 PM
Audette Matthew JChief Financial OfficerFeb 24Sale134.948,8471,193,81413,126Feb 25 05:17 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
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