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LPLA

LPL Financial Holdings Inc

Dec 02 • 04:00PM ET

323.91

Dollar change -1.24
Percentage change -0.38	%

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 QUAL IAI

Scroll to Statements

Index	-	P/E	24.37	EPS (ttm)	13.29	Insider Own	0.77%	Shs Outstand	74.81M	Perf Week	-0.90%
Market Cap	24.21B	Forward P/E	17.01	EPS next Y	19.04	Insider Trans	-0.98%	Shs Float	74.30M	Perf Month	14.79%
Income	1.01B	PEG	1.97	EPS next Q	3.97	Inst Own	96.84%	Short Float	1.46%	Perf Quarter	47.43%
Sales	11.52B	P/S	2.10	EPS this Y	2.80%	Inst Trans	-0.02%	Short Ratio	1.37	Perf Half Y	13.28%
Book/sh	37.05	P/B	8.74	EPS next Y	17.83%	ROA	9.38%	Short Interest	1.08M	Perf Year	45.71%
Cash/sh	39.65	P/C	8.17	EPS next 5Y	12.36%	ROE	41.36%	52W Range	187.19 - 330.72	Perf YTD	42.30%
Dividend Est.	1.20 (0.37%)	P/FCF	158.50	EPS past 5Y	23.07%	ROI	13.49%	52W High	-2.06%	Beta	0.87
Dividend TTM	1.20 (0.37%)	Quick Ratio	-	Sales past 5Y	14.51%	Gross Margin	33.72%	52W Low	73.04%	ATR (14)	6.67
Dividend Ex-Date	Nov 14, 2024	Current Ratio	-	EPS Y/Y TTM	-10.17%	Oper. Margin	14.72%	RSI (14)	74.48	Volatility	1.49% 2.21%
Employees	8400	Debt/Eq	1.69	Sales Y/Y TTM	18.21%	Profit Margin	8.73%	Recom	1.84	Target Price	314.13
Option/Short	Yes / Yes	LT Debt/Eq	1.69	EPS Q/Q	16.46%	Payout	8.76%	Rel Volume	0.58	Prev Close	325.15
Sales Surprise	2.09%	EPS Surprise	12.05%	Sales Q/Q	23.23%	Earnings	Oct 30 AMC	Avg Volume	792.09K	Price	323.91
SMA20	3.20%	SMA50	17.99%	SMA200	25.63%	Trades		Volume	463,350	Change	-0.38%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-16-21	Initiated	BofA Securities	Neutral	$184
Nov-02-21	Initiated	Truist	Buy	$200
May-21-21	Downgrade	Credit Suisse	Outperform → Neutral	$166
Mar-19-21	Initiated	UBS	Buy	$160
Aug-13-20	Initiated	Barclays	Overweight	$100

Show Previous Ratings

Dec-02-24 09:00AM	LPL Financial Welcomes Renana Friedlich as Chief Information Security Officer (GlobeNewswire)
Nov-25-24 08:55AM	LPL Financial Welcomes Happier Wealth (GlobeNewswire)
Nov-22-24 08:53AM	Weeks Best: Former SEC Chief Jay Claytons Return to Government (Barrons.com)
Nov-21-24 04:05PM	LPL Financial Reports Monthly Activity for October 2024 (GlobeNewswire)
Nov-20-24 08:55AM	LPL Financial Welcomes Strata Financial Group (GlobeNewswire)
03:20PM	Loading…
Nov-18-24 03:20PM	LPL Made a $300 Million Bet on Serving Insurers. Prudential Is Its First Client. (Barrons.com)
09:00AM	Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors (GlobeNewswire)
Nov-15-24 04:29PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Nov-14-24 08:55AM	LPL Financial Welcomes Prosperity Investment Management (GlobeNewswire)
Nov-13-24 04:05PM	LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives (GlobeNewswire)
08:56AM	LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez (GlobeNewswire)
Nov-12-24 09:00AM	LPL Financial Launches Curated AI Solutions for Advisors (GlobeNewswire)
08:04AM	LPL Financial Holdings (LPLA) Fell Due to Concerns Over Potential Regulation (Insider Monkey)
Nov-11-24 09:00AM	LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management (GlobeNewswire)
08:00AM	LPL Financial Welcomes Nexus Wealth Partners (GlobeNewswire)
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Nov-07-24 08:55AM	LPL Financial Welcomes S&G Wealth Partners (GlobeNewswire)
Nov-06-24 09:50AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock (Zacks) +11.73%
Nov-05-24 02:21PM	LPL Discloses SEC Inquiry Into Its Cash Sweep Practices (Barrons.com)
08:56AM	LPL Financial Welcomes GWC Financial Advisors to Linsco Channel (GlobeNewswire)
Nov-04-24 04:42PM	Ugly Legal Battle Over Advisor Recruiting Pits Ameriprise Against LPL (Barrons.com)
09:45AM	Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock (Zacks)
Nov-01-24 11:47AM	Weeks Best: Vanguard to Pull Plug on Old Mutual Fund Platform (Barrons.com)
Oct-31-24 11:56AM	LPL Financial Shares Just Hit a Record High. Earnings Blew Past Estimates. (Barrons.com) +6.88%
10:13AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:55AM	Q3 2024 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
03:20AM	LPL Financial Holdings Inc (LPLA) Q3 2024 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
Oct-30-24 06:30PM	Here's What Key Metrics Tell Us About LPL Financial (LPLA) Q3 Earnings (Zacks)
06:30PM	LPL Financial Earnings Beat Wall Streets Forecast. The Stock Is Rising. (Barrons.com)
06:10PM	LPL Financial Holdings Inc. (LPLA) Q3 Earnings and Revenues Top Estimates (Zacks)
04:05PM	LPL Financial Announces Third Quarter 2024 Results (GlobeNewswire)
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08:00AM	If You Invested $10,000 In LPL Financial Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Oct-29-24 03:36PM	LPL Financial Holdings Stock Flashes Improved Relative Price Strength (Investor's Business Daily)
09:15AM	Unveiling LPL Financial (LPLA) Q3 Outlook: Wall Street Estimates for Key Metrics (Zacks)
08:55AM	LPL Financial Welcomes Goodwin Petrilli Financial (GlobeNewswire)
Oct-25-24 02:29PM	Weeks Best: Where Investment Pros Are Taking Profits (Barrons.com)
Oct-24-24 08:55AM	LPL Financial Welcomes Dougherty, Tedesco & Associates (GlobeNewswire)
Oct-23-24 10:01AM	Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-22-24 09:05AM	LPL Financial Replaces Fired CEO (Barrons.com)
08:59AM	LPL Financial Welcomes Financial Advisor William Fenwick (GlobeNewswire)
Oct-21-24 04:20PM	Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors (GlobeNewswire)
Oct-16-24 08:55AM	LPL Financial Welcomes Eight Financial Advisors in Florida (GlobeNewswire)
Oct-15-24 05:00AM	Wall Streets been on a two-year tear. Can the party last? (CNN Business)
Oct-14-24 08:55AM	LPL Financial Welcomes Financial Advisor Ashton Medina (GlobeNewswire)
Oct-11-24 03:23PM	Weeks Best: Advisors Share Their Best Investing Ideas (Barrons.com)
08:24AM	Is This the Best Time to Add LPL Financial Holdings (LPLA) to Your Portfolio? (Insider Monkey)
Oct-09-24 04:05PM	LPL Financial Announces Third Quarter 2024 Earnings Release Date and Conference Call (GlobeNewswire)
08:55AM	Air Capital Wealth Management Launches with LPL Financial (GlobeNewswire)
Oct-07-24 04:58PM	The banks best positioned to benefit from easing rates: Expert (Yahoo Finance Video)
10:36AM	LPL Financial Canned Its CEO. What it Means for the Stock. (Barrons.com)
09:00AM	LPL Financial welcomes Morristown Wealth Management (GlobeNewswire)
Oct-04-24 03:51PM	Weeks Best: LPL CEO Is Summarily Dismissed (Barrons.com)
09:01AM	Broker-dealer LPL fires CEO for breaking firms code of conduct (Banking Dive)
Oct-03-24 08:55AM	LPL Financial Welcomes The Noble Group (GlobeNewswire)
Oct-02-24 04:51PM	These Stocks Moved the Most Today: Humana, Nike, Tesla, Conagra, Joby Aviation, Caesars, and More (Barrons.com)
02:37PM	These Stocks Are Moving the Most Today: Humana, Nike, Tesla, Conagra, Joby Aviation, Caesars, and More (Barrons.com)
02:07PM	LPL Financial falls as CEO terminated for cause (Investing.com)
12:25PM	CEO Shakeups: LPL Joins Nike, Starbucks, and More in Leadership Overhauls (Investopedia)
10:34AM	LPL Fires CEO Over Alleged Misconduct. The Stock Is Falling. (Barrons.com)
09:36AM	LPL Financial Stock Slips After CEO Dan Arnold Is Fired (The Wall Street Journal)
Oct-01-24 07:19PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
04:00PM	LPL Financial Holdings Inc. Announces Termination of President and CEO Dan H. Arnold (Business Wire)
09:00AM	LPL Financial Closes Its Acquisition of Atria Wealth Solutions (GlobeNewswire)
Sep-30-24 11:49AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:00AM	Cheri Belski Joins LPL Financial as Head of Investment Management Solutions (GlobeNewswire)
Sep-26-24 08:55AM	LPL Financial Welcomes GreenPoint Wealth Management (GlobeNewswire)
05:55AM	Zinnia and LPL Financial partner to streamline fulfilment (Life Insurance International)
Sep-25-24 09:40AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Value Stock for the Long-Term (Zacks)
Sep-24-24 09:45AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term (Zacks)
08:55AM	LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel (GlobeNewswire)
Sep-19-24 04:05PM	LPL Financial Reports Monthly Activity for August 2024 (GlobeNewswire)
01:36PM	Some Financial Giants Pay Paltry Rates on Investors Cash. Where to Put Your Money. (Barrons.com)
08:55AM	LPL Financial welcomes Bury Financial Group (GlobeNewswire)
Sep-17-24 09:00AM	LPL Financial Expands to Tempe (GlobeNewswire)
Sep-16-24 08:55AM	LPL Financial Welcomes The Bindra Group to Linsco Channel (GlobeNewswire)
Sep-12-24 12:25PM	LPL Financial Snags Advisor Teams With More than $1.5 Billion in Client Assets (Barrons.com)
Sep-11-24 10:38AM	Fed Is 'All Clear For Launch' On Cutting Rates As Inflation Falls To Lowest Point In Over 3 Years, Economist Says (Benzinga)
09:50AM	Why LPL Financial Holdings Inc. (LPLA) is a Top Momentum Stock for the Long-Term (Zacks)
08:55AM	LPL Financial Welcomes Apex Private Wealth Advisors (GlobeNewswire)
Sep-10-24 08:55AM	BrookBridge Private Wealth Joins LPL Private Wealth Management (GlobeNewswire)
Sep-09-24 08:55AM	LPL Financial Welcomes Northern Plains Financial (GlobeNewswire)
Sep-06-24 11:54AM	Weeks Best: Schwab Hit With Lawsuit Over Cash Sweeps (Barrons.com)
Sep-05-24 06:41PM	Manager of the ACGM Total Portfolio Solutions Suite Announces Its Availability via LPL Financial's Manager Access Network (MAN) (PR Newswire)
Sep-04-24 08:45AM	LPL Financial to Buy $9 Billion Wealth Management Firm The Investment Center (Barrons.com)
08:45AM	LPL Financial to Acquire The Investment Center, Inc. (GlobeNewswire)
Sep-03-24 09:00AM	LPL Financial Appoints Tom Gannon as Chief Advocacy Officer (GlobeNewswire)
Aug-30-24 08:19AM	Big banks are taking heat for paying low rates on idle cash (Yahoo Finance)
Aug-26-24 08:56AM	LPL Financial welcomes advisor Kelly Compton (GlobeNewswire)
07:49AM	Legal Challenges to Brokers Cash Practices Mount. New Suits Target LPL, Ameriprise, UBS. (Barrons.com)
Aug-23-24 08:37AM	LPL Financial (LPLA) July Metrics Up 2.1% on Favorable Markets (Zacks)
Aug-22-24 04:17PM	Cash sweeps legal avalanche hits Ameriprise, LPL with new suits (Financial Planning)
04:05PM	LPL Financial Reports Monthly Activity for July 2024 (GlobeNewswire)
Aug-21-24 02:57PM	Schwab, LPL Earnings Could Take a Hit if Sweep Rates Rise (Barrons.com)
09:00AM	Advisors With $4 Billion Leave Osaic to Form New Practice at LPL Financial (Barrons.com)
08:55AM	LPL Financial Welcomes Academy Financial and PFG Advisors (GlobeNewswire)
Aug-20-24 02:50PM	Joe Durans Rise Growth Partners Makes First Investment, in $10 Billion Advisor Firm (Barrons.com)
Aug-19-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Dril-Quip, LPL Financial, Methode, and Medpace and Encourages Investors to Contact the Firm (GlobeNewswire)
08:55AM	4Point Wealth Management Joins LPL Strategic Wealth Services (GlobeNewswire)
Aug-16-24 04:38PM	Ameriprise seeks preliminary injunction in 'unprecedented' LPL suit (Financial Planning)
Aug-15-24 11:00AM	SCORE Foundation Announces Additional Sponsors for SCORE's 60th Anniversary Small Business Pitch Competition Series (PR Newswire)
08:55AM	LPL Financial Welcomes Wealthstead Financial Advisors (GlobeNewswire)

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
Arnold Dan H.	President & CEO	Jun 14 '24	Option Exercise	39.48	10,000	394,800	148,285	Jun 18 04:13 PM
Arnold Dan H.	President & CEO	Jun 14 '24	Sale	277.31	5,677	1,574,289	142,608	Jun 18 04:13 PM
Sethi Kabir	Managing Director	Feb 26 '24	Sale	266.50	1,300	346,451	10,245	Feb 27 08:04 PM
Gates Greg	Managing Director	Feb 26 '24	Sale	266.27	11,401	3,035,697	19,080	Feb 27 07:51 PM
Enyedi Matthew	Managing Director	Feb 26 '24	Sale	263.00	2,400	631,200	10,495	Feb 27 07:42 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 26 '24	Sale	266.52	5,574	1,485,607	13,663	Feb 27 07:25 PM
Arnold Dan H.	President & CEO	Feb 23 '24	Option Exercise	39.48	7,089	279,874	140,258	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 26 '24	Option Exercise	39.48	2,911	114,926	176,617	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 26 '24	Sale	266.54	34,807	9,277,539	141,810	Feb 27 07:16 PM
Arnold Dan H.	President & CEO	Feb 23 '24	Sale	265.66	7,089	1,883,245	133,169	Feb 27 07:16 PM
Enyedi Matthew	Managing Director	Feb 20 '24	Option Exercise	45.55	1,381	62,905	10,015	Feb 22 05:17 PM
Enyedi Matthew	Managing Director	Feb 20 '24	Sale	256.94	1,381	354,834	8,634	Feb 22 05:17 PM
Arnold Dan H.	President & CEO	Feb 20 '24	Option Exercise	39.48	10,000	394,800	147,044	Feb 22 05:06 PM
Arnold Dan H.	President & CEO	Feb 20 '24	Sale	256.35	10,000	2,563,512	137,044	Feb 22 05:06 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 05 '24	Option Exercise	39.48	27,704	1,093,754	40,348	Feb 07 04:47 PM
Audette Matthew J	CFO and Head of Business Ops	Feb 05 '24	Sale	248.55	27,704	6,885,746	12,644	Feb 07 04:47 PM

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LPLA

LPL Financial Holdings Inc

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