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LPLA

LPL Financial Holdings Inc

Mar 11 • 04:00PM ET

313.23

Dollar change +2.16
Percentage change 0.69	%

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 VFH

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Index	-	P/E	22.32	EPS (ttm)	14.03	Insider Own	0.79%	Shs Outstand	74.66M	Perf Week	-6.90%
Market Cap	23.39B	Forward P/E	13.07	EPS next Y	23.96	Insider Trans	-6.86%	Shs Float	74.09M	Perf Month	-15.15%
Income	1.06B	PEG	1.09	EPS next Q	4.79	Inst Own	95.89%	Short Float	1.02%	Perf Quarter	-5.27%
Sales	12.39B	P/S	1.89	EPS this Y	20.96%	Inst Trans	-0.41%	Short Ratio	1.11	Perf Half Y	48.15%
Book/sh	39.25	P/B	7.98	EPS next Y	19.97%	ROA	8.76%	Short Interest	0.76M	Perf Year	16.55%
Cash/sh	36.01	P/C	8.70	EPS next 5Y	20.56%	ROE	42.26%	52W Range	187.19 - 384.04	Perf YTD	-4.07%
Dividend Est.	1.29 (0.41%)	P/FCF	-	EPS past 5Y	16.23%	ROI	12.26%	52W High	-18.44%	Beta	0.66
Dividend TTM	1.50 (0.48%)	Quick Ratio	-	Sales past 5Y	17.47%	Gross Margin	32.80%	52W Low	67.33%	ATR (14)	15.30
Dividend Ex-Date	Mar 11, 2025	Current Ratio	-	EPS Y/Y TTM	2.38%	Oper. Margin	14.32%	RSI (14)	30.56	Volatility	5.74% 4.16%
Employees	9000	Debt/Eq	2.06	Sales Y/Y TTM	23.20%	Profit Margin	8.55%	Recom	1.53	Target Price	417.40
Option/Short	Yes / Yes	LT Debt/Eq	1.95	EPS Q/Q	25.94%	Payout	8.55%	Rel Volume	1.88	Prev Close	311.07
Sales Surprise	5.31%	EPS Surprise	7.38%	Sales Q/Q	32.85%	Earnings	Jan 30 AMC	Avg Volume	683.44K	Price	313.23
SMA20	-12.43%	SMA50	-10.98%	SMA200	10.09%	Trades		Volume	1,285,152	Change	0.69%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-16-21	Initiated	BofA Securities	Neutral	$184
Nov-02-21	Initiated	Truist	Buy	$200

Show Previous Ratings

Mar-11-25 08:30AM	LPL Financial Closes Acquisition of The Investment Center, Inc. (GlobeNewswire)
Mar-05-25 09:00AM	LPL Welcomes Shorepoint Wealth Management (GlobeNewswire)
Mar-03-25 09:00AM	LPL Welcomes Financial Advisor Michael Carmichael (GlobeNewswire)
Mar-02-25 03:37PM	LPL Financial Holdings Inc. (LPLA): Among the Best Stocks to Buy According to Lone Pine Capital (Insider Monkey)
Feb-28-25 01:06PM	Wells Fargo Team That Managed $1.15 Billion Jumps to LPL Financial (Barrons.com)
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Feb-27-25 03:01PM	Ameriprise Suffers Setback in Continuing Legal Battle With LPL Financial (Barrons.com)
09:00AM	LPL Welcomes Townsgate Wealth Management (GlobeNewswire)
Feb-25-25 09:00AM	LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel (GlobeNewswire)
05:13AM	LPL Financial taps SS&Cs ALTSERVE platform to enhance alternatives business (Private Banker International)
Feb-24-25 09:00AM	LPL Financial Selects SS&C To Support Growing Retail Alternatives Business (PR Newswire)
Feb-21-25 01:28PM	Weeks Best: SEC Needs White House Approval on Rules (Barrons.com)
09:20AM	LPL Financial launches comprehensive alternative investment platform (TipRanks)
Feb-20-25 04:05PM	LPL Financial Reports Monthly Activity for January 2025 (GlobeNewswire)
12:15PM	LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform (PR Newswire)
09:00AM	LPL Financial Launches Comprehensive Alternative Investment Platform (GlobeNewswire)
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07:54AM	LPL Financial Holdings (LPLA) Shares Rebounded in Q4 (Insider Monkey)
Feb-19-25 04:05PM	LPL Welcomes Prill Garwood Financial Advisors (GlobeNewswire)
Feb-18-25 09:00AM	LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs (GlobeNewswire)
Feb-14-25 04:48PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Feb-13-25 05:44PM	Ameriprise Sues LPL, Accusing Departed Advisors of Taking Confidential Client Data (Barrons.com)
Feb-12-25 12:00PM	LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy? (Zacks)
09:07AM	LPL Financial Asset Growth, Acquisitions Attract Big Money (FX Empire)
08:55AM	LPL Financial Welcomes Southwest Advisory Group to Linsco Channel (GlobeNewswire)
Feb-11-25 08:55AM	LPL Financial Welcomes Lex Wealth Management (GlobeNewswire)
Feb-06-25 03:46PM	Mercer Expands Leadership Ranks as It Announces Yet Another Deal (Barrons.com)
08:55AM	LPL Financial Welcomes Jackson/Roskelley Wealth Advisors (GlobeNewswire)
Feb-05-25 04:05PM	LPL Financial to present at the Bank of America Securities Financial Services Conference (GlobeNewswire)
Feb-04-25 12:49PM	LPL Financial Holdings Inc. (LPLA): Among the Best Low Risk High Growth Stocks To Invest In Now (Insider Monkey)
06:37AM	AI advisory tech provider Jump raises $20m in Series A round (Private Banker International)
Feb-03-25 09:00AM	LPL Financial Welcomes Charter Oak Wealth Partners (GlobeNewswire)
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Jan-31-25 04:38PM	LPL Stock Rises on Earnings Beat as Advisor Head Count Nears 30,000 (Barrons.com)
10:45AM	LPL Earnings Beat Estimates as Advisor Head Count and Expenses Rise (Barrons.com)
09:49AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:01AM	Q4 2024 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
02:40AM	LPL Financial Holdings Inc (LPLA) Q4 2024 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
Jan-30-25 07:30PM	LPL Financial (LPLA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:55PM	LPL Financial Holdings Inc. (LPLA) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:07PM	LPL Financial Announces Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
03:08PM	Lisa VanArsdale: How We Built a Successful Advisory Practice Serving Clients Who Arent Rich (Barrons.com)
Jan-29-25 01:43PM	LPL Recruits $1 Billion Advisor Team From Osaic (Barrons.com)
09:00AM	LPL Financial Welcomes Salient Wealth Planning Group (GlobeNewswire)
07:42AM	Multiple Tailwinds Boosted LPL Financial Holdings (LPLA) in Q4 (Insider Monkey)
Jan-28-25 11:24AM	Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors (PR Newswire)
09:00AM	Wintrust Financial Corporation Completes Integration with LPL Platform (GlobeNewswire)
Jan-27-25 12:38PM	LPL Recruits Father-Son Advisor Team From UBS That Oversaw $1.3 Billion (Barrons.com)
09:00AM	LPL Financial Welcomes Bruen Wealth Management (GlobeNewswire)
Jan-23-25 10:01AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel (GlobeNewswire)
Jan-22-25 08:55AM	LPL Financial Welcomes Johns Creek Financial (GlobeNewswire)
Jan-21-25 09:00AM	LPL Financial Introduces Digital Marketing Platform to Power Advisor Growth (GlobeNewswire)
07:33AM	Wells Fargo, Merrill Lynch, LPL settle SEC charges (Banking Dive)
Jan-20-25 12:00PM	What Makes LPL Financial Holdings Inc. (LPLA) a Strong Momentum Stock: Buy Now? (Zacks)
Jan-17-25 01:56PM	LPL to Pay $18 Million to Resolve Anti-Money-Laundering Allegations (Barrons.com)
Jan-16-25 12:00PM	What Makes LPL Financial (LPLA) a New Buy Stock (Zacks)
Jan-15-25 08:58AM	LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks (GlobeNewswire)
Jan-13-25 08:55AM	LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel (GlobeNewswire)
Jan-11-25 07:36AM	LPL Financial price target raised to $385 from $310 at Citi (TipRanks)
Jan-09-25 04:05PM	LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call (GlobeNewswire)
12:10PM	Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-08-25 09:00AM	LPL Welcomes Lewellyn Wealth (GlobeNewswire)
Jan-06-25 11:03AM	Wolfe Research's 2025 Picks: BAC, Wells Fargo, LPL, and More Lead the Pack (GuruFocus.com)
09:00AM	LPL Financial Welcomes Advisor John Somerville to Linsco Channel (GlobeNewswire)
Dec-27-24 04:15PM	Steady Profit Grower Mastercard Hits New High, Primes For Next Move (Investor's Business Daily)
11:32AM	Weeks Best: JPMorgan Chase Targets DIY Investors (Barrons.com)
Dec-23-24 01:10PM	Schwab, LPL Are Top Brokerage Picks for 2025 (Barrons.com)
Dec-19-24 09:00AM	LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology (GlobeNewswire)
Dec-18-24 02:46PM	LPL and Ameriprise Reach Deal on Data at Heart of Recruiting Dispute (Barrons.com)
Dec-17-24 04:05PM	LPL Financial Reports Monthly Activity for November 2024 (GlobeNewswire)
08:55AM	LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel (GlobeNewswire)
Dec-16-24 04:05PM	Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation (GlobeNewswire)
04:05PM	LPL Promotes Insider to Lead Strategy and Innovation (Barrons.com)
Dec-13-24 08:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Dec-12-24 12:43PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
08:55AM	LPL Financial Welcomes Prestige Wealth Group (GlobeNewswire)
Dec-10-24 09:00AM	LPL Research Team Releases 2025 Outlook: Pragmatic Optimism (GlobeNewswire)
Dec-09-24 04:18PM	LPL and Fired CEO Reach Settlement 2 Months After Termination (Barrons.com)
09:00AM	LPL Financial Celebrates its Growing Network of Women in Wealth Management (GlobeNewswire)
08:00AM	LPL Financial Welcomes Financial Advisor Francisco J. Blanco (GlobeNewswire)
Dec-07-24 05:00AM	Intel's Gelsinger Isn't Alone: 2024 Has Been a Record Year for CEO Changes (Investopedia)
Dec-06-24 08:00AM	This Financial Services Stock Forming Bullish Pattern While Reaching New Highs (Investor's Business Daily)
Dec-04-24 08:55AM	LPL Financial Welcomes Frontline Investment Advisors (GlobeNewswire)
Dec-03-24 04:05PM	LPL Financial to present at the Goldman Sachs Financial Services Conference (GlobeNewswire)
08:55AM	LPL Financial Welcomes Argosy Financial (GlobeNewswire)
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)
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)
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%

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
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
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

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LPLA

LPL Financial Holdings Inc

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