Index -
P/E 19.51
EPS (ttm) 13.65
Insider Own 0.83%
Shs Outstand 74.66M
Perf Week 1.42%
Market Cap 19.83B
Forward P/E 13.55
EPS next Y 19.65
Insider Trans -14.36%
Shs Float 73.83M
Perf Month 1.42%
Income 1.07B
PEG 1.42
EPS next Q 3.81
Inst Own 96.80%
Short Float 1.45%
Perf Quarter 9.59%
Sales 10.05B
P/S 1.97
EPS this Y 0.85%
Inst Trans -3.93%
Short Ratio 2.00
Perf Half Y 23.18%
Book/sh 27.85
P/B 9.56
EPS next Y 23.96%
ROA 10.56%
Short Interest 1.07M
Perf Year 33.51%
Cash/sh 34.74
P/C 7.67
EPS next 5Y 13.75%
ROE 50.22%
52W Range 179.00 - 274.35
Perf YTD 17.00%
Dividend Est. 1.28 (0.48%)
P/FCF 133.72
EPS past 5Y 23.07%
ROI 17.79%
52W High -2.93%
Beta 0.84
Dividend TTM 1.20 (0.45%)
Quick Ratio -
Sales past 5Y 14.51%
Gross Margin 36.58%
52W Low 48.78%
ATR (14) 5.32
Dividend Ex-Date Mar 11, 2024
Current Ratio -
EPS Y/Y TTM 30.50%
Oper. Margin 16.71%
RSI (14) 56.09
Volatility 1.79% 2.03%
Employees 8400
Debt/Eq 1.91
Sales Y/Y TTM 16.88%
Profit Margin 10.61%
Recom 1.94
Target Price 293.79
Option/Short Yes / Yes
LT Debt/Eq 1.88
EPS Q/Q -27.68%
Payout 8.76%
Rel Volume 0.74
Prev Close 265.42
Sales Surprise 3.88%
EPS Surprise 3.61%
Sales Q/Q 13.31%
Earnings Apr 30 AMC
Avg Volume 533.20K
Price 266.32
SMA20 1.58%
SMA50 1.08%
SMA200 11.34%
Trades
Volume 394,211
Change 0.34%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jun-15-20 Reiterated
Citigroup
Buy
$95 → $100
Jun-09-20 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$100
May-18-20 Upgrade
Wells Fargo
Equal Weight → Overweight
$70
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LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Arnold Dan H. President & CEO 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 Gates Greg Managing Director Feb 26 '24 Sale 266.27 11,401 3,035,697 19,080 Feb 27 07:51 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 Enyedi Matthew Managing Director Feb 26 '24 Sale 263.00 2,400 631,200 10,495 Feb 27 07:42 PM Sethi Kabir Managing Director Feb 26 '24 Sale 266.50 1,300 346,451 10,245 Feb 27 08:04 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 23 '24 Sale 265.66 7,089 1,883,245 133,169 Feb 27 07:16 PM Arnold Dan H. President & CEO Feb 20 '24 Option Exercise 39.48 10,000 394,800 147,044 Feb 22 05:06 PM Enyedi Matthew Managing Director Feb 20 '24 Option Exercise 45.55 1,381 62,905 10,015 Feb 22 05:17 PM Arnold Dan H. President & CEO Feb 20 '24 Sale 256.35 10,000 2,563,512 137,044 Feb 22 05:06 PM Enyedi Matthew Managing Director Feb 20 '24 Sale 256.94 1,381 354,834 8,634 Feb 22 05:17 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 Jambusaria Aneri Managing Director Nov 02 '23 Sale 222.37 1,930 429,174 1,802 Nov 06 04:47 PM Arnold Dan H. President & CEO Sep 20 '23 Option Exercise 39.48 353 13,936 146,237 Sep 21 04:18 PM Arnold Dan H. President & CEO Sep 20 '23 Sale 250.03 353 88,261 145,884 Sep 21 04:18 PM Arnold Dan H. President & CEO Sep 19 '23 Option Exercise 39.48 175 6,909 146,059 Sep 21 04:18 PM Arnold Dan H. President & CEO Sep 19 '23 Sale 250.00 175 43,750 145,884 Sep 21 04:18 PM Steinmeier Richard Managing Director Sep 13 '23 Sale 242.68 10,300 2,499,617 16,914 Sep 15 04:15 PM Enyedi Matthew Managing Director Aug 22 '23 Option Exercise 45.55 3,265 148,721 13,243 Sep 05 04:33 PM Enyedi Matthew Managing Director Aug 22 '23 Sale 230.86 3,265 753,758 9,978 Sep 05 04:33 PM Glavin William Francis Jr Director May 04 '23 Buy 180.23 557 100,388 2,775 May 05 08:24 AM
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