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LPLA

LPL Financial Holdings Inc

May 19 • 04:00PM ET

385.37

Dollar change +0.76
Percentage change 0.20	%

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 SCHG

Scroll to Statements

Index	-	P/E	26.67	EPS (ttm)	14.45	Insider Own	0.80%	Shs Outstand	79.98M	Perf Week	2.29%
Market Cap	30.82B	Forward P/E	17.31	EPS next Y	22.27	Insider Trans	-6.37%	Shs Float	79.34M	Perf Month	25.93%
Income	1.09B	PEG	1.45	EPS next Q	4.43	Inst Own	97.93%	Short Float	2.22%	Perf Quarter	1.42%
Sales	13.22B	P/S	2.33	EPS this Y	15.31%	Inst Trans	4.78%	Short Ratio	1.77	Perf Half Y	22.46%
Book/sh	41.88	P/B	9.20	EPS next Y	16.96%	ROA	8.71%	Short Interest	1.76M	Perf Year	43.92%
Cash/sh	35.76	P/C	10.78	EPS next 5Y	18.39%	ROE	40.36%	52W Range	187.19 - 390.23	Perf YTD	18.03%
Dividend Est.	1.25 (0.32%)	P/FCF	-	EPS past 5Y	16.23%	ROI	11.98%	52W High	-1.25%	Beta	0.67
Dividend TTM	1.20 (0.31%)	Quick Ratio	-	Sales past 5Y	17.47%	Gross Margin	31.97%	52W Low	105.87%	ATR (14)	11.94
Dividend Ex-Date	May 30, 2025	Current Ratio	-	EPS Y/Y TTM	8.63%	Oper. Margin	14.22%	RSI (14)	74.46	Volatility	2.18% 2.81%
Employees	9000	Debt/Eq	2.00	Sales Y/Y TTM	26.32%	Profit Margin	8.23%	Recom	1.59	Target Price	400.31
Option/Short	Yes / Yes	LT Debt/Eq	1.91	EPS Q/Q	10.84%	Payout	8.55%	Rel Volume	0.36	Prev Close	384.61
Sales Surprise	1.66%	EPS Surprise	10.05%	Sales Q/Q	29.56%	Earnings	May 08 AMC	Avg Volume	995.09K	Price	385.37
SMA20	12.51%	SMA50	17.49%	SMA200	28.48%	Trades		Volume	361,562	Change	0.20%

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

May-15-25 08:30AM	LPL Financial Asks What If You Could? in New Brand Campaign (GlobeNewswire)
May-14-25 08:30AM	LPL Financial Launches Comprehensive Alts Learning Hub (GlobeNewswire)
May-12-25 04:45PM	Does the Stock Rally Have Legs? Heres a Key Level One Expert Is Watching (Investopedia)
May-09-25 12:26PM	LPL Shares Jump on Earnings Beat. CEO Upbeat on Retaining Commonwealth Advisors. (Barrons.com) +6.32%
11:28AM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
09:21AM	Loading…
09:21AM	Q1 2025 LPL Financial Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
08:02AM	LPL Financial's Q1 Earnings Beat on Higher Revenues, Expenses Soar (Zacks)
03:47AM	LPL Financial Holdings Inc (LPLA) Q1 2025 Earnings Call Highlights: Record Asset Growth and ... (GuruFocus.com)
May-08-25 08:30PM	LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	LPL Financial Holdings Inc. (LPLA) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	LPL Financial Announces First Quarter 2025 Results (GlobeNewswire)
May-07-25 08:55AM	LPL Financial Welcomes Women-Led West Texas Investments (GlobeNewswire)
07:40AM	MarketAxess (MKTX) Q1 Earnings Surpass Estimates (Zacks)
May-06-25 12:10PM	Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
May-05-25 09:15AM	Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
09:00AM	Loading…
09:00AM	LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software (GlobeNewswire)
08:00AM	LPL Financial Welcomes Northern Advisory Group (GlobeNewswire)
May-02-25 08:46AM	Interactive Brokers Reports Y/Y Increase in April Client DARTs (Zacks)
08:15AM	Piper Sandler Companies (PIPR) Tops Q1 Earnings and Revenue Estimates (Zacks)
May-01-25 04:41PM	Former $2.1 Billion Commonwealth Team Launches RIA (Barrons.com)
10:01AM	LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:55AM	LPL Financial Welcomes Barlow Capital Advisors (GlobeNewswire)
Apr-30-25 08:05AM	Evercore (EVR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
Apr-29-25 10:15AM	Artisan Global Equity Fund Q1 2025 Commentary (Seeking Alpha)
Apr-24-25 06:37PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Apr-23-25 05:25PM	Raymond James Financial, Inc. (RJF) Q2 Earnings and Revenues Miss Estimates (Zacks)
08:55AM	LPL Welcomes Synergy Wealth Strategies (GlobeNewswire)
06:20AM	Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now? (Zacks)
Apr-18-25 12:29PM	Weeks Best: After the Selloff, Whats Next? (Barrons.com)
Apr-17-25 04:29PM	Theres a New Front in the Legal War Between LPL Financial and Ameriprise (Barrons.com)
04:05PM	Loading…
04:05PM	LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call (GlobeNewswire)
Apr-16-25 03:44PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research)
Apr-15-25 04:30PM	LPL Financial Announces Promotion of Five Executives to New Managing Director Roles (GlobeNewswire)
04:05PM	LPL Is Buying a Rival Firm. Now It Must Win Over Its 2,900 Advisors. (Barrons.com)
08:55AM	LPL Financial Welcomes Tenacity Investment Group (GlobeNewswire)
Apr-14-25 10:02AM	Goldman Tops Q1 Earnings on Higher Equity Trading Revenues, Stock Up (Zacks)
Apr-11-25 02:57PM	Cetera Wealth President Publicly Courts Commonwealth Advisors After LPL Deal (Barrons.com)
Apr-10-25 08:42AM	LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? (Zacks) -5.44%
Apr-09-25 06:25PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research) +11.15%
08:55AM	LPL Financial Welcomes Trimp Wealth Management (GlobeNewswire)
Apr-08-25 08:00AM	LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer (GlobeNewswire)
Apr-07-25 02:17PM	Thornburg Small/Mid Cap Core Fund Q4 2024 Commentary (Seeking Alpha)
09:00AM	LPL Financial Announces Strategic Relationship with First Horizon Bank (GlobeNewswire)
Apr-04-25 06:43PM	Analyst Report: LPL Financial Holdings Inc. (Morningstar Research) -9.41%
04:54PM	Top Analyst Reports for Broadcom, UnitedHealth & Toyota Motor (Zacks)
02:34PM	Weeks Best: LPL to Buy Commonwealth (Barrons.com)
Apr-03-25 01:26PM	Interactive Brokers Reports Y/Y Increase in March Client DARTs (Zacks) -7.58%
Apr-02-25 12:51PM	Why Fidelity Likely Will Take a Hit From LPL Financials Big Deal (Barrons.com)
08:55AM	LPL Financial Welcomes Horizon Capital Advisors (GlobeNewswire)
06:20AM	Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)? (Zacks)
Apr-01-25 11:30AM	LPL Financial to Buy Commonwealth for $2.7 Billion (Barrons.com)
10:57AM	LPLA to Buy Commonwealth Financial, Boost Wealth Management Offerings (Zacks)
03:59AM	LPL Financial to buy Commonwealth Financial for $2.7bn (Private Banker International)
Mar-31-25 08:56PM	LPL Financial Announces Pricing of Its Common Stock Offering (GlobeNewswire)
01:22PM	LPL Financial: Stay The Course (Seeking Alpha)
06:56AM	LPL Financial Announces Proposed $1.5 Billion Common Stock Offering (GlobeNewswire)
06:25AM	LPL Financial: Positioned To Accelerate Market Expansion Through Commonwealth Acquisition (Seeking Alpha)
06:00AM	LPL Financial to Acquire Commonwealth Financial Network (GlobeNewswire)
Mar-28-25 05:14PM	LPL Financial Held Talks to Acquire Commonwealth, Reports Say (Barrons.com)
01:54PM	Weeks Best: LPL CEO Wants to Take On Morgan, Schwab (Barrons.com)
Mar-27-25 11:15AM	Columbia Select Mid Cap Growth Fund Q4 2024 Commentary (SeekingAlpha)
08:55AM	LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel (GlobeNewswire)
Mar-25-25 08:59PM	Tracking Lone Pine Capital Portfolio - Q4 2024 Update (SeekingAlpha)
07:55AM	LPL Financial Holdings (LPLA) Surged on Robust Organic Growth and Favorable Market Dynamics (InsiderMonkey)
07:47AM	Fidelity Freedom Income Fund Q4 2024 Review (SeekingAlpha)
Mar-24-25 01:22PM	LPL Financial's February Brokerage & Advisory Assets Rise Y/Y (Zacks)
08:00AM	LPL Is Already Big. Its New CEO Says It Can Get Even Bigger. (Barrons.com)
Mar-20-25 04:05PM	LPL Financial Reports Monthly Activity for February 2025 (GlobeNewswire)
Mar-18-25 09:21AM	Diamond Hill Capital Mid Cap Strategy Added LPL Financial Holdings (LPLA) on Dip (Insider Monkey)
08:55AM	LPL Welcomes Legacy Premier Wealth Management (GlobeNewswire)
Mar-12-25 08:55AM	LPL Financial Welcomes Four Advisors to Carnegie Private Wealth (GlobeNewswire)
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)
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)
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)

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
Jambusaria Aneri	Managing Director	Mar 14 '25	Sale	311.87	80	24,950	5,742	Mar 17 04:24 PM
Jambusaria Aneri	Officer	Mar 14 '25	Proposed Sale	311.87	80	24,950		Mar 14 09:45 AM
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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