LPL Financial Holdings Inc (LPLA)

NASDAQ
Currency in USD
373.98
+1.64(+0.44%)
Closed
After Hours
367.41-6.57(-1.76%)
LPLA Scorecard
Full Analysis
11 analysts have revised their earnings upwards for the upcoming period
Trading near 52-week High
Fair Value
Day's Range
369.55376.11
52 wk Range
187.19376.11
Key Statistics
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Prev. Close
372.34
Open
374.41
Day's Range
369.55-376.11
52 wk Range
187.19-376.11
Volume
581.97K
Average Volume (3m)
529.85K
1-Year Change
45.14%
Book Value / Share
39.14
Fair Value
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Fair Value Upside
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LPLA Scorecardpro icon
Company’s Health
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Fair Value
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Fair Pricepro lock
Upsidepro lock
Price Target
412.53
Upside
+10.31%
Members' Sentiments
Bearish
Bullish
ProTips
Trading at a high P/E ratio relative to near-term earnings growth
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LPL Financial Holdings Inc Company Profile

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 enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based 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 products; 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 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.

LPL Financial Holdings Inc SWOT Analysis


Market Dominance
Explore LPL Financial's position as the largest independent broker-dealer in the US, driving consistent organic growth and expanding market share
Financial Resilience
Delve into LPL's impressive financial performance, consistently beating EPS expectations and managing expenses effectively
Strategic Expansion
Learn about LPL's multifaceted growth strategy, including organic growth, strategic M&A, and enterprise business wins
Future Prospects
Analyst price targets range from $273 to $435, reflecting optimism about LPL's potential S&P 500 inclusion and ongoing value creation
Read full SWOT analysis

LPL Financial Holdings Inc Earnings Call Summary for Q3/2024

  • Q3 adjusted EPS of $4.16; organic net new assets of $27B, 7% annualized growth; total assets reach $1.6T
  • Recruited $26B in assets in Q3; set to onboard Prudential and Wintrust wealth businesses by early 2025, adding $76B in assets
  • Atria Wealth Solutions acquisition adds 2,200 advisors; 80% retention expected; run-rate EBITDA benefit of $150M anticipated
  • 2024 core G&A expenses projected at $1.510B-$1.525B; plans to restart share repurchases in Q4, targeting $100M
  • Strategic focus on institutional channel and private wealth sector, aiming to unlock $6T opportunity
Last Updated: 01/11/2024, 04:52 am
Read Full Transcript

Compare LPLA to Peers and Sector

Metrics to compare
LPLA
Peers
Sector
Relationship
P/E Ratio
26.4x24.7x8.9x
PEG Ratio
10.620.550.03
Price/Book
9.5x3.2x1.0x
Price / LTM Sales
2.3x2.7x2.8x
Upside (Analyst Target)
10.7%11.7%12.8%
Fair Value Upside
Unlock−11.1%3.4%Unlock

Analyst Ratings

14 Buy
2 Hold
1 Sell
Ratings:
17 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 412.53
(+10.31% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 14.17
Dividend Yield
0.32%
Industry Median 2.70%
Annualised payout
1.2000
Paid quarterly
5-Years Growth
+3.71%
Growth Streak

Earnings

Latest Release
-
EPS / Forecast
-- / --
Revenue / Forecast
-- / --
EPS Revisions
Last 90 days

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FAQ

What Is the LPL Financial (LPLA) Stock Price Today?

The LPL Financial stock price today is 373.98

What Stock Exchange Does LPL Financial Trade On?

LPL Financial is listed and trades on the NASDAQ stock exchange.

What Is the Stock Symbol for LPL Financial?

The stock symbol for LPL Financial is "LPLA."

Does LPL Financial Pay Dividends? What’s The Current Dividend Yield?

The LPL Financial dividend yield is 0.32%.

What Is the LPL Financial Market Cap?

As of today, LPL Financial market cap is 27.92B.

What is LPL Financial Earnings Per Share?

The LPL Financial EPS is 14.17.

What Is the Next LPL Financial Earnings Date?

LPL Financial will release its next earnings report on 23 Apr 2025.

From a Technical Analysis Perspective, Is LPLA a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.
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