Lpl Financial Holdings Inc. (LPLA)

$266.9

+2.61

(+0.99%)▲

Market is closed - opens 7 PM, 24 Apr 2024

Insights on Lpl Financial Holdings Inc.

  • Increasing Revenue

    Revenue is up for the last 3 quarters, 946.05M → 2.64B (in $), with an average increase of 33.5% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 4 quarters, 338.88M → 217.55M (in $), with an average decrease of 13.4% per quarter

  • Vs IBKR

    In the last 1 year, Interactive Brokers Group, Inc. has given 39.4% return, outperforming this stock by 9.8%

Performance

  • $262.28
    $266.94
    $266.90
    downward going graph

    1.73%

    Downside

    Day's Volatility :1.75%

    Upside

    0.01%

    downward going graph
  • $177.60
    $274.35
    $266.90
    downward going graph

    33.46%

    Downside

    52 Weeks Volatility :35.27%

    Upside

    2.72%

    downward going graph

Returns

PeriodLpl Financial Holdings Inc.Sector (Financials)Index (Russel 2000)
3 Months
9.6%
7.1%
0.0%
6 Months
20.58%
27.7%
0.0%
1 Year
28.68%
23.0%
-1.3%
3 Years
77.88%
15.5%
-22.1%

Highlights

Market Capitalization
19.6B
Book Value
$27.85
Dividend Share
1.2
Dividend Yield
0.46%
Earnings Per Share (EPS)
13.69
PE Ratio
19.18
PEG Ratio
1.52
Wall Street Target Price
296.5
Profit Margin
10.61%
Operating Margin TTM
16.01%
Return On Assets TTM
10.82%
Return On Equity TTM
50.22%
Revenue TTM
10.1B
Revenue Per Share TTM
130.89
Quarterly Revenue Growth YOY
13.3%
Gross Profit TTM
2.4B
EBITDA
2.1B
Diluted Eps TTM
13.69
Quarterly Earnings Growth YOY
-0.28
EPS Estimate Current Year
15.88
EPS Estimate Next Year
19.5
EPS Estimate Current Quarter
3.38
EPS Estimate Next Quarter
4.04

Analyst Recommendation

Buy
    73%Buy
    26%Hold
    0
    0%Sell
Based on 19 Wall street analysts offering stock ratings for Lpl Financial Holdings Inc.(by analysts ranked 0 to 5 stars)
Based on 19 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
14
14
13
Hold
5
5
5
Sell
00
00
00

Analyst Forecast

What analysts predicted

Upside of 11.09%

Current $266.90
Target $296.50

Company Financials

FY18Y/Y Change
Revenue
1.8B
↑ 25.89%
Net Income
439.5M
↑ 83.98%
Net Profit Margin
24.11%
↑ 7.61%
FY19Y/Y Change
Revenue
2.0B
↑ 12.05%
Net Income
559.9M
↑ 27.4%
Net Profit Margin
27.42%
↑ 3.31%
FY20Y/Y Change
Revenue
2.0B
↓ 2.19%
Net Income
472.6M
↓ 15.58%
Net Profit Margin
23.66%
↓ 3.76%
FY21Y/Y Change
Revenue
2.4B
↑ 17.66%
Net Income
459.9M
↓ 2.7%
Net Profit Margin
19.57%
↓ 4.09%
FY22Y/Y Change
Revenue
3.1B
↑ 30.35%
Net Income
845.7M
↑ 83.9%
Net Profit Margin
27.6%
↑ 8.03%
FY23Y/Y Change
Revenue
10.1B
↑ 228.13%
Net Income
1.1B
↑ 26.08%
Net Profit Margin
10.61%
↓ 16.99%
Q3 FY22Q/Q Change
Revenue
804.5M
↓ 60.54%
Net Income
232.3M
↑ 44.71%
Net Profit Margin
28.88%
↑ 21.01%
Q4 FY22Q/Q Change
Revenue
935.1M
↑ 16.24%
Net Income
319.1M
↑ 37.34%
Net Profit Margin
34.12%
↑ 5.24%
Q1 FY23Q/Q Change
Revenue
981.9M
↑ 5.0%
Net Income
338.9M
↑ 6.21%
Net Profit Margin
34.51%
↑ 0.39%
Q2 FY23Q/Q Change
Revenue
946.1M
↓ 3.65%
Net Income
285.5M
↓ 15.75%
Net Profit Margin
30.18%
↓ 4.33%
Q3 FY23Q/Q Change
Revenue
2.5B
↑ 166.62%
Net Income
224.3M
↓ 21.44%
Net Profit Margin
8.89%
↓ 21.29%
Q4 FY23Q/Q Change
Revenue
2.6B
↑ 4.81%
Net Income
217.6M
↓ 3.0%
Net Profit Margin
8.23%
↓ 0.66%
FY18Y/Y Change
Total Assets
5.5B
↑ 2.22%
Total Liabilities
4.5B
↑ 2.5%
FY19Y/Y Change
Total Assets
5.9B
↑ 7.35%
Total Liabilities
4.9B
↑ 7.84%
FY20Y/Y Change
Total Assets
6.5B
↑ 10.94%
Total Liabilities
5.2B
↑ 7.26%
FY21Y/Y Change
Total Assets
8.0B
↑ 22.5%
Total Liabilities
6.3B
↑ 21.36%
FY22Y/Y Change
Total Assets
9.5B
↑ 18.65%
Total Liabilities
7.3B
↑ 15.72%
FY23Y/Y Change
Total Assets
10.4B
↑ 9.53%
Total Liabilities
8.3B
↑ 13.56%
Q3 FY22Q/Q Change
Total Assets
9.7B
↑ 25.33%
Total Liabilities
7.7B
↑ 30.61%
Q4 FY22Q/Q Change
Total Assets
9.5B
↓ 2.2%
Total Liabilities
7.3B
↓ 4.96%
Q1 FY23Q/Q Change
Total Assets
9.2B
↓ 3.32%
Total Liabilities
7.0B
↓ 4.65%
Q2 FY23Q/Q Change
Total Assets
9.4B
↑ 2.45%
Total Liabilities
7.3B
↑ 4.23%
Q3 FY23Q/Q Change
Total Assets
9.5B
↑ 1.01%
Total Liabilities
7.4B
↑ 1.74%
Q4 FY23Q/Q Change
Total Assets
10.4B
↑ 9.47%
Total Liabilities
8.3B
↑ 12.3%
FY18Y/Y Change
Operating Cash Flow
581.6M
↑ 31.05%
Investing Cash Flow
-161.8M
↓ 63.04%
Financing Cash Flow
-483.4M
↓ 942.98%
FY19Y/Y Change
Operating Cash Flow
623.9M
↑ 7.27%
Investing Cash Flow
-181.0M
↑ 11.89%
Financing Cash Flow
-533.2M
↑ 10.32%
FY20Y/Y Change
Operating Cash Flow
789.9M
↑ 26.62%
Investing Cash Flow
-187.5M
↑ 3.6%
Financing Cash Flow
-275.2M
↓ 48.39%
FY21Y/Y Change
Operating Cash Flow
453.1M
↓ 42.64%
Investing Cash Flow
-458.6M
↑ 144.61%
Financing Cash Flow
278.8M
↓ 201.33%
FY22Y/Y Change
Operating Cash Flow
1.9B
↑ 329.36%
Investing Cash Flow
-376.4M
↓ 17.93%
Financing Cash Flow
-504.3M
↓ 280.85%
Q3 FY22Q/Q Change
Operating Cash Flow
2.1B
↑ 2823.17%
Investing Cash Flow
-105.5M
↑ 8.32%
Financing Cash Flow
-93.6M
↑ 36.38%
Q4 FY22Q/Q Change
Operating Cash Flow
-176.6M
↓ 108.31%
Investing Cash Flow
-98.7M
↓ 6.41%
Financing Cash Flow
-166.6M
↑ 78.05%
Q1 FY23Q/Q Change
Operating Cash Flow
-205.9M
↑ 16.62%
Investing Cash Flow
-350.8M
↑ 255.28%
Financing Cash Flow
-197.9M
↑ 18.74%
Q2 FY23Q/Q Change
Operating Cash Flow
402.8M
↓ 295.62%
Investing Cash Flow
-151.3M
↓ 56.87%
Financing Cash Flow
-221.2M
↑ 11.78%

Technicals Summary

Sell

Neutral

Buy

Lpl Financial Holdings Inc. is currently in a neutral trading position according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
0.67%
20.58%
28.68%
77.88%
251.82%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
3.67%
41.14%
39.78%
54.32%
105.71%
Morgan Stanley
Morgan Stanley
1.04%
28.44%
2.1%
13.76%
94.49%
Charles Schwab Corp., The
Charles Schwab Corp., The
4.11%
50.54%
39.8%
10.6%
62.99%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
3.06%
39.48%
21.34%
22.99%
104.44%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
-0.77%
33.19%
31.35%
45.29%
110.23%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
19.18
19.18
1.52
15.88
0.5
0.11
0.0
27.85
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
39.87
39.87
2.58
6.61
0.22
0.02
0.01
34.85
Morgan Stanley
Morgan Stanley
16.48
16.48
3.06
6.8
0.09
0.01
0.04
55.5
Charles Schwab Corp., The
Charles Schwab Corp., The
30.72
30.72
1.19
3.41
0.12
0.01
0.01
23.23
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
15.75
15.75
3.14
37.83
0.08
0.01
0.03
318.23
Raymond James Financial, Inc.
Raymond James Financial, Inc.
15.72
15.72
1.34
9.73
0.17
0.02
0.01
51.33
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Lpl Financial Holdings Inc.
Lpl Financial Holdings Inc.
Buy
$19.6B
251.82%
19.18
10.61%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
Buy
$47.1B
105.71%
39.87
13.72%
Morgan Stanley
Morgan Stanley
Buy
$147.5B
94.49%
16.48
17.48%
Charles Schwab Corp., The
Charles Schwab Corp., The
Buy
$134.1B
62.99%
30.72
26.14%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
Buy
$131.1B
104.44%
15.75
20.15%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
Buy
$26.2B
110.23%
15.72
14.72%

Institutional Holdings

  • Vanguard Group Inc

    9.59%

  • BlackRock Inc

    8.01%

  • HHG PLC

    3.82%

  • FMR Inc

    3.76%

  • T. Rowe Price Associates, Inc.

    3.30%

  • Capital Research Global Investors

    2.97%

Corporate Announcements

  • Lpl Financial Holdings Inc. Dividends March,2024

    In the quarter ending March,2024. Lpl Financial Holdings Inc. has declared dividend of $0.3

    Read More

Company Information

lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi

Organization
Lpl Financial Holdings Inc.
Employees
8400
CEO
Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.
Industry
Finance

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