LPL Financial Holdings Inc (LPLA)

NASDAQ
Currency in USD
341.74
+13.84(+4.22%)
Closed
After Hours
343.15+1.41(+0.41%)
LPLA Scorecard
Full Analysis
Trading at a high P/E ratio relative to near-term earnings growth
Fair Value
Day's Range
334.77343.25
52 wk Range
187.19384.04
Key Statistics
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Prev. Close
341.74
Open
334.77
Day's Range
334.77-343.25
52 wk Range
187.19-384.04
Volume
556.41K
Average Volume (3m)
748.04K
1-Year Change
31.25%
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
412.71
Upside
+20.77%
Members' Sentiments
Bearish
Bullish
ProTips
Has maintained dividend payments for 14 consecutive years
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LPL Financial 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 institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it 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; an advisor-facing trading and portfolio rebalancing platform; 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


Growth Powerhouse
LPL Financial showcases impressive organic growth and strategic acquisitions, solidifying its position as the nation's largest independent broker-deale
Tech-Driven Future
Explore how LPL's investments in technology are widening the competitive gap and enhancing advisor productivity, driving long-term growth potential
Financial Resilience
Delve into LPL's consistent earnings beats and robust financial metrics, with analysts projecting continued strong performance and price targets ranging from $285 to $435
Market Dominance
Learn about LPL's expanding market share, successful enterprise wins, and potential S&P 500 inclusion, positioning the company for sustained industry leadership
Read full SWOT analysis

LPL Financial Holdings Inc Earnings Call Summary for Q4/2024

  • LPL Financial beats Q4 expectations with EPS of $4.25 and revenue of $3.51B, both surpassing forecasts by 7.3%
  • Total advisory and brokerage assets reach $1.7T, with industry-leading organic asset growth of 10% for the full year
  • Q1 organic growth expected in mid-teens range; company targets $150M EBITDA run rate from Atria acquisition
  • Stock dips 0.3% in aftermarket trading despite strong results; analysts maintain bullish outlook with targets up to $450/share
  • CEO emphasizes focus on advisor service, business growth, and shareholder value amid evolving market conditions
Last Updated: 01/02/2025, 14:18
Read Full Transcript

Compare LPLA to Peers and Sector

Metrics to compare
LPLA
Peers
Sector
Relationship
P/E Ratio
24.1x26.3x8.9x
PEG Ratio
9.300.240.03
Price/Book
8.7x3.9x1.0x
Price / LTM Sales
2.1x3.1x2.7x
Upside (Analyst Target)
26.1%16.8%16.4%
Fair Value Upside
Unlock−14.5%3.1%Unlock

Analyst Ratings

13 Buy
2 Hold
1 Sell
Ratings:
16 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 412.71
(+20.77% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 14.17%
Dividend Yield
0.37%
Industry Median 2.66%
Annualised payout
1.20
Paid quarterly
5-Years Growth
+3.71%
Growth Streak

Earnings

Latest Release
Jan 30, 2025
EPS / Forecast
4.25 / 3.96
Revenue / Forecast
3.51B / 3.27B
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 341.74

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 0.35%.

What Is the LPL Financial Market Cap?

As of today, LPL Financial market cap is 25.48B.

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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