LPL FINANCIAL HOLDINGS INC (NASDAQ: LPLA)

LPL FINANCIAL HOLDINGS INC

NASDAQ: LPLA (LPL Financial Holdings Inc.)

Last update: 14 Jun, 3:47AM

374.08

-5.31 (-1.40%)

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Previous Close	379.39
Open	375.11
Volume	422,961
Avg. Volume (3M)	836,931
Market Cap	29,917,306,880

Price / Earnings (TTM)	25.91
Price / Earnings (Forward)	24.45
Price / Sales	1.90
Price / Book	5.53

52 Weeks Range	187.19 (-49%) — 390.23 (4%)
Earnings Date	23 Jul 2025 - 28 Jul 2025
TTM Dividend Yield	0.24%

Market Trend

		Short Term	Medium Term
Industry	Capital Markets (US)	Bullish	Bullish
	Capital Markets (Global)	Bullish	Bullish
Stock	LPL Financial Holdings Inc.	Bearish	Bullish

AIStockmoo Score

1.1

Analyst Consensus	2.0
Insider Activity	-3.0
Price Volatility	2.0
Technical Moving Averages	5.0
Technical Oscillators	-0.5
Average	1.10

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LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
Sector	Financial Services
Industry	Capital Markets
Investment Style	Mid Growth
% Held by Insiders	0.54%
% Held by Institutions	98.54%

52 Weeks Range	187.19 (-49%) — 390.23 (4%)
Price Target Range	403.00 (7%) — 490.00 (30%)
High	490.00 (Morgan Stanley, 30.99%)	Buy
Median	427.50 (14.28%)
Low	403.00 (TD Cowen, 7.73%)	Hold
Average	435.50 (16.42%)
Total	5 Buy, 1 Hold
Avg. Price @ Call	367.99

Firm	Date	Target Price	Call	Price @ Call
Goldman Sachs	12 Sep 2025	405.00 (8.27%)	Buy	350.64
Barclays	02 Sep 2025	460.00 (22.97%)	Buy	362.83
Barclays	01 Aug 2025	463.00 (23.77%)	Buy	369.91
Keefe, Bruyette & Woods	04 Aug 2025	435.00 (16.29%)	Buy	374.57
Morgan Stanley	15 Jul 2025	490.00 (30.99%)	Buy	367.03
Wells Fargo	11 Jul 2025	420.00 (12.28%)	Buy	371.97
TD Cowen	09 Jul 2025	403.00 (7.73%)	Hold	380.90

Name	Avg. Buy ($)	Avg. Sell ($)	Net Quantity	Net Value ($)
FIELD EMILY	332.99	-	817	272,053
GATES GREG	-	332.99	-1,500	-499,485
JAMBUSARIA ANERI	-	362.83	-80	-29,026
REEPING KATHARINE	-	339.97	-56	-19,038
Aggregate Net Quantity				-819
Aggregate Net Value ($)				-275,497
Aggregate Avg. Buy ($)				332.99
Aggregate Avg. Sell ($)				345.26
Insider Range ($)				332.99 (-10%) — 362.83 (-3%)

Name	Holder	Date	Type	Quantity	Price	Value ($)
REEPING KATHARINE	Officer	09 Sep 2025	Disposed (-)	56	339.97	19,038
FIELD EMILY	Officer	05 Sep 2025	Acquired (+)	817	332.99	272,053
GATES GREG	Officer	05 Sep 2025	Automatic sell (-)	1,500	332.99	499,485
JAMBUSARIA ANERI	Officer	02 Sep 2025	Automatic sell (-)	80	362.83	29,026

Date	Type	Details
10 Sep 2025	Announcement	GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
09 Sep 2025	Announcement	LPL Financial Welcomes The Capitol Bay Group
08 Sep 2025	Announcement	Decorum Wealth Management Launches with Support from LPL Strategic Wealth
04 Sep 2025	Announcement	LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
28 Aug 2025	Announcement	LPL Financial Welcomes Concentric Wealth Management
27 Aug 2025	Announcement	LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
26 Aug 2025	Announcement	LPL Financial Welcomes Skyward Financial
21 Aug 2025	Announcement	LPL Financial Welcomes Women-Led Chloey Wealth
21 Aug 2025	Announcement	LPL Financial Reports Monthly Activity for July 2025
19 Aug 2025	Announcement	LPL Financial Welcomes Zarra Wealth Management
13 Aug 2025	Announcement	LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale
12 Aug 2025	Announcement	LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025
11 Aug 2025	Announcement	LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
07 Aug 2025	Announcement	LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
04 Aug 2025	Announcement	LPL Financial Welcomes Chief People Officer Emily Field
01 Aug 2025	Announcement	LPL Financial Closes Its Acquisition of Commonwealth Financial Network
31 Jul 2025	Announcement	LPL Financial Announces Second Quarter 2025 Results
30 Jul 2025	Announcement	LPL Financial Welcomes ProsperLane Financial
24 Jul 2025	Announcement	LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel
22 Jul 2025	Announcement	LPL Financial Welcomes Gallagher Wealth Management
15 Jul 2025	Announcement	LPL Financial Welcomes Waznik Heike Group
10 Jul 2025	Announcement	LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel
10 Jul 2025	Announcement	LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call
08 Jul 2025	Announcement	Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services
08 Jul 2025	Announcement	LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
01 Jul 2025	Announcement	LPL Financial Welcomes Resilient Wealth Management
30 Jun 2025	Announcement	LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending
26 Jun 2025	Announcement	LPL Financial Welcomes Wyatt Wealth Management
24 Jun 2025	Announcement	LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal
23 Jun 2025	Announcement	LPL Financial Reports Monthly Activity for May 2025
17 Jun 2025	Announcement	EverMark Investment Partners Launches with Support from LPL Strategic Wealth
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TTM Dividend Yield	0.24%
5Y Average Dividend Yield	0.59%
Payout Ratio	8.31%
Expected Next Dividend Payment	Dec 2025

Ex Date	Announcement Date	Payment Date	Details
30 May 2025	05 May 2025	12 Jun 2025	0.3 Cash
11 Mar 2025	27 Jan 2025	25 Mar 2025	0.3 Cash
14 Nov 2024	26 Oct 2024	02 Dec 2024	0.3 Cash
09 Aug 2024	23 Jul 2024	23 Aug 2024	0.3 Cash
20 May 2024	26 Apr 2024	04 Jun 2024	0.3 Cash
11 Mar 2024	30 Jan 2024	26 Mar 2024	0.3 Cash
08 Nov 2023	24 Oct 2023	27 Nov 2023	0.3 Cash
10 Aug 2023	25 Jul 2023	25 Aug 2023	0.3 Cash
17 May 2023	24 Apr 2023	01 Jun 2023	0.3 Cash
13 Mar 2023	31 Jan 2023	28 Mar 2023	0.3 Cash
09 Nov 2022	26 Oct 2022	28 Nov 2022	0.25 Cash
16 Aug 2022	31 Jul 2022	31 Aug 2022	0.25 Cash
08 Jun 2022	18 May 2022	24 Jun 2022	0.25 Cash
14 Mar 2022	01 Feb 2022	29 Mar 2022	0.25 Cash
09 Nov 2021	26 Oct 2021	29 Nov 2021	0.25 Cash
12 Aug 2021	27 Jul 2021	27 Aug 2021	0.25 Cash
21 May 2021	05 May 2021	07 Jun 2021	0.25 Cash
15 Mar 2021	01 Feb 2021	30 Mar 2021	0.25 Cash
10 Nov 2020	28 Oct 2020	30 Nov 2020	0.25 Cash
13 Aug 2020	28 Jul 2020	28 Aug 2020	0.25 Cash
27 May 2020	06 May 2020	12 Jun 2020	0.25 Cash
17 Mar 2020	27 Jan 2020	31 Mar 2020	0.25 Cash
06 Nov 2019	21 Oct 2019	21 Nov 2019	0.25 Cash
12 Aug 2019	24 Jul 2019	23 Aug 2019	0.25 Cash
17 May 2019	30 Apr 2019	03 Jun 2019	0.25 Cash
14 Mar 2019	30 Jan 2019	29 Mar 2019	0.25 Cash
07 Nov 2018	23 Oct 2018	26 Nov 2018	0.25 Cash
08 Aug 2018	25 Jul 2018	23 Aug 2018	0.25 Cash
17 May 2018	27 Apr 2018	01 Jun 2018	0.25 Cash
08 Mar 2018	16 Feb 2018	23 Mar 2018	0.25 Cash
08 Nov 2017	24 Oct 2017	27 Nov 2017	0.25 Cash
08 Aug 2017	26 Jul 2017	24 Aug 2017	0.25 Cash
11 May 2017	25 Apr 2017	25 May 2017	0.25 Cash
08 Mar 2017	24 Feb 2017	24 Mar 2017	0.25 Cash
14 Nov 2016	31 Oct 2016	30 Nov 2016	0.25 Cash
09 Aug 2016	26 Jul 2016	25 Aug 2016	0.25 Cash
18 May 2016	10 May 2016	31 May 2016	0.25 Cash
02 Mar 2016	23 Feb 2016	14 Mar 2016	0.25 Cash
09 Nov 2015	25 Oct 2015	24 Nov 2015	0.25 Cash
13 Aug 2015	31 Jul 2015	28 Aug 2015	0.25 Cash
07 May 2015	28 Apr 2015	21 May 2015	0.25 Cash
26 Feb 2015	18 Feb 2015	16 Mar 2015	0.25 Cash
06 Nov 2014	28 Oct 2014	26 Nov 2014	0.24 Cash
12 Aug 2014	29 Jul 2014	29 Aug 2014	0.24 Cash
02 May 2014	22 Apr 2014	20 May 2014	0.24 Cash
20 Feb 2014	10 Feb 2014	10 Mar 2014	0.24 Cash
06 Nov 2013	29 Oct 2013	26 Nov 2013	0.19 Cash
13 Aug 2013	30 Jul 2013	30 Aug 2013	0.19 Cash
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Annual Dividend Yield

Year	Annual Dividend ($)	Frequency/Year	Yield %
2025	0.600	2	0.16
2024	1.20	4	0.37
2023	1.20	4	0.53
2022	1.00	4	0.46
2021	1.00	4	0.63
2020	1.00	4	0.96
2019	1.00	4	1.08
2018	1.00	4	1.64
2017	1.00	4	1.75
2016	1.00	4	2.84
2015	1.00	4	2.35
2014	0.960	4	2.16
2013	0.380	2	0.81
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Take Profit 1 (TP1)

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Stop Loss (SL)

Realized Profit	-
Unrealized Profit	-
Dividend Received 2025	-
Total Profit	-
Avg. Return	-
Quantity (Buy)	-
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Profit Margin	8.44%
Operating Margin (TTM)	12.67%
Diluted EPS (TTM)	14.43
Quarterly Revenue Growth (YOY)	29.30%
Quarterly Earnings Growth (YOY)	10.30%

Total Debt/Equity (MRQ)	190.73%
Current Ratio (MRQ)	2.15
Operating Cash Flow (TTM)	191.50 M
Levered Free Cash Flow (TTM)	173.46 M

Return on Assets (TTM)	8.71%
Return on Equity (TTM)	40.36%

Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)