LPL FINANCIAL HOLDINGS INC (NASDAQ: LPLA)

LPL FINANCIAL HOLDINGS INC

NASDAQ: LPLA (LPL Financial Holdings Inc.)

Last update: 2 days ago, 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)	20.62
Price / Sales	2.22
Price / Book	9.96

52 Weeks Range	187.19 (-49%) — 390.23 (4%)
Earnings Date	23 Jul 2025 - 28 Jul 2025
TTM Dividend Yield	0.32%

Market Trend

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

AIStockmoo Score

0.1

Analyst Consensus	1.5
Insider Activity	-1.5
Price Volatility	-0.5
Technical Moving Averages	-1.5
Technical Oscillators	2.5
Average	0.10

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LPLA	30 B	0.32%	25.91	9.96
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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%

Ownership

Name	Date	Shares Held
Lone Pine Capital Llc	31 Dec 2024	1,922,748

52 Weeks Range	187.19 (-49%) — 390.23 (4%)
Price Target Range	342.00 (-8%) — 460.00 (22%)
High	460.00 (Redburn Atlantic, 22.97%)	Buy
Median	445.00 (18.96%)
Low	342.00 (Wells Fargo, -8.58%)	Buy
Average	423.67 (13.26%)
Total	5 Buy, 1 Hold
Avg. Price @ Call	361.07

Firm	Date	Target Price	Call	Price @ Call
Barclays	09 Jun 2025	450.00 (20.30%)	Buy	380.39
Barclays	12 May 2025	400.00 (6.93%)	Buy	376.75
Citigroup	09 Jun 2025	400.00 (6.93%)	Hold	380.39
Citigroup	02 Apr 2025	400.00 (6.93%)	Buy	338.40
Redburn Atlantic	09 Jun 2025	460.00 (22.97%)	Buy	380.39
Morgan Stanley	21 May 2025	450.00 (20.30%)	Buy	377.95
JMP Securities	09 May 2025	440.00 (17.62%)	Buy	360.42
JMP Securities	08 Apr 2025	420.00 (12.28%)	Buy	286.89
Wells Fargo	08 Apr 2025	342.00 (-8.58%)	Buy	286.89

Name	Avg. Buy ($)	Avg. Sell ($)	Net Quantity	Net Value ($)
JAMBUSARIA ANERI	-	383.39	-80	-30,671
SCHIFTER RICHARD P	-	383.39	-238	-91,247
Aggregate Net Quantity				-318
Aggregate Net Value ($)				-121,918
Aggregate Avg. Buy ($)				-
Aggregate Avg. Sell ($)				383.39

Name	Holder	Date	Type	Quantity	Price	Value ($)
JAMBUSARIA ANERI	Officer	02 Jun 2025	Automatic sell (-)	80	383.39	30,671
SCHIFTER RICHARD P	Director	02 Jun 2025	Disposed (-)	238	383.39	91,247

Date	Type	Details
12 Jun 2025	Announcement	LPL Financial Welcomes Runyan Capital
05 Jun 2025	Announcement	LPL Financial Welcomes Loomis Wealth Management
02 Jun 2025	Announcement	Arv Private Wealth Launches with Support from LPL Strategic Wealth
28 May 2025	Announcement	LPL Financial Welcomes Mai Park Capital to Linsco Channel
28 May 2025	Announcement	LPL Financial to Present at the William Blair Growth Stock Conference
22 May 2025	Announcement	LPL Financial and Momentum Wealth Partners Welcome Beacon Financial
22 May 2025	Announcement	LPL Financial Reports Monthly Activity for April 2025
21 May 2025	Announcement	LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik
21 May 2025	Announcement	LPL Financial to Present at the Bernstein Strategic Decisions Conference
20 May 2025	Announcement	LPL Financial Announces Q1 2025 Technology Updates
20 May 2025	Announcement	LPL Financial Welcomes PCC Wealth Partners
15 May 2025	Announcement	LPL Financial Asks What If You Could? in New Brand Campaign
14 May 2025	Announcement	LPL Financial Launches Comprehensive Alts Learning Hub
08 May 2025	Announcement	LPL Financial Announces First Quarter 2025 Results
07 May 2025	Announcement	LPL Financial Welcomes Women-Led West Texas Investments
05 May 2025	Announcement	LPL Financial Welcomes Northern Advisory Group
05 May 2025	Announcement	LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software
01 May 2025	Announcement	LPL Financial Welcomes Barlow Capital Advisors
23 Apr 2025	Announcement	LPL Welcomes Synergy Wealth Strategies
17 Apr 2025	Announcement	LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call
15 Apr 2025	Announcement	LPL Financial Welcomes Tenacity Investment Group
15 Apr 2025	Announcement	LPL Financial Announces Promotion of Five Executives to New Managing Director Roles
09 Apr 2025	Announcement	LPL Financial Welcomes Trimp Wealth Management
08 Apr 2025	Announcement	LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer
07 Apr 2025	Announcement	LPL Financial Announces Strategic Relationship with First Horizon Bank
02 Apr 2025	Announcement	LPL Financial Welcomes Horizon Capital Advisors
31 Mar 2025	Announcement	LPL Financial Announces Proposed $1.5 Billion Common Stock Offering
31 Mar 2025	Announcement	LPL Financial to Acquire Commonwealth Financial Network
31 Mar 2025	Announcement	LPL Financial Announces Pricing of Its Common Stock Offering
27 Mar 2025	Announcement	LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
20 Mar 2025	Announcement	LPL Financial Reports Monthly Activity for February 2025
18 Mar 2025	Announcement	LPL Welcomes Legacy Premier Wealth Management
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TTM Dividend Yield	0.32%
5Y Average Dividend Yield	0.59%
Payout Ratio	8.31%
Expected Next Dividend Payment	Aug 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.

Portfolio

AI Template

Your price alert

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

Realized Profit	-
Unrealized Profit	-
Dividend Received 2025	-
Total Profit	-
Avg. Return	-
Quantity (Buy)	-
Avg. Price (Buy)	-
Quantity (Sold)	-
Avg. Price (Sold)	-

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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)