LPL Financial Holdings Inc.
LPL Financial Holdings Inc.
Your view on LPLA
Overview
What the company does, where it operates, and who runs it.
About LPL Financial Holdings Inc.
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Richard Steinmeier
- Headquarters
- 4707 Executive Drive, San Diego, CA, US
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- CEO
- Richard Steinmeier
- Headquarters
- 4707 Executive Drive, San Diego, CA, US
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 financial institutions in the United States.
Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes.
The company also provides advisory 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 programs; 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 to trusts 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.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for LPL Financial Holdings Inc., and the rating behind it. LPLA last traded at $317.23, 25.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for LPL Financial Holdings Inc.. Starting points for LPL Financial Holdings Inc.: P/E 25.3, EPS $12.59, beta 0.48 — an Financial - Capital Markets name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for LPL Financial Holdings Inc.. LPL Financial Holdings Inc. paid $1.20 per share over the last year — a 0.4% yield at the current $317.23 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for LPL Financial Holdings Inc.. Trailing twelve-month EPS for LPL Financial Holdings Inc. stands at $12.59. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for LPL Financial Holdings Inc.. LPL Financial Holdings Inc. has reported as a listed company since 2010. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
LPL Financial Holdings Inc. valued side by side against its closest peers. LPL Financial Holdings Inc. is measured against Financial - Capital Markets peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold LPL Financial Holdings Inc., and how their positions are changing. At a $24.98B market value, institutional positions materially move LPL Financial Holdings Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by LPL Financial Holdings Inc. executives and directors. Shares of LPL Financial Holdings Inc. have traded between $262.83 and $403.58 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming LPL Financial Holdings Inc.. LPL Financial Holdings Inc. is a $24.98B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming LPL Financial Holdings Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for LPL Financial Holdings Inc.. Coverage tracks LPL Financial Holdings Inc. within Financial - Capital Markets (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.