LPL Financial Holdings Company Profile (NASDAQ:LPLA)

About LPL Financial Holdings

LPL Financial Holdings logoLPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors (RIAs) and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors (its advisors), including financial advisors at approximately 700 financial institutions across the country. Through its advisors, the Company is a distributor of financial products and services in the United States. The Company provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. The Company's platform provides access to approximately 790 product providers that offer the various product lines, such as insurance-based products, alternative investments, structured products, mutual funds, separately managed accounts, exchange traded products, unit investment trusts, retirement plan products and annuities.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Investment Brokerage - National
  • Sub-Industry: Investment Banking & Brokerage
  • Exchange: NASDAQ
  • Symbol: LPLA
  • CUSIP: 50212V10
Key Metrics:
  • Previous Close: $29.91
  • 50 Day Moving Average: $29.09
  • 200 Day Moving Average: $25.88
  • 52-Week Range: $15.38 - $48.00
  • Trailing P/E Ratio: 16.67
  • Foreward P/E Ratio: 15.66
  • P/E Growth: 1.11
  • Market Cap: $2.66B
  • Outstanding Shares: 89,069,000
  • Beta: 1.69
Profitability:
  • Net Margins: 4.05%
  • Return on Equity: 22.96%
  • Return on Assets: 4.07%
Debt:
  • Debt-to-Equity Ratio: 2.89%
  • Current Ratio: 1.49%
  • Quick Ratio: 1.49%
Additional Links:
Companies Related to LPL Financial Holdings:

Analyst Ratings

Consensus Ratings for LPL Financial Holdings (NASDAQ:LPLA) (?)
Ratings Breakdown: 2 Sell Ratings, 7 Hold Ratings, 1 Buy Rating
Consensus Rating:Hold (Score: 1.90)
Consensus Price Target: $27.50 (8.06% downside)

Analysts' Ratings History for LPL Financial Holdings (NASDAQ:LPLA)
Show:
DateFirmActionRatingPrice TargetDetails
9/26/2016Morgan StanleyInitiated CoverageUnderweight$27.00View Rating Details
8/22/2016Credit Suisse Group AGDowngradeOutperform -> Neutral$28.00View Rating Details
7/29/2016Keefe, Bruyette & WoodsBoost Price TargetMarket Perform$26.00 -> $30.00View Rating Details
7/29/2016NomuraBoost Price TargetNeutral$27.00 -> $28.00View Rating Details
6/2/2016SunTrust Banks Inc.Boost Price TargetNeutral$27.00 -> $30.00View Rating Details
5/29/2016Citigroup Inc.Reiterated RatingHoldView Rating Details
4/5/2016Goldman Sachs Group Inc.DowngradeNeutral -> Sell$19.00 -> $21.00View Rating Details
2/16/2016JPMorgan Chase & Co.Lower Price TargetOverweight$41.00 -> $28.00View Rating Details
2/12/2016Wells Fargo & Co.DowngradeOutperform -> Market PerformView Rating Details
2/5/2016SusquehannaUpgradeNegative -> Neutral$31.00 -> $27.00View Rating Details
10/22/2014William BlairDowngradeOutperform -> Market PerformView Rating Details
(Data available from 9/30/2014 forward)

Earnings

Earnings History for LPL Financial Holdings (NASDAQ:LPLA)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/27/2016        
7/28/2016Q2$0.44$0.53$1,000.00 million$1.02 billionViewListenView Earnings Details
4/28/2016Q1$0.44$0.56$1.03 billion$1.01 billionViewN/AView Earnings Details
2/11/2016Q4$0.51$0.37$1.05 billion$1.02 billionViewListenView Earnings Details
10/29/2015Q3$0.54$0.55$1.07 billion$1.06 billionViewListenView Earnings Details
8/5/2015Q215$0.64$0.65$1.10 billion$1.09 billionViewN/AView Earnings Details
4/30/2015Q115$0.62$0.64$1.13 billion$1.11 billionViewN/AView Earnings Details
2/19/2015Q414$0.61$0.66$1.11 billion$1.10 billionViewN/AView Earnings Details
10/30/2014Q314$0.50$0.48$1.10 billion$1.09 billionViewN/AView Earnings Details
7/30/2014Q214$0.61$0.61$1.10 billion$1.09 billionViewListenView Earnings Details
4/23/2014Q114$0.72$0.69$1.11 billion$1.09 billionViewListenView Earnings Details
2/11/2014Q413$0.58$0.63$1.07 billion$1.09 billionViewListenView Earnings Details
10/30/2013Q313$0.52$0.56$1.02 billion$1.05 billionViewN/AView Earnings Details
7/31/2013Q2 2013$0.60$0.61$999.14 million$1.02 billionViewN/AView Earnings Details
4/25/2013Q1 2013$0.55$0.64$978.92 million$974.80 millionViewN/AView Earnings Details
2/6/2013Q4 2012$0.48$0.50$918.23 million$944.20 millionViewN/AView Earnings Details
10/31/2012$0.44$0.47ViewN/AView Earnings Details
7/31/2012$0.56$0.49ViewN/AView Earnings Details
4/30/2012$0.52$0.56ViewN/AView Earnings Details
2/7/2012$0.46$0.44ViewN/AView Earnings Details
10/26/2011$0.45$0.46ViewN/AView Earnings Details
7/27/2011$0.50$0.52ViewN/AView Earnings Details
4/26/2011$0.48$0.52ViewN/AView Earnings Details
2/7/2011$0.40$0.42ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for LPL Financial Holdings (NASDAQ:LPLA)
Current Year EPS Consensus Estimate: $1.87 EPS
Next Year EPS Consensus Estimate: $1.91 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20161$0.53$0.53$0.53
Q2 20162$0.41$0.45$0.43
Q3 20162$0.38$0.38$0.38
Q4 20162$0.32$0.36$0.34
Q1 20171$0.53$0.53$0.53
Q2 20171$0.50$0.50$0.50
Q3 20171$0.44$0.44$0.44
Q4 20171$0.47$0.47$0.47
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for LPL Financial Holdings (NASDAQ:LPLA)
Annual Dividend:$1.00
Dividend Yield:3.34%
Payout Ratio:55.56% (Based on Trailing 12 Months of Earnings)
53.48% (Based on Current Year Consensus EPS Estimate)
52.36% (Based on Next Year Consensus EPS Estimate)

Dividend History for LPL Financial Holdings (NASDAQ:LPLA)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
8/1/2016quarterly$0.253.86%8/9/20168/11/20168/25/2016
5/10/2016quarterly$0.254.14%5/18/20165/20/20165/31/2016
2/25/2016quarterly$0.255.04%3/2/20163/4/20163/14/2016
10/30/2015quarterly$0.252.35%11/9/201511/12/201511/24/2015
8/6/2015quarterly$0.252.29%8/13/20158/17/20158/28/2015
4/30/2015quarterly$0.252.48%5/7/20155/11/20155/21/2015
2/19/2015quarterly$0.252.19%2/26/20153/2/20153/16/2015
10/30/2014quarterly$0.242.32%11/6/201411/11/201411/26/2014
7/30/2014quarterly$0.242.02%8/12/20148/14/20148/29/2014
4/23/2014quarterly$0.242.03%5/2/20145/6/20145/20/2014
2/11/2014quarterly$0.241.83%2/20/20142/24/20143/10/2014
10/30/2013quarterly$0.1911/11/201311/26/2013
8/1/2013quarterly$0.191.93%8/13/20138/15/20138/30/2013
4/26/2013quarterly$0.141.57%5/2/20135/6/20135/20/2013
2/6/2013quarterly$0.141.62%2/13/20132/18/20133/4/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for LPL Financial Holdings (NASDAQ:LPLA)
Insider Ownership Percentage: 5.70%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
3/8/2016Dan H ArnoldPresidentSell1,208$21.27$25,694.16View SEC Filing  
2/29/2016Viet D DinhDirectorBuy4,844$20.42$98,914.48View SEC Filing  
2/25/2016Dan H ArnoldPresidentSell1,095$19.29$21,122.55View SEC Filing  
12/10/2015Group Holdings (Sbs) Advis TpgInsiderSell4,319,537$43.27$186,906,365.99View SEC Filing  
6/10/2015Dan H ArnoldPresidentSell4,273$48.00$205,104.00View SEC Filing  
6/2/2015Sharyn HandelsmanInsiderSell6,393$43.50$278,095.50View SEC Filing  
5/28/2015Mark S CasadyChairmanBuy21,100$42.48$896,328.00View SEC Filing  
2/14/2014Robert MooreCOOSell129,993$52.99$6,888,329.07View SEC Filing  
1/9/2014James PutnamDirectorSell30,000$50.00$1,500,000.00View SEC Filing  
1/7/2014James PutnamDirectorSell30,000$48.00$1,440,000.00View SEC Filing  
12/23/2013James PutnamDirectorSell30,000$46.00$1,380,000.00View SEC Filing  
12/10/2013James PutnamDirectorSell30,000$44.00$1,320,000.00View SEC Filing  
11/14/2013Lux ThomasCAOSell1,000$42.31$42,310.00View SEC Filing  
11/13/2013James PutnamDirectorSell79,697$42.06$3,352,055.82View SEC Filing  
11/8/2013Group Holdings (Sbs) Advis Tpgmajor shareholderSell59,000$39.68$2,341,120.00View SEC Filing  
11/7/2013Group Holdings (Sbs) Advis Tpgmajor shareholderSell279,679$40.42$11,304,625.18View SEC Filing  
10/21/2013James S PutnamDirectorSell77,500$40.01$3,100,775.00View SEC Filing  
9/6/2013Group Holdings (Sbs) Advis TpgMajor ShareholderSell260,237$37.33$9,714,647.21View SEC Filing  
9/3/2013Group Holdings (Sbs) Advis Tpgmajor shareholderSell171,840$37.10$6,375,264.00View SEC Filing  
6/13/2013Group Holdings (Sbs) Advis TpgMajor ShareholderSell137,726$36.65$5,047,657.90View SEC Filing  
6/4/2013Jeffrey E StieflerDirectorSell46,942$37.18$1,745,303.56View SEC Filing  
5/15/2013James S PutnamDirectorSell75,000$38.00$2,850,000.00View SEC Filing  
5/9/2013James S PutnamDirectorSell70,000$36.00$2,520,000.00View SEC Filing  
4/10/2013James S PutnamDirectorSell65,000$34.01$2,210,650.00View SEC Filing  
8/8/2012Robert J MooreCOOBuy20,000$28.42$568,400.00View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for LPL Financial Holdings (NASDAQ:LPLA)
DateHeadline
realistinvestor.com logoLPL Financial Holdings Inc. (NASDAQ:LPLA) Is Expected To Post EPS Of $0.41 - RealistInvestor.com (NASDAQ:LPLA)
www.realistinvestor.com - September 30 at 6:09 PM
investopedia.com logoMorgan Stanley: Schwab Best Prepared for Changes (NASDAQ:LPLA)
www.investopedia.com - September 30 at 11:10 AM
News IconLPL Financial Holdings Inc. (NASDAQ:LPLA) Updated Broker Price Targets - The De Soto Edge (NASDAQ:LPLA)
desotoedge.com - September 29 at 5:56 PM
investornewswire.com logoLPL Financial Holdings Inc. (NASDAQ:LPLA) Consensus Rating At 3.33 - Investor Newswire (NASDAQ:LPLA)
www.investornewswire.com - September 27 at 5:54 PM
nasdaq.com logoAnalysts Forecast 10% Gains Ahead For The Holdings of IYG (NASDAQ:LPLA)
www.nasdaq.com - September 27 at 10:35 AM
fidaily.com logoMorgan Stanley Starts Coverage on LPL Financial Holdings Inc. (LPLA) Setting A Rating Of “Underweight” (NASDAQ:LPLA)
www.fidaily.com - September 26 at 6:00 PM
openpr.com logoLPL Financial Holdings Inc (NASDAQ:LPLA) Investigation for Investors announced (NASDAQ:LPLA)
www.openpr.com - September 26 at 6:00 PM
blogs.barrons.com logoMorgan Stanley: Charles Schwab Looks Best Positioned Among Brokerages (NASDAQ:LPLA)
blogs.barrons.com - September 26 at 6:00 PM
fidaily.com logoMorgan Stanley Starts Coverage on LPL Financial Holdings Inc. (LPLA) Setting A Rating Of "Underweight" - Finance Daily (NASDAQ:LPLA)
www.fidaily.com - September 26 at 10:38 AM
News IconShort Data Recap on Shares of: LPL Financial Holdings Inc. (NASDAQ:LPLA) - Post News (NASDAQ:LPLA)
www.kentuckypostnews.com - September 21 at 4:13 PM
News IconLPL Financial Holdings Price Target Lowered to $42.00 at Keefe, Bruyette & Woods (LPLA) - Petro Global News 24 (NASDAQ:LPLA)
petroglobalnews24.com - September 21 at 4:13 PM
finance.yahoo.com logoWells Fargo CEO Accepts Responsibility for Unethical Sales (NASDAQ:LPLA)
finance.yahoo.com - September 20 at 11:05 AM
finance.yahoo.com logoWells Fargo (WFC) Troubles Deepen on Fake Account Scam (NASDAQ:LPLA)
finance.yahoo.com - September 19 at 5:57 PM
News IconStock Update on Earnings & Estimates for LPL Financial Holdings Inc. (NASDAQ:LPLA) - Frisco Fastball (NASDAQ:LPLA)
friscofastball.com - September 18 at 5:40 PM
News IconSteering Attention Towards Earnings; Analysts Weigh in on LPL Financial Holdings Inc. (NASDAQ:LPLA) Stock - Frisco Fastball (NASDAQ:LPLA)
friscofastball.com - September 17 at 10:30 AM
realistinvestor.com logoLPL Financial Holdings Inc. (NASDAQ:LPLA) Is Expected To Post ... - RealistInvestor.com (NASDAQ:LPLA)
www.realistinvestor.com - September 17 at 10:30 AM
News IconShares Holding Above Moving Averages: LPL Financial Holdings ... - Post News (NASDAQ:LPLA)
www.kentuckypostnews.com - September 15 at 3:58 PM
streetinsider.com logoLPL Financial (LPLA) Reports August Total Brokerage and Advisory Assets of $502B (NASDAQ:LPLA)
www.streetinsider.com - September 14 at 10:13 AM
publicnow.com logoLPL Financial Reports Monthly Activity for August 2016 (NASDAQ:LPLA)
www.publicnow.com - September 14 at 10:13 AM
finance.yahoo.com logoThe Zacks Analyst Blog Highlights: E*TRADE Financial, Ameritrade Holding, Charles Schwab, LPL Financial Holdings and Raymond James Financial (NASDAQ:LPLA)
finance.yahoo.com - September 14 at 10:13 AM
News IconLPL Financial Holdings Inc. (NASDAQ:LPLA) Near to Lift Curtain on ... - The Voice Registrar (NASDAQ:LPLA)
voiceregistrar.com - September 7 at 9:30 AM
prnewswire.com logoPurcell Julie & Lefkowitz LLP Is Investigating LPL Financial Holdings Inc. for Potential Breaches Of Fiduciary Duty ... - PR Newswire (press release) (NASDAQ:LPLA)
www.prnewswire.com - September 1 at 5:51 PM
News IconPurcell Julie & Lefkowitz LLP Is Investigating LPL Financial Holdings Inc. for Potential Breaches Of Fiduciary Duty By Its Bo... (NASDAQ:LPLA)
ih.advfn.com - September 1 at 9:03 AM
finance.yahoo.com logoPurcell Julie & Lefkowitz LLP Is Investigating LPL Financial Holdings Inc. for Potential Breaches Of Fiduciary Duty By Its Board of Directors (NASDAQ:LPLA)
finance.yahoo.com - September 1 at 9:03 AM
News IconSIX LPL FINANCIAL INDEPENDENT ADVISORS RANKED AMONG THE BEST IN THE INDUSTRY NATIONWIDE (NASDAQ:LPLA)
www.pressreleasepoint.com - August 30 at 6:00 PM
News IconHot Financial Stocks To Watch Right Now: LPL Financial Holdings Inc. (LPLA), Vornado Realty Trust (VNO) - The Independent Republic (NASDAQ:LPLA)
theindependentrepublic.com - August 29 at 5:53 PM
cnbc.com logoTrump or Clinton? It could make a big difference to these stock sectors (NASDAQ:LPLA)
www.cnbc.com - August 29 at 10:33 AM
investornewswire.com logoLPL Financial Holdings Inc. (NASDAQ:LPLA) Gets 0 Recommendations To Sell - Investor Newswire (NASDAQ:LPLA)
www.investornewswire.com - August 27 at 10:24 AM
investornewswire.com logoLPL Financial Holdings Inc. (NASDAQ:LPLA) Gets 0 ... - Investor Newswire (NASDAQ:LPLA)
www.investornewswire.com - August 26 at 9:00 AM
News IconTop Earnings to Watch for: LPL Financial Holdings Inc. (NASDAQ:LPLA) - The Voice Registrar (NASDAQ:LPLA)
voiceregistrar.com - August 26 at 9:00 AM
latimes.com logoA strong market for financial advisors (NASDAQ:LPLA)
www.latimes.com - August 25 at 11:02 AM
smarteranalyst.com logoCredit Suisse Issues a Neutral rating on LPL Financial Holdings Inc (LPLA) - Smarter Analyst (NASDAQ:LPLA)
www.smarteranalyst.com - August 24 at 9:05 AM
smarteranalyst.com logoCredit Suisse Issues a Neutral rating on LPL Financial Holdings Inc (LPLA) (NASDAQ:LPLA)
www.smarteranalyst.com - August 23 at 6:14 PM
fidaily.com logoCredit Suisse Cuts Rating On LPL Financial Holdings Inc. (LPLA) To "Neutral" - Finance Daily (NASDAQ:LPLA)
www.fidaily.com - August 22 at 10:35 AM
finance.yahoo.com logoLPL Selects HiddenLevers for Inclusion in Affinity Program, Bringing in Tech to Help Advisors on DOL Fiduciary Standard (NASDAQ:LPLA)
finance.yahoo.com - August 21 at 5:27 PM
finance.yahoo.com logoLPL Selects HiddenLevers, Bringing in Tech to Help Advisors on DOL Fiduciary Standard (NASDAQ:LPLA)
finance.yahoo.com - August 21 at 5:27 PM
realistinvestor.com logoAnalysts See LPL Financial Holdings Inc. (NASDAQ:LPLA) Reporting EPS Of $0.4 (NASDAQ:LPLA)
www.realistinvestor.com - August 20 at 10:08 AM
marketwatch.com logoHow the sandwich generation is changing the way people remodel homes (NASDAQ:LPLA)
www.marketwatch.com - August 20 at 10:08 AM
finance.yahoo.com logoLPL Financial (LPLA) Announces Mixed Data for Jul 2016 (NASDAQ:LPLA)
finance.yahoo.com - August 19 at 5:58 PM
seekingalpha.com logoLPL Financial Holdings reports July activity (NASDAQ:LPLA)
seekingalpha.com - August 19 at 9:58 AM
investornewswire.com logoWill LPL Financial Holdings Inc. (NASDAQ:LPLA) Hit $43 Price Target? - Investor Newswire (NASDAQ:LPLA)
www.investornewswire.com - August 19 at 8:59 AM
News IconStock Tracker: Earnings & Estimates for LPL Financial Holdings Inc. (NASDAQ:LPLA) - Post News (NASDAQ:LPLA)
www.kentuckypostnews.com - August 18 at 6:01 PM
publicnow.com logoLPL Financial Reports Monthly Activity For July 2016 (NASDAQ:LPLA)
www.publicnow.com - August 18 at 6:01 PM
4-traders.com logoLPL Financial : Investigation for Long-Term Investors in Shares of LPL Financial Holdings Inc Announced (NASDAQ:LPLA)
www.4-traders.com - August 18 at 9:03 AM
News IconShort Information Review for: LPL Financial Holdings Inc. (NASDAQ:LPLA) - Post News (NASDAQ:LPLA)
www.kentuckypostnews.com - August 17 at 6:13 PM
tradecalls.org logoKeefe Bruyette & Woods Maintains LPL Financial Holdings Inc to Market Perform with Price Target $30.00 - Trade Calls (NASDAQ:LPLA)
www.tradecalls.org - August 9 at 6:13 PM
uk.finance.yahoo.com logoGLOBAL MARKETS-Oil slides, caps gains on Wall Street (NASDAQ:LPLA)
uk.finance.yahoo.com - August 9 at 6:13 PM
uk.finance.yahoo.com logoUS STOCKS-Nasdaq hits record high, other indexes hover near highs (NASDAQ:LPLA)
uk.finance.yahoo.com - August 9 at 6:13 PM
nasdaq.com logoLPL Financial Holdings Inc. (LPLA) Ex-Dividend Date Scheduled for ... - Nasdaq (NASDAQ:LPLA)
www.nasdaq.com - August 8 at 6:14 PM
capitalcube.com logoETF’s with exposure to LPL Financial Holdings, Inc. : August 8, 2016 (NASDAQ:LPLA)
www.capitalcube.com - August 8 at 6:13 PM

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LPL Financial Holdings (NASDAQ:LPLA) Chart for Friday, September, 30, 2016


Last Updated on 9/30/2016 by MarketBeat.com Staff