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LPL Financial Holdings stock price, quote, forecast and news

LPLA
US50212V1008
A1JZ6S

Price

210.19
Today +/-
-1.12
Today %
-0.59 %
P

LPL Financial Holdings stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the LPL Financial Holdings stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the LPL Financial Holdings stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the LPL Financial Holdings stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze LPL Financial Holdings's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

LPL Financial Holdings Stock Price History

DateLPL Financial Holdings Price
9/9/2024210.19 undefined
9/6/2024211.43 undefined
9/5/2024215.87 undefined
9/4/2024219.33 undefined
9/3/2024219.71 undefined
8/30/2024224.34 undefined
8/29/2024222.84 undefined
8/28/2024220.90 undefined
8/27/2024227.21 undefined
8/26/2024225.33 undefined
8/23/2024223.82 undefined
8/22/2024219.31 undefined
8/21/2024223.05 undefined
8/20/2024219.31 undefined
8/19/2024221.43 undefined
8/16/2024220.50 undefined
8/15/2024219.66 undefined
8/14/2024216.57 undefined
8/13/2024199.34 undefined
8/12/2024200.00 undefined

LPL Financial Holdings Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into LPL Financial Holdings, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by LPL Financial Holdings from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects LPL Financial Holdings’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of LPL Financial Holdings. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into LPL Financial Holdings’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing LPL Financial Holdings’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on LPL Financial Holdings’s growth potential.

LPL Financial Holdings Revenue, EBIT and net profit per share

DateLPL Financial Holdings RevenueLPL Financial Holdings EBITLPL Financial Holdings Net Income
2029e15.5 B undefined0 undefined1.9 B undefined
2028e14.46 B undefined2.61 B undefined1.83 B undefined
2027e13.55 B undefined2.44 B undefined1.7 B undefined
2026e15.85 B undefined2.37 B undefined1.76 B undefined
2025e14.17 B undefined1.92 B undefined1.49 B undefined
2024e12.12 B undefined1.69 B undefined1.22 B undefined
202310.05 B undefined1.65 B undefined1.07 B undefined
20228.6 B undefined1.27 B undefined845.7 M undefined
20217.72 B undefined806.5 M undefined459.9 M undefined
20205.87 B undefined731.8 M undefined472.6 M undefined
20195.62 B undefined875 M undefined559.9 M undefined
20185.19 B undefined717.7 M undefined439.5 M undefined
20174.28 B undefined494 M undefined238.9 M undefined
20164.05 B undefined394 M undefined191.9 M undefined
20154.28 B undefined353.7 M undefined168.8 M undefined
20144.37 B undefined384.8 M undefined178 M undefined
20134.14 B undefined380.8 M undefined181.9 M undefined
20123.66 B undefined327.5 M undefined151.9 M undefined
20113.48 B undefined372.8 M undefined168.2 M undefined
20103.11 B undefined53.5 M undefined-56.9 M undefined
20092.75 B undefined232.2 M undefined46.6 M undefined
20083.12 B undefined225.7 M undefined45.5 M undefined
20072.72 B undefined231.3 M undefined61.1 M undefined
20061.74 B undefined180.3 M undefined33.6 M undefined
20051.41 B undefined118.1 M undefined43.1 M undefined
20041.16 B undefined69.4 M undefined35.4 M undefined

LPL Financial Holdings Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (B)EBIT MARGIN (%)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e2029e
1.161.411.742.723.122.753.113.483.664.144.374.284.054.285.195.625.877.728.610.0512.1214.1715.8513.5514.4615.5
-21.6123.6056.1814.73-11.7813.2411.765.2313.085.63-2.24-5.295.7321.198.404.3931.4911.4016.8820.5916.9011.85-14.546.747.21
97.6797.7398.1698.3498.3098.0098.0498.1698.9398.9198.8898.7698.6498.6798.7998.8698.7998.8999.0098.95------
1.131.381.712.673.062.693.053.423.624.14.324.223.994.225.135.565.87.638.519.95000000
0.070.120.180.230.230.230.050.370.330.380.380.350.390.490.720.880.730.811.271.651.691.922.372.442.610
5.968.3910.358.517.228.441.7010.698.939.188.788.269.7311.5413.8215.5612.4510.4414.8116.4313.9113.5714.9318.0118.06-
0.040.040.030.060.050.05-0.060.170.150.180.180.170.190.240.440.560.470.460.851.071.221.491.761.71.831.9
-22.86-23.2684.85-26.232.22-221.74-400.00-10.1219.87-1.66-5.6213.6924.6184.4527.33-15.56-2.7584.1026.1514.1722.6017.90-3.527.784.10
--------------------------
--------------------------
82.882.882.886.2100.398.589.4112.1111.1106101.796.89092.190.684.680.781.781.377.86000000
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Details

Keystats

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Revenue and Growth

The LPL Financial Holdings Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the LPL Financial Holdings is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (B)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (B)TANGIBLE ASSETS (B)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (B)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (B)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
2005200620072008200920102011201220132014201520162017201820192020202120222023
                                     
0.160.30.380.560.670.791.11.041.030.981.41.521.581.51.411.731.993.052.47
0.380.470.670.630.570.650.640.770.550.660.650.710.760.881.051.091.651.742.12
51.5-2.6-5.3-4-6.2137.2-8.8-1.5272.1171.2180.2189.7229248.7298.8435581.4677.8743.32
0000000000000000000
11.515.425.2000000000000100.4115144.6173.04
0.60.781.081.181.241.581.741.811.851.822.232.422.562.622.773.364.335.615.51
0.130.120.160.160.10.080.090.130.190.210.280.390.410.460.640.680.750.871.03
18.837.234.821.930.827.225.327.722.927.127.825.8204.747.175.942.549.252.691.31
0000000000000000000
604.4575.1684.1654.7597.1560.1537.7503.5464.5430.7392354414.1484.2439.8397.5455427.7671.59
1.251.251.291.291.291.291.331.371.361.371.371.371.431.491.51.511.641.641.86
30.426.523.719.916.523.718.621.316.31.127.842.750.765.858.991.486.3189.4275.63
2.032.012.192.152.041.982.012.052.052.042.092.182.512.552.712.732.993.193.92
2.632.793.263.333.283.563.743.873.93.854.314.595.075.175.486.097.328.89.43
                                     
100100100100100100100100100100100100100100100100100100130
0.590.590.660.670.681.051.141.231.291.361.421.451.561.631.71.761.841.911.99
00.030.090.140.180.130.30.20.310.40.470.570.721.071.551.942.333.14.09
01.9-7.8-16.4-11.8-4.5-0.900.10.90.60.30000000
0000000000000000000
0.590.630.750.790.851.171.431.431.611.751.892.022.272.73.263.714.175.016.07
0.270.360.540.610.640.480.540.860.670.70.820.951.061.081.221.932.273.292.92
54.370.1126.6100.3110228.6218.9285.9292.6357.8343.3357.1383.5407.4536.5326.4352.7328.6340.02
0110.612.324.200.904.308.74.60.53320.10000
93.1115.2205248.3129.8187.3187.7203.5195.2180.4189.4199187.1225.2218.80000
0000000000000000000
0.410.550.890.970.910.890.951.351.161.241.361.511.641.751.992.262.623.623.26
1.351.341.41.41.391.391.331.321.541.632.252.282.492.482.512.452.922.823.84
264.1245.9216.9185.2147.6130.2127.8118.289.466.236.325.61618.32.10000
0.030.030.040.040.050.050.060.060.160.140.160.20.250.260.350.570.780.871.21
1.641.631.651.631.581.581.521.51.781.832.452.52.762.762.863.023.73.695.05
2.052.172.542.592.492.472.472.852.943.073.814.014.394.54.865.286.327.318.31
2.642.83.293.383.343.653.914.284.554.825.696.036.677.218.118.9910.4912.3314.38
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of LPL Financial Holdings provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand LPL Financial Holdings's financial health and stability.

Assets

LPL Financial Holdings's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that LPL Financial Holdings must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of LPL Financial Holdings after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into LPL Financial Holdings's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (B)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
20042005200620072008200920102011201220132014201520162017201820192020202120222023
0.040.040.030.060.050.05-0.060.170.150.180.180.170.190.240.440.560.470.460.851.07
151765781001088672718396111113122148161177230287354
-6-2-19-21-26-41-21-8-12-28-24-30-11-9-1-18-2318-93-68
-7-3655-130-51113-22923135-152-79-2517-1-120-20718-480638-1,195
331036242551435-5281018884101131145161179269320424
111231241161019268545151519292123126106103118191
405210667154636062123139131122139122213169144238535
0.070.120.140.010.090.27-0.020.440.250.160.230.280.390.450.580.620.790.451.950.51
-14-19-23-74-62-8-23-36-54-78-98-72-127-272-160-156-155-216-306-403
-38-10-30-168-76-13-39-65-91-74-93-74-126-437-161-181-187-458-376-860
-238-7-93-13-5-16-29-3635-21-165-1-24-32-242-69-456
00000000000000000000
-0.011.3200.10.02-0.1-0.03-0.05-0.030.210.10.57-0.020.2-0.020.03-0.060.45-0.11.02
0-2,059000041-78-183-184-246-357-18-29-366-460-119-48-296-1,081
-67-86110118-98102-75-417-35-243107-12751-483-533-275278-504-208
-616550-20086574840-12-1-27-4-23-19-45-27-53
00000000-248-68-95-95-89-90-88-82-79-80-79-92
-0.030.020.11-0.060.030.160.040.3-0.250.05-0.10.310.130.07-0.06-0.090.330.271.06-0.56
57.298.6116.2-64.626.5262.9-46406.1199.581.9133.6206.9261.3181.1421467.5634.4237.11,639109.33
00000000000000000000

LPL Financial Holdings stock margins

The LPL Financial Holdings margin analysis displays the gross margin, EBIT margin, as well as the profit margin of LPL Financial Holdings. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for LPL Financial Holdings.

  • 3 years

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the LPL Financial Holdings's sales revenue. A higher gross margin percentage indicates that the LPL Financial Holdings retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the LPL Financial Holdings's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the LPL Financial Holdings's total revenue generated. When comparing the revenue margin year over year, investors can gauge the LPL Financial Holdings's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the LPL Financial Holdings. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the LPL Financial Holdings's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

LPL Financial Holdings Margin History

LPL Financial Holdings Gross marginLPL Financial Holdings Profit marginLPL Financial Holdings EBIT marginLPL Financial Holdings Profit margin
2029e98.95 %0 %12.29 %
2028e98.95 %18.06 %12.65 %
2027e98.95 %18.01 %12.53 %
2026e98.95 %14.93 %11.1 %
2025e98.95 %13.57 %10.53 %
2024e98.95 %13.91 %10.04 %
202398.95 %16.44 %10.61 %
202299 %14.81 %9.83 %
202198.89 %10.45 %5.96 %
202098.79 %12.46 %8.05 %
201998.85 %15.56 %9.95 %
201898.78 %13.83 %8.47 %
201798.67 %11.54 %5.58 %
201698.65 %9.73 %4.74 %
201598.77 %8.27 %3.95 %
201498.88 %8.8 %4.07 %
201398.91 %9.2 %4.39 %
201298.94 %8.95 %4.15 %
201198.15 %10.71 %4.83 %
201098.05 %1.72 %-1.83 %
200997.99 %8.45 %1.69 %
200898.31 %7.24 %1.46 %
200798.35 %8.51 %2.25 %
200698.13 %10.36 %1.93 %
200597.72 %8.39 %3.06 %
200497.65 %6 %3.06 %

LPL Financial Holdings Stock Sales Revenue, EBIT, Earnings per Share

The LPL Financial Holdings earnings per share therefore indicates how much revenue LPL Financial Holdings has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue LPL Financial Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates LPL Financial Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of LPL Financial Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating LPL Financial Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

LPL Financial Holdings Revenue, EBIT and net profit per share

DateLPL Financial Holdings Sales per ShareLPL Financial Holdings EBIT per shareLPL Financial Holdings Earnings per Share
2029e207.36 undefined0 undefined25.48 undefined
2028e193.41 undefined0 undefined24.47 undefined
2027e181.19 undefined0 undefined22.71 undefined
2026e212.01 undefined0 undefined23.54 undefined
2025e189.55 undefined0 undefined19.96 undefined
2024e162.15 undefined0 undefined16.28 undefined
2023129.11 undefined21.23 undefined13.69 undefined
2022105.79 undefined15.67 undefined10.4 undefined
202194.5 undefined9.87 undefined5.63 undefined
202072.76 undefined9.07 undefined5.86 undefined
201966.49 undefined10.34 undefined6.62 undefined
201857.27 undefined7.92 undefined4.85 undefined
201746.49 undefined5.36 undefined2.59 undefined
201644.99 undefined4.38 undefined2.13 undefined
201544.16 undefined3.65 undefined1.74 undefined
201443.01 undefined3.78 undefined1.75 undefined
201339.07 undefined3.59 undefined1.72 undefined
201232.95 undefined2.95 undefined1.37 undefined
201131.04 undefined3.33 undefined1.5 undefined
201034.83 undefined0.6 undefined-0.64 undefined
200927.91 undefined2.36 undefined0.47 undefined
200831.07 undefined2.25 undefined0.45 undefined
200731.52 undefined2.68 undefined0.71 undefined
200621.01 undefined2.18 undefined0.41 undefined
200517 undefined1.43 undefined0.52 undefined
200413.98 undefined0.84 undefined0.43 undefined

LPL Financial Holdings business model

LPL Financial Holdings Inc. was founded in 1989 and is headquartered in Boston, Massachusetts, USA. The company provides investment and advisory services to independent brokers who manage the assets of private investors. LPL Financial is a major player in the industry and is one of the largest independent broker-dealers in the USA. The company's history can be traced back to the 1950s. After being founded in 1989, it experienced strong growth and expanded into other parts of the country. In 2005, LPL Financial Holdings Inc. was sold to a private equity firm and brought to the stock exchange in 2010. LPL Financial's business model is based on providing resources and technologies to facilitate the work of independent advisors. These advisors are typically independent entrepreneurs who work on behalf of LPL Financial. They use the technology and infrastructure offered to provide investment options and advisory services to their clients. The various divisions of LPL Financial include services in financial planning, investment and risk management, as well as customer care and compliance. The company also offers extensive training and development programs for independent advisors. These measures are intended to ensure that advisors stay up-to-date and have the expertise to provide optimal advice to their clients. The products provided by LPL Financial include a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments. Additionally, the company also offers insurance products and retirement plans. LPL Financial has a strong market position in the USA and also operates internationally. In 2021, the company announced plans to enter the UK market with a new offering of independent advisory services. However, in recent years, the company has also made negative headlines. In 2018, a law enforcement agency imposed a fine of over $26 million on LPL Financial for failing to take adequate measures against money laundering. Additionally, the company has also faced charges for violations of record-keeping requirements for securities transactions. Overall, LPL Financial Holdings Inc. remains a major player in the investment industry and supports independent advisors in making their work more efficient and successful. LPL Financial Holdings is one of the most popular companies on Eulerpool.com.

LPL Financial Holdings SWOT Analysis

Strengths

LPL Financial Holdings Inc, a leading provider of investment and wealth management services, has several strengths that contribute to its success:

  • Strong market presence: LPL Financial has established itself as a major player in the financial services industry, with a large and diverse client base.
  • Diverse product portfolio: The company offers a wide range of investment and wealth management products, allowing it to cater to different client needs and preferences.
  • Financial stability: LPL Financial has a solid financial position, with strong revenue growth and a history of profitability.
  • Technology infrastructure: The company has invested heavily in technology, enabling it to provide innovative and efficient solutions to its clients.

Weaknesses

Despite its strengths, LPL Financial also faces certain weaknesses that could hinder its performance:

  • Dependence on market conditions: LPL Financial's success is tied to the performance of the financial markets, making it vulnerable to economic downturns.
  • Regulatory challenges: The financial services industry is heavily regulated, and LPL Financial must ensure compliance with various laws and regulations, which can be burdensome and costly.
  • Operational complexities: Managing a large and diverse client base and offering a range of products can be challenging, requiring robust operational systems and processes.
  • Brand perception: Some investors may perceive LPL Financial as less established or prestigious compared to traditional Wall Street firms, potentially impacting their decision to engage with the company.

Opportunities

LPL Financial can capitalize on various opportunities to further enhance its position in the market:

  • Growing demand for financial advice: As individuals seek professional guidance in managing their investments, LPL Financial can expand its client base.
  • Expanding into emerging markets: The company can explore opportunities in emerging markets where demand for financial services is increasing.
  • Technological advancements: Leveraging advancements in technology, such as artificial intelligence and robo-advisory platforms, can enable LPL Financial to offer more personalized and efficient services.
  • Partnerships and acquisitions: Strategic alliances and acquisitions can help LPL Financial expand its product offerings and reach new markets.

Threats

LPL Financial must also be aware of potential threats that could impact its operations and growth:

  • Competition: The financial services industry is highly competitive, and LPL Financial faces competition from both traditional and online investment firms.
  • Economic downturns: Weak economic conditions can negatively impact investor sentiment and reduce demand for investment and wealth management services.
  • Regulatory changes: Changes in regulations can increase compliance costs and impose new restrictions on LPL Financial's operations.
  • Cybersecurity risks: As technology becomes more pervasive, the risk of cyber-attacks and data breaches poses a threat to LPL Financial's reputation and client trust.

LPL Financial Holdings Eulerpool Fair Value

Details

Fair Value

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Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

LPL Financial Holdings historical P/E ratio, EBIT, and P/S ratio.

LPL Financial Holdings shares outstanding

The number of shares was LPL Financial Holdings in 2023 — This indicates how many shares 77.861 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue LPL Financial Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates LPL Financial Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of LPL Financial Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating LPL Financial Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

LPL Financial Holdings dividend history and estimates

In 2023, LPL Financial Holdings paid a dividend amounting to 1.2 USD. Dividend means that LPL Financial Holdings distributes a portion of its profits to its owners.

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Dividend

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Dividend Overview

The dividend per year chart for LPL Financial Holdings provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify LPL Financial Holdings’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating LPL Financial Holdings's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

LPL Financial Holdings Dividend History

DateLPL Financial Holdings Dividend
2029e1.6 undefined
2028e1.61 undefined
2027e1.6 undefined
2026e1.6 undefined
2025e1.61 undefined
2024e1.6 undefined
20231.2 undefined
20221 undefined
20211 undefined
20201 undefined
20191 undefined
20181 undefined
20171 undefined
20161 undefined
20151 undefined
20141.2 undefined
20130.65 undefined
20122.24 undefined

LPL Financial Holdings dividend payout ratio

In 2023, LPL Financial Holdings had a payout ratio of 14.81%. The payout ratio indicates the percentage of the company's profits that LPL Financial Holdings distributes as dividends.

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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for LPL Financial Holdings represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for LPL Financial Holdings could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate LPL Financial Holdings's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

LPL Financial Holdings Payout Ratio History

DateLPL Financial Holdings Payout ratio
2029e13.65 %
2028e13.44 %
2027e13.6 %
2026e13.9 %
2025e12.83 %
2024e14.06 %
202314.81 %
20229.62 %
202117.76 %
202017.06 %
201915.11 %
201820.62 %
201738.61 %
201646.95 %
201557.47 %
201468.57 %
201337.79 %
2012163.5 %
201114.81 %
201014.81 %
200914.81 %
200814.81 %
200714.81 %
200614.81 %
200514.81 %
200414.81 %
Unfortunately, there are currently no price targets and forecasts available for LPL Financial Holdings.

LPL Financial Holdings latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20243.78 3.88  (2.73 %)2024 Q2
3/31/20243.88 4.21  (8.41 %)2024 Q1
12/31/20233.45 3.51  (1.79 %)2023 Q4
9/30/20233.65 3.74  (2.6 %)2023 Q3
6/30/20233.96 3.94  (-0.39 %)2023 Q2
3/31/20234.42 4.49  (1.63 %)2023 Q1
12/31/20224.08 4.21  (3.22 %)2022 Q4
9/30/20222.88 3.13  (8.57 %)2022 Q3
6/30/20222.01 2.24  (11.4 %)2022 Q2
3/31/20221.83 1.95  (6.46 %)2022 Q1
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Eulerpool ESG Scorecard© for the LPL Financial Holdings stock

Eulerpool World ESG Rating (EESG©)

68/ 100

🌱 Environment

68

👫 Social

75

🏛️ Governance

61

Environment

Scope 1 - Direct Emissions
1,509
Scope 2 - Indirect emissions from purchased energy
6,027
Scope 3 - Indirect emissions within the value chain
1,899
Total CO₂ emissions
7,536
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
✅
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees49
Percentage of women in management—
Percentage of Asian employees13
Share of Asian management14
Percentage of Hispanic/Latino employees7
Hispano/Latino Management share6
Percentage of Black employees18
Black Management Share9
Percentage of white employees58
White Management Share68
Adult content❌
Alcohol❌
Weapons—
Firearms
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Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

LPL Financial Holdings list of shareholders

%
Name
Stocks
Change
Date
9.50730 % The Vanguard Group, Inc.7,107,66048,43912/31/2023
4.58279 % BlackRock Institutional Trust Company, N.A.3,426,09749,94112/31/2023
3.80368 % Janus Henderson Investors2,843,632-235,13612/31/2023
3.46440 % Fidelity Management & Research Company LLC2,589,983472,13512/31/2023
3.19530 % T. Rowe Price Associates, Inc.2,388,809-172,45312/31/2023
2.95370 % Capital Research Global Investors2,208,188-125,88812/31/2023
2.93449 % Kayne Anderson Rudnick Investment Management, LLC2,193,82148,04112/31/2023
2.46136 % Lone Pine Capital, L.L.C.1,840,114012/31/2023
2.36455 % State Street Global Advisors (US)1,767,73729,28612/31/2023
2.26872 % WCM Investment Management1,696,094-760,93312/31/2023
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LPL Financial Holdings Executives and Management Board

Mr. Dan Arnold58
LPL Financial Holdings President, Chief Executive Officer, Director (since 2007)
Compensation 13.75 M
Mr. Kabir Sethi52
LPL Financial Holdings Managing Director, Chief Product Officer
Compensation 3.94 M
Mr. Matthew Audette48
LPL Financial Holdings Chief Financial Officer, Principal Accounting Officer
Compensation 3.45 M
Mr. Richard Steinmeier49
LPL Financial Holdings Managing Director, Divisional President - Business Development
Compensation 3.31 M
Mr. James Putnam68
LPL Financial Holdings Independent Non-Executive Chairman of the Board
Compensation 385,195
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Most common questions regarding LPL Financial Holdings

What values and corporate philosophy does LPL Financial Holdings represent?

LPL Financial Holdings Inc represents a commitment to providing independent and objective financial advice to investors. The company believes in empowering financial advisors and helping them build successful businesses. LPL Financial embraces a client-centric approach, putting clients' needs first and tailoring solutions to their unique goals. The company strives for transparency, integrity, and accountability in its operations, fostering long-term trust and relationships. LPL Financial values innovation and supports advisors with technology and resources to deliver comprehensive financial planning and investment strategies. By enabling advisors to offer personalized advice and solutions, LPL Financial aims to simplify investors' financial journey and help them achieve their desired financial outcomes.

In which countries and regions is LPL Financial Holdings primarily present?

LPL Financial Holdings Inc is primarily present in the United States.

What significant milestones has the company LPL Financial Holdings achieved?

LPL Financial Holdings Inc has achieved several significant milestones. In 2005, the company went public and started trading on the NASDAQ stock exchange. In 2010, LPL Financial surpassed $100 billion in advisory and brokerage assets. In 2018, the company celebrated its 30th anniversary, marking three decades of providing financial advice and services to investors and financial advisors. LPL Financial has also been consistently recognized for its industry leadership and innovation, winning numerous awards and accolades. With its commitment to delivering comprehensive wealth management solutions, LPL Financial Holdings Inc continues to pave the way in the financial services industry.

What is the history and background of the company LPL Financial Holdings?

LPL Financial Holdings Inc, founded in 1989, is a leading retail investment advisory firm. Headquartered in Boston, Massachusetts, LPL Financial offers a wide range of services, including independent research, investment advisory platforms, and comprehensive brokerage solutions. With a commitment to supporting independent financial advisors, the company has grown to become a prominent player in the financial services industry. LPL Financial prides itself on offering innovative and technology-driven solutions to help advisors and their clients achieve financial goals. Continuously evolving and expanding, LPL Financial remains dedicated to empowering advisors to provide trusted and personalized financial guidance to individuals and families.

Who are the main competitors of LPL Financial Holdings in the market?

The main competitors of LPL Financial Holdings Inc in the market are Charles Schwab Corporation, Morgan Stanley, and TD Ameritrade.

In which industries is LPL Financial Holdings primarily active?

LPL Financial Holdings Inc is primarily active in the financial services industry.

What is the business model of LPL Financial Holdings?

LPL Financial Holdings Inc is a financial services company that operates as a broker-dealer and investment advisory firm. Its business model involves providing independent financial advisors and institutions with a platform to offer personalized financial advice and solutions to their clients. LPL Financial Holdings Inc offers a wide range of services, including access to a diverse selection of investment products, technology solutions, and support services. By empowering independent financial advisors, LPL Financial Holdings Inc aims to help individuals and institutions achieve their financial goals efficiently and effectively.

What is the P/E ratio of LPL Financial Holdings 2024?

The LPL Financial Holdings P/E ratio is 13.44.

What is the P/S ratio of LPL Financial Holdings 2024?

The LPL Financial Holdings P/S ratio is 1.35.

What is the AlleAktien quality score of LPL Financial Holdings?

The AlleAktien quality score for LPL Financial Holdings is 10/10.

What is the revenue of LPL Financial Holdings 2024?

The expected LPL Financial Holdings revenue is 12.12 B USD.

How high is the profit of LPL Financial Holdings 2024?

The expected LPL Financial Holdings profit is 1.22 B USD.

What is the business model of LPL Financial Holdings

LPL Financial Holdings Inc is an American financial services company based in San Diego, California. It is one of the largest independent broker-dealer firms in the United States and is listed on the NASDAQ stock exchange. The company's business activities are divided into three main segments: Broker-Dealer, Investment Management, and Corporate. These three segments offer a wide range of products and services for individual clients, companies, and institutions. The Broker-Dealer segment of LPL Financial offers a wide range of financial products and services, including stocks, bonds, investment funds, investment advisory services, and insurance. It works with a variety of independent financial advisors who act as distribution partners and support the company in the marketing and sale of its products and services. The Broker-Dealer business is the largest division of LPL Financial and generates a significant portion of its total revenue. The Investment Management segment of LPL Financial provides investment management and advisory services to its clients. It offers a wide range of investment strategies and products, including stocks, bonds, investment funds, ETFs, and portfolio management. The company employs a systematic risk management and portfolio monitoring strategy to best meet the needs of its clients. The Investment Management division of LPL Financial is a key business segment that contributes to the company's strategic diversification. The Corporate segment of LPL Financial offers a wide range of services, including management, support, and technology for its clients. This includes developing IT solutions for its clients, providing logistics and administrative services, and managing real estate. Another important aspect of LPL Financial's business model is its collaboration with independent financial advisors and financial planners. Under the brand name advisorONE, the company offers an asset management platform that allows individuals to build and maintain business relationships. Additionally, the company works with banks, insurance companies, and other financial institutions to offer customized financial products and services to clients. In addition, the company also offers numerous training programs and seminars for the financial advisors and planners it supports. These programs cover a wide range of topics, including regulation, taxes, investment strategies, and customer relationship management. Overall, LPL Financial Holdings Inc's business model is well diversified and offers a wide range of products and services targeting different customer classes. The strategic collaboration with independent financial advisors and planners is an integral part of the business model that helps strengthen the brand and continuously expand the business.

What is the LPL Financial Holdings dividend?

LPL Financial Holdings pays a dividend of 1 USD distributed over payouts per year.

How often does LPL Financial Holdings pay dividends?

The dividend cannot currently be calculated for LPL Financial Holdings or the company does not pay out a dividend.

What is the LPL Financial Holdings ISIN?

The ISIN of LPL Financial Holdings is US50212V1008.

What is the LPL Financial Holdings WKN?

The WKN of LPL Financial Holdings is A1JZ6S.

What is the LPL Financial Holdings ticker?

The ticker of LPL Financial Holdings is LPLA.

How much dividend does LPL Financial Holdings pay?

Over the past 12 months, LPL Financial Holdings paid a dividend of 1.2 USD . This corresponds to a dividend yield of about 0.57 %. For the coming 12 months, LPL Financial Holdings is expected to pay a dividend of 1.61 USD.

What is the dividend yield of LPL Financial Holdings?

The current dividend yield of LPL Financial Holdings is 0.57 %.

When does LPL Financial Holdings pay dividends?

LPL Financial Holdings pays a quarterly dividend. This is distributed in the months of December, April, June, September.

How secure is the dividend of LPL Financial Holdings?

LPL Financial Holdings paid dividends every year for the past 18 years.

What is the dividend of LPL Financial Holdings?

For the upcoming 12 months, dividends amounting to 1.61 USD are expected. This corresponds to a dividend yield of 0.77 %.

In which sector is LPL Financial Holdings located?

LPL Financial Holdings is assigned to the 'Finance' sector.

Wann musste ich die Aktien von LPL Financial Holdings kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of LPL Financial Holdings from 8/23/2024 amounting to 0.3 USD, you needed to have the stock in your portfolio before the ex-date on 8/9/2024.

When did LPL Financial Holdings pay the last dividend?

The last dividend was paid out on 8/23/2024.

What was the dividend of LPL Financial Holdings in the year 2023?

In the year 2023, LPL Financial Holdings distributed 1 USD as dividends.

In which currency does LPL Financial Holdings pay out the dividend?

The dividends of LPL Financial Holdings are distributed in USD.

All fundamentals about LPL Financial Holdings

Our stock analysis for LPL Financial Holdings Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of LPL Financial Holdings Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.