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LPL Financial Holdings Inc

LPLA
Current price
314.54 USD -1.3 USD (-0.41%)
Last closed 312.55 USD
ISIN US50212V1008
Sector Financial Services
Industry Capital Markets
Exchange NASDAQ
Capitalization 25 258 915 840 USD
Yield for 12 month +14.83 %
1Y
3Y
5Y
10Y
15Y
LPLA
21.11.2021 - 28.11.2021

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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; 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. Address: 4707 Executive Drive, San Diego, CA, United States, 92121

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Analytics

WallStreet Target Price

386.33 USD

P/E ratio

22.42

Dividend Yield

0.38 %

Current Year

+12 385 107 000 USD

Last Year

+10 052 848 000 USD

Current Quarter

+3 512 351 000 USD

Last Quarter

+3 108 394 000 USD

Current Year

+3 369 443 000 USD

Last Year

+3 051 376 000 USD

Current Quarter

+905 202 000 USD

Last Quarter

+864 278 000 USD

Key Figures LPLA

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021
EBITDA 2 110 784 000 USD
Operating Margin TTM 10.90 %
Price to Earnings 22.42
Return On Assets TTM 8.93 %
PEG Ratio 1.36
Return On Equity TTM 42.26 %
Wall Street Target Price 386.33 USD
Revenue TTM 12 084 526 080 USD
Book Value 39.26 USD
Revenue Per Share TTM
Dividend Share 1.20 USD
Quarterly Revenue Growth YOY 31.50 %
Dividend Yield 0.38 %
Gross Profit TTM 4 129 741 056 USD
Earnings per share 14.03 USD
Diluted Eps TTM 14.03 USD
Most Recent Quarter IV 2024
Quarterly Earnings Growth YOY 25.80 %
Profit Margin 8.76 %

Dividend Analytics LPLA

Max Ratio

>10 - expected double digit dividend yield on cost over 10Y >5 - expected 5-9 dividend yield on cost over 10Y <5 - expected <5 dividend yield on cost over 10Y MaxRatio is an estimated 10Y dividend yield on cost calculated by combining the current dividend yield with the 5-year & 10-year average dividend growth rate, projected over the next 10 years discounted based on current Financial Score. It provides a projected outlook on future dividend returns.

0.50 %

5Y Dividend Growth

20.00 %

Consecutive Years

5Y Average Payout Ratio

12.35 %

Dividend History LPLA

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021
Ex Dividend Date 11.03.2025
Dividend CAGR 3Y 6.27 %
Dividend CAGR 5Y 3.71 %
Dividend CAGR 10Y 2.26 %
Consecutive Years 0
Consistent Years 12
Continuous Dividends 13
Forward Annual Dividend Yield 0.38 %
Forward Annual Dividend 1.20 USD
Last Split Factor
Payout Ratio TTM 7.27 %
Last Split Date

Stock Valuation LPLA

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021
Trailing PE 22.42
Forward PE 16.75
Enterprise Value Revenue 2.42
Price Sales TTM 2.09
Enterprise Value EBITDA 14.21
Price Book MRQ 8.62

Financials LPLA

1 year
3 years
5 years
10 years
15 years
Results 2019 Dynamics
* The data for this period has not yet been published

Technical indicators LPLA

For 52 weeks

186.55 USD 383.67 USD
50 Day MA 331.86 USD
Shares Short Prior Month 1 671 194
200 Day MA 290.62 USD
Short Ratio 1.82
Shares Short 1 874 678
Short Percent 2.25 %