Lpl Financial Holdings Stock Today
| LPLA Stock | USD 327.90 6.55 1.96% |
PerformanceWeak
| Odds Of DistressLow
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LPL Financial is trading at 327.90 as of the 22nd of March 2025, a 1.96 percent decrease since the beginning of the trading day. The stock's open price was 334.45. LPL Financial has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Note, on February 26, 2025, Senator Markwayne Mullin of US Senate acquired $50k to $100k worth of LPL Financial Holdings's common stock.
Business Domain Financial Services | IPO Date 18th of November 2010 | Classification Financials |
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. LPL Financial Holdings Inc. The company has 74.68 M outstanding shares of which 757.55 K shares are now shorted by private and institutional investors with about 1.44 trading days to cover. More on LPL Financial Holdings
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LPL Stock Highlights
ESG Sustainability
Environmental | Governance | Social |
| President | Chris Koegel | ||||
| Business Concentration | Investment Banking & Brokerage, Financial Services, ARCA Securities Broker, NASDAQ Composite Total, NASDAQ Composite, Financials, Capital Markets, Capital Markets, Financial Services (View all Sectors) | ||||
| Average Analyst Recommendation | |||||
Debt LevelsLPL Financial can leverage the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand LPL Financial's financial leverage. It provides some insight into what part of LPL Financial's total assets is financed by creditors.
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LPL Financial Holdings (LPLA) is traded on NASDAQ Exchange in USA. It is located in 4707 Executive Drive, San Diego, CA, United States, 92121 and employs 9,000 people. LPL Financial is listed under Investment Banking & Brokerage category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a current market capitalization of 24.98 B. LPL Financial Holdings conducts business under Capital Markets sector and is part of Financials industry. The entity has 74.68 M outstanding shares of which 757.55 K shares are now shorted by private and institutional investors with about 1.44 trading days to cover.
LPL Financial Holdings currently holds about 1.22 B in cash with 277.59 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 15.28.
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Ownership AllocationLPL Financial Holdings maintains a total of 74.68 Million outstanding shares. The majority of LPL Financial outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in LPL Financial Holdings to benefit from reduced commissions. Therefore, institutional holders are subject to a different set of regulations than regular investors in LPL Financial Holdings. Please pay attention to any change in the institutional holdings of LPL Financial as this could imply that something significant has changed or is about to change at the company. On February 26, 2025, Senator Markwayne Mullin of US Senate acquired $50k to $100k worth of LPL Financial Holdings's common stock.
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LPL Stock Institutional Holders
| Instituion | Recorded On | Shares | |
| Jpmorgan Chase & Co | 2024-12-31 | 1.2 M | |
| Massachusetts Financial Services Company | 2024-12-31 | 1.1 M | |
| Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1 M | |
| Darlington Partners Capital Management, Lp | 2024-12-31 | 938.4 K | |
| Norges Bank | 2024-12-31 | 936.4 K | |
| Millennium Management Llc | 2024-12-31 | 899.4 K | |
| Clarkston Capital Partners, Llc | 2024-12-31 | 872.3 K | |
| Dimensional Fund Advisors, Inc. | 2024-12-31 | 846.1 K | |
| Td Asset Management Inc | 2024-12-31 | 841.2 K | |
| Vanguard Group Inc | 2024-12-31 | 7.2 M | |
| Blackrock Inc | 2024-12-31 | 4.8 M |
LPL Financial Historical Income Statement
LPL Stock Against Markets
LPL Financial Corporate Management
| Katharine Reeping | Controller VP | Profile | |
| Marc CFA | Chief Officer | Profile | |
| Althea Brown | MD Officer | Profile | |
| Judith Ricketts | Executive Operations | Profile | |
| Dayton Semerjian | MD Officer | Profile | |
| Corey Staten | Executive Service | Profile | |
| Aneri CFP | Managing Management | Profile |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. If investors know LPL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about LPL Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.258 | Dividend Share 1.2 | Earnings Share 14.01 | Revenue Per Share | Quarterly Revenue Growth 0.315 |
The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between LPL Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if LPL Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LPL Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.