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LPLA LPL Financial Holdings Inc. daily Stock Chart
LPLA [NASD]
LPL Financial Holdings Inc.
Index- P/E18.59 EPS (ttm)3.53 Insider Own0.80% Shs Outstand89.13M Perf Week1.34%
Market Cap5.85B Forward P/E10.72 EPS next Y6.13 Insider Trans-3.66% Shs Float86.99M Perf Month-0.59%
Income325.70M PEG0.46 EPS next Q1.25 Inst Own96.90% Short Float1.94% Perf Quarter-4.40%
Sales4.72B P/S1.24 EPS this Y17.10% Inst Trans0.53% Short Ratio2.78 Perf Half Y12.46%
Book/sh11.29 P/B5.82 EPS next Y20.22% ROA6.40% Target Price82.50 Perf Year31.78%
Cash/sh15.56 P/C4.22 EPS next 5Y40.71% ROE34.10% 52W Range48.13 - 73.28 Perf YTD14.96%
Dividend1.00 P/FCF- EPS past 5Y12.80% ROI9.30% 52W High-10.36% Beta1.68
Dividend %1.52% Quick Ratio- Sales past 5Y3.20% Gross Margin98.70% 52W Low36.48% ATR1.28
Employees3882 Current Ratio- Sales Q/Q21.90% Oper. Margin12.20% RSI (14)49.70 Volatility2.05% 1.90%
OptionableYes Debt/Eq2.62 EPS Q/Q74.20% Profit Margin7.10% Rel Volume1.44 Prev Close65.90
ShortableYes LT Debt/Eq2.47 EarningsOct 25 AMC Payout26.80% Avg Volume608.25K Price65.69
Recom2.30 SMA200.46% SMA50-1.12% SMA2002.82% Volume873,750 Change-0.32%
May-16-18Downgrade Goldman Buy → Neutral
Apr-10-18Initiated Bernstein Outperform
Feb-05-18Reiterated Citigroup Buy $80 → $90
Jan-03-18Upgrade Morgan Stanley Underweight → Equal-Weight
Dec-01-17Initiated Credit Suisse Outperform $68
Aug-16-17Upgrade SunTrust Hold → Buy
Apr-28-17Upgrade Keefe Bruyette Mkt Perform → Outperform
Apr-28-17Upgrade Instinet Neutral → Buy
Apr-28-17Upgrade Citigroup Neutral → Buy
Jan-10-17Upgrade Goldman Sell → Neutral
Nov-10-16Upgrade UBS Sell → Neutral $24 → $35
Oct-12-16Downgrade JP Morgan Overweight → Neutral
Sep-26-16Initiated Morgan Stanley Underweight $27
Aug-22-16Downgrade Credit Suisse Outperform → Neutral
Apr-05-16Downgrade Goldman Neutral → Sell
Feb-17-16Upgrade Citigroup Sell → Neutral
Feb-16-16Upgrade Credit Suisse Neutral → Outperform
Feb-12-16Downgrade Wells Fargo Outperform → Market Perform
Feb-05-16Upgrade Susquehanna Negative → Neutral
Jan-12-16Downgrade Citigroup Neutral → Sell
Sep-21-18 07:45AM  LPL Financial (LPLA) Reports Improvement in August Metrics Zacks
Sep-20-18 04:05PM  LPL Financial Reports Monthly Activity for August 2018 GlobeNewswire
Sep-18-18 05:37PM  LPL Financial Loses Another Seasoned Recruiter Barrons.com
Sep-17-18 09:00AM  LPL Financial Welcomes Multop Financial GlobeNewswire
Sep-13-18 09:00AM  LPL Financial Welcomes Moore Financial Services GlobeNewswire
Sep-11-18 09:00AM  Seven Advisors Join Growing LPL Financial Firm Genesis Wealth Management GlobeNewswire
Aug-29-18 05:49PM  7 Stocks George Soros Continues to Buy GuruFocus.com
Aug-23-18 07:00AM  Fintech VC firm Vestigo closes on first-ever fund American City Business Journals
Aug-22-18 08:57AM  LPL Financial (LPLA) Reports Improvement in July Metrics Zacks
Aug-21-18 04:05PM  LPL Financial Reports Monthly Activity for July 2018 GlobeNewswire
Aug-17-18 07:24AM  4 Reasons Why LPL Financial (LPLA) is an Attractive Pick Now Zacks
Aug-16-18 08:07AM  Ward Keever Recognized As One Of LPL Financial's Top Financial Advisors PR Newswire
Aug-09-18 07:44PM  Corrections & Amplifications The Wall Street Journal
06:51PM  Corrections & Amplifications The Wall Street Journal
Aug-08-18 06:00AM  Galvin floats tougher standard for Mass. broker-dealers American City Business Journals
Aug-04-18 12:01AM  How Brokers Make More On Your Cash Than You Do The Wall Street Journal
Aug-03-18 08:40PM  [$$] How Brokers Make More On Your Cash Than You Do The Wall Street Journal
12:19PM  How Your Brokers Can Make 10 Times More on Your Cash Than You Do The Wall Street Journal
11:22AM  How Your Brokers Can Make 10 Times More on Your Cash Than You Do The Wall Street Journal
Jul-27-18 01:13PM  Edited Transcript of LPLA earnings conference call or presentation 26-Jul-18 9:00pm GMT Thomson Reuters StreetEvents
Jul-26-18 04:05PM  LPL Financial Announces Second Quarter 2018 Results GlobeNewswire
Jul-24-18 09:30AM  MS vs. LPLA: Which Stock Should Value Investors Buy Now? Zacks
Jul-13-18 09:00AM  LPL Financial Welcomes Ellis Financial Group GlobeNewswire
Jul-11-18 09:00AM  LPL Financial Research Publishes Investment Midyear Outlook 2018 GlobeNewswire
07:20AM  Stock Performance Review on TD Ameritrade Holding and Three Other Investment Brokerage Stocks ACCESSWIRE
Jul-10-18 09:46AM  Zacks Industry Outlook Highlights: Evercore, Greenhill, Interactive Brokers Group, Charles Schwab and LPL Financial Holdings Zacks
Jul-09-18 05:12PM  Investment Bank Stock Outlook: More Upside to Come Zacks
09:00AM  LPL Financial Welcomes Mike Duffy and Happiness Wealth Management GlobeNewswire
Jul-06-18 09:30AM  LPLA or MC: Which Is the Better Value Stock Right Now? Zacks
Jul-02-18 04:05PM  LPL Financial Announces Second Quarter 2018 Earnings Release Date and Conference Call GlobeNewswire
Jun-28-18 10:31AM  5 Reasons That Make Evercore (EVR) a Good Investment Option Zacks
09:00AM  LPL Financial Welcomes Rockline Wealth Management GlobeNewswire
Jun-27-18 08:34AM  JPMorgan Expands China Investment Bank, Headcount to Rise Zacks
07:35AM  Why Fundamental Investors Love LPL Financial Holdings Inc (NASDAQ:LPLA) Simply Wall St.
Jun-26-18 09:02AM  Here's Why Schwab Stock is an Attractive Pick Right Now Zacks
09:00AM  LPL Financial Welcomes Christopher Manci and Team GlobeNewswire
Jun-25-18 12:15PM  LPL Names Richard Steinmeier Managing Director, Head of Business Development GlobeNewswire
07:55AM  Analysis: Positioning to Benefit within CPI Card Group, Ball, KeyCorp, TerraForm Power, Sears, and LPL Financial Research Highlights Growth, Revenue, and Consolidated Results GlobeNewswire
Jun-22-18 09:01AM  LPL Financial (LPLA) Witnesses Improvement in May Metrics Zacks
Jun-21-18 04:05PM  LPL Financial Reports Monthly Activity for May 2018 GlobeNewswire
Jun-14-18 08:30AM  LPL Financial Welcomes Flood Financial Services GlobeNewswire
Jun-13-18 09:52AM  The Zacks Analyst Blog Highlights: National Bank Holdings, Blue Hills Bancorp, Loews, LPL Financial Holdings and Northern Dynasty Minerals Zacks
Jun-12-18 07:08PM  Robbins Arroyo LLP Announces That LPL Financial Holdings Inc. (LPLA) Settles U.S. States' Probe for $26 Million Business Wire
08:28AM  June Rate Hike Almost a Done Deal: Top 5 Winners Zacks
Jun-06-18 08:30AM  LPL Financial Presenting at William Blairs 38th Annual Growth Stock Conference GlobeNewswire
Jun-05-18 08:43AM  Looking for a Growth Stock? Why It is Time to Focus on LPL Financial (LPLA) Zacks
Jun-04-18 10:00AM  Interactive Brokers' (IBKR) Sees a Y/Y Rise in DARTs in May Zacks
09:00AM  LPL Financial Elects Allison Mnookin as New Independent Director GlobeNewswire
08:53AM  LPL Financial (LPLA): Strong Industry, Solid Earnings Estimate Revisions Zacks
May-29-18 07:10AM  Free Technical Insights on TD Ameritrade and Three Other Investment Brokerage Stocks ACCESSWIRE
May-24-18 08:30AM  LPL Financial Presenting at Bernsteins 34th Annual Strategic Decisions Conference GlobeNewswire
May-23-18 09:21AM  LPL Financial (LPLA) Witnesses Improvement in April Metrics Zacks
May-22-18 04:26PM  Glancy Prongay & Murray LLP Continues Investigation on Behalf of LPL Financial Holdings Inc. Investors (LPLA) Business Wire
04:05PM  LPL Financial Reports Monthly Activity for April 2018 GlobeNewswire
May-17-18 10:45AM  4 Reasons to Invest in LPL Financial (LPLA) Stock Right Now Zacks
May-13-18 05:07PM  Intrinsic Calculation For LPL Financial Holdings Inc (NASDAQ:LPLA) Shows Investors Are Overpaying Simply Wall St.
May-11-18 09:12AM  VIX Plunges to a 4-Month Low: 5 Top-Ranked Momentum Picks Zacks
May-10-18 08:56AM  Zacks.com featured highlights include: Six Flags, SodaStream, WellCare Health, Chemours and LPL Financial Zacks
May-09-18 11:26AM  New Strong Buy Stocks for May 9th Zacks
08:48AM  LPL Financial (LPLA) Soars to a 52-Week High, Time to Cash Out? Zacks
07:02AM  Cash In On Driehaus Strategy With These 5 Momentum Stocks Zacks
May-08-18 10:28AM  Best of the Week: Merger, Deathbed, Lots of Money Barrons.com
May-07-18 07:56AM  LPL Financial (LPLA) Stock Up on Q1 Earnings & Revenue Beat Zacks
05:19AM  Edited Transcript of LPLA earnings conference call or presentation 3-May-18 9:00pm GMT Thomson Reuters StreetEvents
May-04-18 08:00AM  Market Trends Toward New Normal in Echo Global Logistics, TerraForm Power, LPL Financial, ConnectOne, Gevo, and Martin Marietta Materials Emerging Consolidated Expectations, Analyst Ratings GlobeNewswire +6.28%
05:05AM  LPL Financial: 1Q Earnings Snapshot Associated Press
May-03-18 04:05PM  LPL Financial Announces First Quarter 2018 Results GlobeNewswire
May-02-18 05:10PM  LPL Financial resolves U.S. states' probe for $26 million Reuters
02:16PM  LPL Financial to pay $26M to Mass., other states to end securities probe American City Business Journals
10:39AM  LPL Financial resolves U.S. states' probe for $26 million Reuters
Apr-26-18 08:30AM  LPL Financial and 626 Financial Welcome Tom Anderton and Ryan Howard GlobeNewswire
Apr-18-18 05:31PM  SEC proposes new standard of conduct rules for brokers MarketWatch
Apr-04-18 05:09PM  Glancy Prongay & Murray LLP Announces Investigation on Behalf of LPL Financial Holdings Inc. Investors (LPLA) Business Wire
Apr-02-18 04:05PM  LPL Financial Announces First Quarter 2018 Earnings Release Date and Conference Call GlobeNewswire
Mar-29-18 08:05AM  LPL Financial Files Definitive Proxy Materials GlobeNewswire
Mar-28-18 09:00AM  Barron's Recognizes Wayne von Borstel As A Leading National Advisor For 2018 PR Newswire
Mar-26-18 10:56AM  LPL Financial Stock Falls Despite Improved February Metrics Zacks
Mar-23-18 08:04AM  Forbes Names Gina Bolvin Bernarduci Among America's Top Financial Advisors PR Newswire
Mar-22-18 04:05PM  LPL Financial Reports Monthly Activity for February 2018 GlobeNewswire
Mar-21-18 08:15AM  New Research: Key Drivers of Growth for First Defiance Financial, Tetraphase Pharmaceuticals, LRAD, LPL Financial, Hubbell, and Castlight Health, inc. Factors of Influence, Major Initiatives and Sustained Production GlobeNewswire
Mar-14-18 06:45AM  One Measure Suggests the Stock Market Is a Ticking Time Bomb TheStreet.com
Mar-07-18 03:31PM  Bull markets dont die of old age after 9 years this one has more room to go, says market watcher CNBC
Mar-06-18 10:35AM  Craig Smith Honored As A Top Advisor By LPL Financial PR Newswire
Mar-05-18 10:56AM  Aaron Puckett Earns LPL Financial Recognition As A Leading Advisor PR Newswire
Feb-28-18 08:30AM  LPL Financial Welcomes Additional Top Firms and Advisors From Invest and SII GlobeNewswire
08:04AM  Powell Presents Optimistic View on Capitol Hill: Top 5 Winners Zacks
Feb-26-18 10:02AM  UPDATE LPL Financial Completes NPH Acquisition and Welcomes Top Firms from Invest and SII GlobeNewswire
08:30AM  LPL Financial Completes NPH Acquisition and Welcomes Top Firms from Invest and SII GlobeNewswire
Feb-23-18 08:30AM  LPL Financial to Present at Citis 2018 Asset Managers, Broker Dealers, & Exchanges Conference GlobeNewswire
07:20AM  Free Research Report as LPL Financial Holdings' Quarterly Earnings Surged 71% ACCESSWIRE
Feb-21-18 09:36AM  LPL Financial (LPLA) Records Improved Results in January Zacks
06:48AM  LPL Financial Holdings Inc (LPLA) Files 10-K for the Fiscal Year Ended on December 31, 2017 GuruFocus.com
Feb-20-18 04:05PM  LPL Financial Reports Monthly Activity for January 2018 GlobeNewswire
Feb-17-18 07:37PM  Urogen Pharma Ltd (URGN) and CoStar Group Inc (CSGP) Are Among Wildcat Capitals Top Winning Picks Insider Monkey
Feb-16-18 07:44AM  [$$] Buying Alcoa, Broadcom, Target, Selling GE Barrons.com
Feb-15-18 08:30AM  LPL Financial Provides Update on Fourth Quarter 2017 Advisor Recruiting GlobeNewswire
Feb-14-18 10:47AM  Low Valentines Day inflation means everyone is a cheap date in 2018 MarketWatch
Feb-09-18 01:11PM  Webster Bank Offers Customers An Automated Digital Investment Platform PR Newswire
08:12AM  Wayne von Borstel Named to LPL Financial's Elite Executive Council PR Newswire
Feb-08-18 04:05PM  LPL Financial to Present at Credit Suisse 19th Annual Financial Services Forum GlobeNewswire
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 529 education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides fee-based 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 cash sweep 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; and trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services. It offers its services to approximately 15,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. 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 1968 and is based in Boston, Massachusetts.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Oroschakoff MichelleManaging DirectorAug 27Option Exercise36.886,000221,28019,811Aug 27 06:05 PM
Oroschakoff MichelleManaging DirectorAug 27Sale67.116,000402,66013,811Aug 27 06:05 PM
Arnold Dan H.President & CEOAug 01Option Exercise25.1413,226332,452239,761Aug 03 05:30 PM
Arnold Dan H.President & CEOAug 01Sale66.906,000401,400233,761Aug 03 05:30 PM
Kalbaugh John AndrewManaging DirectorJun 14Sale70.201,627114,21522,691Jun 15 06:12 PM
Oroschakoff MichelleManaging DirectorMay 11Sale69.586,050420,95913,811May 15 05:51 PM
Calder TracyManaging DirectorMay 07Sale64.547,388476,82220,256May 09 05:40 PM
Kalbaugh John AndrewManaging DirectorMar 14Sale64.761,39890,53424,318Mar 15 09:54 PM
White George BurtonManaging DirectorMar 13Option Exercise18.0425,000451,00050,505Mar 15 09:51 PM
White George BurtonManaging DirectorMar 13Sale65.4225,0001,635,39025,505Mar 15 09:51 PM
Arnold Dan H.President & CEOMar 07Option Exercise22.0810,000220,800239,761Mar 08 07:05 PM
Kalbaugh John AndrewManaging DirectorMar 07Sale63.162,397151,39525,716Mar 08 07:24 PM
Arnold Dan H.President & CEOMar 07Sale63.4611,206711,159229,761Mar 08 07:05 PM
Hellman MarcoDirectorMar 06Sale63.6329,3001,864,359492,390Mar 08 07:14 PM
RIEPE JAMES SDirectorMar 02Option Exercise26.1513,500353,07084,721Mar 02 05:44 PM
RIEPE JAMES SDirectorMar 02Sale62.775,632353,52179,089Mar 02 05:44 PM
Hellman MarcoDirectorFeb 28Sale66.0010,886718,476521,690Mar 02 05:40 PM
Hellman MarcoDirectorFeb 27Sale66.22159,81410,582,883532,576Feb 28 06:23 PM
Kalbaugh John AndrewManaging DirectorFeb 26Sale65.202,764180,21328,113Feb 27 07:56 PM
Arnold Dan H.President & CEOFeb 26Sale65.204,004261,061230,967Feb 27 07:28 PM
Hellman MarcoDirectorFeb 26Sale66.0047,9203,162,720692,390Feb 28 06:23 PM
Hellman MarcoDirectorFeb 22Sale62.121,150,00071,438,000740,310Feb 26 05:36 PM
Kalbaugh John AndrewManaging DirectorFeb 05Option Exercise27.1710,000271,70038,050Feb 07 05:50 PM
Morrissey William P. Jr.Managing DirectorFeb 05Option Exercise27.8020,000556,00037,541Feb 07 05:59 PM
Morrissey William P. Jr.Managing DirectorFeb 05Sale62.7420,0001,254,82317,541Feb 07 05:59 PM
Kalbaugh John AndrewManaging DirectorFeb 05Sale62.6110,000626,06828,050Feb 07 05:50 PM
RIEPE JAMES SDirectorJan 08Option Exercise27.804,500125,10071,221Jan 09 05:17 PM
Arnold Dan H.President & CEONov 15Option Exercise27.803,742104,028238,713Nov 17 04:41 PM
Arnold Dan H.President & CEONov 15Sale48.543,742181,637234,971Nov 17 04:41 PM