Why LPL Financial Holdings Inc.’s (LPLA) Stock Is Up 5.39%
As of Friday, September 25, LPL Financial Holdings Inc.’s LPLA share price has surged by 5.39%, which has investors questioning if this is right time to sell.Jenna Brashear
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
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, including 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.
Commentary & Analysis
Why LPL Financial Holdings Inc.’s (LPLA) Stock Is Down 8.12%
As of Tuesday, September 22, LPL Financial Holdings Inc.’s LPLA share price has dipped by 8.12%, which has investors questioning if this is right time to buy.Jenna Brashear
Which Is a Better Investment, The Bank of New York Mellon Corporation or LPL Financial Holdings Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or LPL Financial Holdings Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Which Is a Better Investment, The Bank of New York Mellon Corporation or LPL Financial Holdings Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or LPL Financial Holdings Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Jenna Brashear
Which Is a Better Investment, Deutsche Bank Aktiengesellschaft or LPL Financial Holdings Inc. Stock?
Learn more about whether Deutsche Bank Aktiengesellschaft or LPL Financial Holdings Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Financial Summary
| Share Statistics | LPLA | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $25,469.3 | $2,949.1 | 88% |
|
| Shares Out (Mil) | 80.0 | 83.1 | 58% |
|
| Institutional Ownership | 99.4% | 76.4% | 88% |
|
| Float (Mil) | 78.2 | 73.3 | 56% |
|
| Beta | 0.48 | 0.94 | 27% |
|
| Avg Daily Volume (000s) | 781 | 577 | 66% |
|
| Price Change (52-week) |
1.8% | 70.2% | 54% |
|
| Growth | LPLA | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 23.5% | 8.4% | 85% |
|
| Net Income (5yr) | 12.8% | 8.1% | 60% |
|
| EPS (5yr) | 13.3% | 9.0% | 53 |
|
| Dividends (5yr) | 3.7% | 1.4% | 82% |
|
| Cash Flow (5yr) | 2.7% | 0.1% | 66% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 16 | 18 | 18 | |
| Current EPS | $5.687 | $23.662 | $30.200 | |
| Month Ago EPS | $5.944 | $24.016 | $29.827 | |
| # Rev Up | 1 | 1 | 1 | |
| # Rev Down | 0 | 0 | 0 | |
| Three Months Ago EPS | $6.011 | $23.424 | $29.276 | |
| Year/Year Chg | 20.0% | 116.7% | 230.3% | |
| Financials | LPLA | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $19,196 | $1,066 | 91% |
|
| Net Income (TTM) (Mil) | $1,007 | $87 | 86% |
|
| EPS (TTM) | $12.585 | $0.900 | 96% |
|
| Operating Cash Flow (TTM) (Mil) | ($252) | $56 | 3% |
|
| Net Cash Flow (TTM) (Mil) | ($2,985) | $16 | 1% |
|
| Long-Term Debt (Q1) (Mil) | $7,793 | $209 | 89% |
|
| Enterprise Value (Q1) (Mil) | na | $1,433 | na |
|
| Valuation | LPLA | Industry Median |
Percentile (All Stocks) |
|
| P/B | 4.45 | 2.48 | 78% |
|
| P/E | 25.8 | 19.4 | 66% |
|
| Dividend Yield | 0.4% | 0.9% | 62% |
|
| PEG (5yr hist) | 1.9 | 1.4 | 68% |
|
| Ratios | LPLA | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 29.9% | 72.1% | 35% |
|
| Net Margin | 5.2% | 14.8% | 48% |
|
| ROA | 5.4% | 1.4% | 73% |
|
| ROE | 18.6% | 12.4% | 77% |
|
| Liabilities to Assets | 70.9% | 60.3% | 66% |
|
| F-Score | 4 | 5 | 33% |
|
LPL Financial Holdings Inc. did not pass any screens on 10/14/2026.
