LPL Financial Holdings Inc. (LPLA): Price and Financial Metrics


LPL Financial Holdings Inc. (LPLA): $143.70

0.25 (+0.17%)

POWR Rating

Component Grades

Growth

S

Value

I

Momentum

G

Stability

N

Sentiment

U

Quality

P

LPLA Stock Summary

  • LPLA has a higher market value than 82.75% of US stocks; more precisely, its current market capitalization is $11,430,110,202.
  • LPL Financial Holdings Inc's capital turnover -- a measure of revenue relative to shareholder's equity -- is better than 91.22% of US listed stocks.
  • Equity multiplier, or assets relative to shareholders' equity, comes in at 5.31 for LPL Financial Holdings Inc; that's greater than it is for 78.72% of US stocks.
  • Stocks with similar financial metrics, market capitalization, and price volatility to LPL Financial Holdings Inc are RS, RBA, TPR, NDSN, and JBHT.
  • LPLA's SEC filings can be seen here. And to visit LPL Financial Holdings Inc's official web site, go to www.lpl.com.

LPLA Stock Price Chart Interactive Chart >

Price chart for LPLA

LPLA Price/Volume Stats

Current price $143.70 52-week high $149.30
Prev. close $143.45 52-week low $50.99
Day low $142.36 Volume 269,100
Day high $146.19 Avg. volume 606,896
50-day MA $139.50 Dividend yield 0.7%
200-day MA $102.45 Market Cap 11.48B

LPL Financial Holdings Inc. (LPLA) Company Bio


LPL Financial Holdings provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. The company was established in 1989 and is based in Boston, Massachusetts.

LPLA Price Forecast Based on DCF Valuation

Current PriceDCF Fair Value Target: Forecasted Gain:
$143.70$105.62 -28%

We started the process of determining a valid price forecast for LPL Financial Holdings Inc with a discounted cash flow analysis -- the results of which can be found in the table below. To summarize, we found that LPL Financial Holdings Inc ranked in the 46th percentile in terms of potential gain offered. We should note, though, that the most conservative analysis suggests this stock will yield negative results -- and thus may be a potential short opportunity. In terms of the factors that were most noteworthy in this DCF analysis for LPLA, they are:

  • LPL Financial Holdings Inc's weighted average cost of capital (WACC) is 9%; for context, that number is higher than only 18.13% of tickers in our DCF set.
  • As a business, LPL Financial Holdings Inc experienced a tax rate of about 17% over the past twelve months; relative to its sector (Financial Services), this tax rate is higher than 71.8% of stocks generating free cash flow.


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%-29%
1%-29%
2%-28%
3%-27%
4%-26%
5%-26%

For other companies in the Financial Services that have a similar discounted cashflow valuation profile (and ensuing price forecasts) as LPLA, try DFIN, FCFS, HNNA, TW, and BGCP.


LPLA Latest News Stream


Event/Time News Detail
Loading, please wait...

LPLA Latest Social Stream


Loading social stream, please wait...

View Full LPLA Social Stream

Latest LPLA News From Around the Web

Below are the latest news stories about LPL Financial Holdings Inc that investors may wish to consider to help them evaluate LPLA as an investment opportunity.

LPL Financial Lures 2 Teams Overseeing $1.3 Billion in Assets

In less than a week, it recruits multiadvisor teams from rival independent broker-dealers Royal Alliance and Kestra Financial.

Yahoo | April 19, 2021

LPL Financial Welcomes Walnut Beech Advisors

CHARLOTTE, N.C., April 19, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Walnut Beech Advisors has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $550 million in advisory, brokerage and retirement plan assets*. They join from Royal Alliance, part of the Advisor Group network of broker-dealers. Led by OSJ manager Tim Maurer and Managing Partner Rick Betancourt, the newly-formed enterprise comprises of 20 like-minded financial professionals committed to putting their clients first. The team was associated at their previous firm and recognized the value of teaming up in an effort to provide more comprehensive wealth management and financial services fo...

Yahoo | April 19, 2021

LPL Recruits $650M Merrill Lynch Team for New Breakaway Business

It’s a big get for Strategic Wealth Services, which LPL launched last year with the goal of recruiting more wirehouse breakaways.

Yahoo | April 12, 2021

NorthEnd Private Wealth Launches With Support of LPL Financial

CHARLOTTE, N.C., April 12, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Josh Brown, Scott Thompson, Joel Gray, and James (Jake) Cluverius, Jr., have launched a new independent practice, NorthEnd Private Wealth. The new firm will be affiliated with LPL Financial’s Strategic Wealth Services (SWS) model, designed to support the unique needs of experienced advisors moving from wirehouses to independence. The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management. The advisors reported having served approximately $650 million in advisory, brokerage and retirement plan as...

Yahoo | April 12, 2021

LPL Financial Welcomes Woods Financial Group

CHARLOTTE, N.C., April 08, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Woods Financial Group has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The firm reported having served approximately $130 million in advisory, brokerage and retirement plan assets*. They join LPL from Concorde Investment Services. Based in Fort Worth, Texas, Woods Financial Group was founded by Joel Woods in 1986, with fellow financial professional Mark Smith joining the business in 2004. Together, they provide comprehensive wealth management to retired individuals and multigenerational families, often taking extra measures to ensure their clients have a better understanding of the financial concepts behind investing and retirement pl...

Yahoo | April 8, 2021

Read More 'LPLA' Stories Here

LPLA Price Returns

1-mo 6.31%
3-mo 25.25%
6-mo 73.54%
1-year 177.34%
3-year 145.00%
5-year 475.69%
YTD 38.12%
2020 14.58%
2019 52.95%
2018 8.53%
2017 66.03%
2016 -14.18%

LPLA Dividends

Ex-Dividend Date Type Payout Amount Change
Loading, please wait...
View Full LPLA Dividend History

Continue Researching LPLA

Here are a few links from around the web to help you further your research on LPL Financial Holdings Inc's stock as an investment opportunity:

LPL Financial Holdings Inc (LPLA) Stock Price | Nasdaq
LPL Financial Holdings Inc (LPLA) Stock Quote, History and News - Yahoo Finance
LPL Financial Holdings Inc (LPLA) Stock Price and Basic Information | MarketWatch

Page generated in 1.2796 seconds.