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    Trade LPL Financial - LPLA CFD

    222.45
    2.5%
    • Summary
    • Historical Data
    • Events
    • Income Statement
    • Balance Sheet
    • Cash Flow
    • Ownership
    Trading Conditions
    Spread 0.34
    Long position overnight fee

    Long position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee -0.026207 %
    Charges from full value of position ($-4.98)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		-0.026207%
    Short position overnight fee

    Short position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee 0.003985 %
    Charges from full value of position ($0.76)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		0.003985%
    Overnight fee time 22:00 (UTC)
    Min traded quantity 1
    Currency USD
    Margin 5%
    Stock exchange United States of America
    Commission on trade 0%

    *Information provided by Capital.com

    LPL Financial Holdings Inc ESG Risk Ratings

    High Medium Low Negligible

    ‘B’ score indicates good relative ESG performance and above average degree of transparency in reporting material ESG data publicly.

    More ESG coverage

    Key Stats
    Prev. Close* 216.67
    Open* 217.82
    1-Year Change* -9.07%
    Day's Range* 217.82 - 223.27
    52 wk Range 179.00-257.65
    Average Volume (10 days) 633.73K
    Average Volume (3 months) 12.11M
    Market Cap 17.22B
    P/E Ratio 15.45
    Shares Outstanding 75.62M
    Revenue 9.74B
    EPS 14.74
    Dividend (Yield %) 0.52699
    Beta 0.88
    Next Earnings Date Jan 31, 2024

    All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

    • Last Week
    • Last Month
    • Last Year
    • Last two Years
    • Max
    • Daily
    • Weekly
    • Monthly
    Date Close Change Change (%) Open High Low
    Nov 29, 2023 216.67 0.27 0.12% 216.40 219.76 212.14
    Nov 28, 2023 216.31 -14.27 -6.19% 230.58 230.58 216.22
    Nov 27, 2023 230.45 3.59 1.58% 226.86 231.51 226.86
    Nov 24, 2023 228.34 3.23 1.43% 225.11 229.98 225.11
    Nov 22, 2023 226.18 -0.68 -0.30% 226.86 228.62 224.96
    Nov 21, 2023 227.50 2.77 1.23% 224.73 229.62 224.73
    Nov 20, 2023 224.93 1.28 0.57% 223.65 227.53 222.93
    Nov 17, 2023 224.32 3.43 1.55% 220.89 224.58 220.56
    Nov 16, 2023 220.89 -0.03 -0.01% 220.92 224.71 217.06
    Nov 15, 2023 221.36 -0.59 -0.27% 221.95 223.22 220.06
    Nov 14, 2023 221.83 -1.04 -0.47% 222.87 225.16 218.51
    Nov 13, 2023 226.35 -2.11 -0.92% 228.46 228.48 226.07
    Nov 10, 2023 228.41 1.58 0.70% 226.83 228.72 224.89
    Nov 9, 2023 226.66 3.48 1.56% 223.18 228.95 223.18
    Nov 8, 2023 222.87 1.89 0.86% 220.98 223.36 219.87
    Nov 7, 2023 221.26 3.34 1.53% 217.92 222.47 217.92
    Nov 6, 2023 220.67 3.68 1.70% 216.99 221.05 215.38
    Nov 3, 2023 217.94 -3.55 -1.60% 221.49 221.93 215.78
    Nov 2, 2023 219.41 1.54 0.71% 217.87 223.28 215.98
    Nov 1, 2023 218.34 -6.06 -2.70% 224.40 227.56 216.84

    LPL Financial Events

    Time (UTC) Country Event
    Wednesday, January 31, 2024

    Time (UTC)

    10:59

    Country

    US

    Event

    Q4 2023 LPL Financial Holdings Inc Earnings Release
    Q4 2023 LPL Financial Holdings Inc Earnings Release

    Forecast

    -

    Previous

    -
    Thursday, April 25, 2024

    Time (UTC)

    10:59

    Country

    US

    Event

    Q1 2024 LPL Financial Holdings Inc Earnings Release
    Q1 2024 LPL Financial Holdings Inc Earnings Release

    Forecast

    -

    Previous

    -
    View all events
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Total revenue 8600.83 7720.83 5871.64 5624.86 5188.4
    Revenue 8600.83 7720.83 5871.64 5624.86 5188.4
    Cost of Revenue, Total 86.063 86.023 71.185 64.445 63.154
    Gross Profit 8514.76 7634.81 5800.46 5560.41 5125.25
    Total Operating Expense 7362.94 7015.09 5139.8 4753.02 4470.74
    Selling/General/Admin. Expenses, Total 6810.66 6466.04 4790.51 4409.76 4140.4
    Depreciation / Amortization 287.377 230.688 177.09 161.113 147.908
    Unusual Expense (Income) 36.2 100.8 0 3.156 0
    Other Operating Expenses, Total 142.637 131.54 101.018 114.546 119.278
    Operating Income 1237.89 705.743 731.838 871.836 717.66
    Interest Income (Expense), Net Non-Operating -126.234 -104.414 -105.765 -130.001 -125.023
    Net Income Before Taxes 1111.65 601.329 626.073 741.835 592.637
    Net Income After Taxes 845.702 459.866 472.64 559.88 439.459
    Net Income Before Extra. Items 845.702 459.866 472.64 559.88 439.459
    Net Income 845.702 459.866 472.64 559.88 439.459
    Income Available to Common Excl. Extra. Items 845.702 459.866 472.64 559.88 439.459
    Income Available to Common Incl. Extra. Items 845.702 459.866 472.64 559.88 439.459
    Diluted Net Income 845.702 459.866 472.64 559.88 439.459
    Diluted Weighted Average Shares 81.285 81.742 80.702 84.624 90.619
    Diluted EPS Excluding Extraordinary Items 10.4042 5.62582 5.85661 6.61609 4.84952
    Dividends per Share - Common Stock Primary Issue 1 1 1 1 1
    Diluted Normalized EPS 10.743 6.56887 5.85661 6.64424 4.84952
    Total Extraordinary Items 0
    Sep 2023 Jun 2023 Mar 2023 Dec 2022 Sep 2022
    Total revenue 2522.38 2468.8 2417.83 2333.19 2163.06
    Revenue 2522.38 2468.8 2417.83 2333.19 2163.06
    Cost of Revenue, Total 24.793 29.148 26.126 19.251 20.85
    Gross Profit 2497.59 2439.66 2391.71 2313.94 2142.21
    Total Operating Expense 2156.35 2035.14 1934.15 1876.89 1823.14
    Selling/General/Admin. Expenses, Total 1957.7 1882.8 1791.76 1736.06 1689.31
    Depreciation / Amortization 92.387 85.118 80.146 76.783 74.323
    Unusual Expense (Income) 5.989 4.1 3.1 6.5 7.5
    Other Operating Expenses, Total 75.475 33.978 33.021 38.297 31.157
    Operating Income 366.035 433.661 483.681 456.301 339.92
    Interest Income (Expense), Net Non-Operating -48.363 -44.842 -39.184 -37.082 -33.186
    Net Income Before Taxes 317.672 388.819 444.497 419.219 306.734
    Net Income After Taxes 224.291 285.52 338.884 319.082 232.331
    Net Income Before Extra. Items 224.291 285.52 338.884 319.082 232.331
    Net Income 224.291 285.52 338.884 319.082 232.331
    Income Available to Common Excl. Extra. Items 224.291 285.52 338.884 319.082 232.331
    Income Available to Common Incl. Extra. Items 224.291 285.52 338.884 319.082 232.331
    Diluted Net Income 224.291 285.52 338.884 319.082 232.331
    Diluted Weighted Average Shares 77.147 78.194 79.974 80.895 81.25
    Diluted EPS Excluding Extraordinary Items 2.90732 3.65143 4.23743 3.9444 2.85946
    Dividends per Share - Common Stock Primary Issue 0.3 0.3 0.3 0.25 0.25
    Diluted Normalized EPS 2.96213 3.68993 4.26698 4.00556 2.92938
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Cash and Short Term Investments 3046.88 1991.71 1731.77 1412.91 1496.29
    Cash & Equivalents 3046.88 1991.71 1731.77 1412.91 1496.29
    Total Receivables, Net 2418.61 2226.74 1524.92 1352.17 1127.27
    Accounts Receivable - Trade, Net 1740.85 1645.26 1089.9 1053.38 878.558
    Total Assets 9482.23 7991.6 6596.16 5880.24 5477.47
    Property/Plant/Equipment, Total - Net 872.891 753.916 684.789 635.521 461.418
    Property/Plant/Equipment, Total - Gross 1689.89 1378.24 1174.79 1023.88 769.573
    Accumulated Depreciation, Total -816.995 -624.324 -489.997 -388.355 -308.155
    Goodwill, Net 1642.47 1642.44 1513.87 1503.65 1490.25
    Intangibles, Net 427.676 455.028 397.486 439.838 484.171
    Long Term Investments 52.61 49.192 42.487 75.937 47.097
    Other Long Term Assets, Total 189.386 86.303 91.376 58.872 65.828
    Other Assets, Total 687.092 671.247 509.024 401.343 305.147
    Accounts Payable 2842.68 1882.34 1624.23 1219.31 1080.2
    Accrued Expenses 328.572 352.683 326.417 536.474 407.427
    Notes Payable/Short Term Debt 0 0 0 218.812 225.203
    Other Current Liabilities, Total 20.129 32.99
    Total Liabilities 7314.67 6321.07 5281.31 4856.37 4503.4
    Total Long Term Debt 2823.1 2920.11 2452.84 2507.41 2476.37
    Long Term Debt 2717.44 2814.04 2345.41 2398.82 2371.81
    Capital Lease Obligations 105.66 106.067 107.424 108.592 104.564
    Deferred Income Tax 2.098 18.325
    Other Liabilities, Total 871.687 781.905 568.665 352.131 262.875
    Total Equity 2167.55 1670.53 1314.85 1023.87 974.073
    Common Stock 0.13 0.129 0.127 0.126 0.125
    Additional Paid-In Capital 1912.89 1841.4 1762.77 1703.97 1634.34
    Retained Earnings (Accumulated Deficit) 3101.07 2327.6 1943.02 1554.57 1070.15
    Treasury Stock - Common -2846.54 -2498.6 -2391.06 -2234.79 -1730.54
    Other Equity, Total
    Total Liabilities & Shareholders’ Equity 9482.23 7991.6 6596.16 5880.24 5477.47
    Total Common Shares Outstanding 79.248 79.9899 79.4707 80.234 85.0891
    Prepaid Expenses 144.607 115.018 100.448
    Payable/Accrued 448.63 384.025 309.159
    Sep 2023 Jun 2023 Mar 2023 Dec 2022 Sep 2022
    Cash and Short Term Investments 2169.32 2309.25 2277.07 3046.88 3487.51
    Cash & Equivalents 2169.32 2309.25 2277.07 3046.88 3487.51
    Total Receivables, Net 2715.26 2547.54 2483.04 2418.61 2423.87
    Accounts Receivable - Trade, Net 1991.69 1876.54 1787.95 1740.85 1778.14
    Total Assets 9487.33 9392.2 9167.8 9482.23 9695.78
    Property/Plant/Equipment, Total - Net 978.391 944.969 907.17 872.891 847.414
    Property/Plant/Equipment, Total - Gross 1597.35
    Accumulated Depreciation, Total -816.995
    Goodwill, Net 1772.18 1772.16 1765.89 1642.47 1642.47
    Intangibles, Net 641.166 606.18 580.063 427.676 427.791
    Long Term Investments 52.623 50.08 50.807 52.61 62.177
    Other Long Term Assets, Total 204.874 202.88 204.68 189.386 97.715
    Other Assets, Total 837.791 822.674 746.246 687.092 613.067
    Accounts Payable 2098.25 2244.65 2245.33 2842.68 3444.34
    Payable/Accrued 388.946 421.043 397.735 448.63 392.81
    Accrued Expenses 334.239 334.348 316.562 328.572 323.906
    Notes Payable/Short Term Debt 0 0 0 0 0
    Other Current Liabilities, Total
    Total Liabilities 7396.74 7270.13 6974.87 7314.67 7696.27
    Total Long Term Debt 3230 3106.68 2956.38 2823.1 2824.77
    Long Term Debt 3124.48 3001.14 2850.79 2717.44 2719.1
    Capital Lease Obligations 105.516 105.542 105.59 105.66 105.67
    Other Liabilities, Total 1345.31 1163.41 1058.87 871.687 710.444
    Total Equity 2090.59 2122.07 2192.93 2167.55 1999.51
    Common Stock 0.13 0.13 0.13 0.13 0.129
    Additional Paid-In Capital 1970.1 1952.83 1933.99 1912.89 1896.43
    Retained Earnings (Accumulated Deficit) 3887.23 3683.47 3418.53 3101.07 2799.54
    Treasury Stock - Common -3766.87 -3514.36 -3159.71 -2846.54 -2696.59
    Total Liabilities & Shareholders’ Equity 9487.33 9392.2 9167.8 9482.23 9695.78
    Total Common Shares Outstanding 75.6192 76.6263 78.337 79.248 79.7592
    Prepaid Expenses 115.727 136.457 152.844 144.607 93.775
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Net income/Starting Line 845.702 459.866 472.64 559.88 439.459
    Cash From Operating Activities 1945.58 453.134 789.941 623.871 581.58
    Cash From Operating Activities 199.817 151.428 109.732 95.779 87.656
    Amortization 87.56 79.26 67.358 65.334 60.252
    Deferred Taxes -93.349 18.464 -23.684 -18.615 -1.754
    Non-Cash Items 267.44 224.896 145.636 128.471 116.36
    Cash Taxes Paid 238.155 144.556 169.237 213.339 122.215
    Cash Interest Paid 118.824 103.689 106.879 126.949 123.623
    Changes in Working Capital 638.407 -480.78 18.259 -206.978 -120.393
    Cash From Investing Activities -376.4 -458.641 -187.499 -180.987 -161.753
    Capital Expenditures -306.596 -215.987 -155.532 -156.389 -160.616
    Other Investing Cash Flow Items, Total -69.804 -242.654 -31.967 -24.598 -1.137
    Cash From Financing Activities -504.271 278.837 -275.186 -533.225 -483.363
    Financing Cash Flow Items -27.029 -45.1 -19.42 -23.478 -4.843
    Total Cash Dividends Paid -79.833 -80.095 -79.097 -82.597 -88.36
    Issuance (Retirement) of Stock, Net -296.301 -48.037 -119.8 -460.208 -366.353
    Issuance (Retirement) of Debt, Net -101.108 452.069 -56.869 33.058 -23.807
    Net Change in Cash 1064.91 273.33 327.256 -90.341 -63.536
    Mar 2023 Dec 2022 Sep 2022 Jun 2022 Mar 2022
    Net income/Starting Line 338.884 845.702 526.62 294.289 133.744
    Cash From Operating Activities -205.92 1945.58 2122.15 -2.436 -75.117
    Cash From Operating Activities 56.054 199.817 145.576 93.907 45.454
    Amortization 24.092 87.56 65.018 42.364 21.196
    Deferred Taxes -0.096 -93.349 -0.355 -0.305 -0.219
    Non-Cash Items 83.263 267.44 171.319 127.422 63.897
    Cash Taxes Paid 10.404 238.155 157.06 92.727 5.125
    Cash Interest Paid 39.87 118.824 86.382 53.936 24.426
    Changes in Working Capital -708.117 638.407 1213.97 -560.113 -339.189
    Cash From Investing Activities -350.84 -376.4 -277.651 -172.137 -74.729
    Capital Expenditures -101.252 -306.596 -232.175 -149.805 -73.545
    Other Investing Cash Flow Items, Total -249.588 -69.804 -45.476 -22.332 -1.184
    Cash From Financing Activities -197.855 -504.271 -337.645 -244.063 -175.446
    Financing Cash Flow Items -36.602 -27.029 -26.562 -23.359 -20.962
    Total Cash Dividends Paid -23.584 -79.833 -59.945 -39.995 -20.013
    Issuance (Retirement) of Stock, Net -269.924 -296.301 -152.716 -85.069 -41.639
    Issuance (Retirement) of Debt, Net 132.255 -101.108 -98.422 -95.64 -92.832
    Net Change in Cash -754.615 1064.91 1506.86 -418.636 -325.292
    Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
    The Vanguard Group, Inc. Investment Advisor/Hedge Fund 9.7657 7384720 -515455 2023-06-30 LOW
    BlackRock Institutional Trust Company, N.A. Investment Advisor 4.5119 3411881 -349560 2023-06-30 LOW
    Janus Henderson Investors Investment Advisor/Hedge Fund 4.4699 3380068 74072 2023-06-30 LOW
    WCM Investment Management Investment Advisor 3.2492 2457027 10182 2023-09-30 LOW
    Fidelity Management & Research Company LLC Investment Advisor 2.9978 2266938 -1803196 2023-06-30 LOW
    Capital Research Global Investors Investment Advisor 2.9065 2197845 1188739 2023-06-30 LOW
    Kayne Anderson Rudnick Investment Management, LLC Investment Advisor 2.732 2065911 49744 2023-06-30 LOW
    Lone Pine Capital, L.L.C. Hedge Fund 2.6489 2003058 143417 2023-06-30 MED
    Samlyn Capital, LLC Hedge Fund 2.4375 1843225 70337 2023-06-30 HIGH
    State Street Global Advisors (US) Investment Advisor/Hedge Fund 2.263 1711245 2693 2023-06-30 LOW
    Clarkston Capital Partners, LLC Investment Advisor 1.9861 1501863 17408 2023-06-30 LOW
    Geode Capital Management, L.L.C. Investment Advisor/Hedge Fund 1.744 1318823 -138033 2023-06-30 LOW
    D. E. Shaw & Co., L.P. Hedge Fund 1.4567 1101579 48181 2023-06-30 MED
    JP Morgan Asset Management Investment Advisor 1.4165 1071117 -25908 2023-06-30 LOW
    Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 1.3324 1007537 285484 2022-12-31 LOW
    BlackRock Investment Management (UK) Ltd. Investment Advisor/Hedge Fund 1.1784 891131 131500 2023-06-30 LOW
    BlackRock Financial Management, Inc. Investment Advisor/Hedge Fund 1.1283 853221 -53025 2023-06-30 LOW
    Boston Partners Investment Advisor/Hedge Fund 1.1207 847460 785347 2023-06-30 LOW
    Eminence Capital, LP Hedge Fund 1.0371 784225 66106 2023-06-30 MED
    Voya Investment Management LLC Investment Advisor/Hedge Fund 0.984 744070 126947 2023-06-30 LOW

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    LPL Financial Company profile

    About LPL Financial Holdings Inc

    LPL Financial Holdings Inc. is a broker-dealer company that provides a platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. The Company provides its technology and service to advisors through a technology platform that is cloud-based and Web-accessible. The Company offers a customizable platform of integrated technology, brokerage and advisory platforms, digital capabilities, clearing and compliance services, business solutions, and strategic growth resources. It automates time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing. The Company’s products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, retirement plan products, separately managed accounts, structured products and unit investment trusts.

    Financial summary

    BRIEF: For the fiscal year ended 31 December 2021, LPL Financial Holdings Inc revenues increased 31% to $7.72B. Net income decreased 3% to $459.9M. Revenues reflect Advisory increase of 51% to $3.53B, Commission increase of 25% to $2.38B, Asset-based increase of 10% to $1.15B. Net income was offset by Commission and advisory increase of 40% to $5.18B (expense), Promotional increase of 45% to $302.3M (expense).

    Equity composition

    Common Stock $0.001 Par, 03/11, 600M auth., 108,859,632 issd. Insiders own 4.97%. 01/08, ten-for-one stock split.

    Industry: Investment Banking & Brokerage Services (NEC)

    4707 Executive Drive
    SAN DIEGO
    CALIFORNIA 92121
    US

    Income Statement

    • Annual
    • Quarterly

    News

    Euro Zone CPI expected to continue dropping; economists warn about cutting too soon

    EZ PI expected to drop further but speed of decline

    08:16, 29 November 2023

    A weaker Dollar drives gold higher

    Gold prices have returned above $US2000 per ounce. We run through the factors driving gold and the commodity’s key technicals.

    13:49, 28 November 2023

    Q3 US Earnings Recap: Profits surprise to the upside, but outlook remains uncertain

    US earnings for the third quarter were far better than expected. However, uncertainty about the outlook for company profits continues. We review the quarterly earnings and look ahead to what the markets expect from S&P 500 companies going forward.

    13:20, 28 November 2023

    RBNZ Preview: Rates expected to remain unchanged at final meeting of 2023

    The RBNZ meets for the final time this year on Wednesday, 29th of November, 2023. We preview what to expect and how it could impact the New Zealand Dollar.

    13:04, 28 November 2023

    Crude prices slide on OPEC+ uncertainty

    Crude prices have chopped sideways amid signs of turmoil within OPEC+. We look at the fundamentals of the oil market and the technical levels of WTI.

    12:55, 28 November 2023
    GBP

    UK AUTUMN BUDGET: Will Hunt cut taxes? How will GBP react this time around?

    UK Chancellor Hunt will deliver the 2023 autumn statement to MPs on Wednesday 22 November.

    10:48, 21 November 2023

    Gold Rises as Traders price-in Fed Rate Cuts

    Gold prices have declined despite a drop in Treasury yields and a weaker US Dollar. We look at the key drivers and technical levels for the gold price.

    13:17, 20 November 2023

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