Trade LPL Financial - LPLA CFD

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259.36

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Summary
Historical Data
Events
Income Statement
Balance Sheet
Cash Flow

Trading сonditions

Spread

0.49

Long position overnight fee

-0.026179%

Short position overnight fee

0.003957%

Overnight fee time

21:00 (UTC)

Min traded quantity

Currency

USD

Margin

Stock exchange

United States of America

Commission on trade

*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*	258.96
Open*	259.99
1-Year Change*	27.37%
Day's Range*	258.27 - 260.95
52 wk Range	179.00-257.65
Average Volume (10 days)	474.10K
Average Volume (3 months)	13.81M
Market Cap	17.89B
P/E Ratio	16.05
Shares Outstanding	75.62M
Revenue	9.74B
EPS	14.74
Dividend (Yield %)	0.5071
Beta	0.83
Next Earnings Date	Feb 1, 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
Apr 18, 2024	259.36	0.38	0.15%	258.98	261.10	257.96
Apr 17, 2024	258.96	1.11	0.43%	257.85	262.62	257.23
Apr 16, 2024	259.87	-1.83	-0.70%	261.70	263.03	257.56
Apr 15, 2024	262.98	2.31	0.89%	260.67	267.48	260.67
Apr 12, 2024	260.97	-1.37	-0.52%	262.34	264.51	258.17
Apr 11, 2024	263.16	4.51	1.74%	258.65	264.22	258.65
Apr 10, 2024	259.32	1.24	0.48%	258.08	263.72	258.06
Apr 9, 2024	258.05	-5.25	-1.99%	263.30	264.41	257.66
Apr 8, 2024	261.15	1.00	0.38%	260.15	262.29	258.39
Apr 5, 2024	260.03	4.54	1.78%	255.49	263.77	255.49
Apr 4, 2024	256.11	-3.74	-1.44%	259.85	264.29	255.34
Apr 3, 2024	263.18	-0.36	-0.14%	263.54	266.44	262.55
Apr 2, 2024	263.54	-2.80	-1.05%	266.34	266.34	262.29
Apr 1, 2024	266.18	3.79	1.44%	262.39	267.84	262.06
Mar 28, 2024	264.09	1.64	0.62%	262.45	264.66	261.84
Mar 27, 2024	262.47	2.38	0.92%	260.09	262.47	259.47
Mar 26, 2024	260.06	-2.33	-0.89%	262.39	264.84	259.66
Mar 25, 2024	262.22	1.98	0.76%	260.24	263.84	258.07
Mar 22, 2024	260.14	-9.70	-3.59%	269.84	270.20	260.02
Mar 21, 2024	273.57	6.31	2.36%	267.26	274.07	264.49

LPL Financial Events

Time (UTC)	Country	Event
Tuesday, April 30, 2024
Time (UTC) 20:00	Country US	Event Q1 2024 LPL Financial Holdings Inc Earnings Release Q1 2024 LPL Financial Holdings Inc Earnings Release Forecast - Previous -
Time (UTC) 21:00	Country US	Event Q1 2024 LPL Financial Holdings Inc Earnings Call Q1 2024 LPL Financial Holdings Inc Earnings Call Forecast - Previous -
Thursday, May 9, 2024
Time (UTC) 12:00	Country US	Event LPL Financial Holdings Inc Annual Shareholders Meeting LPL Financial Holdings Inc Annual Shareholders Meeting Forecast - Previous -
Friday, May 10, 2024
Time (UTC) 12:00	Country US	Event LPL Financial Holdings Inc Annual Shareholders Meeting LPL Financial Holdings Inc Annual Shareholders Meeting Forecast - Previous -
Thursday, July 25, 2024
Time (UTC) 10:59	Country US	Event Q2 2024 LPL Financial Holdings Inc Earnings Release Q2 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

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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

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