MARKET

LPLA

LPLA

LPL Hldg
NASDAQ

Real-time Quotes | Nasdaq Last Sale

116.64
-2.95
-2.47%
Opening 10:28 01/15 EST
OPEN
118.14
PREV CLOSE
119.59
HIGH
119.50
LOW
116.29
VOLUME
83.71K
TURNOVER
--
52 WEEK HIGH
121.58
52 WEEK LOW
32.01
MARKET CAP
9.25B
P/E (TTM)
19.39
1D
5D
1M
3M
1Y
5Y
News
Financial
Releases
Corp Actions
Analysis
Profile
LPL Financial Welcomes West Texas WealthCare
LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors Cassandra Fillingim CFP, Elaine McNair CFP, and Michael Gardiner CFP of West Texas WealthCare have joined LPL Financial's broker-dealer and corporate RIA platforms, leveraging LPL as custodian. They are aligned with JFC Financial, a large enterprise that joined LPL in 2020. The West Texas team reported having served approximately $175 million in brokerage, advisory and retirement plan assets*. They join LPL from Avantax Investment Services, part of Blucora.
GlobeNewswire · 1d ago
LPL Financial Welcomes Integrity Financial Services
LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that father and son financial advisors John and Evan McCoy of Integrity Financial Services have joined LPL Financial's broker-dealer and corporate RIA platforms, leveraging LPL as custodian. The team reported having served approximately $150 million in brokerage, advisory and retirement plan assets*. They join LPL from Securities America, part of the Advisor Group network of broker-dealers.
GlobeNewswire · 3d ago
LPL Financial Welcomes Integrity Financial Services
CHARLOTTE, N.C., Jan. 12, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that father and son financial advisors John and Evan McCoy of Integrity Financial Services have joined LPL Financial’s broker-dealer and corporate RIA platforms, leveraging LPL as custodian. The team reported having served approximately $150 million in brokerage, advisory and retirement plan assets*. They join LPL from Securities America, part of the Advisor Group network of broker-dealers. With more than 30 years industry experience, John McCoy joined Integrity Financial Services in Lancaster, Penn., about 10 years ago with a partner advisor, who retired last year. After graduating from the University of Pittsburgh and gaining industry experience working at an accounting firm, Evan joined his father’s business in 2018. His addition to the firm helps ensure they can provide continuous care for multiple generations of clients for years to come. The advisors receive office and client services support from Susan Turman and Kris Martin.“It’s very rewarding to work together and take a team approach to helping our clients establish financial goals, prepare for retirement and work toward meeting their investment objectives,” John said. “I trust my son completely, and we’ve found that we each bring different strengths to our firm.”Looking to enhance their digital capabilities and service experiences, the team chose to move to LPL Financial. “We’ve found ClientWorks to be smooth and intuitive, and we’ve already seen a large reduction in forms and paperwork,” Evan said. “The time it takes to open an account has been drastically reduced for our team, freeing up more time to focus on our clients. Also, we believe the enhanced back office support we get from LPL will help us build on some of our services as we continue to grow.” The team also said they appreciate the advantages of LPL’s self-clearing capabilities.Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, “We welcome John and Evan to the LPL family and are proud to serve as their partner as they grow their business and reach new generations of clients. Independent advisors are looking for quality, and we are able to provide them with enhanced service experiences, robust resources and innovative capabilities designed to help advisors differentiate their practices, build long-term relationships with clients and win in their markets. We look forward to supporting Integrity Financial Services for many years to come.”Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.Advisors, find an LPL business development representative near you.About LPL FinancialLPL Financial (https://www.lpl.com) is a leader in the retail financial advice market, the nation’s largest independent broker-dealer** and a leading custodian (or provider of custodial services) to RIAs. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.**Based on total revenues, Financial Planning magazine June 1996-2020.Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.Integrity Financial Services and LPL Financial are separate entities.Connect with Us!https://twitter.com/lplhttps://www.linkedin.com/company/lpl-financialhttps://www.facebook.com/LPLFinancialLLChttps://www.youtube.com/user/lplfinancialllcMedia Contact: Lauren Hoyt-Williams (980) 321-1232 Lauren.Hoyt-Williams@lpl.com
GlobeNewswire · 3d ago
Uptrend Call Working As Lpl Financial Ho Stock Rises 39.9% (LPLA)
SmarTrend identified an Uptrend for Lpl Financial Ho (NASDAQ:LPLA) on October 9th, 2020 at $83.03. In approximately 3 months, Lpl Financial Ho has returned 39.87% as of today's recent price of $116.13.
Comtex SmarTrend(R) · 3d ago
DJ LPL Financial Holdings Price Target Raised to $138.00/Share From $129.00 by Morgan Stanley
Dow Jones · 4d ago
DJ LPL Financial Holdings Is Maintained at Overweight by Morgan Stanley
Dow Jones · 4d ago
Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $138
Morgan Stanley maintains LPL Finl Hldgs (NASDAQ:LPLA) with a Overweight and raises the price target from $129 to $138.
Benzinga · 4d ago
Virtu Financial downgraded by Morgan Stanley as volatility normalizes
Virtu Financial (VIRT) declines 2.0% in premarket trading after Morgan Stanley analyst Michael Cyprys downgrades the stock to Underweight from Equal-weight as its business model is likely to face pressures
Seekingalpha · 4d ago
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Forecast
EPSBVPSCFPS
Actual (USD)
Estimate (USD)
Income StatementMore
Net IncomeTotal RevenueOperating Income
Net Income (USD)
YoY (%)
Balance SheetMore
Total Assets (USD)
Total Liabilities (USD)
Debt to Asset (%)
Cash FlowMore
OperatingInvestingFinancing
Operating (USD)
YoY (%)
Learn about the latest financial forecast of LPLA. Analyze the recent business situations of LPL Hldg through EPS, BVPS, FPS, and other data. This information may help you make smarter investment decisions.
Analyst Rating

Based on 13 analysts

Buy

Disclaimer: The analysis information is for reference only and does not constitute an investment recommendation.

Analyst Price Target
The average LPLA stock price target is 132.75 with a high estimate of 171.50 and a low estimate of 112.00.
EPS
Institutional Holdings
Institutions: 533
Institutional Holdings: 93.23M
% Owned: 117.59%
Shares Outstanding: 79.29M
TypeInstitutionsShares
Increased
112
6.74M
New
89
-207.44K
Decreased
131
6.80M
Sold Out
0
0
  • Performance
  • Asset Allocation
  • Dividend History
No Data
Industry
Investment Banking & Brokerage Services
-2.51%
Investment Banking & Investment Services
-1.75%
Key Executives
President/Chief Executive Officer/Director
Dan Arnold
Chief Financial Officer
Matthew Audette
Chief Investment Officer/Managing Director
George White
Chief Information Officer/Managing Director
Scott Seese
Managing Director
Matthew Enyedi
Managing Director
J. Andrew Kalbaugh
Managing Director
Sallie Larsen
Managing Director
Michelle Oroschakoff
Managing Director
Dayton Semerjian
Managing Director
Richard Steinmeier
Independent Director
H. Paulett Eberhart
Independent Director
William Glavin
Independent Director
Allison Mnookin
Independent Director
Anne Mulcahy
Independent Director
James Putnam
Independent Director
Richard Schifter
Independent Director
Corey Thomas
  • Dividends
  • Splits
  • Insider Activity
Declaration Date
Dividend Per Share
Ex-Div Date
10/29/2020
Dividend USD 0.25
11/10/2020
07/28/2020
Dividend USD 0.25
08/13/2020
05/06/2020
Dividend USD 0.25
05/27/2020
01/27/2020
Dividend USD 0.25
03/17/2020
10/21/2019
Dividend USD 0.25
11/06/2019
07/24/2019
Dividend USD 0.25
08/12/2019
04/30/2019
Dividend USD 0.25
05/17/2019
01/30/2019
Dividend USD 0.25
03/14/2019
10/23/2018
Dividend USD 0.25
11/07/2018
07/25/2018
Dividend USD 0.25
08/08/2018
04/27/2018
Dividend USD 0.25
05/17/2018
02/16/2018
Dividend USD 0.25
03/08/2018
10/24/2017
Dividend USD 0.25
11/08/2017
07/26/2017
Dividend USD 0.25
08/08/2017
04/25/2017
Dividend USD 0.25
05/11/2017
02/24/2017
Dividend USD 0.25
03/08/2017
10/31/2016
Dividend USD 0.25
11/14/2016
07/26/2016
Dividend USD 0.25
08/09/2016
05/10/2016
Dividend USD 0.25
05/18/2016
02/23/2016
Dividend USD 0.25
03/02/2016
10/25/2015
Dividend USD 0.25
11/09/2015
07/31/2015
Dividend USD 0.25
08/13/2015
04/28/2015
Dividend USD 0.25
05/07/2015
02/18/2015
Dividend USD 0.25
02/26/2015
10/28/2014
Dividend USD 0.24
11/06/2014
07/29/2014
Dividend USD 0.24
08/12/2014
04/22/2014
Dividend USD 0.24
05/02/2014
02/10/2014
Dividend USD 0.24
02/20/2014
10/29/2013
Dividend USD 0.19
11/06/2013
07/30/2013
Dividend USD 0.19
08/13/2013
04/24/2013
Dividend USD 0.135
05/02/2013
02/05/2013
Dividend USD 0.135
02/13/2013
10/29/2012
Dividend USD 0.12
11/13/2012
07/30/2012
Dividend USD 0.12
08/13/2012
03/30/2012
Dividend USD 2
05/11/2012
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About LPLA
LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.
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