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LPL Financial Holdings Inc
(NASDAQ: LPLA)
AdChoices
42.34
-0.15
-0.35%
After Hours :
42.34
0.00
0.00%

Open

42.21

Previous Close

42.49

Volume (Avg)

406.36k (600.15k)

Day's Range

41.89-42.54

52Wk Range

39.40-56.45

Market Cap.

4.25B

Dividend Rate (Yield )

0.96 (2.15%)

Beta

1.02

Shares Outstanding

100.38M

P/E Ratio (EPS)

24.63 (1.72)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Capital Markets
Highlights
Analyst Recommendation: Hold
    • Revenue

    • 4.09B

    • Net Income

    • 181.86M

    • Market Cap.

    • 4.25B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 4.17

    • PEG (Price/Earnings Growth) Ratio

    • 0.84

    • Beta

    • 1.02

    • Forward P/E

    • 14.64

    • Price/Sales

    • 1.03

    • Price/Book Value

    • 3.98

    • Price/Cash flow

    • 15.63

      • EBITDA

      • 382.77M

      • Return on Capital %

      • 4.56

      • Return on Equity %

      • 15.81

      • Return on Assets %

      • 4.56

      • Book Value/Share

      • 10.65

      • Shares Outstanding

      • 100.38M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.24 (8/12/2014)

      • Dividend Declaration Date

      • 7/30/2014

      Analyst Recommendation
      10/17/2014
      Hold
        • 1 Year Price Target

        • 50.00

        • Credit Rating

        • -

        • Analysts

        • 2

        • EPS Estimate

        • 2.68

        • Cashflow Estimate

        • 3.73

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 7.30

          • 2.44

          • Net Income

            YTD/YTD (last year)

          • 19.70

          • 40.54

          • Net Income

            Q/Q (last year)

          • -4.40

          • 17.59

          • Sales (Revenue)

            5-Year Annual Average

          • 6.37

          • 10.61

          • Net Income

            5-Year Annual Average

          • 31.90

          • 9.60

          • Dividends

            5-Year Annual Average

          • -

          • 51.52

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • 38.26

            • Pre-Tax Margin

            • 6.66

            • 25.43

            • Net Profit Margin

            • 4.17

            • 17.25

            • Average Gross Margin

              5-Year Annual Average

            • -

            • 50.88

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 4.40

            • 25.25

            • Average Net Profit Margin

              5-Year Annual Average

            • 2.70

            • 323.14B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 1.43

              • 2.39

              • Current Ratio

              • -

              • 1.35

              • Quick Ratio

              • -

              • 1.24

              • Interest Coverage

              • -

              • 4.45

              • Leverage Ratio

              • 3.64

              • 12.34

              • Book Value/Share

              • 10.65

              • 20.21

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 24.63

                • 16.31

                • P/E Ratio 5-Year High

                • 32.81

                • 151.12

                • P/E Ratio 5-Year Low

                • 13.39

                • 33.41

                • Price/Sales Ratio

                • 1.03

                • 1.52

                • Price/Book Value

                • 3.98

                • 1.26

                • Price/Cash Flow Ratio

                • 15.63

                • 9.35

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 15.81

                    (8.40)

                  • 8.88

                    (8.60)

                  • Return on Assets %

                    (5-Year Average)

                  • 4.56

                    (2.60)

                  • 0.69

                    (0.59)

                  • Return on Capital %

                    (5-Year Average)

                  • 7.93

                    (5.70)

                  • 2.38

                    (1.89)

                  • Income/Employee

                  • 52.84k

                  • 93.29k

                  • Inventory Turnover

                  • -

                  • 19.72

                  • Asset Turnover

                  • 1.09

                  • 0.04

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  299.26M
                  Operating Margin
                  7.32
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  15.63
                  Ownership

                  Institutional Ownership

                  -

                  Top 10 Institutions

                  69.42%

                  Mutual Fund Ownership

                  35.80%

                  Float

                  86.03%

                  5% / Insider Ownership

                  3.07%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • T. Rowe Price Mid Cap Growth Fund

                  •  

                    3,000,000

                  • 20.00

                  • 2.99

                  • Standard Life US Small-Cap Equity Fund (Invesco)

                  •  

                    2,239,753

                  • 8.09

                  • 2.23

                  • Invesco Small Cap Value

                  •  

                    2,239,753

                  • 8.09

                  • 2.20

                  • Akre Focus Fd

                  •  

                    1,715,000

                  • 0.00

                  • 1.71

                  • Vanguard Mid-Cap Index Fund

                  •  

                    1,459,781

                  • 0.91

                  • 1.45

                  • Artisan Mid Cap Fund

                  •  

                    1,439,458

                  • -17.82

                  • 1.43

                  • Janus Enterprise Fd

                  •  

                    1,427,329

                  • 0.00

                  • 1.42

                  • Vanguard Total Stock Mkt Idx

                  •  

                    1,393,562

                  • 0.59

                  • 1.39

                  • Janus Triton Fund

                  •  

                    1,367,766

                  • 0.00

                  • 1.36

                  • Principal MidCap Fund

                  •  

                    865,398

                  • -3.78

                  • 0.86

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • TPG Capital, L.P.

                  •  

                    12,887,109

                  • 0.00%

                  • 12.84

                  • Lone Pine Capital LLC

                  •  

                    8,518,366

                  • 0.00%

                  • 8.49

                  • FPR Partners LLC

                  •  

                    7,811,348

                  • +19.57%

                  • 7.78

                  • T. Rowe Price Associates, Inc.

                  •  

                    7,722,304

                  • +17.78%

                  • 7.69

                  • Janus Capital Management LLC

                  •  

                    5,021,693

                  • +4.07%

                  • 5.00

                  • Vanguard Group, Inc.

                  •  

                    4,649,803

                  • +1.93%

                  • 4.63

                  • Blair William & Co

                  •  

                    3,859,690

                  • +21.75%

                  • 3.85

                  • Stockbridge Partners LLC

                  •  

                    3,124,393

                  • +40.75%

                  • 3.11

                  • Artisan Partners Limited Partnership

                  •  

                    2,970,708

                  • -2.54%

                  • 2.96

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Capital Markets

                  Type

                  Cyclical

                  Style

                  Mid Core

                  LPL Financial Holdings Inc offers technology, brokerage and investment advisory services through business relationships with all types of financial advisors. The Company along with its subsidiaries supports diverse client base. The C...moreompany’s focus is to provide advisors with the front, middle and back-office support to serve the markets for independent investment advice. The Company provide integrated platform of brokerage and investment advisory services to more than 13,600 independent financial advisors and financial advisors at more than 700 financial institutions throughout the United States, enabling them to provide their clients with financial advice. The Company’s subsidiary, LPL Financial supports over 280 Independent RIAs with over 2,000 advisors who conduct their advisory business through ...moreseparate entities by establishing their own RIAs rather than using Company’s corporate RIA. The Company, through Independent Advisors delivers a comprehensive and integrated suite of products and services to support their practices. Through Institutions, it provides solutions to financial institutions such as regional banks, credit unions and insurers, who seek to provide a broad array of services for their clients. The Company, through its subsidiary Fortigent, provides solutions and consulting services to asset RIAs, banks and trust companies serving high-net-worth clients by providing them with investment advice and helping them build their wealth management practices. Advisors use BranchNet workstation, an integrated technology platform that is server-based and web-accessible to manage all aspects of their businesses for clients. In addition, the Company’s Resource Center is embedded within BranchNet to provide advisors assess to the research, training, compliance and support services, as well as the ability to review products and develop marketing materials, including direct access to financial product information and exclusive research commentaries; detailed regulatory requirements; valuable marketing tools; operational information; comprehensive training and technical support. The Company provides its advisors commission-based, fee-based, cash and money market products and services including annuities, mutual funds, exchange-traded funds, and alternative investments, including real estate investment trusts. The sale and administration of these products are facilitated through BranchNet and Resource Center. The advisors with Independent RIA firms have the ability to conduct investment advisory business using the Company’s platform and tools and carry a brokerage license with LPL Financial to support brokerage accounts. The Company competes with Morgan Stanley; Merrill Lynch, Pierce, Fenner, & Smith Incorporated; UBS Financial Services Inc.; and Wells Fargo Advisors, LLC., Edward D. Jones & Co., L.P. and Raymond James Financial Services, Inc., Charles Schwab & Co., Fidelity Brokerage Services LLC and TD Ameritrade among others.lessless

                  Key People

                  Mr. Mark S. Casady

                  CEO/Chairman of the Board/Director

                  Mr. James S. Putnam

                  Director/Vice Chairman of the Board

                  Mr. Dan H. Arnold

                  CFO

                  Mr. Mark R. Helliker

                  Managing Director, Divisional

                  Mr. John Andrew Kalbaugh

                  Managing Director, Divisional

                  • LPL Financial Holdings Inc

                  • 75 State Street

                  • Boston, MA 02109

                  • USA.Map

                  • Phone: +1 617 423-3644

                  • Fax: -

                  • lplfinancial.lpl.com

                  Incorporated

                  1989

                  Employees

                  3,374

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