LPL Financial Holdings (LPLA) - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US50212V1008
LPL Financial Holdings Inc. (NASDAQ: LPLA) offers a comprehensive range of brokerage and investment advisory services to independent and enterprise financial advisors across the United States. Their offerings include various investment options like annuities, mutual funds, equities, retirement plans, fixed income products, insurance, and alternative investments.
In addition to brokerage services, LPL Financial provides advisory platforms that grant access to a wide array of investment vehicles such as mutual funds, ETFs, stocks, bonds, option strategies, and institutional money managers. They also offer no-load multi-manager variable annuities and money market products to cater to diverse investor needs.
Furthermore, LPL Financial provides retirement solutions, including both commission-and fee-based services, enabling advisors to offer comprehensive services like brokerage, consultation, and advice to retirement plan sponsors. The company also delivers various tools and services to assist advisors in managing and expanding their practices, as well as trust and investment management services for estates and families.
Established in 1989, LPL Financial Holdings Inc., headquartered in San Diego, California, continues to evolve its technology offerings with services like proposal generation, investment analytics, and portfolio modeling to support financial advisors in delivering superior services to their clients. For more information, visit their website at https://www.lpl.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
LPLA Stock Overview
Market Cap in USD | 19,670m |
Sector | Financial Services |
Industry | Capital Markets |
GiC SubIndustry | Investment Banking & Brokerage |
TER | 0.00% |
IPO / Inception | 2010-11-18 |
LPLA Stock Ratings
Growth 5y | 8.80 |
Fundamental | 5.11 |
Dividend | 5.79 |
Rel. Performance vs Sector | 0.46 |
Analysts | 3.80/5 |
Fair Price Momentum | 284.46 USD |
Fair Price DCF | 41.07 USD |
LPLA Dividends
Yield 12m | 0.46% |
Yield on Cost 5y | 1.69% |
Dividends CAGR 5y | 3.71% |
Payout Consistency | 92.8% |
LPLA Growth Ratios
Growth 12m | 27.18% |
Growth Correlation 12m | 61% |
Growth Correlation 3m | 39% |
CAGR 5y | 29.57% |
Sharpe Ratio 12m | 0.80 |
Alpha vs SP500 12m | -2.44 |
Beta vs SP500 5y weekly | 1.37 |
ValueRay RSI | 29.26 |
Volatility GJR Garch 1y | 27.63% |
Price / SMA 50 | -0.77% |
Price / SMA 200 | 9.28% |
Current Volume | 295.9k |
Average Volume 20d | 443.3k |
External Links for LPLA Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of April 19, 2024, the stock is trading at USD 259.77 with a total of 295,868 shares traded.
Over the past week, the price has changed by -1.35%, over one month by -3.70%, over three months by +9.90% and over the past year by +28.37%.
According to ValueRays Forecast Model, LPLA LPL Financial Holdings will be worth about 316.8 in April 2025. The stock is currently trading at 259.77. This means that the stock has a potential upside of +21.97%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 282.7 | 8.82% |
Analysts Target Price | 271.2 | 4.39% |
ValueRay Target Price | 316.8 | 22.0% |