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

Drawdown / Underwater Chart for LPL Financial Holdings (LPLA) - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for LPL Financial Holdings (LPLA) - Stock & Dividends

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

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What is the price of LPLA stocks?
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%.
What is the forecast for LPLA stock price target?
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%