Lpl Financial Stock Today

LPLA -  USA Stock  

USD 170.62  3.75  2.15%

Market Performance
0 of 100
Odds Of Distress
Less than 19
Lpl Financial is trading at 170.62 as of the 16th of May 2022, a -2.15% down since the beginning of the trading day. The stock's open price was 174.37. Lpl Financial has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Lpl Financial Holdings are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of April 2022 and ending today, the 16th of May 2022. Click here to learn more.
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. LPL Financial Holdings Inc. The company has 79.96 M outstanding shares of which 1.9 M shares are now shorted by private and institutional investors with about 1.58 trading days to cover. More on Lpl Financial Holdings
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Lpl Financial Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Lpl Financial's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lpl Financial or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Lpl Financial generated a negative expected return over the last 90 days
Lpl Financial has high historical volatility and very poor performance
Over 97.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Sethi Kabir of 12108 shares of Lpl Financial subject to Rule 16b-3
Lpl Financial Fama & French Trading
Fama & French Classification
Lpl Financial Holdings SEC Filings
Lpl Financial SEC Filings Security & Exchange Commission EDGAR Reports
ChairmanJames Putnam  (View All)
Average Analyst Recommendation
Analysts covering Lpl Financial report their recommendations after researching Lpl Financial's financial statements, talking to executives and customers, or listening in on Lpl Financial's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Lpl Financial Holdings. The Lpl Financial consensus assessment is calculated by taking the average forecast from all of the analysts covering Lpl Financial.
Piotroski F Score
Piotroski F-Score is a popular financial indicator that puts together nine criteria to evaluate the financial strength of Lpl Financial Holdings based on its profitability, leverage, liquidity, source of funds, and operating efficiency. It is an academic score (developed by Joseph Piotroski in 2002) to determine the current strength of Lpl Financial Holdings financial position. Scores of 8 and 9 are usually classified as strong value stocks, whereas scores of 2 or below are considered weak value stocks.
 6 - HealthyDetails
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares81.4 M80 M
Fairly Up
Slightly volatile
Weighted Average Shares Diluted83.1 M81.7 M
Fairly Up
Slightly volatile
Net Cash Flow from Operations483.7 M453.1 M
Notably Up
Slightly volatile
Total Assets7.2 BB
Moderately Down
Slightly volatile
Total Liabilities5.7 B6.3 B
Moderately Down
Slightly volatile
Current Assets2.6 BB
Fairly Down
Slightly volatile
Current Liabilities1.9 B2.4 B
Significantly Down
Slightly volatile
Total Debt2.7 B2.8 B
Sufficiently Down
Slightly volatile
Return on Average Assets0.06630.063
Sufficiently Up
Slightly volatile
Gross Margin0.360.318
Moderately Up
Slightly volatile
Asset Turnover0.961.051
Significantly Down
Very volatile
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Lpl Financial's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Financial Strength
Lpl Financial's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Lpl Financial's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Lpl Financial's financial leverage. It provides some insight into what part of Lpl Financial's total assets is financed by creditors.
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By using current balance sheet information, investors can analyze the liability, assets, and equity on Lpl Financial's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Lpl Financial deploys its capital and how much of that capital is borrowed.
Lpl Financial cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company currently holds 2.72 B in liabilities with Debt to Equity (D/E) ratio of 1.57, which is about average as compared to similar companies. Lpl Financial Holdings has a current ratio of 5.79, suggesting that it is liquid enough and is able to pay its financial obligations when due. Debt can assist Lpl Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Lpl Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Lpl Financial Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Lpl Financial to invest in growth at high rates of return. When we think about Lpl Financial's use of debt, we should always consider it together with cash and equity.

Operating Cash Flow

483.71 MillionShare
Lpl Financial Holdings (LPLA) is traded on NASDAQ Exchange in USA. It is located in 4707 Executive Drive and employs 6,051,000 people. Lpl Financial is listed under Trading category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with current market capitalization of 13.94 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Lpl Financial's market, we take the total number of its shares issued and multiply it by Lpl Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities. Lpl Financial Holdings conducts business under Financial Services sector and is part of Capital Markets industry. The entity has 79.96 M outstanding shares of which 1.9 M shares are now shorted by private and institutional investors with about 1.58 trading days to cover. Lpl Financial Holdings currently holds about 1.01 B in cash with 525.94 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 12.61.
Check Lpl Financial Probability Of Bankruptcy
Lpl Financial Holdings holds a total of 79.96 Million outstanding shares. The majority of Lpl Financial outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in Lpl Financial Holdings to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in Lpl Financial Holdings. Please pay attention to any change in the institutional holdings of Lpl Financial as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.

Ownership Allocation (%)

Check Lpl Financial Ownership Details

Lpl Financial Stock Price Odds Analysis

What are Lpl Financial's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Lpl Financial jumping above the current price in 90 days from now is about 78.65%. The Lpl Financial Holdings probability density function shows the probability of Lpl Financial stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the stock has a beta coefficient of 1.7308. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Lpl Financial will likely underperform. Additionally, the company has an alpha of 0.1844, implying that it can generate a 0.18 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Down 170.62HorizonTargetOdds Up 170.62  
21.24%90 days
Based on a normal probability distribution, the odds of Lpl Financial to move above the current price in 90 days from now is about 78.65 (This Lpl Financial Holdings probability density function shows the probability of Lpl Financial Stock to fall within a particular range of prices over 90 days) .

Lpl Financial Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Lpl Financial that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Lpl Financial's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Lpl Financial's value.
InstituionSecurity TypeTotal SharesValue
Allspring Global Investments Holdings LlcCommon Shares1.4 M262.7 M
Frontier Capital Management Co Llc 1Common Shares1.1 M203.8 M
View Lpl Financial Diagnostics

Lpl Financial Historical Income Statement

Lpl Financial Holdings Income Statement is one of the three primary financial statements used for reporting Lpl Financial's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Lpl Financial Holdings revenue and expense. Lpl Financial Income Statement primarily focuses on the company's revenues and expenses during a particular period.
Lpl Financial Interest Expense is projected to increase significantly based on the last few years of reporting. The past year's Interest Expense was at 104.41 Million. The current year Weighted Average Shares is expected to grow to about 81.4 M, whereas Direct Expenses is forecasted to decline to about 3 B. View More Fundamentals

Lpl Financial Stock Against Markets

Picking the right benchmark for Lpl Financial stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lpl Financial stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lpl Financial is critical whether you are bullish or bearish towards Lpl Financial Holdings at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Lpl Financial without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Lpl Financial Corporate Directors

Lpl Financial corporate directors refer to members of a Lpl Financial board of directors. The board of directors generally takes responsibility for the Lpl Financial's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Lpl Financial's board members must vote for the resolution. The Lpl Financial board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
James Riepe - Independent DirectorProfile
Richard Schifter - Independent DirectorProfile
John Brennan - Independent DirectorProfile
Scott Seese - CIO, Managing DirectorProfile

Investing Lpl Financial Holdings

You need to understand the risk of investing before taking a position in Lpl Financial. The danger of trading Lpl Financial Holdings is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lpl Financial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lpl Financial. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lpl Financial Holdings is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, see Stocks Correlation. Note that the Lpl Financial Holdings information on this page should be used as a complementary analysis to other Lpl Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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When running Lpl Financial Holdings price analysis, check to measure Lpl Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lpl Financial is operating at the current time. Most of Lpl Financial's value examination focuses on studying past and present price action to predict the probability of Lpl Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Lpl Financial's price. Additionally, you may evaluate how the addition of Lpl Financial to your portfolios can decrease your overall portfolio volatility.
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Is Lpl Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lpl Financial. If investors know Lpl Financial will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lpl Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Lpl Financial Holdings is measured differently than its book value, which is the value of Lpl Financial that is recorded on the company's balance sheet. Investors also form their own opinion of Lpl Financial's value that differs from its market value or its book value, called intrinsic value, which is Lpl Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lpl Financial's market value can be influenced by many factors that don't directly affect Lpl Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lpl Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Lpl Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lpl Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.