You can receive insights into any symbol that we track. You'll see relevant statistics, signals, pricing data, etc.
Business Units or Product Lines |
LPL Financial Holdings Inc. operates primarily through its independent advisor services segment, which includes advisory and brokerage services. The company provides a platform for independent financial advisors, banks, and credit unions that enables them to offer a range of financial products and services, such as mutual funds, annuities, insurance, and equities. |
Business Models for Each Product Line |
LPL Financial generates revenue primarily through advisory and brokerage services fees. These include commissions from the sale of financial products, asset-based fees, and account fees. Major expenses include compliance and regulatory costs, technology development investments, and compensation for advisors. |
Future Opportunities for Growth |
The company has potential growth opportunities in expanding its advisor base, increasing assets under management, and leveraging technology to offer more value-added services. Additionally, there is room for growth in expanding its market presence through strategic acquisitions or partnerships. |
Potential Major Risks |
Key risks include market volatility which can adversely affect assets under management and therefore revenue, increased regulatory scrutiny and compliance costs, as well as potential cybersecurity threats that could disrupt operations or breach data confidentiality. |
Learn More about LPL Financial Holdings Inc.:
Company Insights by Algobear (ChatGPT);
Tell me more about LPL Financial Holdings Inc.'s latest earnings (LPLA:Nasdaq)
Who are some of LPL Financial Holdings Inc.'s competitors? (LPLA:Nasdaq)
Are analysts bullish on LPL Financial Holdings Inc.? Please show it in a table format. (LPLA:Nasdaq)
Also read:
https://finance.yahoo.com/LPLA/profile
| Market Cap-Display | Market Cap-Actual | Market Cap | Enterprise Value-Display | Enterprise Value-Actual | Enterprise Value | Trailing P/E | Forward P/E | PEG Ratio (5yr expected) | Price/Sales | Price/Book | Enterprise Value/Revenue | Enterprise Value/EBITDA | Profit Margin | Operating Margin | Return on Assets | Return on Equity | Revenue-Display | Revenue-Actual | Revenue | Quarterly Revenue Growth | EBITDA-Display | Diluted EPS | Quarterly Earnings Growth | Total Cash-Display | Total Cash-Actual | Total Cash | Total Debt-Display | Total Debt-Actual | Total Debt | Total Debt/Equity | Current Ratio | Operating Cash Flow-Display | Operating Cash Flow-Actual | Operating Cash Flow | Levered Free Cash Flow-Display | % Held by Insiders | % Held by Institutions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 24.47 B | 24470000000.0 | 24.47 | 29.21 B | 29210000000.0 | 29.21 | 21.81 | 16.1 | 1.22 | 1.86 | 8.35 | 2.36 | 13.84 | 8.76% | 10.90% | 8.93% | 42.26% | 12.08 B | 12080000000.0 | 12.08 | 31.50% | nan B | 14.02 | 24.50% | 2.58 B | 2580000000.0 | 2.58 | 5.75 B | 5750000000.0 | 5.75 | 1.9612 | 2.12 | 280.0 mn | 277590000.0 | 0.28 | nan B | 0.54% | 90.08% |
source:https://finance.yahoo.com/LPLA/key-statistics
source:https://www.google.com/finance/quote/LPLA:NASDAQ
source:https://finance.yahoo.com/LPLA/analysis
source:https://finance.yahoo.com/LPLA/fair-value
source:https://www.nasdaq.com/market-activity/stocks/LPLA/price-earnings-peg-ratios
| Key | Weighted | 5D | 1M | 3M | 6M | 1Y | 3Y | 10Y |
|---|---|---|---|---|---|---|---|---|
| Upside % (high) | 11.16% | 1.27% (318.55) | 10.46% (347.45) | 22.1% (384.04) | 22.1% (384.04) | 22.1% (384.04) | 22.1% (384.04) | 22.1% (384.04) |
| Downside % (low) | 15.86% | 7.45% (291.12) | 16.44% (262.8341) | 16.44% (262.8341) | 19.97% (251.74) | 40.49% (187.19) | 47.39% (165.47) | 95.11% (15.38) |
| Spread % | -4.7% | -6.17% | -5.98% | 5.66% | 2.13% | -18.39% | -25.3% | -73.01% |
LPLA's price used for computing the stats is 314.54 as on date
| Key | Today | 5D | 2W | 1M | 3M | 6M | 1Y | 3Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Last Price-Trend PrevClose | 0.0% | 2.78% | 4.31% | -8.17% | -10.23% | 25.96% | 17.85% | 44.35% | 669.99% |
| Last Price | 314.54 | 314.54 | 314.54 | 314.54 | 314.54 | 314.54 | 314.54 | 314.54 | 314.54 |
| Trend-Previous Close | 314.54 | 306.02 | 301.53 | 342.54 | 350.4 | 249.71 | 266.9 | 217.9 | 40.85 |
LPLA's symbol cumulative return percent is computed basis data from date
| 5D | 2W | 1M | 3M | 6M | 1Y | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5D window |
5D Opportunity:
SELL-APPROACHING
returns:
2.78%
(3.86%),
p.close: 306.02
entry:
317.82,
exit:
321.69,
min.ret:
-1.22%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
returns:
2.78%
(12.06%),
p.close: 306.02
entry:
342.94,
exit:
338.39,
min.ret:
1.32%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
returns:
2.78%
(8.62%),
p.close: 306.02
entry:
332.39,
exit:
332.03,
min.ret:
0.11%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
SELL-APPROACHING
returns:
2.78%
(6.82%),
p.close: 306.02
entry:
326.9,
exit:
329.8,
min.ret:
-0.89%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
returns:
2.78%
(8.02%),
p.close: 306.02
entry:
330.57,
exit:
332.69,
min.ret:
-0.64%
Using: 5D trend, 0 Days Left
|
5D Opportunity:
returns:
2.78%
(7.74%),
p.close: 306.02
entry:
329.71,
exit:
332.51,
min.ret:
-0.85%
Using: 5D trend, 0 Days Left
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2W window |
2W Opportunity:
returns:
4.31%
(12.11%),
p.close: 301.53
entry:
338.04,
exit:
326.08,
min.ret:
3.54%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
4.31%
(10.29%),
p.close: 301.53
entry:
332.55,
exit:
328.29,
min.ret:
1.28%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
SELL-APPROACHING
returns:
4.31%
(8.97%),
p.close: 301.53
entry:
328.57,
exit:
331.86,
min.ret:
-1.0%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
returns:
4.31%
(12.25%),
p.close: 301.53
entry:
338.46,
exit:
341.58,
min.ret:
-0.92%
Using: 2W trend, 0 Days Left
|
2W Opportunity:
returns:
4.31%
(11.44%),
p.close: 301.53
entry:
336.02,
exit:
340.18,
min.ret:
-1.24%
Using: 2W trend, 0 Days Left
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1M window |
1M Opportunity:
returns:
-8.17%
(-18.27%),
p.close: 342.54
entry:
279.96,
exit:
292.49,
min.ret:
4.48%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
returns:
-8.17%
(-19.16%),
p.close: 342.54
entry:
276.9,
exit:
287.65,
min.ret:
3.88%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
BUY-APPROACHING
returns:
-8.17%
(-14.2%),
p.close: 342.54
entry:
293.9,
exit:
299.74,
min.ret:
1.99%
Using: 1M trend, 0 Days Left
|
1M Opportunity:
BUY-APPROACHING
returns:
-8.17%
(-18.34%),
p.close: 342.54
entry:
279.73,
exit:
286.48,
min.ret:
2.41%
Using: 1M trend, 0 Days Left
|
LPLA's symbol current price is 314.54 (0.0%) as on . Yesterday's close was 314.54. It's return velocities are computed basis data from date .
| Key | Weighted | 5D | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Open-High (> 1.0%) | 71.13% | 80.0% | 68.18% | 65.15% | 58.33% | 52.78% | 57.14% |
| Open-Low (> 1.0%) | 65.63% | 60.0% | 72.73% | 72.73% | 53.79% | 51.98% | 50.66% |
| Open-Close-Up (> 0.5%) | 32.56% | 20.0% | 40.91% | 40.91% | 41.67% | 39.68% | 41.8% |
| Open-Close-Down (> 0.5%) | 29.88% | 20.0% | 36.36% | 37.88% | 34.09% | 34.52% | 32.67% |
| Low-Close-Up (> 1.0%) | 70.24% | 60.0% | 81.82% | 78.79% | 60.61% | 56.75% | 60.32% |
| High-Close-Down (> 1.0%) | 73.27% | 80.0% | 77.27% | 63.64% | 53.79% | 53.57% | 53.31% |
LPLA's symbol win percent is computed basis data from date