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About the company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. It offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
- Revenue in USD (TTM)11.52bn
- Net income in USD1.01bn
- Incorporated2005
- Employees8.79k
- LocationLPL Financial Holdings Inc4707 Executive DriveSAN DIEGO 92121United StatesUSA
- Phone+1 (617) 423-3644
- Fax+1 (302) 655-5049
- Websitehttps://lplfinancial.lpl.com/
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Mergers & acquisitions
| Acquired company | LPLA:NSQ since announced | Transaction value |
|---|---|---|
| Investment Center Inc | 47.12% | -- |
| Atria Wealth Solutions Inc | 28.56% | -- |
Data delayed at least 15 minutes, as of Nov 21 2024 21:00 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Houlihan Lokey Inc | 2.12bn | 334.37m | 12.99bn | 2.60k | 38.27 | 6.64 | 35.54 | 6.13 | 4.88 | 4.88 | 30.98 | 28.16 | 0.7074 | -- | 6.59 | 815,129.60 | 11.16 | 11.99 | 18.20 | 20.81 | -- | -- | 15.77 | 16.93 | -- | 1,730.05 | 0.0074 | 39.57 | 5.80 | 12.04 | 10.26 | 11.81 | 58.24 | 15.29 |
| Ares Capital Corporation | 2.94bn | 1.58bn | 14.08bn | 2.80k | 8.38 | 1.10 | 12.08 | 4.79 | 2.60 | 2.60 | 4.82 | 19.77 | 0.1175 | -- | 9.17 | 1,049,286.00 | 6.31 | 5.36 | 6.48 | 5.53 | 51.06 | 52.41 | 53.71 | 51.90 | -- | -- | 0.5145 | 83.53 | 24.71 | 14.35 | 153.67 | 12.15 | -- | 4.51 |
| Equitable Holdings Inc | 15.73bn | -370.00m | 14.64bn | 8.50k | -- | 8.89 | -- | 0.931 | -1.08 | -1.08 | 47.82 | 10.20 | 0.0562 | -- | 1.54 | 1,850,235.00 | 0.0783 | 0.3329 | 0.083 | 0.3525 | 55.93 | 57.06 | 1.39 | 5.76 | -- | 1.06 | 0.7495 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Jefferies Financial Group Inc | 9.63bn | 526.20m | 15.39bn | 7.56k | 31.71 | 1.53 | 22.66 | 1.60 | 2.36 | 2.37 | 43.08 | 48.89 | 0.1615 | -- | 2.40 | 1,273,481.00 | 0.9454 | 1.67 | 1.60 | 3.25 | 59.41 | 71.16 | 5.86 | 12.47 | -- | -- | 0.7402 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| Carlyle Group Inc | 5.32bn | 117.50m | 18.32bn | 2.20k | 172.63 | 3.30 | 48.98 | 3.44 | 0.2968 | 0.2968 | 14.56 | 15.51 | 0.2439 | -- | 30.40 | 2,417,955.00 | 0.8873 | 6.06 | 1.25 | 9.10 | 42.67 | 66.09 | 3.64 | 24.01 | -- | 64.07 | 0.5798 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| Principal Financial Group Inc | 15.89bn | -206.10m | 19.25bn | 19.80k | -- | 1.72 | -- | 1.21 | -0.8995 | -0.8995 | 67.29 | 49.01 | 0.052 | -- | -- | 802,626.30 | -0.0471 | 0.6911 | -- | -- | -- | -- | -0.9049 | 13.46 | -- | 0.8249 | 0.2551 | 32.23 | 6.25 | 0.6711 | -86.90 | -16.62 | 2.02 | 4.36 |
| Northern Trust Corp | 14.69bn | 1.63bn | 21.38bn | 23.30k | 13.43 | 1.80 | 9.10 | 1.46 | 8.03 | 8.03 | 72.00 | 64.32 | 0.0972 | -- | -- | 635,779.30 | 1.12 | 0.8498 | 7.05 | 6.67 | 53.63 | 84.87 | 11.50 | 17.65 | -- | -- | 0.9154 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
| LPL Financial Holdings Inc | 11.52bn | 1.01bn | 23.74bn | 8.79k | 23.84 | 8.56 | 16.82 | 2.06 | 13.30 | 13.30 | 152.26 | 37.05 | 1.07 | -- | 5.03 | 1,371,022.00 | 9.38 | 8.99 | 12.99 | 13.68 | 98.97 | 98.91 | 8.73 | 8.99 | -- | 6.66 | 0.6213 | 12.16 | 16.88 | 14.14 | 26.08 | 19.40 | 20.22 | 3.71 |
| TPG Inc | 3.37bn | 8.81m | 24.21bn | 1.85k | 573.37 | 34.08 | 321.56 | 7.18 | -0.0302 | -0.0302 | 14.85 | 1.98 | 0.3766 | -- | 12.78 | 1,822,474.00 | -0.5093 | -- | -2.34 | -- | -- | -- | -1.35 | 52.30 | -- | 4.55 | 0.2819 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| T Rowe Price Group Inc | 6.91bn | 2.04bn | 26.11bn | 7.91k | 12.87 | 2.55 | 9.96 | 3.78 | 9.13 | 9.13 | 30.91 | 46.14 | 0.5263 | -- | 8.42 | 874,158.90 | 16.70 | 20.61 | 20.33 | 24.90 | -- | -- | 31.73 | 34.38 | -- | -- | 0.0067 | 45.19 | -0.43 | 3.76 | 14.62 | -0.8744 | 12.81 | 11.75 |
| State Street Corp | 11.48bn | 1.93bn | 27.94bn | 52.57k | 15.06 | 1.22 | 10.01 | 2.21 | 6.33 | 6.33 | 41.32 | 87.79 | -- | -- | -- | -- | 0.6788 | 0.8342 | -- | -- | -- | -- | 16.74 | 20.27 | -- | -- | -- | 34.89 | 117.47 | 19.34 | -31.54 | -5.15 | 6.03 | 8.32 |
| Raymond James Financial Inc | 14.92bn | 2.06bn | 32.97bn | 18.00k | 16.72 | -- | 14.95 | 2.21 | 9.70 | 9.70 | 70.26 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 83.72 | 90.52 | 13.86 | 13.15 | -- | -- | -- | -- | 14.86 | 13.21 | 19.16 | 14.81 | -- | 15.00 |
| Blue Owl Capital Inc | 2.16bn | 106.90m | 35.05bn | 685.00 | 119.68 | 17.49 | 51.28 | 16.24 | 0.1961 | 0.1961 | 2.88 | 1.34 | 0.2211 | -- | 4.95 | 3,150,513.00 | 4.41 | -- | 8.41 | -- | -- | -- | 19.95 | -38.57 | -- | 7.37 | 0.3023 | -- | 26.42 | 70.20 | 685.03 | 92.65 | 84.50 | -- |
Data as of Nov 21 2024. Currency figures normalised to LPL Financial Holdings Inc's reporting currency: US Dollar USD
38.44%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2024 | 7.09m | 9.49% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 3.51m | 4.70% |
| Boston Partners Global Investors, Inc.as of 30 Sep 2024 | 3.10m | 4.15% |
| Fidelity Management & Research Co. LLCas of 30 Sep 2024 | 2.75m | 3.67% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 2024 | 2.60m | 3.48% |
| Janus Henderson Investors US LLCas of 30 Sep 2024 | 2.53m | 3.38% |
| Lone Pine Capital LLCas of 30 Sep 2024 | 2.18m | 2.92% |
| SSgA Funds Management, Inc.as of 30 Sep 2024 | 1.68m | 2.24% |
| WCM Investment Management LLCas of 30 Sep 2024 | 1.65m | 2.21% |
| Samlyn Capital LLCas of 30 Sep 2024 | 1.65m | 2.20% |
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
