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About the company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) 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, the Company 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.
- Revenue in USD (TTM)10.47bn
- Net income in USD1.02bn
- Incorporated2005
- Employees8.40k
- 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 |
|---|---|---|
| Atria Wealth Solutions Inc | 7.70% | -- |
Data delayed at least 15 minutes, as of May 03 2024 21:00 BST.
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| XP Inc | 2.93bn | 768.64m | 12.28bn | 6.67k | 15.87 | 3.20 | 15.00 | 4.19 | 1.41 | 1.41 | 5.38 | 6.99 | 0.0674 | -- | 23.24 | 439,303.40 | 1.77 | 2.36 | 2.37 | 3.31 | -- | -- | 26.24 | 26.59 | -- | 8.38 | 0.7606 | 24.90 | 11.33 | 38.10 | 8.93 | 53.24 | 7.50 | -- |
| Franklin Resources Inc | 8.10bn | 861.00m | 12.30bn | 10.10k | 13.58 | 0.9565 | 8.29 | 1.52 | 1.72 | 1.72 | 16.10 | 24.44 | 0.2613 | -- | 5.89 | 880,326.10 | 3.32 | 5.89 | 4.03 | 7.46 | -- | -- | 12.69 | 18.23 | -- | -- | 0.4507 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| Morningstar Inc | 2.10bn | 212.90m | 12.57bn | 11.33k | 59.41 | 9.09 | 30.82 | 5.98 | 4.95 | 4.95 | 48.91 | 32.36 | 0.6145 | -- | 5.94 | 185,433.20 | 6.45 | 5.69 | 8.56 | 7.55 | 59.90 | 59.37 | 10.49 | 9.62 | -- | 7.34 | 0.407 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Equitable Holdings Inc | 16.26bn | 1.16bn | 12.63bn | 8.50k | 11.94 | -- | -- | 0.7765 | 3.23 | 3.23 | 47.34 | -- | -- | -- | -- | 1,912,941.00 | -- | 0.3329 | -- | 0.3525 | 59.37 | 57.06 | 9.80 | 5.76 | -- | 1.54 | -- | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Carlyle Group Inc | 2.79bn | -643.50m | 14.75bn | 2.20k | -- | 2.57 | -- | 5.28 | -1.79 | -1.79 | 7.68 | 15.98 | 0.1326 | -- | 7.94 | 1,269,682.00 | -2.48 | 6.06 | -3.36 | 9.10 | 46.29 | 66.09 | -18.73 | 24.01 | -- | -134.88 | 0.6051 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| TPG Inc | 2.40bn | 71.22m | 15.75bn | 1.85k | 194.95 | 27.63 | 221.61 | 6.57 | 0.2266 | 0.2266 | 7.54 | 1.60 | 0.2769 | -- | 7.71 | 1,295,392.00 | 0.2702 | -- | 1.16 | -- | -- | -- | 0.9758 | 52.30 | -- | -- | 0.2195 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| Northern Trust Corp | 12.17bn | 934.80m | 17.31bn | 23.00k | 18.73 | 1.54 | 10.85 | 1.42 | 4.52 | 4.52 | 58.87 | 59.15 | 0.0792 | -- | -- | 526,727.30 | 0.6428 | 0.8498 | 4.52 | 6.67 | 54.87 | 84.87 | 8.12 | 17.65 | -- | -- | 0.9206 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
| Cboe Global Markets Inc | 3.77bn | 757.50m | 18.96bn | 1.65k | 25.18 | 4.76 | 20.62 | 5.02 | 7.14 | 7.14 | 35.55 | 37.76 | 0.521 | -- | 10.67 | 2,291,136.00 | 10.51 | 7.42 | 13.10 | 8.88 | 50.83 | 43.89 | 20.18 | 13.79 | -- | 121.06 | 0.2653 | 40.14 | -4.67 | 6.39 | 223.58 | 12.41 | 4.39 | 12.60 |
| LPL Financial Holdings Inc | 10.47bn | 1.02bn | 20.23bn | 8.40k | 20.45 | 8.91 | 14.59 | 1.93 | 13.24 | 13.24 | 136.42 | 30.38 | 1.04 | -- | 5.16 | 1,246,144.00 | 10.07 | 8.99 | 14.70 | 13.68 | 98.95 | 98.91 | 9.71 | 8.99 | -- | 7.75 | 0.6356 | 12.16 | 16.88 | 14.14 | 26.08 | 19.40 | 20.22 | 3.71 |
| Tradeweb Markets Inc | 1.42bn | 402.71m | 22.28bn | 1.18k | 55.52 | 4.48 | 34.27 | 15.71 | 1.88 | 1.88 | 6.63 | 23.32 | 0.2079 | -- | 2.69 | 1,202,467.00 | 6.76 | 4.97 | 8.04 | 5.97 | -- | -- | 32.50 | 27.38 | -- | -- | 0.00 | 25.19 | 12.57 | 15.27 | 17.89 | 17.97 | 7.97 | -- |
| T Rowe Price Group Inc | 6.67bn | 1.89bn | 24.90bn | 7.91k | 13.24 | 2.55 | 10.44 | 3.73 | 8.42 | 8.42 | 29.72 | 43.78 | 0.5336 | -- | 8.27 | 844,055.10 | 15.89 | 20.61 | 19.12 | 24.90 | -- | -- | 29.78 | 34.38 | -- | -- | 0.0078 | 45.19 | -0.43 | 3.76 | 14.62 | -0.8744 | 12.81 | 11.75 |
| Blue Owl Capital Inc | 1.73bn | 54.34m | 25.65bn | 685.00 | 155.20 | 16.61 | 48.27 | 14.81 | 0.1157 | 0.1157 | 3.69 | 1.08 | 0.1955 | -- | 4.78 | 2,527,895.00 | 2.49 | -- | 5.19 | -- | -- | -- | 12.75 | -38.57 | -- | 4.81 | 0.2416 | -- | 26.42 | 70.20 | 685.03 | 92.65 | 84.50 | -- |
| Raymond James Financial Inc | 13.97bn | 1.77bn | 26.01bn | 18.00k | 15.02 | -- | 18.26 | 1.86 | 8.29 | 8.29 | 65.29 | -- | -- | -- | -- | 775,888.90 | -- | 2.27 | -- | 11.22 | 84.42 | 93.12 | 12.72 | 12.90 | -- | -- | -- | 19.72 | 14.89 | 11.69 | 15.15 | 12.52 | 5.24 | 18.66 |
Data as of May 03 2024. Currency figures normalised to LPL Financial Holdings Inc's reporting currency: US Dollar USD
37.42%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 6.97m | 9.36% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 3.43m | 4.60% |
| Janus Henderson Investors US LLCas of 31 Dec 2023 | 2.83m | 3.80% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2023 | 2.55m | 3.42% |
| T. Rowe Price Associates, Inc. (Investment Management)as of 31 Dec 2023 | 2.39m | 3.21% |
| Capital Research & Management Co. (Global Investors)as of 31 Dec 2023 | 2.21m | 2.97% |
| Kayne Anderson Rudnick Investment Management LLCas of 31 Dec 2023 | 2.19m | 2.95% |
| Lone Pine Capital LLCas of 31 Dec 2023 | 1.84m | 2.47% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 1.77m | 2.37% |
| WCM Investment Management LLCas of 31 Mar 2024 | 1.70m | 2.28% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
