LPLA Stock Forecast, Price Targets, Chart, Dividends & Analysis
LPL Financial Holdings Inc.
LPLA 
NGS
Sector: Financial Services
Industry: Capital Markets
326.85
USD
3.61
(1.12%)
Previous close: 323.24 Open: 322.75 Bid: 225.0 Ask: 522.86
52 week range
187.19 327.55
Mkt Cap: 23,552 M Avg Vol (90 Days): 801,365
Last updated: Monday 25th November 2024
Metrics
Valuation
Price per Sales TTM ($) | 4.84 |
Price per Book TTM ($) | 8.50 |
PE Ratio (TTM) | 23.61 |
Book Value per Share ($) | 37.02 |
5 Year PE Range | NA , NA |
Returns
7 Day Return | 3.84% | |
1 Month Return | 25.26% | |
3 Month Return | 45.05% | |
1 Year Return | 42.11% | |
3 Year Return | 107.23% | |
5 Year Return | 267.65% | |
YTD Return | 43.59% |
Risk
Dividends
Analyst Estimates
Financial Health
Technicals
RSI (14 Day) | 81.85 |
14 Day SMA ($) | 312.57 |
14 Day EMA ($) | 309.63 |
Money Flow Index | 38.90 |
Average True Range | 7.53 |
50 Day SMA ($) | 263.32 |
200 Day SMA ($) | 256.03 |
ADX | 65.94 |
MACD | -1.70 |
Growth
Free Cash Flow QoQ Growth | 0.00% |
Free Cash Flow YoY Growth | 0.00% |
Revenue YoY Growth | 0.00% |
EPS QoQ Growth | 0.00% |
Revenue QoQ Growth | 0.00% |
EPS YoY Growth | 0.00% |
Profitability
Financials
LPLA Income Statement
Annual
| Dec-14 | Dec-15 | Dec-16 | Dec-17 | Dec-18 | Dec-19 | Dec-20 | Dec-21 | Dec-22 | Dec-23 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Amortization of intangibles | 39 M | 38 M | 38 M | 38 M | 60 M | 65 M | 67 M | 79 M | 88 M | 107 M |
| Basic EPS from continuing operations | 1.78 | 1.77 | 2.15 | 2.65 | 4.99 | 6.78 | 5.96 | 5.75 | 10.6 | 13.88 |
| Basic EPS total | 1.78 | 1.77 | 2.15 | 2.65 | 4.99 | 6.78 | 5.96 | 5.75 | 10.6 | 13.88 |
| Basic weighted shares outstanding | 100 M | 95 M | 89 M | 90 M | 88 M | 83 M | 79 M | 80 M | 80 M | 77 M |
| CreditLossesProvision | 2 M | 3 M | 4 M | 3 M | 6 M | 7 M | 6 M | 9 M | 14 M | 16 M |
| Depreciation | 58 M | 73 M | 76 M | 84 M | 88 M | 96 M | 110 M | 151 M | 200 M | 247 M |
| Depreciation unreconciled | 97 M | 112 M | 114 M | 122 M | 148 M | 161 M | 177 M | 231 M | 287 M | 354 M |
| DepreciationAndAmortization | 97 M | 112 M | 114 M | 122 M | 148 M | 161 M | 177 M | 231 M | 287 M | 354 M |
| Diluted EPS total | 1.75 | 1.74 | 2.13 | 2.59 | 4.85 | 6.62 | 5.86 | 5.63 | 10.4 | 13.69 |
| Diluted normalized net income/share | 1.75 | 1.74 | 2.13 | 2.59 | 4.85 | 6.62 | 5.86 | 5.63 | 10.4 | 13.69 |
| Diluted weighted shares outstanding | 102 M | 97 M | 90 M | 92 M | 91 M | 85 M | 81 M | 82 M | 81 M | 78 M |
| Dividends paid per share | 1.0 | 1.0 | 1.2 | |||||||
| FeesAndCommissions | 3,407 M | 3,277 M | 2,973 M | 1,614 M | 1,857 M | 1,828 M | 1,835 M | 2,293 M | 2,240 M | 2,447 M |
| Income before tax | 295 M | 283 M | 298 M | 365 M | 593 M | 742 M | 626 M | 601 M | 1,112 M | 1,445 M |
| Income restructuring and M&A | 35 M | 12 M | ||||||||
| Income taxes | 117 M | 114 M | 106 M | 126 M | 153 M | 182 M | 153 M | 141 M | 266 M | 379 M |
| Interest expense | 33 M | 40 M | 75 M | 83 M | 85 M | 83 M | 106 M | 104 M | 126 M | 187 M |
| InterestExpenseForCapitalizedLeaseObligations | 8 M | 8 M | 8 M | 8 M | 8 M | |||||
| InterestExpenseForLongTermDebt | 52 M | 59 M | 96 M | 107 M | 125 M | 130 M | 106 M | |||
| InterestExpenseForLongTermDebtAndCapitalSecurities | 52 M | 59 M | 96 M | 107 M | 125 M | 130 M | 8 M | 8 M | 8 M | 8 M |
| InterestExpenseForShortTermDebt | 106 M | 104 M | 126 M | 187 M | ||||||
| InterestIncome | 846 M | 896 M | 972 M | 2,542 M | 3,237 M | 3,629 M | 3,908 M | 5,270 M | 6,361 M | 7,381 M |
| InterestIncomeAfterProvisionForLoanLoss | 17 M | 17 M | 17 M | 22 M | 34 M | 40 M | 3,796 M | 5,157 M | 6,221 M | 7,178 M |
| InterestIncomeFromInvestmentSecurities | 29 M | 29 M | 77 M | 159 M | ||||||
| InterestIncomeFromSecurities | 29 M | 29 M | 77 M | 159 M | ||||||
| Net income from total operations | 178 M | 169 M | 192 M | 239 M | 439 M | 560 M | 473 M | 460 M | 846 M | 1,066 M |
| NetIncomeCommonStockholders | 6,425 M | 6,177 M | 5,690 M | 5,921 M | 7,212 M | 7,747 M | 473 M | 460 M | 846 M | 1,066 M |
| NetIncomeContinuousOperations | 178 M | 169 M | 192 M | 239 M | 439 M | 560 M | 473 M | 460 M | 846 M | 1,066 M |
| NetInterestIncome | 19 M | 19 M | 21 M | 24 M | 40 M | 47 M | 3,802 M | 5,166 M | 6,235 M | 7,194 M |
| NetOccupancyExpense | 82 M | 84 M | 93 M | 97 M | 116 M | 136 M | 166 M | 186 M | 220 M | 249 M |
| NonInterestExpense | -2,272 M | -2,127 M | -1,898 M | -1,952 M | -2,365 M | -2,502 M | -2,742 M | -4,060 M | -4,053 M | -4,435 M |
| NonInterestIncome | 3,455 M | 3,308 M | 3,001 M | 1,635 M | 1,848 M | 1,882 M | 1,893 M | 2,340 M | 2,154 M | 2,566 M |
| Normalized income | -2,897 M | -2,808 M | -2,556 M | -2,604 M | -2,918 M | -3,008 M | 513 M | 1,161 M | ||
| OccupancyAndEquipment | 82 M | 84 M | 93 M | 97 M | 116 M | 136 M | 166 M | 186 M | 220 M | 249 M |
| Other special charges | -3,123 M | -3,004 M | -2,749 M | -2,841 M | -3,386 M | -3,594 M | 19 M | 20 M | 22 M | 19 M |
| OtherCustomerServices | 1,289 M | 1,300 M | 1,235 M | -57 M | -63 M | -64 M | -71 M | -86 M | -86 M | -106 M |
| OtherInterestExpense | -19 M | -19 M | -21 M | -24 M | -40 M | -47 M | -29 M | |||
| OtherInterestIncome | 846 M | 896 M | 972 M | 2,542 M | 3,237 M | 3,629 M | 3,878 M | 5,242 M | 6,284 M | 7,222 M |
| OtherNonInterestExpense | 153 M | 165 M | 141 M | 141 M | 166 M | 164 M | -3,752 M | -5,291 M | -5,453 M | -6,090 M |
| OtherNonInterestIncome | 52 M | 31 M | 29 M | 44 M | -9 M | 57 M | 58 M | 72 M | -87 M | 119 M |
| ProfessionalExpenseAndContractServicesExpense | 62 M | 65 M | 67 M | 71 M | 86 M | 74 M | 57 M | 73 M | 73 M | 73 M |
| Revenue per share | 39 M | 38 M | 38 M | 38 M | 60 M | 65 M | 67 M | 79 M | 88 M | 107 M |
| SalariesAndWages | 422 M | 440 M | 437 M | 457 M | 507 M | 556 M | 609 M | 741 M | 821 M | 980 M |
| Selling Gen & administrative expense | 422 M | 440 M | 437 M | 457 M | 507 M | 556 M | 609 M | 741 M | 821 M | 980 M |
| Special income/charges | 2,936 M | 2,827 M | 2,608 M | 2,700 M | 3,221 M | 3,429 M | 3,752 M | 5,291 M | 5,453 M | 6,090 M |
| Total common shares outstanding | 96 M | 89 M | 90 M | 90 M | 84 M | 80 M | 80 M | 80 M | 79 M | 74 M |
| Total net income | 178 M | 169 M | 192 M | 239 M | 439 M | 560 M | 473 M | 460 M | 846 M | 1,066 M |
| Total ordinary shares | 75 M | 75 M | 75 M | 75 M | 75 M | 75 M | 75 M | 75 M | 75 M | 75 M |
| Total revenues | 3,474 M | 3,327 M | 3,023 M | 1,660 M | 1,888 M | 1,928 M | 5,695 M | 7,506 M | 8,389 M | 10,053 M |
| TotalRevenue | 3,474 M | 3,327 M | 3,023 M | 1,660 M | 1,888 M | 1,928 M | 5,695 M | 7,506 M | 8,389 M | 10,053 M |
| TrustFeesbyCommissions | 2,118 M | 1,977 M | 1,737 M | 1,671 M | 1,920 M | 1,892 M | 1,907 M | 2,379 M | 2,326 M | 2,553 M |
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