LPLA
LPL Financial Holdings Inc.
$364.48
-$0.35(-0.10%)
50
Overall
40
Value
60
Tech
--
Quality
Market Cap
$29.39B
Volume
249.32K
52W Range
$204.41 - $403.58
Target Price
$446.93
Order:
Income Statement
| Metric | Trend | Chart | 2015 Dec | 2016 Dec | 2017 Dec | 2018 Dec | 2019 Dec | 2020 Dec | 2021 Dec | 2022 Dec | 2023 Dec | 2024 Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REVENUE | ||||||||||||
| Total Revenue | $3.3B | $3.0B | $1.7B | $1.9B | $1.9B | $5.7B | $7.5B | $2.1B | $2.5B | $3.2B | ||
| Total Revenue | $3.3B | $3.0B | $1.7B | $1.9B | $1.9B | $5.7B | $7.5B | $2.1B | $2.5B | $3.2B | ||
| OPERATING EXPENSES | ||||||||||||
| Selling, General & Administrative | $440.0M | $436.6M | $456.9M | $506.6M | $556.1M | $609.3M | $741.0M | $820.7M | $979.7M | $1.1B | ||
| Salaries & Wages | $440.0M | $436.6M | $456.9M | $506.6M | $556.1M | $609.3M | $741.0M | $820.7M | $979.7M | $1.1B | ||
| Depreciation & Amortization | $111.6M | $114.0M | $122.4M | $147.9M | $161.1M | $177.1M | $230.7M | $287.4M | $354.2M | $443.8M | ||
| Depreciation & Amortization | $111.6M | $114.0M | $122.4M | $147.9M | $161.1M | $177.1M | $230.7M | $287.4M | $354.2M | $443.8M | ||
| Amortization | $38.2M | $38.0M | $38.3M | $60.3M | $65.3M | $67.4M | $79.3M | $87.6M | $107.2M | $135.2M | ||
| SPECIAL ITEMS | ||||||||||||
| Restruct | $12.0M | -- | -- | -- | -- | -- | -- | -- | -- | -- | ||
| Special Income Charges | $2.8B | $2.6B | $2.7B | $3.2B | $3.4B | $3.8B | $5.3B | $-211.6M | $-285.2M | $-294.3M | ||
| PRE-TAX INCOME | ||||||||||||
| Pre-Tax Income | $282.6M | $297.5M | $364.6M | $592.6M | $741.8M | $626.1M | $601.3M | $1.1B | $1.4B | $1.4B | ||
| INCOME TAX | ||||||||||||
| Tax Provision | $113.8M | $105.6M | $125.7M | $153.2M | $182.0M | $153.4M | $141.5M | $266.0M | $378.5M | $334.3M | ||
| NET INCOME | ||||||||||||
| Net Income | $168.8M | $191.9M | $238.9M | $439.5M | $559.9M | $472.6M | $459.9M | $845.7M | $1.1B | $1.1B | ||
| Net Income (Continuing Operations) | $168.8M | $191.9M | $238.9M | $439.5M | $559.9M | $472.6M | $459.9M | $845.7M | $1.1B | $1.1B | ||
| Net Income (Discontinued Operations) | $168.8M | $191.9M | $238.9M | $439.5M | $559.9M | $472.6M | $459.9M | $845.7M | $1.1B | $1.1B | ||
| Net Income (Common Stockholders) | $6.2B | $5.7B | $5.9B | $7.2B | $7.7B | $472.6M | $459.9M | $845.7M | $1.1B | $1.1B | ||
| Normalized Income | $-2.8B | $-2.6B | $-2.6B | $-2.9B | $-3.0B | $513.4M | -- | -- | -- | $1.4B | ||
| SHARE & EPS DATA | ||||||||||||
| Average Shares Outstanding | $95.3M | $89.1M | $90.0M | $88.1M | $82.6M | $79.2M | $80.0M | $79.8M | $76.8M | $74.7M | ||
| Average Shares Outstanding (Diluted) | $96.8M | $90.0M | $92.1M | $90.6M | $84.6M | $80.7M | $81.7M | $81.3M | $77.9M | $75.4M | ||
| Shares Outstanding | $88.9M | $90.1M | $90.0M | $84.5M | $79.6M | $79.7M | $80.0M | $78.7M | $74.5M | $74.6M | ||
| Basic EPS | $1.77 | $2.15 | $2.65 | $4.99 | $6.78 | $5.96 | $5.75 | $10.6 | $13.88 | $14.17 | ||
| Basic EPS (Continuing Operations) | $1.77 | $2.15 | $2.65 | $4.99 | $6.78 | $5.96 | $5.75 | $10.6 | $13.88 | $14.17 | ||
| Diluted EPS | $1.74 | $2.13 | $2.59 | $4.85 | $6.62 | $5.86 | $5.63 | $10.4 | $13.69 | $14.03 | ||
| Diluted EPS (Continuing Operations) | $1.74 | $2.13 | $2.59 | $4.85 | $6.62 | $5.86 | $5.63 | $10.4 | $13.69 | $14.03 | ||
| Dividend Per Share | -- | -- | -- | -- | -- | -- | $1 | $1 | $1.2 | $1.2 | ||
| OTHER METRICS | ||||||||||||
| Credit Losses Provision | $2.5M | $4.1M | $2.8M | $6.1M | $6.7M | $5.8M | $9.2M | $13.7M | $15.9M | $19.0M | ||
| Fees And Commissions | $3.3B | $3.0B | $1.6B | $1.9B | $1.8B | $1.8B | $2.3B | $2.2B | $2.4B | $3.2B | ||
| Interest Expense For Capitalized Lease Obligations | -- | -- | -- | -- | $8.4M | $8.4M | $8.4M | $8.4M | $8.4M | $8.4M | ||
| Interest Expense For Long Term Debt | $59.1M | $96.5M | $107.0M | $125.0M | $130.0M | $105.8M | -- | -- | -- | -- | ||
| Interest Expense For Long Term Debt And Capital Securities | $59.1M | $96.5M | $107.0M | $125.0M | $130.0M | $8.4M | $8.4M | $8.4M | $8.4M | $8.4M | ||
| Interest Expense For Short Term Debt | -- | -- | -- | -- | -- | $105.8M | $104.4M | $126.2M | $186.8M | $274.2M | ||
| Interest Income | $895.6M | $972.2M | $2.5B | $3.2B | $3.6B | $3.9B | $5.3B | $77.1M | $159.4M | $187.6M | ||
| Interest Income After Provision For Loan Loss | $16.6M | $17.2M | $21.7M | $34.1M | $39.8M | $3.8B | $5.2B | $-62.8M | $-43.3M | $-105.5M | ||
| Interest Income From Investment Securities | -- | -- | -- | -- | -- | $29.4M | $28.6M | $77.1M | $159.4M | $187.6M | ||
| Interest Income From Securities | -- | -- | -- | -- | -- | $29.4M | $28.6M | $77.1M | $159.4M | $187.6M | ||
| Net Interest Income | $19.2M | $21.3M | $24.5M | $40.2M | $46.5M | $3.8B | $5.2B | $-49.1M | $-27.4M | $-86.6M | ||
| Net Occupancy Expense | $84.1M | $93.0M | $97.3M | $115.6M | $136.2M | $166.4M | $185.5M | $219.8M | $248.6M | $281.2M | ||
| Non Interest Expense | $-2.1B | $-1.9B | $-2.0B | $-2.4B | $-2.5B | $-2.7B | $-4.1B | $1.6B | $1.9B | $2.2B | ||
| Non Interest Income | $3.3B | $3.0B | $1.6B | $1.8B | $1.9B | $1.9B | $2.3B | $2.2B | $2.6B | $3.3B | ||
| Occupancy And Equipment | $84.1M | $93.0M | $97.3M | $115.6M | $136.2M | $166.4M | $185.5M | $219.8M | $248.6M | $281.2M | ||
| Other Customer Services | $1.3B | $1.2B | $-57.0M | $-63.2M | $-64.4M | $-71.2M | $-86.0M | $-86.1M | $-106.0M | $-127.9M | ||
| Other Interest Expense | $-19.2M | $-21.3M | $-24.5M | $-40.2M | $-46.5M | $-29.4M | -- | -- | -- | -- | ||
| Other Interest Income | $895.6M | $972.2M | $2.5B | $3.2B | $3.6B | $3.9B | $5.2B | $8.6B | $10.1B | $12.4B | ||
| Other Non Interest Expense | $164.6M | $141.0M | $141.2M | $165.6M | $164.4M | $-3.8B | $-5.3B | $211.6M | $285.2M | $294.3M | ||
| Other Non Interest Income | $30.9M | $28.8M | $43.9M | $-8.8M | $56.8M | $57.6M | $72.0M | $-86.5M | $119.0M | $144.2M | ||
| Professional Expense And Contract Services Expense | $64.5M | $67.1M | $71.4M | $85.7M | $73.9M | $57.1M | $73.2M | $72.5M | $72.6M | $93.7M | ||
| Trust Feesby Commissions | $2.0B | $1.7B | $1.7B | $1.9B | $1.9B | $1.9B | $2.4B | $2.3B | $2.6B | $3.3B | ||
| Intexp | $39.9M | $75.2M | $82.6M | $84.8M | $83.5M | $105.8M | $104.4M | $126.2M | $186.8M | $274.2M | ||
| Othspecchg | $-3.0B | $-2.7B | $-2.8B | $-3.4B | $-3.6B | $18.8M | $19.7M | $21.9M | $19.3M | $21.3M | ||
Financial data is updated quarterly and may not reflect the most recent earnings.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Symbol | Price | Change | Vol |
| 2 | LPLA | $364.48 | -0.1% | 249.32K |
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 |
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