In the pursuit of market outperformance, investors navigate the landscape of stock selection. The right picks can play a pivotal role in enhancing your wealth.
In the latest session, LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $354.1 down -5.41% from its previous closing price of $374.36. In other words, the price has decreased by -$5.41% from its previous closing price. On the day, 1.94 million shares were traded. LPLA stock price reached its highest trading level at $377.7099 during the session, while it also had its lowest trading level at $351.0.
Ratios:
For a deeper understanding of LPL Financial Holdings Inc’s stock, let’s take a closer look at its various ratios. For the most recent quarter (mrq), Quick Ratio is recorded 2.02 and its Current Ratio is at 2.02. In the meantime, Its Debt-to-Equity ratio is 2.00 whereas as Long-Term Debt/Eq ratio is at 1.91.
On June 09, 2025, Citigroup Downgraded its rating to Neutral which previously was Buy but kept the price unchanged to $400.
JP Morgan Upgraded its Neutral to Overweight on January 07, 2025, whereas the target price for the stock was revised from $288 to $397.
Insider Transactions:
Additionally, insider trades can be beneficial to investors who want to learn what the management thinks about stock prices in the future. A recent insider transaction in this stock occurred on Jun 05 ’25 when Gates Greg sold 1,500 shares for $378.87 per share. The transaction valued at 568,300 led to the insider holds 22,354 shares of the business.
Gates Greg bought 1,500 shares of LPLA for $568,830 on Jun 05 ’25. On Jun 02 ’25, another insider, Jambusaria Aneri, who serves as the Group Managing Director of the company, sold 80 shares for $383.99 each. As a result, the insider received 30,719 and left with 5,662 shares of the company.
Valuation Measures:
Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, LPLA now has a Market Capitalization of 28319393792 and an Enterprise Value of 31444840448. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 24.51, and their Forward P/E ratio for the next fiscal year is 15.83. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.29. For the stock, the TTM Price-to-Sale (P/S) ratio is 2.14 while its Price-to-Book (P/B) ratio in mrq is 8.45. Its current Enterprise Value per Revenue stands at 2.438.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.66, which has changed by 0.28810477 over the last 52 weeks, in comparison to a change of 0.11213791 over the same period for the S&P500. Over the past 52 weeks, LPLA has reached a high of $390.23, while it has fallen to a 52-week low of $187.19. The 50-Day Moving Average of the stock is -0.49%, while the 200-Day Moving Average is calculated to be 10.70%.
Shares Statistics:
For the past three months, LPLA has traded an average of 808.02K shares per day and 561860 over the past ten days. A total of 79.98M shares are outstanding, with a floating share count of 79.36M. Insiders hold about 0.77% of the company’s shares, while institutions hold 97.94% stake in the company. Shares short for LPLA as of 1748563200 were 1969512 with a Short Ratio of 2.44, compared to 1745971200 on 1760219. Therefore, it implies a Short% of Shares Outstanding of 1969512 and a Short% of Float of 2.4699999999999998.
Dividends & Splits
According to the company, the forward annual dividend rate for LPLA is 1.20, from 1.2 in the trailing year. Against a Trailing Annual Dividend Yield of 0.003205471The stock’s 5-year Average Dividend Yield is 0.6.
