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After finishing at $373.94 in the prior trading day, LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $378.74, up 1.28%. In other words, the price has increased by $1.28 from its previous closing price. On the day, 0.56 million shares were traded. LPLA stock price reached its highest trading level at $380.0 during the session, while it also had its lowest trading level at $371.16.
Ratios:
Our goal is to gain a better understanding of LPLA by taking a closer look at its different ratios. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 5.12 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 666.68. For the most recent quarter (mrq), Quick Ratio is recorded 12.02 and its Current Ratio is at 12.02. In the meantime, Its Debt-to-Equity ratio is 1.53 whereas as Long-Term Debt/Eq ratio is at 1.47.
On June 09, 2025, Redburn Atlantic Upgraded its rating to Buy which previously was Neutral but kept the price unchanged to $460.
Citigroup Downgraded its Buy to Neutral on June 09, 2025, while the target price for the stock was maintained at $400.
Insider Transactions:
The insider trade also gives investors a glimpse into the future direction of stock prices, which can be beneficial to investors. A recent insider transaction in this stock occurred on Aug 05 ’25 when Gates Greg bought 1,500 shares for $374.05 per share.
Gates Greg sold 1,500 shares of LPLA for $573,952 on Jul 03 ’25. The Group Managing Director now owns 20,620 shares after completing the transaction at $382.63 per share. On Jul 03 ’25, another insider, Gates Greg, who serves as the Officer of the company, bought 1,500 shares for $382.63 each.
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 30300749824 and an Enterprise Value of 31752419328. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 25.90, and their Forward P/E ratio for the next fiscal year is 16.20. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.26. For the stock, the TTM Price-to-Sale (P/S) ratio is 2.15 while its Price-to-Book (P/B) ratio in mrq is 5.97. Its current Enterprise Value per Revenue stands at 2.308.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.68, which has changed by 0.9106089 over the last 52 weeks, in comparison to a change of 0.19283521 over the same period for the S&P500. Over the past 52 weeks, LPLA has reached a high of $403.58, while it has fallen to a 52-week low of $187.19. The 50-Day Moving Average of the stock is 0.09%, while the 200-Day Moving Average is calculated to be 10.59%.
Shares Statistics:
The stock has traded on average 742.52K shares per day over the past 3-months and 1110480 shares per day over the last 10 days, according to various share statistics. A total of 80.00M shares are outstanding, with a floating share count of 78.42M. Insiders hold about 1.99% of the company’s shares, while institutions hold 97.56% stake in the company. Shares short for LPLA as of 1752537600 were 1756775 with a Short Ratio of 2.37, compared to 1749772800 on 1600011. Therefore, it implies a Short% of Shares Outstanding of 1756775 and a Short% of Float of 2.21.
Dividends & Splits
In the trailing 12 months, LPLA’s forward annual dividend rate was 1.2, compared to 1.20 this year. Against a Trailing Annual Dividend Yield of 0.003209071The stock’s 5-year Average Dividend Yield is 0.56.
Earnings Estimates
Current recommendations for the stock of the company come from 12.0 analysts. The consensus estimate for the next quarter is $4.83, with high estimates of $5.23 and low estimates of $4.43.
Analysts are recommending an EPS of between $19.51 and $17.28 for the fiscal current year, implying an average EPS of $18.94. EPS for the following year is $22.92, with 15.0 analysts recommending between $25.81 and $16.82.
Revenue Estimates
3 analysts predict $4.06B in revenue for the current quarter. It ranges from a high estimate of $4.21B to a low estimate of $3.93B. As of the current estimate, LPL Financial Holdings Inc’s year-ago sales were $3.11BFor the next quarter, 3 analysts are estimating revenue of $4.28B. There is a high estimate of $4.64B for the next quarter, whereas the lowest estimate is $4.04B.
A total of 5 analysts have provided revenue estimates for LPLA’s current fiscal year. The highest revenue estimate was $16.3B, while the lowest revenue estimate was $13.36B, resulting in an average revenue estimate of $15.38B. In the same quarter a year ago, actual revenue was $12.39BBased on 5 analysts’ estimates, the company’s revenue will be $17.87B in the next fiscal year. The high estimate is $20.5B and the low estimate is $13.79B.
