Investors aiming for above-average returns often turn to the practice of stock picking. Skillful choices in individual stocks can be a catalyst for substantial wealth growth.
The price of LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $341.74 in the last session, up 4.22% from day before closing price of $327.90. In other words, the price has increased by $4.22 from its previous closing price. On the day, 0.56 million shares were traded. LPLA stock price reached its highest trading level at $343.25 during the session, while it also had its lowest trading level at $334.77.
Ratios:
We take a closer look at LPLA’s different ratios to gain a better understanding of the stock. In the meantime, Its Debt-to-Equity ratio is 2.06 whereas as Long-Term Debt/Eq ratio is at 1.95.
Upgrades & Downgrades
In addition, analysts’ ratings and any changes thereto give investors an idea of the stock’s future direction. In the most recent recommendation for the company, JP Morgan on January 07, 2025, Upgraded its rating to Overweight and sets its target price to $397 from $288 previously.
On January 06, 2025, UBS Upgraded its rating to Buy which previously was Neutral but kept the price unchanged to $390.
TD Cowen Upgraded its Hold to Buy on December 19, 2024, whereas the target price for the stock was revised from $277 to $413.
Insider Transactions:
An investor can also benefit from insider trades by learning what management is thinking about the future direction of stock prices. A recent insider transaction in this stock occurred on Mar 14 ’25 when Jambusaria Aneri sold 80 shares for $311.87 per share. The transaction valued at 24,950 led to the insider holds 5,742 shares of the business.
Jambusaria Aneri bought 80 shares of LPLA for $24,950 on Mar 14 ’25. On Feb 26 ’25, another insider, Cohen Marc Eliot, who serves as the Managing Director of the company, sold 1,100 shares for $365.85 each. As a result, the insider received 402,435 and left with 4,075 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 25521074176 and an Enterprise Value of 28652435456. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 24.35, and their Forward P/E ratio for the next fiscal year is 14.27. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.20. For the stock, the TTM Price-to-Sale (P/S) ratio is 2.06 while its Price-to-Book (P/B) ratio in mrq is 8.71. Its current Enterprise Value per Revenue stands at 2.371.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.63, which has changed by 0.31327343 over the last 52 weeks, in comparison to a change of 0.10838497 over the same period for the S&P500. Over the past 52 weeks, LPLA has reached a high of $384.04, while it has fallen to a 52-week low of $187.19. The 50-Day Moving Average of the stock is -2.62%, while the 200-Day Moving Average is calculated to be 19.24%.
Shares Statistics:
According to the various share statistics, LPLA traded on average about 736.49K shares per day over the past 3-months and 835980 shares per day over the past 10 days. A total of 74.66M shares are outstanding, with a floating share count of 74.09M. Insiders hold about 0.79% of the company’s shares, while institutions hold 95.93% stake in the company. Shares short for LPLA as of 1740700800 were 1202419 with a Short Ratio of 1.63, compared to 1738281600 on 655487. Therefore, it implies a Short% of Shares Outstanding of 1202419 and a Short% of Float of 1.63.
Dividends & Splits
The forward annual dividend rate for LPLA is 1.20, which was 1.2 in the trailing 12 months. Against a Trailing Annual Dividend Yield of 0.0036596525The stock’s 5-year Average Dividend Yield is 0.66.
