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After finishing at $355.3 in the prior trading day, LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $361.24, up 1.67%. In other words, the price has increased by $1.67 from its previous closing price. On the day, 0.79 million shares were traded. LPLA stock price reached its highest trading level at $362.145 during the session, while it also had its lowest trading level at $354.01.
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 4.88 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 635.88. For the most recent quarter (mrq), Quick Ratio is recorded 2.78 and its Current Ratio is at 2.78. 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 sold 1,500 shares for $374.05 per share. The transaction valued at 561,069 led to the insider holds 19,120 shares of the business.
Gates Greg bought 1,500 shares of LPLA for $561,069 on Aug 05 ’25. On Jul 03 ’25, another insider, Gates Greg, who serves as the Group Managing Director of the company, sold 1,500 shares for $382.63 each. As a result, the insider received 573,952 and left with 20,620 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 28900679680 and an Enterprise Value of 30352367616. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 24.71, and their Forward P/E ratio for the next fiscal year is 15.50. 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 2.05 while its Price-to-Book (P/B) ratio in mrq is 5.70. Its current Enterprise Value per Revenue stands at 2.206.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.67, which has changed by 0.6139755 over the last 52 weeks, in comparison to a change of 0.13054323 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 $204.41. The 50-Day Moving Average of the stock is -3.29%, while the 200-Day Moving Average is calculated to be 3.84%.
Shares Statistics:
The stock has traded on average 740.22K shares per day over the past 3-months and 711310 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 78.43M. Insiders hold about 1.97% of the company’s shares, while institutions hold 99.06% stake in the company. Shares short for LPLA as of 1753920000 were 2155548 with a Short Ratio of 2.91, compared to 1751241600 on 1724501. Therefore, it implies a Short% of Shares Outstanding of 2155548 and a Short% of Float of 2.71.
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 0.0033772567The stock’s 5-year Average Dividend Yield is 0.56.
Earnings Estimates
A detailed examination of LPL Financial Holdings Inc (LPLA) is currently in progress, with 12.0 analysts providing valuable insights into its market dynamics.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 $22.85, 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 $16.66B, while the lowest revenue estimate was $13.36B, resulting in an average revenue estimate of $15.49B. In the same quarter a year ago, actual revenue was $12.39BBased on 5 analysts’ estimates, the company’s revenue will be $17.94B in the next fiscal year. The high estimate is $20.88B and the low estimate is $13.79B.
