The pursuit of market outperformance leads investors to the practice of hand-picking stocks. Skillful choices can be a catalyst for significant wealth enhancement.
In the latest session, LPL Financial Holdings Inc (NASDAQ: LPLA) closed at $308.87 down -3.24% from its previous closing price of $319.20. In other words, the price has decreased by -$3.24 from its previous closing price. On the day, 0.9 million shares were traded. LPLA stock price reached its highest trading level at $319.815 during the session, while it also had its lowest trading level at $306.89.
Ratios:
For a deeper understanding of LPL Financial Holdings Inc’s stock, let’s take a closer look at its various ratios. 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:
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 Feb 26 ’25 when Cohen Marc Eliot sold 1,100 shares for $365.85 per share. The transaction valued at 402,435 led to the insider holds 4,075 shares of the business.
Audette Matthew J sold 4,588 shares of LPLA for $1,652,001 on Feb 26 ’25. The President and CFO now owns 16,538 shares after completing the transaction at $360.07 per share. On Feb 26 ’25, another insider, Cohen Marc Eliot, who serves as the Officer of the company, bought 1,100 shares for $365.85 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 23066349568 and an Enterprise Value of 26201376768. As of this moment, LPL’s Price-to-Earnings (P/E) ratio for their current fiscal year is 22.01, and their Forward P/E ratio for the next fiscal year is 12.89. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.07. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.86 while its Price-to-Book (P/B) ratio in mrq is 7.87. Its current Enterprise Value per Revenue stands at 2.168.
Stock Price History:
The Beta on a monthly basis for LPLA is 0.65, which has changed by 0.15061092 over the last 52 weeks, in comparison to a change of 0.07903516 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 -12.02%, while the 200-Day Moving Average is calculated to be 8.40%.
Shares Statistics:
For the past three months, LPLA has traded an average of 705.96K shares per day and 1089000 over the past ten 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 95.89% stake in the company. Shares short for LPLA as of 1740700800 were 1202419 with a Short Ratio of 1.70, 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
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 0.0037593986The stock’s 5-year Average Dividend Yield is 0.66.
