LPL Financial Holdings Inc.

    Jurisdiction
    United States
    LEI
    549300XROQ4Y8G2L7682
    ISIN
    US50212V1008 (LPLA)
    Sectors
    1. Financial Services
    2. Financial - Capital Markets

    Scores

    InsiderPie Expert Score
    54 / 100
    Better than peer group:
    49 / 100
    Fair value (Benjamin Graham formula)
    €624.44 124.6% undervalued
    Financial strength (Piotroski F-Value)
    4 / 9
    Fundamental strength relative to industry (Mohanram G-Value)
    2 / 7

    Profile

    LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Read full profile

    Fundamentals

    Net revenue
    €12.05B
    Gross margin
    62.0%
    EBIT
    €1.20B
    EBIT margin
    10.0%
    Net income
    €953.49M
    Net margin
    7.9%

    Statement period: - (published )

    Estimates

    Fiscal Year Net revenue Net income
    €17.14B +42.2% €1.32B +38.0%
    €19.61B +14.4% €1.74B +32.0%
    €14.70B -25.0% €2.23B +28.4%

    Stock price

    Stock price loading... No stock price available Stock price provided by Lang & Schwarz Steigende Zinsen und niedrigere Bewertungen für Wachstumsaktien im Allgemeinen Eine Gewinnwarnung beim Konkurrenten Adyen signalisiert eine Abkühlung des europäischen Markts für Zahlungsdienstleistungen. Eine Gewinnwarnung von Wordline SA triggert einen massiven Kursverlust.

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    Dividends

    Last dividend amount
    $0.30
    Ex date
    Payment date
    Dividend payout ratio
    6.2%

    Analyst ratings

    No analyst ratings available

    Insider Transactions

    Name Title Transaction Date Shares Price Value
    Jambusaria Aneri Group Managing Director -80 $361.25 -$28.90K
    Gates Greg Group Managing Director -1.5K $374.05 -$561.08K

    Congress transactions

    Name Transaction date Value
    Val Hoyle September 12, 2025 $1.00K–$15.00K
    Markwayne Mullin May 13, 2025 $15.00K–$50.00K
    Markwayne Mullin February 13, 2025 $50.00K–$100.00K
    John James September 2, 2024 $1.00K–$15.00K
    John James September 2, 2024 $1.00K–$15.00K

    Investor transactions

    Name Shares Value Last change Change type
    Ray Dalio 223K $72.91M +158K Buy
    George Soros 125K $40.89M -9.5K Sell
    Peter Brown 36K $11.61M +10K Buy

    Earnings Calls

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