LPL Financial Holdings Inc.LPLA

NasdaqFinanceSecurity & Commodity Brokers, Dealers, Exchanges & Services
Price (close)
$302.76
Market cap
$23.8B
P/E
23.7x
Revenue (TTM)
$19.6B
Net income
$1.0B
Dividend yield
0.40%
1-year total return
-9.7%
Net margin
5.1%
Revenue growth
38.8%
Debt / equity
1.30x

What LPL Financial Holdings Inc. does.

LPL serves the financial advisor-mediated marketplace as the nation’s largest independent broker-dealer, a leading investment advisory firm, and a top custodian. We support more than 32,000 financial advisors, and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run successful businesses.

We are steadfast in our commitment to the advisor-mediated model and the belief that investors deserve access to personalized guidance from a financial advisor. We believe advisors should have the freedom to choose the business model, services and technology they need to manage their client relationships. We believe investors achieve better outcomes when working with a financial advisor, and we strive to make it easy for advisors to do what is best for their clients.

We believe that we are the only company that offers the unique combination of an integrated technology platform, comprehensive self-clearing services and access to a wide range of curated products all delivered in an environment unencumbered by conflicts from product manufacturing, underwriting and market-making.

Revenue and profit, by fiscal year.

Fiscal year202020212022202320242025
Revenue$5.9B$7.7B$8.6B$10.1B$12.4B$17.0B
Net income$472.6M$459.9M$845.7M$1.1B$1.1B$863.0M
Free cash flow$634.4M$237.1M$1.6B$109.3M-$284.9M-$981.8M

More on LPLA.

Figures from LPL Financial Holdings Inc.'s filings with the U.S. SEC, standardised automatically; prices are end-of-day closes. Not financial advice.