LPL Financial Holdings Inc (LPLA)
Industry Capital Markets
This stock can be held in an Investment ISA and an Investment Account
Sell
$263.00
Buy
$610.30
$-3.63 (-0.94%)
LPL Financial Holdings Inc operates as a broker through its subsidiaries. The company provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions.
Prices updated at 15 May 2025, 21:43 EDT
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Prices in USD
Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
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Income statement
Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|
4,281m | 5,188m | 5,625m | 5,872m | 7,721m | 8,601m | 10,053m | 12,385m | |
1,098m | 1,441m | 1,616m | 1,494m | 1,714m | 2,369m | 3,051m | 3,369m | |
494m | 718m | 875m | 732m | 730m | 1,238m | 1,632m | 1,667m | |
11.54 | 13.83 | 15.56 | 12.46 | 9.46 | 14.39 | 16.23 | 13.46 | |
239m | 439m | 560m | 473m | 460m | 846m | 1,066m | 1,059m | |
594m | 866m | 1,033m | 909m | 936m | 1,525m | 1,986m | 2,111m | |
Sales, General and administrative | 385m | 456m | 465m | 484m | 621m | 700m | 856m | 1,040m |
Interest expenses | 107m | 125m | 130m | 106m | 104m | 126m | 187m | 274m |
Provision for income taxes | 126m | 153m | 182m | 153m | 141m | 266m | 379m | 334m |
Operating expenses | 604m | 723m | 741m | 762m | 984m | 1,131m | 1,420m | 1,702m |
Income before taxes | 365m | 593m | 742m | 626m | 601m | 1,112m | 1,445m | 1,393m |
Net income available to common shareholders | 239m | 439m | 560m | 473m | 460m | 846m | 1,066m | 1,059m |
2.65 | 4.99 | 6.78 | 5.96 | 5.75 | 10.6 | 13.88 | 14.17 | |
Net interest income | -107m | -125m | -130m | -106m | -104m | -126m | -187m | -274m |
Advertising and promotion | - | - | - | - | - | - | - | - |
Net investment income, net | - | - | - | - | - | - | - | - |
Realised capital gains (losses), net | - | - | - | - | - | - | - | - |
Total benefits, claims and expenses | - | - | - | - | - | - | - | - |
Earnings per share (diluted) | 2.59 | 4.85 | 6.62 | 5.86 | 5.63 | 10.4 | 13.69 | 14.03 |
Free cash flow per share | 0.344 | 2.6658 | 8.3115 | 5.1059 | 4.1977 | 25.3751 | -2.2563 | 1.2706 |
Book value/share | 10.4777 | 11.5111 | 12.7122 | 15.1936 | 20.2074 | 25.2311 | 28.0028 | 37.1247 |
Debt equity ratio | 2.582922 | 2.542286 | 2.543587 | 1.971485 | 1.772138 | 1.360237 | 1.771568 | 1.603959 |
Balance sheet
Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|
Current assets | 2,650m | 2,728m | 2,893m | 3,356m | 4,458m | 5,743m | 5,692m | 6,815m |
Current liabilities | 1,600m | 1,715m | 1,858m | 2,140m | 2,740m | 3,633m | 3,568m | 4,195m |
Total capital | 3,350m | 3,346m | 3,423m | 3,660m | 4,395m | 4,885m | 5,533m | 7,378m |
Total debt | 2,493m | 2,476m | 2,649m | 2,592m | 3,050m | 2,948m | 3,963m | 5,748m |
Total equity | 965m | 974m | 1,024m | 1,315m | 1,671m | 2,168m | 2,079m | 2,931m |
Total non current liabilities | - | - | - | - | - | - | - | - |
Loans | 2,385m | 2,372m | 2,399m | 2,345m | 2,724m | 2,717m | 3,454m | 4,448m |
Total assets | 5,359m | 5,477m | 5,880m | 6,524m | 7,992m | 9,482m | 10,385m | 13,317m |
Total liabilities | - | - | - | - | - | - | - | - |
Cash and cash equivalents | 811m | 511m | 590m | 809m | 495m | 848m | 466m | 967m |
Common stock | 90m | 85m | 80m | 79m | 80m | 79m | 75m | 75m |
Cash flow
Year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
---|---|---|---|---|---|---|---|---|
Cash at beginning of period | 748m | 1,626m | 1,562m | 1,472m | 1,799m | 2,072m | 3,137m | 2,581m |
Cash dividends paid | -90m | -88m | -83m | -79m | -80m | -80m | -92m | -90m |
172m | 421m | 467m | 634m | 237m | 1,639m | 109m | -285m | |
Investments (gains) losses | -438m | -162m | -181m | -187m | -459m | -376m | -860m | -1,592m |
811m | 1,562m | 1,472m | 1,799m | 2,072m | 3,137m | 2,581m | 2,684m | |
Net income | - | - | - | - | - | - | - | - |
444m | 582m | 624m | 790m | 453m | 1,946m | 513m | 278m | |
-272m | -161m | -156m | -156m | -216m | -307m | -403m | -563m |
The figures shown in the tables are quoted in the currency of the stock selected.
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.