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LPL Financial (LPLA)

(Delayed Data from NSDQ)

$267.43 USD

267.43
317,314

-1.21 (-0.45%)

Updated May 13, 2024 04:00 PM ET

After-Market: $267.00 -0.43 (-0.16%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value C Growth B Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 10% (25 out of 251)

Industry: Financial - Investment Bank

Better trading starts here.

Zacks News

Interactive Brokers (IBKR) Reports a Rise in January DARTs

Interactive Brokers (IBKR) witnesses an increase in total client DARTs in January.

Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Company News for Feb 5, 2024

Companies In The News Are: AAPL, MCHP, DECK, LPLA.

State Street (STT) Completes CF Global Trading Acquisition

State Street (STT) closes the agreement to acquire CF Global Trading, a firm that specializes in outsourced trading.

LPL Financial's (LPLA) Q4 Earnings Beat on Higher Revenues

LPL Financial (LPLA) records higher revenues and expenses in the fourth quarter of 2023.

LPL Financial Holdings Inc. (LPLA) Reports Q4 Earnings: What Key Metrics Have to Say

The headline numbers for LPL Financial Holdings Inc. (LPLA) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Tradeweb Markets (TW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Tradeweb (TW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ahead of LPL Financial Holdings Inc. (LPLA) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of LPL Financial Holdings Inc. (LPLA) for the quarter ended December 2023 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Earnings Preview: LPL Financial Holdings Inc. (LPLA) Q4 Earnings Expected to Decline

LPL Financial Holdings Inc. (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Interactive Brokers (IBKR) Q4 Earnings Miss, Revenues Rise Y/Y

Interactive Brokers (IBKR) records increases in revenues and expenses in the fourth quarter of 2023.

Schwab's (SCHW) Q4 Earnings Top Estimates, Revenues Down Y/Y

Robust asset management performance and no fee waivers support Schwab's (SCHW) Q4 earnings despite weakness in trading and net interest income.

Interactive Brokers (IBKR) Reports Increase in December DARTs

Interactive Brokers (IBKR) witnesses an increase in total client DARTs in December.

Franklin (BEN) Closes Putnam Acquisition, Adds $142B in AUM

Franklin (BEN) closes the acquisition of Putnam from Great-West. The transaction accelerates BEN's growth in the retirement space and adds around $142 billion in AUM.

LPL Financial (LPLA) to Settle FINRA Claims, Agrees to Pay $6M

LPL Financial (LPLA) agrees to pay more than $6 million in penalties to settle FINRA claims on securities violations.

SEI Investments (SEIC) Buys Altigo, Seeks Growth in Alternatives

SEI Investments (SEIC) acquires cloud-based technology platform Altigo in an effort to expand its opportunity in the alternative investments space.

LPL Financial (LPLA) Takes Stake in Independent Advisor Alliance

LPL Financial (LPLA) takes a minority stake in Independent Advisor Alliance, a hybrid registered investment advisory and office of supervisory jurisdiction.

LPL Financial's (LPLA) November Metrics Rise on Upbeat Markets

LPL Financial (LPLA) witnesses solid growth in total brokerage and advisory assets in November, driven by solid market performance.

Schwab (SCHW) Gains 7% as Net New Assets Rise Sequentially

Schwab (SCHW) witnesses a robust improvement in net new assets balance on a sequential basis in November 2023.

New Strong Sell Stocks for December 13th

LPLA, GES and WGO have been added to the Zacks Rank #5 (Strong Sell) List on December 13, 2023.

New Strong Sell Stocks for December 8th

TRX, SCCO and LPLA have been added to the Zacks Rank #5 (Strong Sell) List on December 8, 2023.

Interactive Brokers (IBKR) Records Decline in November DARTs

Interactive Brokers (IBKR) records a 2% sequential and 3% y/y decline in client DARTs in November 2023.

LPL Financial (LPLA) Records Sequential Fall in October Metrics

LPL Financial (LPLA) records total brokerage and advisory assets of $1.22 trillion in October 2023, declining 1.5% from the prior month.

LPL Financial (LPLA) Launches New Advisor Affiliation Model

LPL Financial (LPLA) launches LPL Private Wealth Management, a new affiliation model for advisors focused on serving high-net-worth clients.

Schwab's (SCHW) Net New Assets Fall Amid TDA Client Attrition

Given the TDA client attrition, Schwab (SCHW) witnesses a decline in core net new assets balance in October.

LPL Financial (LPLA) Q3 Earnings Beat on Higher Revenues

LPL Financial (LPLA) records a rise in revenues and expenses in the third quarter of 2023.