B
LPL Financial Holdings Inc. LPLA
$270.79 $1.320.49%
Recommendation
Prev Close
Volume
Avg Vol (90D)
Market Cap
Dividend & Yield
52-Week Range
P/E (TTM)
EPS (TTM)
B
Buy 11/1/2023Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 11/1/2023 due to a significant decline in the growth index, solvency index and total return index. Operating cash flow declined 57.01% from $402.81M to $173.17M, earnings per share declined from $3.65 to $2.91, and EBIT declined 15.01% from $437.76M to $372.04M.
B
Buy 3/8/2023Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 3/8/2023 due to an increase in the valuation index, volatility index and efficiency index. Net income increased 37.34% from $232.33M to $319.08M, and total capital increased 3.27% from $4.95B to $5.12B.
B
Buy 2/8/2023Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 2/8/2023 due to a noticeable decline in the total return index, valuation index and volatility index.
B
Buy 12/21/2022Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 12/21/2022 due to a substantial decline in the total return index.
B
Buy 12/6/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 12/6/2022 due to an increase in the total return index and valuation index.
B
Buy 11/18/2022Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 11/18/2022 due to a decline in the total return index.
B
Buy 11/3/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 11/3/2022 due to a substantial increase in the growth index, solvency index and total return index. Operating cash flow increased 2,823.17% from $72.68M to $2.12B, earnings per share increased from $1.97 to $2.86, and EBIT increased 38.98% from $249.98M to $347.42M.
B
Buy 7/28/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 7/28/2022 due to a noticeable increase in the total return index.
B
Buy 7/13/2022Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 7/13/2022 due to a large decline in the total return index.
B
Buy 6/7/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 6/7/2022 due to a large increase in the total return index.
B
Buy 5/23/2022Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 5/23/2022 due to a large decline in the total return index.
B
Buy 5/6/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 5/6/2022 due to a significant increase in the growth index and volatility index. Earnings per share increased from $1.3284 to $1.64.
B
Buy 3/22/2022Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 3/22/2022 due to an increase in the total return index, valuation index and volatility index.
C
Hold 2/24/2022Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 2/24/2022 due to a substantial decline in the growth index, valuation index and efficiency index. EBIT declined 28.96% from $198.04M to $140.68M, and operating cash flow declined 1.91% from $258.4M to $253.46M.
B
Buy 10/8/2021Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 10/8/2021 due to a major increase in the total return index.
C
Hold 8/5/2021Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C+ from C on 8/5/2021 due to a large increase in the growth index and valuation index. Total revenue increased 11.16% from $1.71B to $1.9B.
C
Hold 8/4/2021Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C from C+ on 8/4/2021 due to a noticeable decline in the total return index, valuation index and efficiency index.
C
Hold 7/20/2021Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C+ from C on 7/20/2021 due to a large increase in the total return index, valuation index and dividend index.
C
Hold 7/2/2021Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C from C+ on 7/2/2021 due to a substantial decline in the total return index and volatility index.
C
Hold 6/15/2021Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 6/15/2021 due to a decline in the total return index.
B
Buy 5/6/2021Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 5/6/2021 due to a significant decline in the growth index, valuation index and efficiency index. Operating cash flow declined 81.48% from $326.27M to $60.41M.
B
Buy 5/3/2021Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 5/3/2021 due to a noticeable increase in the total return index, volatility index and growth index.
B
Buy 3/15/2021Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 3/15/2021 due to a major increase in the total return index, growth index and volatility index. Operating cash flow increased 159.94% from $125.52M to $326.27M, total revenue increased 8.28% from $1.46B to $1.58B, and earnings per share increased from $1.29 to $1.3815.
C
Hold 11/9/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 11/9/2020 due to a decline in the valuation index, efficiency index and volatility index.
B
Buy 10/15/2020Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 10/15/2020 due to a noticeable increase in the total return index.
C
Hold 9/30/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 9/30/2020 due to a decline in the total return index.
B
Buy 9/15/2020Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 9/15/2020 due to a noticeable increase in the total return index, solvency index and volatility index. Debt to equity declined from 2.46 to 2.13.
C
Hold 7/7/2020Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C+ from C on 7/7/2020 due to a noticeable increase in the growth index, total return index and efficiency index. Operating cash flow increased 234.07% from $114.1M to $381.18M, earnings per share increased from $1.5373 to $1.92, and net income increased 22.87% from $126.68M to $155.64M.
C
Hold 4/28/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C from C+ on 4/28/2020 due to a decline in the total return index, volatility index and valuation index.
C
Hold 4/6/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 4/6/2020 due to a decline in the volatility index and total return index.
B
Buy 3/18/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 3/18/2020 due to a noticeable decline in the volatility index, total return index and growth index. Operating cash flow declined 79.78% from $564.17M to $114.1M, EBIT declined 4.95% from $209.93M to $199.54M, and earnings per share declined from $1.57 to $1.5373.
B
Buy 2/20/2020Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 2/20/2020 due to a large decline in the total return index and valuation index.
B
Buy 2/4/2020Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 2/4/2020 due to a substantial increase in the total return index and growth index. Operating cash flow increased 729.39% from -$89.64M to $564.17M, and total revenue increased 1.85% from $1.39B to $1.42B.
B
Buy 10/24/2019Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 10/24/2019 due to a decline in the total return index, valuation index and volatility index.
B
Buy 9/5/2019Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 9/5/2019 due to an increase in the volatility index, valuation index and dividend index.
B
Buy 8/13/2019Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 8/13/2019 due to a noticeable decline in the growth index, total return index and dividend index. Operating cash flow declined 354.41% from $35.23M to -$89.64M, earnings per share declined from $1.79 to $1.71, and EBIT declined 3.15% from $236.49M to $229.03M.
B
Buy 4/3/2019Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 4/3/2019 due to a large increase in the total return index, volatility index and valuation index.
B
Buy 2/11/2019Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 2/11/2019 due to a large increase in the total return index and volatility index.
B
Buy 11/1/2018Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 11/1/2018 due to a significant increase in the growth index, valuation index and efficiency index. Operating cash flow increased 64.85% from $82.46M to $135.94M, and total revenue increased 2.48% from $1.3B to $1.33B.
C
Hold 8/27/2018Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 8/27/2018 due to a substantial decline in the total return index and volatility index.
B
Buy 8/2/2018Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 8/2/2018 due to a significant decline in the growth index and dividend index.
B
Buy 5/1/2018Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 5/1/2018 due to an increase in the total return index and volatility index.
B
Buy 4/11/2018Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 4/11/2018 due to a decline in the total return index.
B
Buy 3/14/2018Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 3/14/2018 due to an increase in the total return index and volatility index.
B
Buy 2/26/2018Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C on 2/26/2018 due to a significant increase in the growth index, total return index and volatility index. Operating cash flow increased 251.27% from -$204.39M to $309.18M, earnings per share increased from $0.63 to $0.6898, and total revenue increased 4.92% from $1.06B to $1.12B.
C
Hold 11/2/2017Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C from B- on 11/2/2017 due to a significant decline in the growth index, valuation index and efficiency index. Operating cash flow declined 183.71% from $244.16M to -$204.39M, net income declined 15.04% from $68.43M to $58.14M, and earnings per share declined from $0.74 to $0.63.
B
Buy 8/3/2017Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 8/3/2017 due to a substantial increase in the growth index, total return index and volatility index. Operating cash flow increased 157.45% from $94.84M to $244.16M, earnings per share increased from $0.52 to $0.74, and EBIT increased 14.18% from $121.76M to $139.03M.
C
Hold 3/8/2017Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C+ from C on 3/8/2017 due to a large increase in the growth index, total return index and volatility index.
C
Hold 10/11/2016Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C from C- on 10/11/2016 due to an increase in the total return index, volatility index and solvency index. Debt to equity declined from 3.02 to 2.89.
C
Hold 5/25/2016Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to C- from D+ on 5/25/2016 due to an increase in the valuation index, total return index and volatility index.
D
Sell 5/9/2016Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to D+ from C- on 5/9/2016 due to a decline in the total return index, valuation index and volatility index.
C
Hold 3/17/2016Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C- from C on 3/17/2016 due to a decline in the total return index, valuation index and volatility index.
C
Hold 3/11/2016Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C from B- on 3/11/2016 due to a major decline in the volatility index, total return index and solvency index. Debt to equity increased from 1.76 to 3.06.
B
Buy 1/26/2016Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B- from C+ on 1/26/2016 due to an increase in the valuation index and dividend index.
C
Hold 1/11/2016Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to C+ from B- on 1/11/2016 due to a decline in the volatility index, total return index and dividend index.
B
Buy 10/2/2015Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 10/2/2015 due to a large decline in the volatility index and total return index.
B
Buy 8/21/2015Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 8/21/2015 due to a large decline in the growth index and solvency index. Operating cash flow declined 9.32% from $145.64M to $132.06M, debt to equity increased from 1.68 to 1.8, and total revenue declined 1.68% from $1.11B to $1.09B.
B
Buy 7/14/2015Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 7/14/2015 due to an increase in the valuation index and dividend index.
B
Buy 6/25/2015Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 6/25/2015 due to a decline in the valuation index, volatility index and dividend index.
B
Buy 6/10/2015Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 6/10/2015 due to a major increase in the volatility index, growth index and total return index. Operating cash flow increased 1,722.59% from $7.99M to $145.64M, EBIT increased 28.09% from $80.11M to $102.61M, and earnings per share increased from $0.4915 to $0.52.
B
Buy 2/2/2015Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B from B- on 2/2/2015 due to an increase in the volatility index.
B
Buy 11/6/2014Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B- from B on 11/6/2014 due to a major decline in the volatility index, growth index and total return index. Earnings per share declined from $0.42 to $0.33, EBIT declined 14.82% from $101.85M to $86.75M, and total revenue declined 0.32% from $1.09B to $1.09B.
B
Buy 9/29/2014Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B from B+ on 9/29/2014 due to a substantial decline in the volatility index, growth index and total return index. Operating cash flow declined 64.22% from $85.79M to $30.69M, earnings per share declined from $0.51 to $0.42, and EBIT declined 12.29% from $116.12M to $101.85M.
B
Buy 5/19/2014Downgrade
LPL Financial Holdings Inc. (LPLA) was downgraded to B+ from A- on 5/19/2014 due to a decline in the total return index.
A
Buy 4/30/2014Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to A- from B+ on 4/30/2014 due to a noticeable increase in the volatility index, growth index and valuation index. Operating cash flow increased 371.1% from $18.21M to $85.79M, earnings per share increased from $0.4292 to $0.51, and EBIT increased 1.72% from $114.16M to $116.12M.
B
Buy 2/28/2014Upgraded
LPL Financial Holdings Inc. (LPLA) was upgraded to B+ from B on 2/28/2014 due to a major increase in growth, stability and efficiency. Earnings per share increased from $0.36 to $0.4292, net income increased 18.04% from $37.63M to $44.42M, and EBIT increased 15.69% from $98.67M to $114.16M.
Weiss Ratings