LPL Financial Holdings Inc. (LPLA)
LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.
Address
4707 EXECUTIVE DRIVE
SAN DIEGO, CA 92121
Founded
1989
Number of Employees
8,400
Website
http://www.lpl.com
Buyback
| Buyback Data | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Average |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $ Amount Purchased ($ in 000s ) |
$400,101 | $420,826 | $25,012 | $113,732 | $417,885 | $500,371 | $150,043 | $87,013 | $325,032 | $1,100,101 | $70,006 | $328,193 |
| Average Price | $47.87 | $43.71 | $39.41 | $43.42 | $63.96 | $77.96 | $82.92 | $150.08 | $207.49 | $216.73 | $236.39 | $82.96 |
| # Shares Purchased | 8,357,495 | 9,627,452 | 634,651 | 2,619,532 | 6,533,146 | 6,418,542 | 1,809,553 | 579,771 | 1,566,527 | 5,075,900 | 296,145 | 3,956,247 |
| Buyback Performance | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Average |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Return to Date | 328.2% | 369.0% | 420.2% | 372.2% | 220.5% | 163.0% | 147.2% | 36.6% | -1.2% | -5.4% | -13.3% | 147.1% |
| S&P 500 Return to Date | 181.9% | 173.0% | 168.6% | 129.7% | 104.9% | 93.1% | 74.8% | 31.7% | 37.3% | 31.3% | 7.4% | 94.0% |
| Excess Total Return | 146.4% | 196.0% | 251.6% | 242.4% | 115.6% | 69.9% | 72.4% | 4.9% | -38.5% | -36.7% | -20.7% | 53.2% |
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| Percentile Rank | 85% | 89% | 91% | 93% | 89% | 85% | 84% | 72% | 45% | 32% | 21% | 90% |
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.
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