LPL Financial Holdings Inc LPLA Stock Analysis
- Nasdaq
- Stock
- Market closed · opens Monday 9:30 AM ET
$295.51 down $5.38, 1.79% at close Nov 6
Last close · Previous close $300.89
- Market cap
- At the Nov 6 close
- P/E ratio
- 16.92On last 12 months’ EPS
- Diluted EPS
- $17.46Last 12 months
- Dividend yield
- 0.41%Last 12 months
Price chart
$295.51down $5.38, 1.79%Fri, Nov 6 session
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Price data
Trading
- Previous close$300.89Nov 5
- Volume851.69KNov 6 session
Shares traded on all US exchanges in the last completed session. Live intraday volume covers IEX only, so it is left out.
- Avg. volume1.17MLast 21 sessions
The average daily shares traded over the last 21 trading sessions, about one calendar month.
- 52-week range: $260.15 to $400.16; now $295.51
The lowest and highest trades over the past 52 weeks, adjusted for splits. The marker shows the latest price.
Member SIPC.Low CommissionsLearn More (opens in a new tab)Sponsored. Affiliate link: I may earn a commission. The inclusion of Interactive Brokers’ (IBKR) name, logo or weblink is present pursuant to an advertising arrangement only. IBKR is not a contributor, reviewer, provider or sponsor of content published on this site, and is not responsible for the accuracy of any products or services discussed.
Performance
Past performance, measured to the Nov 6 close. Total return includes reinvested dividends.Price change only, without dividends. Compared with the S&P 500, using SPY.
LPLA beat the S&P 500 in 2 of 7 periods.
| Period | LPLA and S&P 500 | vs S&P 500 |
|---|---|---|
| Short term | ||
| 1M | LPLA: down 11.1% S&P 500: down 5.6% | LPLA trailed the S&P 500 by 5.5 percentage points Trailed |
| 3M | LPLA: down 17.6% S&P 500: down 4.1% | LPLA trailed the S&P 500 by 13.5 percentage points Trailed |
| YTD | LPLA: down 17.0% S&P 500: up 8.7% | LPLA trailed the S&P 500 by 25.7 percentage points Trailed |
| 1Y | LPLA: down 20.4% S&P 500: up 10.9% | LPLA trailed the S&P 500 by 31.3 percentage points Trailed |
| Long term | ||
| 3Y | LPLA: up 35.4% S&P 500: up 75.0% +10.6% vs +20.5% a year | LPLA trailed the S&P 500 by 39.6 percentage points Trailed |
| 5Y | LPLA: up 79.8% S&P 500: up 67.8% +12.4% vs +10.9% a year | LPLA beat the S&P 500 by 12.0 percentage points Beat |
| 10Y | LPLA: up 914.8% S&P 500: up 313.1% +26.1% vs +15.2% a year | LPLA beat the S&P 500 by 601.7 percentage points Beat |
$10,000 invested in LPLA 10 years ago (Nov 4, 2016) would be worth about $101,479 at the close on , with dividends reinvested. The same amount in the S&P 500 would be worth about $41,313.
LPLA beat the S&P 500 in 2 of 7 periods.
| Period | LPLA and S&P 500 | vs S&P 500 |
|---|---|---|
| Short term | ||
| 1M | LPLA: down 11.1% S&P 500: down 5.6% | LPLA trailed the S&P 500 by 5.5 percentage points Trailed |
| 3M | LPLA: down 17.7% S&P 500: down 4.3% | LPLA trailed the S&P 500 by 13.4 percentage points Trailed |
| YTD | LPLA: down 17.3% S&P 500: up 7.8% | LPLA trailed the S&P 500 by 25.1 percentage points Trailed |
| 1Y | LPLA: down 20.7% S&P 500: up 9.7% | LPLA trailed the S&P 500 by 30.4 percentage points Trailed |
| Long term | ||
| 3Y | LPLA: up 33.8% S&P 500: up 68.8% +10.2% vs +19.1% a year | LPLA trailed the S&P 500 by 35.0 percentage points Trailed |
| 5Y | LPLA: up 75.7% S&P 500: up 56.9% +11.9% vs +9.4% a year | LPLA beat the S&P 500 by 18.8 percentage points Beat |
| 10Y | LPLA: up 818.9% S&P 500: up 252.6% +24.8% vs +13.4% a year | LPLA beat the S&P 500 by 566.3 percentage points Beat |
$10,000 invested in LPLA 10 years ago (Nov 4, 2016) would be worth about $91,887 at the close on , not counting dividends. The same amount in the S&P 500 would be worth about $35,257.
All-time high
$399.00
Closing high on . Now 25.9% below that record.
Split-adjusted daily closes since Nov 18, 2010.
Stock splits
LPLA hasn’t split since its price history begins in 2010.
Valuation
Financials
Reported results, not forecasts. From company filings via Tiingo; the latest report is Q3 FY26, the quarter ended Sep 30, 2026. “Last 12 months” means the four quarters from Oct 1, 2025 to Sep 30, 2026, and balance-sheet figures are as of Sep 30, 2026.
Revenue and net income
Last 12 months, with the change from the 12 months before
- Revenue
- $20.40Bup 31.0%
- Net income
- $1.39Bup 67.2%
- Diluted EPS
- $17.46up 60.9%
Data table
| Period | Revenue | Net income | Diluted EPS |
|---|---|---|---|
| Q4 FY24 (Dec 31, 2024) | $3.51B | $270.75M | $3.58 |
| Q1 FY25 (Mar 31, 2025) | $3.67B | $318.57M | $4.24 |
| Q2 FY25 (Jun 30, 2025) | $3.84B | $273.25M | $3.40 |
| Q3 FY25 (Sep 30, 2025) | $4.55B | −$29.52M | −$0.37 |
| Q4 FY25 (Dec 31, 2025) | $4.93B | $300.72M | $3.77 |
| Q1 FY26 (Mar 31, 2026) | $4.94B | $356.40M | $4.43 |
| Q2 FY26 (Jun 30, 2026) | $5.19B | $379.26M | $4.74 |
| Q3 FY26 (Sep 30, 2026) | $5.34B | $356.56M | $4.52 |
| Period | Revenue | Net income | Diluted EPS |
|---|---|---|---|
| FY21 (Dec 31, 2021) | $7.72B | $459.87M | $5.63 |
| FY22 (Dec 31, 2022) | $8.60B | $845.70M | $10.40 |
| FY23 (Dec 31, 2023) | $10.05B | $1.07B | $13.69 |
| FY24 (Dec 31, 2024) | $12.39B | $1.06B | $14.03 |
| FY25 (Dec 31, 2025) | $16.99B | $863.02M | $10.92 |
Margins
- Gross 31.5%
- Operating 11.3%
- Net 6.8%
The percentages above the chart cover the last 12 months; the lines show each quarter. What margins tell you
Cash flow
- $1.01BLast 12 months
Cash from operations minus capital spending: the cash left after the business maintains and grows its assets.
FCF = Operating cash flow − Capital spendingFree cash flow - Operating cash flow$1.77BLast 12 months
- Capital spending$766.58MLast 12 months
- 4.9%Last 12 months
Free cash flow as a share of revenue, both over the last 12 months.
Shareholder returns
- $589.46MLast 12 months
Cash spent repurchasing shares, net of shares issued. Buybacks shrink the share count, so each remaining share owns more of the company.
- Dividends paid$95.65MLast 12 months
- Total returned$685.10MLast 12 months
68% of free cash flow
Balance sheet
- Not reportedAs of Sep 30, 2026
Cash plus short- and long-term marketable securities on the Sep 30, 2026 balance sheet.
- Total debt$7.80BAs of Sep 30, 2026
- 1.34As of Sep 30, 2026
Total debt divided by shareholders’ equity on the Sep 30, 2026 balance sheet: a measure of financial leverage.
D/E = Total debt ÷ Shareholders’ equityDebt-to-equity ratio
Financial strength
- 24.7%Last 12 months
Over the last 12 months, LPL Financial Holdings’s net income was 24.7% of its shareholders’ equity (averaged over the last four quarter-ends). It describes the past year, not an expected return.
ROE = Net income (last 12 months) ÷ Average equityReturn on equity - 7.2%Last 12 months
Over the last 12 months, LPL Financial Holdings’s net income was 7.2% of its total assets (averaged over the last four quarter-ends): what the business earned on everything it owns.
ROA = Net income (last 12 months) ÷ Average total assets
Dividends
Cash dividends per share by ex-dividend year, adjusted for splits.
Dividends per share
Data table
| Year | Per share |
|---|---|
| 2016 | $1.00 |
| 2017 | $1.00 |
| 2018 | $1.00 |
| 2019 | $1.00 |
| 2020 | $1.00 |
| 2021 | $1.00 |
| 2022 | $1.00 |
| 2023 | $1.20 |
| 2024 | $1.20 |
| 2025 | $1.20 |
| 2026 (to date) | $0.90 |
Dividend details
- $1.20Per share, last 12 months
Cash dividends per share with ex-dividend dates in the last 12 months.
- Dividend yield0.41%Last 12 months
- $0.30Ex-dividend
The most recent payment per share. Shares bought on or after the ex-dividend date don’t receive it.
- FrequencyQuarterly4 payments in the last 12 months
- up 3.7% a yearFull years 2020–2025
The compound annual growth rate of the full-year dividend per share from 2020 to 2025.
- 6.9%Last 12 months
The share of earnings paid out as dividends over the last 12 months. Lower ratios leave more room to reinvest or raise the dividend.
Payout = Dividends per share ÷ Diluted EPS (both last 12 months)Payout ratio calculator
About LPL Financial Holdings Inc
LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 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 on behalf of approximately 8 million Americans. 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 thriving businesses.
- Sector
- Financial Services
- Industry
- Capital Markets
- Headquarters
- California, USA
- Website
- lpl.com (opens in a new tab)
- SEC filings
- EDGAR (opens in a new tab)
- Exchange
- Nasdaq
- Asset type
- Common stock
- Price history since
LPLA news
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LPLA stock FAQ
What is LPLA stock’s price today?
LPL Financial Holdings (LPLA) traded at $295.51 at the close on , down $5.38 (1.79%) from the previous close of $300.89. Over the past 52 weeks it has traded between $260.15 and $400.16.
If you invested $1,000 in LPLA 10 years ago, how much would you have now?
With dividends reinvested, $1,000 invested in LPLA on would be worth about $10,148 at the close on , a total return of +914.8%. The same $1,000 would be worth $1,798 if invested five years ago and $796 if invested one year ago. Past performance doesn’t predict future returns.
What is LPLA’s P/E ratio?
LPLA trades at 16.9 times its diluted earnings over the four quarters to ($17.46 per share), at the close. (How the P/E ratio works.)
How much revenue does LPL Financial Holdings make?
LPL Financial Holdings reported $20.4 billion of revenue over the four quarters to , up 31.0% from the twelve months before. In its latest quarter (Q3 FY26, ended ) revenue was $5.3 billion, up 17.4% from a year earlier.
Is LPL Financial Holdings profitable?
Yes. LPL Financial Holdings earned $1.4 billion of net income over the four quarters to , a net margin of 6.8%, and its operating margin was 11.3% (what margins tell you).
What are LPLA’s earnings per share?
LPLA’s diluted earnings per share were $17.46 over the four quarters to , compared with $10.85 in the twelve months before. The latest quarter (Q3 FY26) brought $4.52 per share, against −$0.37 a year earlier (how EPS works).
Does LPLA pay a dividend?
Yes. LPL Financial Holdings pays a quarterly dividend. The most recent was $0.30 per share, with an ex-dividend date of . Over the last twelve months it paid $1.20 per share, a 0.41% yield at the close (how dividend yield works).
Based on the last 12 months’ payments ($1.20 per share), and if the next 12 months match the last 12, 100 shares would receive about $120 over 12 months, and $1,000 over 12 months would take about 834 shares, roughly $246,455 at the close. Dividends can change.
What is LPLA’s 52-week high and low?
Over the past 52 weeks LPLA has traded as low as $260.15 and as high as $400.16. At $295.51 at the close on , it is 26.2% below that high and 13.6% above the low.
What is LPLA’s all-time high?
LPLA’s highest closing price was $399.00 on , adjusted for stock splits. At $295.51 at the close on , it is 25.9% below that record.
Has LPLA stock ever split?
No. LPLA hasn’t split since its price history begins in 2010.
How has LPLA stock performed?
Including dividends and measured to the close on , LPLA has returned −17.0% so far this year and −20.4% over the past year, and +79.8% over five years (+12.4% a year). Over the same periods the S&P 500, measured by SPY, returned +8.7%, +10.9% and +67.8%. Past performance doesn’t predict future returns.
What sector and industry is LPL Financial Holdings in?
LPL Financial Holdings is in the Financial Services sector and the Capital Markets industry, and is headquartered in California, USA.
What exchange does LPLA trade on?
LPL Financial Holdings trades on the Nasdaq under the ticker symbol LPLA. Its price history on this dashboard begins on .
Member SIPC.Low CommissionsLearn More (opens in a new tab)Sponsored. Affiliate link: I may earn a commission. The inclusion of Interactive Brokers’ (IBKR) name, logo or weblink is present pursuant to an advertising arrangement only. IBKR is not a contributor, reviewer, provider or sponsor of content published on this site, and is not responsible for the accuracy of any products or services discussed.
About this data. Data sourced by Tiingo (opens in a new tab). The live price is Tiingo’s real-time price, based on IEX trades and quotes; intraday charts show IEX trades, and volume figures are consolidated totals for completed sessions. Prices are split-adjusted, and total returns assume dividends are reinvested. Financials come from company filings and can lag new reports. Times are Eastern.
This page is for education, not investment advice. Past performance doesn't predict future returns. Logos provided by Logo.dev (opens in a new tab).
The Interactive Brokers word and logo are trademarks of Interactive Brokers LLC (or its subsidiaries) in the US and/or elsewhere. All rights reserved.