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NASDAQ · Capital Markets · USD

LPL Financial Holdings Inc. (LPLA) Stock Analysis

LPL Financial Holdings Inc. (LPLA) is a Capital Markets stock listed on NASDAQ and quoted in US Dollar.

Last Updated: October 21, 2026

LPLA

$321.03

−$0.85 (−0.26%)

Oct 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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LPLA Key Statistics

As of Oct 21, 2026
Trading
Open
$324.99
Previous Close
$321.88
Day's Range
319.82–324.99
52-Week Range
260.15–400.16
Volume
551.98K
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
0.54
Valuation
Market Cap
$25.28B
P/E Ratio
25.54
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
10.63
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
0.42
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
1.32
EPS (ttm)Profit attributable to each share over the last twelve months.
12.57
Financials (FY)
Revenue (FY)
$16.99B+37.18%
Net Income (FY)
$863.02M−18.48%
Profit marginThe share of revenue left as profit after all costs and taxes.
5.24%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
78.74M
1-Year Return
−4.80%
Dividend and dates
Dividend
$1.20+0.37%
Ex-Dividend Date
August 14, 2026
Earnings Date
October 27, 2026
Avg Volume
723.41K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

Key facts

As of October 21, 2026, LPLA closed at $321.03, −4.80% over 1 year.

LPL Financial Holdings Inc. (LPLA) has a market capitalization of $25.28B.

In fiscal 2025, LPLA reported revenue of $16.99B.

LPLA Stock Return by Calendar Year

LPL Financial Holdings Inc. (LPLA) 10-year return: what $10,000 became

1 year
$10,000 $9,520
−4.80%
5 years
$10,000 $18,934
+89.34%
10 years
$10,000 $115,675
+1,056.75%

If you had invested $10,000 in LPL Financial Holdings Inc. (LPLA) 10 years ago, at the close on October 21, 2016, it would have been worth $115,675 at the close on October 21, 2026: +1,056.75% in total, +27.74% a year, with dividends reinvested. A historical calculation from closing prices adjusted for splits and dividends, before fees and taxes.

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)−9.94%
2025+9.76%
2024+44.12%
2023+5.88%
2022+35.69%
2021+54.63%
2020+14.58%
2019+52.95%
2018+8.53%
2017+66.03%
2016 (partial year)+34.38%

As of October 21, 2026.

LPLA Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$16.99B$863.02M5.1%
2024$12.39B$1.06B8.5%
2023$10.05B$1.07B10.6%
2022$8.60B$845.70M9.8%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$16.99B$4.02B$1.55B$863.02M5.1%
2024$12.39B$3.37B$1.67B$1.06B8.5%
2023$10.05B$3.05B$1.63B$1.07B10.6%
2022$8.60B$2.37B$1.24B$845.70M9.8%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

LPLA Dividend History

$1.20+0.0% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$0.903—
2025$1.204+0.0%
2024$1.204+0.0%
2023$1.204+20.0%
YearDividends per sharePaymentsChange
2026 (partial year)$0.903—
2025$1.204+0.0%
2024$1.204+0.0%
2023$1.204+20.0%
2022$1.004+0.0%
2021$1.004+0.0%
2020$1.004+0.0%
2019$1.004+0.0%
2018$1.004+0.0%
2017$1.004+300.0%
2016$0.251—

Most recent payment: $0.30 per share, ex-dividend August 14, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

LPLA Valuation vs Capital Markets Median

Median of 100 stocks
MetricLPLACapital Markets medianvs median
P/E25.5415.6663% above
P/S ratio1.322.2742% below
Profit margin5.24%3.34%1.9 pts above

Medians across 100 Capital Markets stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of October 21, 2026.

Recent News

All 20 articles ↓

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

LPL Financial Holdings Inc. (LPLA) is capitalised at $25.28B on the latest close. It is classified in the Capital Markets industry, within the Financial Services sector. The company reports 10,081 employees.

Over the past 52 weeks the price has ranged from $260.15 to $400.16. LPLA last closed at $321.03 on October 21, 2026. That is −$0.85 (−0.26%) against the previous close. The latest close sits 23.4% above that 52-week low.

Financial Health

In fiscal 2025, LPL Financial Holdings Inc. reported revenue of $16.99B. That is +37.18% against the prior fiscal year, when revenue was $12.39B. The same year closed with net income of $863.02M. That is −18.48% against the prior fiscal year. The reported profit margin is 5.24%. That is 1.9 percentage points above the Capital Markets median of 3.34%. Earnings per share on a trailing basis come to 12.57.

Across the 4 fiscal years on file, revenue moves from $8.60B in 2022 to $16.99B in 2025. Of those 4 years, 4 report positive net income.

Valuation Assessment

On trailing earnings, the shares are priced at 25.54 times earnings. That is 63.09% above the Capital Markets median of 15.66. On forward earnings the ratio is 10.63. The PEG ratio, which sets the P/E against expected earnings growth, reads 0.42. Measured against sales, the shares trade at 1.32 times revenue. On price-to-sales that is 42.04% below the Capital Markets median of 2.27. 100 Capital Markets companies report these metrics, and the medians quoted come from that group.

Beta against the wider market is reported at 0.54. Daily returns over the trailing 10 years annualize to a volatility of 37.79%. Over the trailing twelve months the total return is −4.80%. Measured over 10 years, that is +27.74% a year compounded.

Growth & Income

The trailing dividend yield is 0.37%. That is 1.6 percentage points below the Capital Markets median yield of 1.97%. At the indicated rate that is $1.20 a share a year. The ex-dividend date on file is August 14, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $0.90 a share. The year before, 2025, totalled $1.20 a share.

So far in 2026 the total return is −9.94%. Across the complete calendar years on file, 2017 returned +66.03% and 2023 returned +5.88%. Of the 9 complete calendar years on file, 9 finished higher.

Peer Comparison

LPL Financial Holdings Inc. (LPLA) operates in the Capital Markets industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
LPL Financial Holdings Inc. LPLA $25.28B 25.5
Morgan Stanley MS $293.71B 14.8
The Goldman Sachs Group, Inc. GS $263.43B 13.0
The Charles Schwab Corporation SCHW $158.48B 15.7

The Capital Markets industry average P/E ratio is 15.7x. LPL Financial Holdings Inc. trades at a P/E of 25.5.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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About LPL Financial Holdings Inc.

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

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