LPL FINANCIAL HOLDINGS INC

NASDAQ: LPLA (LPL Financial Holdings Inc.)

Last update: 2 hours ago

342.86

-13.51 (-3.79%)

  • 1D -3.79%
  • 5D -7.94%
  • 1M 1.38%
  • 6M -9.28%
  • YTD 4.53%
  • 1Y 6.07%
  • 5Y 272.35%
Previous Close 356.37
Open 358.39
Volume 758,698
Avg. Volume (3M) 891,739
Market Cap 27,441,698,816
Price / Earnings (TTM) 31.95
Price / Earnings (Forward) 26.25
Price / Sales 1.78
Price / Book 5.64
52 Weeks Range
262.83 (-23%) — 403.58 (17%)
Earnings Date 30 Oct 2025
TTM Dividend Yield 0.35%
Profit Margin 8.44%
Operating Margin (TTM) 12.67%
Diluted EPS (TTM) 14.43
Quarterly Revenue Growth (YOY) 29.30%
Quarterly Earnings Growth (YOY) 10.30%
Total Debt/Equity (MRQ) 190.73%
Current Ratio (MRQ) 2.15
Operating Cash Flow (TTM) 191.50 M
Levered Free Cash Flow (TTM) 173.46 M
Return on Assets (TTM) 8.71%
Return on Equity (TTM) 40.36%

Market Trend

Short Term Medium Term
Industry Capital Markets (US) Bullish Bullish
Capital Markets (Global) Bullish Bullish
Stock LPL Financial Holdings Inc. Bullish Bullish

AIStockmoo Score

0.5
Analyst Consensus 4.0
Insider Activity NA
Price Volatility 2.0
Technical Moving Averages -1.5
Technical Oscillators -2.5
Average 0.50

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LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
Sector Financial Services
Industry Capital Markets
Investment Style Mid Growth
% Held by Insiders 0.54%
% Held by Institutions 98.54%
52 Weeks Range
262.83 (-23%) — 403.58 (17%)
Price Target Range
365.00 (6%) — 475.00 (38%)
High 475.00 (Citizens, 38.54%) Buy
Median 420.00 (22.50%)
Low 365.00 (BMO Capital, 6.46%) Buy
Average 423.33 (23.47%)
Total 7 Buy, 2 Hold
Avg. Price @ Call 351.17
Firm Date Target Price Call Price @ Call
TD Cowen 03 Nov 2025 410.00 (19.58%) Hold 378.94
Barclays 31 Oct 2025 420.00 (22.50%) Buy 377.31
08 Oct 2025 411.00 (19.87%) Buy 325.13
Citigroup 31 Oct 2025 380.00 (10.83%) Hold 377.31
Citizens 31 Oct 2025 475.00 (38.54%) Buy 377.31
JP Morgan 20 Oct 2025 438.00 (27.75%) Buy 339.83
JMP Securities 09 Oct 2025 455.00 (32.71%) Buy 327.45
BMO Capital 03 Oct 2025 365.00 (6.46%) Buy 314.73
Morgan Stanley 01 Oct 2025 462.00 (34.75%) Buy 317.00
Goldman Sachs 12 Sep 2025 405.00 (18.12%) Buy 350.64

No data within this time range.

  • 3M
Date Type Details
19 Nov 2025 Announcement Private Advisor Group Announces Minority Investment by LPL Financial
19 Nov 2025 Announcement LPL Financial Welcomes Longstreet Wealth Management
12 Nov 2025 Announcement LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing
31 Oct 2025 Announcement LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms
30 Oct 2025 Announcement LPL Financial Announces Third Quarter 2025 Results
28 Oct 2025 Announcement LPL Financial Welcomes Edge Wealth Advisory Group
23 Oct 2025 Announcement LPL Financial Welcomes Gentle Family Wealth Partners
14 Oct 2025 Announcement LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel
09 Oct 2025 Announcement LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call
07 Oct 2025 Announcement LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel
02 Oct 2025 Announcement Wirehouse Advisors Seeking Independence Join Commonwealth Affiliate Union Street Financial
30 Sep 2025 Announcement LPL Financial Welcomes Lighthouse Private Wealth
25 Sep 2025 Announcement LPL Financial Welcomes Tennant Financial
22 Sep 2025 Announcement Prudential and LPL Collaborate to Expand Access to Retirement Security
18 Sep 2025 Announcement LPL Financial Welcomes Worley Monroe Advisors
18 Sep 2025 Announcement LPL Financial Reports Monthly Activity for August 2025
17 Sep 2025 Announcement LPL Releases Inaugural Advisor Growth Study
16 Sep 2025 Announcement Ox Road Capital Joins LPL Strategic Wealth Services
10 Sep 2025 Announcement GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
09 Sep 2025 Announcement LPL Financial Welcomes The Capitol Bay Group
08 Sep 2025 Announcement Decorum Wealth Management Launches with Support from LPL Strategic Wealth
04 Sep 2025 Announcement LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
28 Aug 2025 Announcement LPL Financial Welcomes Concentric Wealth Management
27 Aug 2025 Announcement LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
26 Aug 2025 Announcement LPL Financial Welcomes Skyward Financial
21 Aug 2025 Announcement LPL Financial Welcomes Women-Led Chloey Wealth
21 Aug 2025 Announcement LPL Financial Reports Monthly Activity for July 2025
Show more
TTM Dividend Yield 0.35%
5Y Average Dividend Yield 0.59%
Payout Ratio 8.31%
Expected Next Dividend Payment Mar 2026
Ex Date Announcement Date Payment Date Details
13 Nov 2025 27 Oct 2025 01 Dec 2025 0.3 Cash
15 Aug 2025 25 Jul 2025 29 Aug 2025 0.3 Cash
30 May 2025 05 May 2025 12 Jun 2025 0.3 Cash
11 Mar 2025 27 Jan 2025 25 Mar 2025 0.3 Cash
14 Nov 2024 26 Oct 2024 02 Dec 2024 0.3 Cash
09 Aug 2024 23 Jul 2024 23 Aug 2024 0.3 Cash
20 May 2024 26 Apr 2024 04 Jun 2024 0.3 Cash
11 Mar 2024 30 Jan 2024 26 Mar 2024 0.3 Cash
08 Nov 2023 24 Oct 2023 27 Nov 2023 0.3 Cash
10 Aug 2023 25 Jul 2023 25 Aug 2023 0.3 Cash
17 May 2023 24 Apr 2023 01 Jun 2023 0.3 Cash
13 Mar 2023 31 Jan 2023 28 Mar 2023 0.3 Cash
09 Nov 2022 26 Oct 2022 28 Nov 2022 0.25 Cash
16 Aug 2022 31 Jul 2022 31 Aug 2022 0.25 Cash
08 Jun 2022 18 May 2022 24 Jun 2022 0.25 Cash
14 Mar 2022 01 Feb 2022 29 Mar 2022 0.25 Cash
09 Nov 2021 26 Oct 2021 29 Nov 2021 0.25 Cash
12 Aug 2021 27 Jul 2021 27 Aug 2021 0.25 Cash
21 May 2021 05 May 2021 07 Jun 2021 0.25 Cash
15 Mar 2021 01 Feb 2021 30 Mar 2021 0.25 Cash
10 Nov 2020 28 Oct 2020 30 Nov 2020 0.25 Cash
13 Aug 2020 28 Jul 2020 28 Aug 2020 0.25 Cash
27 May 2020 06 May 2020 12 Jun 2020 0.25 Cash
17 Mar 2020 27 Jan 2020 31 Mar 2020 0.25 Cash
06 Nov 2019 21 Oct 2019 21 Nov 2019 0.25 Cash
12 Aug 2019 24 Jul 2019 23 Aug 2019 0.25 Cash
17 May 2019 30 Apr 2019 03 Jun 2019 0.25 Cash
14 Mar 2019 30 Jan 2019 29 Mar 2019 0.25 Cash
07 Nov 2018 23 Oct 2018 26 Nov 2018 0.25 Cash
08 Aug 2018 25 Jul 2018 23 Aug 2018 0.25 Cash
17 May 2018 27 Apr 2018 01 Jun 2018 0.25 Cash
08 Mar 2018 16 Feb 2018 23 Mar 2018 0.25 Cash
08 Nov 2017 24 Oct 2017 27 Nov 2017 0.25 Cash
08 Aug 2017 26 Jul 2017 24 Aug 2017 0.25 Cash
11 May 2017 25 Apr 2017 25 May 2017 0.25 Cash
08 Mar 2017 24 Feb 2017 24 Mar 2017 0.25 Cash
14 Nov 2016 31 Oct 2016 30 Nov 2016 0.25 Cash
09 Aug 2016 26 Jul 2016 25 Aug 2016 0.25 Cash
18 May 2016 10 May 2016 31 May 2016 0.25 Cash
02 Mar 2016 23 Feb 2016 14 Mar 2016 0.25 Cash
09 Nov 2015 25 Oct 2015 24 Nov 2015 0.25 Cash
13 Aug 2015 31 Jul 2015 28 Aug 2015 0.25 Cash
07 May 2015 28 Apr 2015 21 May 2015 0.25 Cash
26 Feb 2015 18 Feb 2015 16 Mar 2015 0.25 Cash
06 Nov 2014 28 Oct 2014 26 Nov 2014 0.24 Cash
12 Aug 2014 29 Jul 2014 29 Aug 2014 0.24 Cash
02 May 2014 22 Apr 2014 20 May 2014 0.24 Cash
20 Feb 2014 10 Feb 2014 10 Mar 2014 0.24 Cash
06 Nov 2013 29 Oct 2013 26 Nov 2013 0.19 Cash
13 Aug 2013 30 Jul 2013 30 Aug 2013 0.19 Cash
Show more

Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2025 1.20 4 0.35
2024 1.20 4 0.37
2023 1.20 4 0.53
2022 1.00 4 0.46
2021 1.00 4 0.63
2020 1.00 4 0.96
2019 1.00 4 1.08
2018 1.00 4 1.64
2017 1.00 4 1.75
2016 1.00 4 2.84
2015 1.00 4 2.35
2014 0.960 4 2.16
2013 0.380 2 0.81
Show more

The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

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52W Range
 
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