LPL Financial Holdings Inc. (LPLA)
Company Info
Highlights
$24.34B
$13.33
24.39
1.68
$11.52B
$3.73B
$2.37B
$186.73 - $330.72
$309.13
1.22%
1.11
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in LPL Financial Holdings Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
LPL Financial Holdings Inc. had a return of 42.98% year-to-date (YTD) and 46.60% in the last 12 months. Over the past 10 years, LPL Financial Holdings Inc. had an annualized return of 23.85%, outperforming the S&P 500 benchmark which had an annualized return of 11.32%.
LPLA
42.98%
15.46%
13.56%
46.60%
29.75%
23.85%
^GSPC (Benchmark)
26.78%
5.56%
14.46%
31.61%
14.25%
11.32%
Monthly Returns
The table below presents the monthly returns of LPLA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.08% | 12.00% | -1.27% | 1.87% | 6.47% | -2.41% | -20.69% | 1.43% | 3.70% | 21.30% | 15.34% | 42.98% | |
| 2023 | 9.69% | 5.25% | -18.79% | 3.18% | -6.58% | 11.63% | 5.49% | 0.67% | 3.06% | -5.52% | -0.85% | 2.39% | 5.88% |
| 2022 | 7.64% | 5.01% | 1.12% | 2.84% | 4.43% | -5.85% | 13.79% | 5.55% | -1.29% | 17.01% | -7.32% | -8.68% | 35.69% |
| 2021 | 3.95% | 21.41% | 8.26% | 10.23% | -5.47% | -8.72% | 4.49% | 5.01% | 6.03% | 4.63% | -3.76% | 1.57% | 54.63% |
| 2020 | -0.13% | -13.73% | -31.19% | 10.64% | 18.96% | 9.82% | 0.79% | 4.28% | -6.68% | 4.25% | 13.89% | 14.82% | 14.58% |
| 2019 | 15.21% | 7.16% | -7.33% | 6.37% | 8.60% | 1.68% | 2.82% | -10.34% | 9.27% | -1.29% | 14.57% | -0.11% | 52.95% |
| 2018 | 4.41% | 7.73% | -4.61% | -0.82% | 13.95% | -4.70% | 1.14% | 0.30% | -2.61% | -4.51% | 4.58% | -4.82% | 8.53% |
| 2017 | 11.62% | 0.61% | 1.39% | 5.55% | -6.86% | 9.07% | 7.77% | 2.92% | 10.10% | -3.80% | 5.03% | 10.22% | 66.03% |
| 2016 | -28.68% | -33.50% | 24.07% | 6.45% | 6.77% | -19.22% | 19.62% | 11.36% | 0.61% | 3.51% | 33.94% | -14.52% | -14.19% |
| 2015 | -7.63% | 9.62% | -2.23% | -7.73% | 6.01% | 9.03% | 1.42% | -14.20% | -1.12% | 7.12% | 8.54% | -7.24% | -2.02% |
| 2014 | 13.77% | 0.73% | -2.12% | -9.88% | -0.44% | 6.06% | -4.54% | 3.07% | -5.42% | -10.12% | 3.68% | 4.41% | -3.37% |
| 2013 | 18.25% | -4.92% | 2.25% | 7.20% | 7.72% | 1.83% | 0.79% | -2.89% | 4.16% | 6.34% | 5.72% | 9.75% | 70.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LPLA is 78, placing it in the top 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
LPL Financial Holdings Inc. provided a 0.37% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $1.20 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $0.96 | $0.65 |
Dividend yield | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% |
Monthly Dividends
The table displays the monthly dividend distributions for LPL Financial Holdings Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.20 |
| 2023 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.20 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2020 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2019 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2018 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2017 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2016 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2015 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2014 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.96 |
| 2013 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.65 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the LPL Financial Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the LPL Financial Holdings Inc. was 69.32%, occurring on Feb 12, 2016. Recovery took 409 trading sessions.
The current LPL Financial Holdings Inc. drawdown is 1.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.32% | Mar 21, 2014 | 479 | Feb 12, 2016 | 409 | Sep 27, 2017 | 888 |
| -60.34% | Jan 17, 2020 | 42 | Mar 18, 2020 | 181 | Dec 3, 2020 | 223 |
| -33.78% | May 3, 2011 | 100 | Sep 22, 2011 | 120 | Mar 15, 2012 | 220 |
| -33.18% | Jun 21, 2024 | 31 | Aug 5, 2024 | 66 | Nov 6, 2024 | 97 |
| -32.63% | Nov 9, 2022 | 121 | May 4, 2023 | 203 | Feb 26, 2024 | 324 |
Volatility
Volatility Chart
The current LPL Financial Holdings Inc. volatility is 12.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of LPL Financial Holdings Inc. compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for LPLA in comparison to other companies of the Capital Markets industry. Currently, LPLA has a PE value of 24.4. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for LPLA in comparison to other companies of the Capital Markets industry. Currently, LPLA has a PEG value of 1.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for LPL Financial Holdings Inc..
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Income Statement
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