- ISIN
- US50212V1008
- CUSIP
- 50212V100
- Sector
- Financial Services
- Industry
- Capital Markets
- IPO Date
- Nov 18, 2010
Highlights
- Market Cap
- $23.94B
- Enterprise Value
- $22.92B
- EPS (TTM)
- $11.30
- PE Ratio
- 26.35
- PEG Ratio
- 1.11
- Total Revenue (TTM)
- $18.26B
- Gross Profit (TTM)
- $7.58B
- EBITDA (TTM)
- $2.23B
- Year Range
- $260.15 - $403.58
- Target Price
- $447.00
- ROA (TTM)
- 4.78%
- ROE (TTM)
- 15.84%
Share Price Chart
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Performance
LPLA Performance Chart
LPL Financial Holdings Inc. (LPLA) is down 16.5% since the beginning of the year. At $298 per share, LPLA is trading 26.3% below its 52-week high of $404. Investors who bought $1,000 worth of LPLA shares 5 years ago would now be looking at an investment worth $2,199.
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Returns By Period
LPL Financial Holdings Inc. (LPLA) has returned -16.50% so far this year and -21.31% over the past 12 months. Looking at the last ten years, LPLA has achieved an annualized return of 30.61%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
LPL Financial Holdings Inc.
- 1D
- 1.25%
- 1M
- 4.14%
- YTD
- -16.50%
- 6M
- -19.55%
- 1Y
- -21.31%
- 3Y*
- 13.12%
- 5Y*
- 17.07%
- 10Y*
- 30.61%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LPLA Monthly Returns History
Based on dividend-adjusted daily data since Nov 18, 2010, LPLA's average daily return is +0.09%, while the average monthly return is +1.79%. At this rate, an investment would double in approximately 3.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2016 with a return of +34.0%, while the worst month was Feb 2016 at -33.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, LPLA closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +24.7%, while the worst single day was Feb 12, 2016 at -34.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.05% | -17.59% | 0.25% | 11.07% | -17.98% | 8.71% | -16.50% | ||||||
| 2025 | 12.37% | 1.32% | -11.91% | -2.25% | 21.16% | -3.15% | 5.54% | -7.82% | -8.72% | 13.41% | -5.56% | 0.32% | 9.76% |
| 2024 | 5.08% | 12.00% | -1.27% | 1.87% | 6.47% | -2.41% | -20.69% | 1.43% | 3.70% | 21.30% | 15.34% | 0.42% | 44.12% |
| 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% |
Benchmark Metrics
LPL Financial Holdings Inc. has an annualized alpha of 7.43%, beta of 1.15, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since November 18, 2010.
- This stock captured 103.47% of S&P 500 Index gains but only 80.55% of its losses - a favorable profile for investors.
- R2 of 0.30 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.43%
- Beta
- 1.15
- R²
- 0.30
- Upside Capture
- 103.47%
- Downside Capture
- 80.55%
Return for Risk
Risk / Return Rank
LPLA ranks 16 for risk / return — in the bottom 16% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LPLA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.37 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | 2.78 | -3.43 |
| Martin ratioReturn relative to average drawdown | -1.29 | 12.44 | -13.73 |
Dividends
Dividend History
LPL Financial Holdings Inc. provided a 0.40% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 12 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $1.20 | $1.20 | $1.20 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 |
Dividend yield | 0.40% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | $0.00 | $0.60 | ||||||
| 2025 | $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 |
| 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 |
Dividend Yield & Payout
Dividend Yield
LPL Financial Holdings Inc. has a dividend yield of 0.40%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
LPL Financial Holdings Inc. has a payout ratio of 10.48%, which is below the market average. This means LPL Financial Holdings Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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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 25.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2016 bear market2016 | -69.32%Feb 2016 | 1y 10mo | 1y 7mo | 3y 6moMar 2014 - Sep 2017 |
COVID crash2020 | -60.34%Mar 2020 | 2mo 1d | 8mo 20d | 10mo 21dJan 2020 - Dec 2020 |
2011 bear market2011 | -33.78%Sep 2011 | 4mo 22d | 5mo 25d | 10mo 17dMay 2011 - Mar 2012 |
2024 bear market2024 | -33.18%Aug 2024 | 1mo 15d | 3mo 3d | 4mo 18dJun 2024 - Nov 2024 |
2026 bear market2026 | -33.12%May 2026 | 10mo 1d | — | 10mo 27dJul 2025 - now |
Drawdown Indicators
| LPLA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -56.78% | -12.54% |
Max Drawdown (1Y)Largest decline over 1 year | -33.12% | -9.10% | -24.02% |
Max Drawdown (3Y)Largest decline over 3 years | -33.18% | -18.90% | -14.28% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -25.43% | -7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -33.92% | -26.42% |
Current DrawdownCurrent decline from peak | -25.14% | -1.80% | -23.34% |
Average DrawdownAverage peak-to-trough decline | -13.93% | -10.71% | -3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.54% | 2.03% | +14.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of LPL Financial Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how LPL Financial Holdings Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for LPLA, comparing it with other companies in the Capital Markets industry. Currently, LPLA has a P/E ratio of 26.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for LPLA compared to other companies in the Capital Markets industry. LPLA currently has a PEG ratio of 1.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LPLA relative to other companies in the Capital Markets industry. Currently, LPLA has a P/S ratio of 1.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LPLA in comparison with other companies in the Capital Markets industry. Currently, LPLA has a P/B value of 4.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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