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LPL Financial Holdings Inc. (LPLA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US50212V1008

CUSIP

50212V100

IPO Date

Nov 18, 2010

Highlights

Market Cap

$25.26B

EPS (TTM)

$14.03

PE Ratio

22.42

PEG Ratio

1.36

Total Revenue (TTM)

$9.55B

Gross Profit (TTM)

$2.75B

EBITDA (TTM)

$1.76B

Year Range

$186.55 - $383.67

Target Price

$386.33

Short %

2.25%

Short Ratio

1.82

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2025FebruaryMarchApril
1,163.21%
361.71%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Returns By Period

LPL Financial Holdings Inc. had a return of -3.57% year-to-date (YTD) and 18.65% in the last 12 months. Over the past 10 years, LPL Financial Holdings Inc. had an annualized return of 24.43%, outperforming the S&P 500 benchmark which had an annualized return of 10.15%.


LPLA

YTD

-3.57%

1M

-5.60%

6M

20.78%

1Y

18.65%

5Y*

41.88%

10Y*

24.43%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202512.37%1.32%-11.91%-3.85%-3.57%
20245.08%12.00%-1.27%1.87%6.47%-2.41%-20.69%1.43%3.70%21.30%15.34%0.42%44.12%
20239.69%5.25%-18.79%3.18%-6.58%11.63%5.49%0.67%3.06%-5.52%-0.85%2.39%5.88%
20227.64%5.01%1.12%2.84%4.43%-5.85%13.79%5.55%-1.29%17.01%-7.32%-8.68%35.69%
20213.95%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%
201915.21%7.16%-7.33%6.37%8.60%1.68%2.82%-10.34%9.27%-1.29%14.57%-0.11%52.95%
20184.41%7.73%-4.61%-0.82%13.95%-4.70%1.14%0.30%-2.61%-4.51%4.58%-4.82%8.53%
201711.62%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%
201413.77%0.73%-2.12%-9.88%-0.44%6.06%-4.54%3.07%-5.42%-10.12%3.68%4.41%-3.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LPLA is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LPLA is 6969
Overall Rank
The Sharpe Ratio Rank of LPLA is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of LPLA is 6363
Sortino Ratio Rank
The Omega Ratio Rank of LPLA is 6565
Omega Ratio Rank
The Calmar Ratio Rank of LPLA is 7575
Calmar Ratio Rank
The Martin Ratio Rank of LPLA is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for LPLA, currently valued at 0.47, compared to the broader market-2.00-1.000.001.002.003.00
LPLA: 0.47
^GSPC: 0.46
The chart of Sortino ratio for LPLA, currently valued at 0.90, compared to the broader market-6.00-4.00-2.000.002.004.00
LPLA: 0.90
^GSPC: 0.77
The chart of Omega ratio for LPLA, currently valued at 1.13, compared to the broader market0.501.001.502.00
LPLA: 1.13
^GSPC: 1.11
The chart of Calmar ratio for LPLA, currently valued at 0.55, compared to the broader market0.001.002.003.004.005.00
LPLA: 0.55
^GSPC: 0.47
The chart of Martin ratio for LPLA, currently valued at 1.30, compared to the broader market-5.000.005.0010.0015.0020.00
LPLA: 1.30
^GSPC: 1.94

The current LPL Financial Holdings Inc. Sharpe ratio is 0.47. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of LPL Financial Holdings Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.47
0.46
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

LPL Financial Holdings Inc. provided a 0.38% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 11 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.20$1.20$1.20$1.00$1.00$1.00$1.00$1.00$1.00$1.00$1.00$0.96

Dividend yield

0.38%0.37%0.53%0.46%0.62%0.96%1.08%1.64%1.75%2.84%2.34%2.15%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.30$0.00$0.30
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$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.96

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
LPLA: 0.4%
LPL Financial Holdings Inc. has a dividend yield of 0.38%, 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
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
LPLA: 7.3%
LPL Financial Holdings Inc. has a payout ratio of 7.27%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.87%
-10.07%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

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 17.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.32%Mar 21, 2014479Feb 12, 2016409Sep 27, 2017888
-60.34%Jan 17, 202042Mar 18, 2020181Dec 3, 2020223
-33.78%May 3, 2011100Sep 22, 2011120Mar 15, 2012220
-33.18%Jun 21, 202431Aug 5, 202466Nov 6, 202497
-32.63%Nov 9, 2022121May 4, 2023203Feb 26, 2024324

Volatility

Volatility Chart

The current LPL Financial Holdings Inc. volatility is 20.00%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
20.00%
14.23%
LPLA (LPL Financial Holdings Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
LPLA: 22.4
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 22.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
LPLA: 1.4
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 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
LPLA: 2.1
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 2.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
LPLA: 8.6
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 8.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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

Values in undefined except per share items