LPL Financial Holdings Inc. (LPLA)
Company Info
| ISIN | US50212V1008 |
|---|---|
| CUSIP | 50212V100 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $16.76B |
|---|---|
| EPS | $14.75 |
| PE Ratio | 15.03 |
| PEG Ratio | 1.00 |
| Revenue (TTM) | $9.74B |
| Gross Profit (TTM) | $2.39B |
| EBITDA (TTM) | $2.09B |
| Year Range | $178.24 - $256.21 |
| Target Price | $266.33 |
| Short % | 1.21% |
| Short Ratio | 1.40 |
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: LPLA vs. SPY, LPLA vs. CBOE
Return
LPL Financial Holdings Inc. had a return of 0.85% year-to-date (YTD) and -3.98% in the last 12 months. Over the past 10 years, LPL Financial Holdings Inc. had an annualized return of 19.32%, outperforming the S&P 500 benchmark which had an annualized return of 9.70%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.85% | 18.49% |
| 1 month | -1.73% | 4.20% |
| 6 months | 6.10% | 6.60% |
| 1 year | -3.98% | 15.43% |
| 5 years (annualized) | 30.45% | 11.59% |
| 10 years (annualized) | 19.32% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -6.58% | 11.63% | 5.49% | 0.67% | 3.06% | -5.52% | -0.85% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -0.07 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
LPL Financial Holdings Inc. granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $0.96 | $0.65 | $2.24 |
Dividend yield | 0.55% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% | 7.95% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.30 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 |
| 2012 | $2.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
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 |
| -32.63% | Nov 9, 2022 | 121 | May 4, 2023 | — | — | — |
| -30.15% | Apr 4, 2012 | 156 | Nov 15, 2012 | 119 | May 9, 2013 | 275 |
Volatility Chart
The current LPL Financial Holdings Inc. volatility is 8.61%, 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.