Highlights
- Market Cap
- $24.19B
- Enterprise Value
- $23.15B
- EPS (TTM)
- $10.85
- PE Ratio
- 27.71
- PEG Ratio
- 1.17
- Total Revenue (TTM)
- $16.99B
- Gross Profit (TTM)
- $7.34B
- EBITDA (TTM)
- $2.10B
- Year Range
- $262.83 - $403.58
- Target Price
- $446.50
- ROA (TTM)
- 4.67%
- ROE (TTM)
- 16.15%
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.
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Returns By Period
LPL Financial Holdings Inc. (LPLA) has returned -15.69% so far this year and -7.73% over the past 12 months. Looking at the last ten years, LPLA has achieved an annualized return of 29.76%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
LPL Financial Holdings Inc.
- 1D
- 0.22%
- 1M
- 0.25%
- YTD
- -15.69%
- 6M
- -9.42%
- 1Y
- -7.73%
- 3Y*
- 14.63%
- 5Y*
- 16.53%
- 10Y*
- 29.76%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 18, 2010, LPLA's average daily return is +0.09%, while the average monthly return is +1.83%. At this rate, your investment would double in approximately 3.2 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% | -15.69% | |||||||||
| 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 8.78%, beta of 1.16, and R² of 0.30 versus S&P 500 Index. Calculated based on daily prices since November 19, 2010.
- This stock captured 110.57% of S&P 500 Index gains but only 81.82% of its losses — a favorable profile for investors.
- R² of 0.30 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 8.78%
- Beta
- 1.16
- R²
- 0.30
- Upside Capture
- 110.57%
- Downside Capture
- 81.82%
Return for Risk
Risk / Return Rank
LPLA ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and compare them to a chosen benchmark (S&P 500 Index).
| LPLA | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 0.90 | -1.10 |
Sortino ratioReturn per unit of downside risk | -0.02 | 1.39 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.40 | -1.76 |
Martin ratioReturn relative to average drawdown | -0.85 | 6.61 | -7.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LPLA risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 | $0.30 | |||||||||
| 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 10.76%, 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 24.41%.
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 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 27.7. 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 1.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
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 1.4. 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 4.5. 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
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
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Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |