LPL Financial Holdings Inc. (LPLA)
Company Info
Highlights
$28.82B
$14.45
24.94
1.46
$9.55B
$2.75B
$1.80B
$186.55 - $383.67
$398.62
2.36%
1.46
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
LPL Financial Holdings Inc. (LPLA) returned 10.49% year-to-date (YTD) and 34.78% over the past 12 months. Over the past 10 years, LPLA delivered an annualized return of 26.06%, outperforming the S&P 500 benchmark at 10.46%.
LPLA
10.49%
19.53%
15.65%
34.78%
41.77%
26.06%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 12.37% | 1.32% | -11.91% | -2.25% | 12.71% | 10.49% | |||||||
| 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% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, LPLA is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
LPL Financial Holdings Inc. provided a 0.33% 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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.33% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.30 | $0.00 | $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
LPL Financial Holdings Inc. has a dividend yield of 0.33%, 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 6.88%, 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 5.89%.
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of LPL Financial Holdings Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 11.0% positive surprise.
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 24.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
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 1.5. 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 2.4. 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 9.3. 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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