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LPL Financial Holdings Inc. (LPLA)

Profile

Full Name

LPL Financial Holdings Inc.

Ticker

NASDAQ: LPLA

Exchange

NASDAQ

Sector

Financial Services

Industry

Capital Markets

Country

United States

IPO

November 18, 2010

Indexes

Not included

Website

http://www.lpl.com

Employees

9118

Key Details

Price

$380.04(+0.86%)

Market cap

Last Dividend

$0.30

TTM Dividend yield

0.32%

Annual revenue

$12.39B(+23.20% YoY)

Annual EPS

$14.03(+2.48% YoY)

PE ratio

26.30

Next earnings date

Jul 31, 2025

Next ex-dividend date

N/A

Next split date

N/A

Quick Search

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    Analyst ratings

    Price

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    Current Price

    $380.04
    LPLA price is $380.04

    30-Day Relative Volume

    0.77
    LPLA 30-day relative volume is 0.77

    Price Performance

    Price Most recent change

    +0.86%
    LPLA price was up +0.86% on Jul 25, 2025

    Price YTD change

    +16.39%
    LPLA price is up +16.39% since January 1st

    Price 1-year change

    +58.88%
    LPLA price is up +58.88% year-on-year

    Price 3-year change

    +93.98%
    LPLA price is up +93.98% over the past 3 years

    Price Range

    Price All-time high

    $396.25
    LPLA price is currently -4.09% below its historical high of $396.25

    Price 3-year low

    $179.00
    LPLA price is currently +112.31% above its 3-year low

    Capitalization

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    Market cap

    Market cap

    $30.39B
    LPLA market capitalization is $30.39 billion

    Market cap 3-year change

    +94.07%
    LPLA market capitalization is up +94.07% over the past 3 years

    Market cap All-time high

    $31.46B
    LPLA market capitalization is currently -3.37% below its historical high of $31.46 billion

    Market cap sector rank

    91.77%
    LPLA market capitalization is higher than 91.77% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    +6.97%
    LPLA shares outstanding is up +6.97% year-on-year

    Shares Outstanding 3-Year Change

    +0.05%
    LPLA shares outstanding is up +0.05% over the past 3 years

    Technical Indicators

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    Beta

    1.17
    LPLA beta is 1.17

    200-day SMA

    $336.98
    LPLA price is currently +12.78% above its 200-day simple moving average

    50-day SMA

    $378.02
    LPLA price is currently +0.53% above its 50-day simple moving average

    RSI

    52.91
    LPLA 14-day relative strength index is 52.91

    Volume

    0.77
    LPLA 30-day relative volume is 0.77

    ATR

    $11.34
    LPLA average true range is $11.34

    10-day Historical Volatility

    33.56%
    LPLA 10-day historical volatility is 33.56%

    Dividend

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    Events

    Last Paid Dividend

    $0.30
    LPLA last dividend was $0.30 per share, with an ex-dividend date of May 30, 2025

    Next Dividend

    -
    LPLA next dividend has not yet been announced

    Dividend per share

    Dividend per share

    $1.20
    LPLA annual dividend per share is $1.20

    Dividend per share Sector Rank

    62.13%
    LPLA annual dividend per share is higher than 62.13% of companies in Financial Services sector

    Dividend per share 1-Year Change

    0%
    LPLA annual dividend per share has remained unchanged year-on-year

    Dividend per share 3-Year Change

    +20%
    LPLA annual dividend per share is up +20% over the past 3 years

    Dividend yield

    Dividend yield

    0.32%
    LPLA annual dividend yield is 0.32%

    Dividend yield Sector Rank

    1.26%
    LPLA annual dividend yield is higher than 1.26% of companies in Financial Services sector

    Other

    Payout ratio

    8.48%
    LPLA annual payout ratio is 8.48%

    Dividends paid

    $89.73M
    LPLA annual dividends paid is $89.73 million

    Free cash flow

    -$284.94M
    LPLA annual free cash flow is -$284.94 million

    Income Statement

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    Revenue

    Revenue

    $12.39B
    LPLA annual revenue is $12.39 billion

    Revenue Analysts estimate

    $15.22B
    LPLA annual revenue is currently -18.61% lower than the consensus analysts' forecast

    Revenue 1-year change

    +23.2%
    LPLA annual revenue is up +23.2% year-on-year

    Revenue Sector rank

    93.09%
    LPLA annual revenue is higher than 93.09% of companies in Financial Services sector

    EPS

    EPS

    $14.03
    LPLA annual earnings per share is $14.03

    EPS Analysts estimate

    $18.74
    LPLA annual earnings per share is currently -25.14% lower than the consensus analysts' forecast

    EPS 1-year change

    +2.48%
    LPLA annual earnings per share is up +2.48% year-on-year

    EPS Sector rank

    96.66%
    LPLA annual earnings per share is higher than 96.66% of companies in Financial Services sector

    Profit

    Gross profit

    $3.37B
    LPLA annual gross profit is $3.37 billion

    Gross margin

    27.21%
    LPLA annual gross profit margin is 27.21%

    Operating profit

    $1.67B
    LPLA annual operating income is $1.67 billion

    Operating margin

    13.46%
    LPLA annual operating profit margin is 13.46%

    Net income

    $1.06B
    LPLA annual net profit is $1.06 billion

    Net margin

    8.55%
    LPLA annual net profit margin is 8.55%

    Expenses

    Total expenses

    $10.72B
    LPLA annual total expenses is $10.72 billion

    Operating expenses

    $1.70B
    LPLA annual total operating expenses is $1.70 billion

    Cost of goods sold

    $9.02B
    LPLA annual cost of goods sold is $9.02 billion

    Selling, general & administrative expenses

    $1.04B
    LPLA annual SGA is $1.04 billion

    Depreciation and amortization

    $443.76M
    LPLA annual depreciation & amortization is $443.76 million

    Interest expense

    $274.18M
    LPLA annual interest expense is $274.18 million

    Income tax

    $334.28M
    LPLA annual income tax is $334.28 million

    EBIT & EBITDA

    EBIT

    $1.67B
    LPLA annual earnings before interest & taxes is $1.67 billion

    EBITDA

    $2.11B
    LPLA annual EBITDA is $2.11 billion

    Balance Sheet

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    Assets

    Total assets

    $13.32B
    LPLA annual total assets is $13.32 billion

    Non current assets

    $6.50B
    LPLA annual long term assets is $6.50 billion

    Current assets

    $6.82B
    LPLA annual total current assets is $6.82 billion

    Cash and cash equivalents

    $967.08M
    LPLA annual cash & cash equivalents is $967.08 million

    Accounts receivable

    $710.38M
    LPLA annual accounts receivable is $710.38 million

    Inventory

    -
    LPLA annual inventory value is unknown

    Liabilities

    Total liabilities

    $10.39B
    LPLA annual total liabilities is $10.39 billion

    Long term liabilities

    $6.19B
    LPLA annual total long term liabilities is $6.19 billion

    Current liabilities

    $4.19B
    LPLA annual total current liabilities is $4.19 billion

    Accounts payable

    $2.62B
    LPLA annual accounts payable is $2.62 billion

    Debt

    Total debt

    $5.75B
    LPLA annual total debt is $5.75 billion

    Total debt 1-year change

    +45.03%
    LPLA annual total debt is up +45.03% year-on-year

    Long term debt

    $4.70B
    LPLA annual long term debt is $4.70 billion

    Short term debt

    $1.05B
    LPLA annual short term debt is $1.05 billion

    Equity & Capital

    Shareholders equity

    $2.93B
    LPLA annual stockholders equity is $2.93 billion

    Book value

    $2.93B
    LPLA annual book value is $2.93 billion

    Retained earnings

    $5.07B
    LPLA annual retained earnings is $5.07 billion

    Working capital

    $2.62B
    LPLA annual working capital is $2.62 billion

    Cash Flow Statement

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    Cashflow Activities

    Cash from operations

    $277.59M
    LPLA annual cash flow from operations is $277.59 million

    Cash from operations 1-year change

    -45.85%
    LPLA annual cash flow from operations is down -45.85% year-on-year

    Cash from investing

    -$1.59B
    LPLA annual cash flow from investing activities is -$1.59 billion

    Cash from investing 1-year change

    -85.09%
    LPLA annual cash flow from investing activities is down -85.09% year-on-year

    Cash from financing

    $1.42B
    LPLA annual cash flow from financing activities is $1.42 billion

    Cash from financing 1-year change

    +779.72%
    LPLA annual cash flow from financing activities is up +779.72% year-on-year

    CAPEX

    CAPEX

    $562.53M
    LPLA annual capital expenditures is $562.53 million

    CAPEX 1-year change

    +39.49%
    LPLA annual capital expenditures is up +39.49% year-on-year

    Free Cash Flow

    Free cash flow

    -$284.94M
    LPLA annual free cash flow is -$284.94 million

    Free cash flow 1-year change

    -360.64%
    LPLA annual free cash flow is down -360.64% year-on-year

    Profitability Ratios

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    Margins

    Gross margin

    27.21%
    LPLA annual gross profit margin is 27.21%

    Operating margin

    13.46%
    LPLA annual operating profit margin is 13.46%

    Net margin

    8.55%
    LPLA annual net profit margin is 8.55%

    ROA & ROE

    ROA

    8.93%
    LPLA annual return on assets is 8.93%

    ROE

    42.26%
    LPLA annual return on equity is 42.26%

    Valuation

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    PE Ratio

    PE ratio

    26.30
    LPLA price to earnings ratio is 26.30

    PE ratio Sector rank

    71.65%
    LPLA price to earnings ratio is higher than 71.65% of companies in Financial Services sector

    PB Ratio

    PB ratio

    9.73
    LPLA price to book ratio is 9.73

    PB ratio Sector rank

    95.64%
    LPLA price to book ratio is higher than 95.64% of companies in Financial Services sector

    PS Ratio

    PS ratio

    2.30
    LPLA price to sales ratio is 2.30

    PS ratio Sector rank

    31.07%
    LPLA price to sales ratio is higher than 31.07% of companies in Financial Services sector

    Enterprise value

    Enterprise value

    $35.12B
    LPLA enterprise value is $35.12 billion

    Enterprise value Sector rank

    92.07%
    LPLA enterprise value is higher than 92.07% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    15.83
    LPLA EV/EBITDA is 15.83

    EV/EBITDA Sector rank

    84.43%
    LPLA EV/EBITDA is higher than 84.43% of companies in Financial Services sector

    Financial Health

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    Liquidity

    Current ratio

    1.62
    LPLA annual current ratio is 1.62

    Quick ratio

    -
    LPLA annual quick ratio value is unknown

    Leverage

    Debt to equity

    1.87
    LPLA annual debt to equity ratio is 1.87

    Interest coverage ratio

    6.08
    LPLA annual interest coverage ratio is 6.08

    Risk & Stability

    Piotroski F-Score

    5
    LPLA piotroski f-score is 5

    Altman Z-Score

    3.87
    LPLA altman z-score is 3.87

    Analyst ratings

    Recent major analysts updates

    Oct 17, 24 Morgan Stanley
    Overweight
    Oct 9, 24 Wells Fargo
    Overweight
    Oct 9, 24 JMP Securities
    Market Outperform
    Oct 8, 24 UBS
    Neutral
    Oct 4, 24 Jefferies
    Buy
    Sep 27, 24 Citigroup
    Buy
    Sep 26, 24 Goldman Sachs
    Buy
    Sep 12, 24 Wells Fargo
    Equal-Weight
    Aug 6, 24 UBS
    Neutral
    Jul 30, 24 B of A Securities
    Buy

    Institutional Ownership

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    • What is the ticker symbol for LPL Financial Holdings Inc.?
    • Does LPL Financial Holdings Inc. pay dividends?
    • What sector is LPL Financial Holdings Inc. in?
    • What industry is LPL Financial Holdings Inc. in?
    • What country is LPL Financial Holdings Inc. based in?
    • When did LPL Financial Holdings Inc. go public?
    • Is LPL Financial Holdings Inc. in the S&P 500?
    • Is LPL Financial Holdings Inc. in the NASDAQ 100?
    • Is LPL Financial Holdings Inc. in the Dow Jones?
    • When was LPL Financial Holdings Inc.'s last earnings report?
    • When does LPL Financial Holdings Inc. report earnings?

    What is the ticker symbol for LPL Financial Holdings Inc.?

    The ticker symbol for LPL Financial Holdings Inc. is NASDAQ:LPLA

    Does LPL Financial Holdings Inc. pay dividends?

    Yes, LPL Financial Holdings Inc. pays dividends. The last payment was $0.30, with an ex-dividend date on May 30, 2025

    What sector is LPL Financial Holdings Inc. in?

    LPL Financial Holdings Inc. is in the Financial Services sector

    What industry is LPL Financial Holdings Inc. in?

    LPL Financial Holdings Inc. is in the Capital Markets industry

    What country is LPL Financial Holdings Inc. based in?

    LPL Financial Holdings Inc. is headquartered in United States

    When did LPL Financial Holdings Inc. go public?

    LPL Financial Holdings Inc.'s initial public offering (IPO) was on November 18, 2010

    Is LPL Financial Holdings Inc. in the S&P 500?

    No, LPL Financial Holdings Inc. is not included in the S&P 500 index

    Is LPL Financial Holdings Inc. in the NASDAQ 100?

    No, LPL Financial Holdings Inc. is not included in the NASDAQ 100 index

    Is LPL Financial Holdings Inc. in the Dow Jones?

    No, LPL Financial Holdings Inc. is not included in the Dow Jones index

    When was LPL Financial Holdings Inc.'s last earnings report?

    LPL Financial Holdings Inc.'s most recent earnings report was on May 8, 2025

    When does LPL Financial Holdings Inc. report earnings?

    The next expected earnings date for LPL Financial Holdings Inc. is July 31, 2025
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