| Indicators | Browse All

LPL Financial Holdings Inc. (LPLA)

Financial Services | Capital Markets | San Diego, United States | NasdaqGS
370.69 USD +9.47 (2.622%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 370.69

Short-term:★★★★☆Long-term:★★★★⯪Dividends:★★☆☆☆
Hot Take | Aug. 22, 2026, 5:53 a.m. EDT

LPLA presents a compelling long-term growth story backed by exceptional revenue and earnings expansion, yet the short-term technicals suggest a consolidation phase before the next leg up. The company's fundamentals are robust, with revenue growing 36% and ROE nearing 19%, supported by a massive long-term price appreciation of nearly 1,200% over nine years. While the dividend yield is modest at 0.34%, the payout ratio is incredibly safe at under 10%, allowing for future growth. Options flow confirms a bullish bias, with significant open interest barriers at 390 and 440, aligning with the analyst consensus target of $432. The negative operating cash flow is a notable anomaly for a financial firm, likely tied to aggressive acquisition strategies, but the balance sheet remains manageable relative to the growth trajectory. Investors should view this as a core holding for capital appreciation rather than income.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.195193
AutoETS0.196618
AutoARIMA0.196620
AutoTheta0.217531

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 44%
H-stat 6.01
Ljung-Box p 0.000
Jarque-Bera p 0.081
Excess Kurtosis -0.06
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-08-13
Last Dividend Date 2026-08-13
Debt to Equity Ratio 135.371
Revenue per Share 239.939
Market Cap 29,188,978,688
Trailing P/E 28.91
Forward P/E 12.42
Beta 0.48
Profit Margins 5.24%
Website https://www.lpl.com

As of Aug. 22, 2026, 5:53 a.m. EDT: Speculators are positioning for upside continuation with heavy call open interest walls at 390 and 440 strikes, while put buyers are hedging downside around the 300 level. Implied volatility is elevated on deep out-of-the-money puts, suggesting a fear of a sharp drop, but volume flow favors the upside.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.08% 0.36% 0.41% 0.46%
Dividend History
Date Dividend Yield %
2026-08-14 0.300 0.080935
2026-05-21 0.300 0.104232
2026-03-10 0.300 0.097308
2025-11-13 0.300 0.080550
2025-08-15 0.300 0.085475
2025-05-30 0.300 0.077487
2025-03-11 0.300 0.095776
2024-11-14 0.300 0.095377
2024-08-09 0.300 0.152882
2024-05-20 0.300 0.111350
2024-03-11 0.300 0.113589
2023-11-08 0.300 0.134445
2023-08-10 0.300 0.133209
2023-05-17 0.300 0.153421
2023-03-13 0.300 0.148002
2022-11-09 0.250 0.096858
2022-08-16 0.250 0.109108
2022-06-08 0.250 0.123298
2022-03-14 0.250 0.155919
2021-11-09 0.250 0.152467
2021-08-12 0.250 0.168702
2021-05-21 0.250 0.168045
2021-03-15 0.250 0.173082
2020-11-10 0.250 0.284511
2020-08-13 0.250 0.298436
2020-05-27 0.250 0.335706
2020-03-17 0.250 0.501505
2019-11-06 0.250 0.289017
2019-08-12 0.250 0.344400
2019-05-17 0.250 0.309329
2019-03-14 0.250 0.336700
2018-11-07 0.250 0.388018
2018-08-08 0.250 0.374308
2018-05-17 0.250 0.356786
2018-03-08 0.250 0.390320
2017-11-08 0.250 0.493876
2017-08-08 0.250 0.545494
2017-05-11 0.250 0.589345
2017-03-08 0.250 0.644828
2016-11-14 0.250 0.652401
2016-08-09 0.250 0.939143
2016-05-18 0.250 1.016673
2016-03-02 0.250 1.223092
2015-11-09 0.250 0.560664
2015-08-13 0.250 0.587544
2015-05-07 0.250 0.614251
2015-02-26 0.250 0.555926
2014-11-06 0.240 0.569801
2014-08-12 0.240 0.513589
2014-05-02 0.240 0.514580
2014-02-20 0.240 0.440529
2013-11-06 0.190 0.468096
2013-08-13 0.190 0.489943
2013-05-02 0.135 0.392899
2013-02-13 0.135 0.411962
2012-11-13 0.120 0.455927
2012-08-13 0.120 0.416956
2012-05-11 2.000 6.188119
Additional Data
dividendRate 1.2
dividendYield 0.33
exDividendDate 2026-08-14
trailingAnnualDividendRate 1.2
trailingAnnualDividendYield 0.0033220754
lastDividendValue 0.3
lastDividendDate 2026-08-14
dividendDate 2026-08-28

Info Dump

Attribute Value
52 Week Change -0.0044373274
Address1 4,707 Executive Drive
All Time High 403.58
All Time Low 15.38
Ask 361.28
Ask Size 1
Audit Risk 2
Average Analyst Rating 1.8 - Buy
Average Daily Volume10 Day 466,580
Average Daily Volume3 Month 833,956
Average Volume 833,956
Average Volume10Days 466,580
Beta 0.479
Bid 369.46
Bid Size 1
Board Risk 1
Book Value 72.724
City San Diego
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 1
Country United States
Crypto Tradeable 0
Currency USD
Current Price 370.69
Current Ratio 2.351
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 371.46
Day Low 358.985
Debt To Equity 135.371
Display Name LPL Financial
Dividend Date 1,787,875,200
Dividend Rate 1.2
Dividend Yield 0.33
Earnings Call Timestamp End 1,785,445,200
Earnings Call Timestamp Start 1,785,445,200
Earnings Growth 0.394
Earnings Quarterly Growth 0.388
Earnings Timestamp 1,785,441,600
Earnings Timestamp End 1,793,304,000
Earnings Timestamp Start 1,793,304,000
Ebitda Margins 0.0
Enterprise To Revenue 1.778
Enterprise Value 34,137,389,056
Eps Current Year 24.03819
Eps Forward 29.85815
Eps Trailing Twelve Months 12.82
Esg Populated 0
Ex Dividend Date 1,786,665,600
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 331.7768
Fifty Day Average Change 38.913208
Fifty Day Average Change Percent 0.11728731
Fifty Two Week Change Percent -0.44373274
Fifty Two Week High 400.16
Fifty Two Week High Change -29.470001
Fifty Two Week High Change Percent -0.07364555
Fifty Two Week Low 260.15
Fifty Two Week Low Change 110.54001
Fifty Two Week Low Change Percent 0.42490876
Fifty Two Week Range 260.15 - 400.16
Financial Currency USD
First Trade Date Milliseconds 1,290,090,600,000
Five Year Avg Dividend Yield 0.45
Float Shares 78,191,335
Forward Eps 29.85815
Forward P E 12.415035
Full Exchange Name NasdaqGS
Full Time Employees 10,081
Fullday Change 9.47
Fullday Change Percent 2.62167
Fullday Price 370.69
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.2989
Gross Profits 5,737,684,992
Has Pre Post Market Data 1
Held Percent Insiders 0.00399
Held Percent Institutions 1.069
Implied Shares Outstanding 78,742,290
Industry Capital Markets
Industry Disp Capital Markets
Industry Key capital-markets
Is Earnings Date Estimate 1
Language en-US
Last Dividend Date 1,786,665,600
Last Dividend Value 0.3
Last Fiscal Year End 1,767,139,200
Long Business Summary LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Long Name LPL Financial Holdings Inc.
Market us_market
Market Cap 29,188,978,688
Market State CLOSED
Max Age 86,400
Message Board Id finmb_34120092
Most Recent Quarter 1,782,777,600
Net Income To Common 1,006,867,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 28,442,502,570
Number Of Analyst Opinions 14
Open 361.89
Operating Cashflow -252,164,000
Operating Margins 0.11099
Overall Risk 1
Payout Ratio 0.0962
Peg Ratio 0.49
Phone 800 877 7210
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 370.69
Post Market Time 1,787,959,805
Previous Close 361.22
Price Eps Current Year 15.420877
Price Hint 2
Price To Book 5.097217
Price To Sales Trailing12 Months 1.5205919
Profit Margins 0.052449998
Quick Ratio 2.285
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.75
Region US
Regular Market Change 9.47
Regular Market Change Percent 2.62167
Regular Market Day High 371.46
Regular Market Day Low 358.985
Regular Market Day Range 358.985 - 371.46
Regular Market Open 361.89
Regular Market Previous Close 361.22
Regular Market Price 370.69
Regular Market Time 1,787,947,201
Regular Market Volume 554,371
Return On Assets 0.05404
Return On Equity 0.18591999
Revenue Growth 0.364
Revenue Per Share 239.939
Sand P52 Week Change 0.20504117
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 3
Shares Outstanding 78,742,290
Shares Percent Shares Out 0.0313
Shares Short 2,461,913
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 4,852,571
Short Name LPL Financial Holdings Inc.
Short Percent Of Float 0.031400003
Short Ratio 3.47
Source Interval 15
State CA
Symbol LPLA
Target High Price 557.0
Target Low Price 372.0
Target Mean Price 431.85715
Target Median Price 401.5
Total Cash 2,843,863,040
Total Cash Per Share 36.117
Total Debt 7,793,063,936
Total Revenue 19,195,801,600
Tradeable 0
Trailing Annual Dividend Rate 1.2
Trailing Annual Dividend Yield 0.0033220754
Trailing Eps 12.82
Trailing P E 28.914978
Trailing Peg Ratio 0.4885
Triggerable 1
Two Hundred Day Average 331.17096
Two Hundred Day Average Change 39.519043
Two Hundred Day Average Change Percent 0.11933125
Type Disp Equity
Volume 554,371
Website https://www.lpl.com
Zip 92,121