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LPL Financial Holdings Inc. (LPLA)

Financial Services | Capital Markets | San Diego, United States | NasdaqGS
321.06 USD +4.03 (1.271%) ⇧ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★★⯪Dividends:★★☆☆☆
Hot Take | July 11, 2026, 6:11 a.m. EDT

LPLA offers a rare combination of explosive long-term price appreciation and robust earnings growth, making it a core holding despite its lack of meaningful dividend income. The business has delivered a 1,500% cumulative return over nine years with zero consecutive negative years recently, underpinned by 35% revenue expansion and a 20% return on equity. While the statistical forecast model predicts a flat path, the stock has already recovered from mid-June lows and trades above its 50-day moving average, aligning with analyst targets that suggest substantial upside. Speculators are betting on further gains via call options, though the low yield reflects the company's focus on reinvestment rather than income distribution.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.127403
AutoETS0.128941
AutoARIMA0.130802
AutoTheta0.141272

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 46%
H-stat 2.70
Ljung-Box p 0.000
Jarque-Bera p 0.485
Excess Kurtosis -0.06
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-20
Last Dividend Date 2026-05-20
Debt to Equity Ratio 132.284
Revenue per Share 222.836
Market Cap 25,679,298,560
Trailing P/E 28.87
Forward P/E 10.96
Beta 0.51
Profit Margins 5.05%
Website https://www.lpl.com

As of July 11, 2026, 6:11 a.m. EDT: Implied volatility remains elevated across expirations, suggesting uncertainty. Call volume at the 330 strike for July expiration indicates speculative upside positioning, while put activity clusters at lower strikes (240-260) for protection. Open interest is heavily skewed toward out-of-the-money calls, hinting at a bullish bias among speculators despite the flat statistical forecast.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.10% 0.37% 0.43% 0.48%
Dividend History
Date Dividend Yield %
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 0.38
exDividendDate 2026-05-21
trailingAnnualDividendRate 1.2
trailingAnnualDividendYield 0.0037851308
lastDividendValue 0.3
lastDividendDate 2026-05-21
dividendDate 2026-06-04

Info Dump

Attribute Value
52 Week Change -0.14427227
Address1 4,707 Executive Drive
All Time High 403.58
All Time Low 15.38
Ask 315.8
Ask Size 1
Audit Risk 2
Average Analyst Rating 1.7 - Buy
Average Daily Volume10 Day 1,208,350
Average Daily Volume3 Month 1,005,996
Average Volume 1,005,996
Average Volume10Days 1,208,350
Beta 0.507
Bid 319.03
Bid Size 1
Board Risk 1
Book Value 70.905
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 321.06
Current Ratio 2.446
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 323.85
Day Low 317.03
Debt To Equity 132.284
Display Name LPL Financial
Dividend Date 1,780,531,200
Dividend Rate 1.2
Dividend Yield 0.38
Earnings Call Timestamp End 1,785,441,600
Earnings Call Timestamp Start 1,785,441,600
Earnings Growth 0.045
Earnings Quarterly Growth 0.119
Earnings Timestamp 1,785,441,600
Earnings Timestamp End 1,785,441,600
Earnings Timestamp Start 1,785,441,600
Ebitda Margins 0.0
Enterprise To Revenue 1.707
Enterprise Value 30,449,922,048
Eps Current Year 23.45867
Eps Forward 29.28619
Eps Trailing Twelve Months 11.12
Esg Populated 0
Ex Dividend Date 1,779,321,600
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 294.7678
Fifty Day Average Change 26.292206
Fifty Day Average Change Percent 0.08919633
Fifty Two Week Change Percent -14.427227
Fifty Two Week High 403.58
Fifty Two Week High Change -82.51999
Fifty Two Week High Change Percent -0.20446998
Fifty Two Week Low 260.15
Fifty Two Week Low Change 60.910004
Fifty Two Week Low Change Percent 0.23413417
Fifty Two Week Range 260.15 - 403.58
Financial Currency USD
First Trade Date Milliseconds 1,290,090,600,000
Five Year Avg Dividend Yield 0.47
Float Shares 79,432,983
Forward Eps 29.28619
Forward P E 10.962846
Full Exchange Name NasdaqGS
Full Time Employees 9,901
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.30378
Gross Profits 5,419,463,168
Has Pre Post Market Data 1
Held Percent Insiders 0.00392
Held Percent Institutions 1.06655
Implied Shares Outstanding 79,982,861
Industry Capital Markets
Industry Disp Capital Markets
Industry Key capital-markets
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,779,321,600
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 25,679,298,560
Market State PRE
Max Age 86,400
Message Board Id finmb_34120092
Most Recent Quarter 1,774,915,200
Net Income To Common 900,854,976
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 25,343,369,336
Number Of Analyst Opinions 14
Open 320.56
Operating Cashflow -460,814,016
Operating Margins 0.111260004
Overall Risk 1
Payout Ratio 0.108
Peg Ratio 0.45
Phone 800 877 7210
Previous Close 317.03
Price Eps Current Year 13.686198
Price Hint 2
Price To Book 4.5280304
Price To Sales Trailing12 Months 1.4394169
Profit Margins 0.0505
Quick Ratio 2.381
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.6875
Region US
Regular Market Change 4.03
Regular Market Change Percent 1.27117
Regular Market Day High 323.85
Regular Market Day Low 317.03
Regular Market Day Range 317.03 - 323.85
Regular Market Open 320.56
Regular Market Previous Close 317.03
Regular Market Price 321.06
Regular Market Time 1,783,972,801
Regular Market Volume 649,937
Return On Assets 0.05493
Return On Equity 0.20452
Revenue Growth 0.35
Revenue Per Share 222.836
Sand P52 Week Change 0.20847368
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 3
Shares Outstanding 79,982,861
Shares Percent Shares Out 0.054
Shares Short 4,315,354
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 2,968,536
Short Name LPL Financial Holdings Inc.
Short Percent Of Float 0.0542
Short Ratio 3.66
Source Interval 15
State CA
Symbol LPLA
Target High Price 542.0
Target Low Price 300.0
Target Mean Price 410.42856
Target Median Price 392.5
Total Cash 2,750,244,096
Total Cash Per Share 34.386
Total Debt 7,521,254,912
Total Revenue 17,840,070,656
Tradeable 0
Trailing Annual Dividend Rate 1.2
Trailing Annual Dividend Yield 0.0037851308
Trailing Eps 11.12
Trailing P E 28.872303
Trailing Peg Ratio 0.4788
Triggerable 1
Two Hundred Day Average 329.3342
Two Hundred Day Average Change -8.2742
Two Hundred Day Average Change Percent -0.025124025
Type Disp Equity
Volume 649,937
Website https://www.lpl.com
Zip 92,121