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LPL Financial Holdings Inc. (LPLA)

Financial Services | Capital Markets | San Diego, United States | NasdaqGS
313.68 USD +1.11 (0.355%) ⇧ (April 17, 2026, 2:13 p.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★★☆☆ | Dividends: ★★★☆☆
Hot Take | April 11, 2026, 3:45 p.m. EDT

LPLA has shown mixed performance in the short term with recent price fluctuations, but it has a solid dividend history and is considered a safer investment. The current price is near its 52-week low, which could present a buying opportunity for long-term investors. However, the options data indicates uncertainty and potential volatility, which may not be ideal for short-term traders. Overall, LPLA could be a balanced choice for investors looking for a mix of income and growth, but caution is advised given the mixed signals from the options market.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.145511
AutoTheta0.148492
MSTL0.148517
AutoARIMA0.148819

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 40%
H-stat 3.77
Ljung-Box p 0.000
Jarque-Bera p 0.024
Excess Kurtosis 0.02
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-03-09
Last Dividend Date 2026-03-09
Debt to Equity Ratio 141.662
Revenue per Share 210.802
Market Cap 25,153,396,736
Trailing P/E 28.70
Forward P/E 11.10
Beta 0.57
Profit Margins 5.20%
Website https://www.lpl.com

As of April 11, 2026, 3:45 p.m. EDT: The options activity shows mixed signals. There is a significant amount of open interest and volume in both calls and puts, indicating uncertainty about future price direction. The ATM IV is relatively low, suggesting limited volatility expectations, but there are notable IV spikes at certain strikes, which could indicate speculative activity. The presence of major OI walls and volume spikes at specific strike prices suggests that traders are positioning for potential price movements, either bullish or bearish, depending on the strike price.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.10% 0.34% 0.45% 0.50%
Dividend History
Date Dividend Yield %
2026-03-10 0.300 0.097308
2025-11-13 0.300 0.080627
2025-08-15 0.300 0.085625
2025-05-30 0.300 0.077689
2025-03-11 0.300 0.096100
2024-11-14 0.300 0.095792
2024-08-09 0.300 0.153693
2024-05-20 0.300 0.112111
2024-03-11 0.300 0.114493
2023-11-08 0.300 0.135669
2023-08-10 0.300 0.134604
2023-05-17 0.300 0.155236
2023-03-13 0.300 0.149989
2022-11-09 0.250 0.098286
2022-08-16 0.250 0.110820
2022-06-08 0.250 0.125371
2022-03-14 0.250 0.158734
2021-11-09 0.250 0.155468
2021-08-12 0.250 0.172281
2021-05-21 0.250 0.171902
2021-03-15 0.250 0.177354
2020-11-10 0.250 0.292042
2020-08-13 0.250 0.307230
2020-05-27 0.250 0.346625
2020-03-17 0.250 0.519604
2019-11-06 0.250 0.300877
2019-08-12 0.250 0.359571
2019-05-17 0.250 0.324033
2019-03-14 0.250 0.353776
2018-11-07 0.250 0.409074
2018-08-08 0.250 0.396182
2018-05-17 0.250 0.379037
2018-03-08 0.250 0.416156
2017-11-08 0.250 0.528630
2017-08-08 0.250 0.586854
2017-05-11 0.250 0.637501
2017-03-08 0.250 0.701562
2016-11-14 0.250 0.714418
2016-08-09 0.250 1.035414
2016-05-18 0.250 1.131514
2016-03-02 0.250 1.375724
2015-11-09 0.250 0.638243
2015-08-13 0.250 0.672603
2015-05-07 0.250 0.707300
2015-02-26 0.250 0.644105
2014-11-06 0.240 0.663831
2014-08-12 0.240 0.601766
2014-05-02 0.240 0.606021
2014-02-20 0.240 0.521459
2013-11-06 0.190 0.556559
2013-08-13 0.190 0.585275
2013-05-02 0.135 0.471665
2013-02-13 0.135 0.496522
2012-11-13 0.120 0.551786
2012-08-13 0.120 0.506785
2012-05-11 2.000 7.552759
Additional Data
dividendRate 1.2
dividendYield 0.38
exDividendDate 2026-03-10
trailingAnnualDividendRate 1.2
trailingAnnualDividendYield 0.00383914
lastDividendValue 0.3
lastDividendDate 2026-03-10
dividendDate 2026-03-24

Info Dump

Attribute Value
52 Week Change 0.065482736
Address1 4,707 Executive Drive
All Time High 403.58
All Time Low 15.38
Ask 314.46
Ask Size 1
Audit Risk 2
Average Analyst Rating 1.8 - Buy
Average Daily Volume10 Day 780,120
Average Daily Volume3 Month 1,045,093
Average Volume 1,045,093
Average Volume10Days 780,120
Beta 0.566
Bid 315.28
Bid Size 3
Board Risk 1
Book Value 66.756
City San Diego
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 2
Country United States
Crypto Tradeable 0
Currency USD
Current Price 313.68
Current Ratio 2.378
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 317.5
Day Low 301.97
Debt To Equity 141.662
Display Name LPL Financial
Dividend Date 1,774,310,400
Dividend Rate 1.2
Dividend Yield 0.38
Earnings Call Timestamp End 1,777,582,800
Earnings Call Timestamp Start 1,777,582,800
Earnings Growth 0.046
Earnings Quarterly Growth 0.111
Earnings Timestamp 1,777,579,200
Earnings Timestamp End 1,777,579,200
Earnings Timestamp Start 1,777,579,200
Ebitda Margins 0.0
Enterprise To Revenue 1.793
Enterprise Value 29,735,833,600
Eps Current Year 22.94058
Eps Forward 28.26384
Eps Trailing Twelve Months 10.93
Esg Populated 0
Ex Dividend Date 1,773,100,800
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 315.2334
Fifty Day Average Change -1.5534058
Fifty Day Average Change Percent -0.004927796
Fifty Two Week Change Percent 6.5482736
Fifty Two Week High 403.58
Fifty Two Week High Change -89.899994
Fifty Two Week High Change Percent -0.22275633
Fifty Two Week Low 281.51
Fifty Two Week Low Change 32.169983
Fifty Two Week Low Change Percent 0.11427651
Fifty Two Week Range 281.51 - 403.58
Financial Currency USD
First Trade Date Milliseconds 1,290,090,600,000
Five Year Avg Dividend Yield 0.47
Float Shares 79,537,643
Forward Eps 28.26384
Forward P E 11.09828
Full Exchange Name NasdaqGS
Full Time Employees 10,099
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.30858
Gross Profits 5,118,048,256
Has Pre Post Market Data 1
Held Percent Insiders 0.00413
Held Percent Institutions 1.03284
Implied Shares Outstanding 80,188,080
Industry Capital Markets
Industry Disp Capital Markets
Industry Key capital-markets
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,773,100,800
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 25,153,396,736
Market State REGULAR
Max Age 86,400
Message Board Id finmb_34120092
Most Recent Quarter 1,767,139,200
Net Income To Common 863,024,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 25,118,114,179
Number Of Analyst Opinions 14
Open 313.34
Operating Cashflow -411,404,000
Operating Margins 0.10067
Overall Risk 1
Payout Ratio 0.1099
Phone 800 877 7210
Previous Close 312.57
Price Eps Current Year 13.673586
Price Hint 2
Price To Book 4.6989036
Price To Sales Trailing12 Months 1.5165372
Profit Margins 0.05203
Quick Ratio 2.307
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.75
Region US
Regular Market Change 1.1099854
Regular Market Change Percent 0.35511577
Regular Market Day High 317.5
Regular Market Day Low 301.97
Regular Market Day Range 301.97 - 317.5
Regular Market Open 313.34
Regular Market Previous Close 312.57
Regular Market Price 313.68
Regular Market Time 1,776,449,619
Regular Market Volume 549,829
Return On Assets 0.05426
Return On Equity 0.20858
Revenue Growth 0.418
Revenue Per Share 210.802
Sand P52 Week Change 0.36506534
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 3
Shares Outstanding 80,188,080
Shares Percent Shares Out 0.0467
Shares Short 3,742,502
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 2,954,641
Short Name LPL Financial Holdings Inc.
Short Percent Of Float 0.0468
Short Ratio 3.69
Source Interval 15
State CA
Symbol LPLA
Target High Price 540.0
Target Low Price 330.0
Target Mean Price 405.14285
Target Median Price 389.5
Total Cash 2,865,550,080
Total Cash Per Share 35.784
Total Debt 7,571,097,088
Total Revenue 16,586,073,088
Tradeable 0
Trailing Annual Dividend Rate 1.2
Trailing Annual Dividend Yield 0.00383914
Trailing Eps 10.93
Trailing P E 28.698992
Trailing Peg Ratio 0.4174
Triggerable 1
Two Hundred Day Average 348.51456
Two Hundred Day Average Change -34.834564
Two Hundred Day Average Change Percent -0.099951535
Type Disp Equity
Volume 549,829
Website https://www.lpl.com
Zip 92,121