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LPL Financial Holdings Inc. (LPLA)

Financial Services | Capital Markets | San Diego, United States | NasdaqGS
320.96 USD -6.60 (-2.015%) ⇩ (Oct. 16, 2026, 4 p.m. EDT)
After hours: 319.46 -1.50 (-1.500%) ⇩ (Oct. 16, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★★⯪Dividends:★★☆☆☆
Hot Take ↕ | Oct. 10, 2026, 2:38 a.m. EDT

LPLA presents a compelling growth story with revenue expanding at 36% and earnings surging nearly 40%, yet the stock trades at a discount to its 50-day moving average. While the forward P/E of 11x suggests the market prices in significant earnings acceleration, the high debt-to-equity ratio warrants caution. The long-term trajectory is exceptional, having gained over 900% in nine years without a multi-year decline, but the immediate technical setup faces resistance near the $345 level. Analysts see substantial upside to the $423 mean target, supported by strong institutional accumulation and a robust competitive moat in the advisory space.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.065586
MSTL0.070194
AutoETS0.070981
AutoARIMA0.073188

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 41%
H-stat 2.54
Ljung-Box p 0.000
Jarque-Bera p 0.022
Excess Kurtosis -0.12
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 25,273,124,864
Trailing P/E 25.53
Forward P/E 10.63
Beta 0.54
Profit Margins 5.24%
Website https://www.lpl.com

As of Oct. 10, 2026, 2:38 a.m. EDT: Speculators are positioning for upside continuation with significant call open interest concentrated at strikes above the current price ($340-$400 range), while put buyers are hedging downside at lower levels ($290-$300). Implied volatility is skewed higher at deep out-of-the-money strikes, suggesting a fear of sharp drops despite the bullish call flow.


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 0.37
exDividendDate 2026-08-14
trailingAnnualDividendRate 1.2
trailingAnnualDividendYield 0.0036634512
lastDividendValue 0.3
lastDividendDate 2026-08-14
dividendDate 2026-08-28

Info Dump

Attribute Value
52 Week Change -0.055527747
Address1 4,707 Executive Drive
All Time High 403.58
All Time Low 15.38
Ask 325.37
Ask Size 1
Audit Risk 2
Average Analyst Rating 1.7 - Buy
Average Daily Volume10 Day 780,990
Average Daily Volume3 Month 722,509
Average Volume 722,509
Average Volume10Days 780,990
Beta 0.538
Bid 319.19
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 320.96
Current Ratio 2.351
Custom Price Alert Confidence HIGH
Date Short Interest 1,790,726,400
Day High 331.07
Day Low 319.12
Debt To Equity 135.371
Display Name LPL Financial
Dividend Date 1,787,875,200
Dividend Rate 1.2
Dividend Yield 0.37
Earnings Call Timestamp End 1,793,131,200
Earnings Call Timestamp Start 1,793,131,200
Earnings Growth 0.394
Earnings Quarterly Growth 0.388
Earnings Timestamp 1,793,131,200
Earnings Timestamp End 1,793,131,200
Earnings Timestamp Start 1,793,131,200
Ebitda Margins 0.0
Enterprise To Revenue 1.574
Enterprise Value 30,221,641,728
Eps Current Year 23.66226
Eps Forward 30.19975
Eps Trailing Twelve Months 12.57
Esg Populated 0
Ex Dividend Date 1,786,665,600
Exchange NMS
Exchange Data Delayed By 15
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 342.6044
Fifty Day Average Change -21.64441
Fifty Day Average Change Percent -0.063176095
Fifty Two Week Change Percent -5.5527744
Fifty Two Week High 400.16
Fifty Two Week High Change -79.20001
Fifty Two Week High Change Percent -0.19792086
Fifty Two Week Low 260.15
Fifty Two Week Low Change 60.809998
Fifty Two Week Low Change Percent 0.23374976
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 0.43
Float Shares 78,192,123
Forward Eps 30.19975
Forward P E 10.627902
Full Exchange Name NasdaqGS
Full Time Employees 10,081
Fullday Change -8.100006
Fullday Change Percent -2.4728312
Fullday Price 320.96
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,790,812,800
Gross Margins 0.2989
Gross Profits 5,737,684,992
Has Pre Post Market Data 1
Held Percent Insiders 0.00398
Held Percent Institutions 1.05825
Implied Shares Outstanding 78,742,290
Industry Capital Markets
Industry Disp Capital Markets
Industry Key capital-markets
Is Earnings Date Estimate 0
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 25,273,124,864
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 23,826,629,531
Number Of Analyst Opinions 16
Open 329.525
Operating Cashflow -252,164,000
Operating Margins 0.11099
Overall Risk 1
Payout Ratio 0.0955
Peg Ratio 0.42
Phone 800 877 7210
Post Market Change -1.5
Post Market Change Percent -0.46734798
Post Market Price 319.46
Post Market Time 1,792,180,853
Previous Close 327.56
Price Eps Current Year 13.564216
Price Hint 2
Price To Book 4.4133987
Price To Sales Trailing12 Months 1.3165965
Profit Margins 0.052449998
Quick Ratio 2.285
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.72222
Region US
Regular Market Change -6.60001
Regular Market Change Percent -2.0149
Regular Market Day High 331.07
Regular Market Day Low 319.12
Regular Market Day Range 319.12 - 331.07
Regular Market Open 329.525
Regular Market Previous Close 327.56
Regular Market Price 320.96
Regular Market Time 1,792,180,801
Regular Market Volume 787,904
Return On Assets 0.05404
Return On Equity 0.18591999
Revenue Growth 0.364
Revenue Per Share 239.939
Sand P52 Week Change 0.13723719
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 0.0251
Shares Short 1,974,698
Shares Short Previous Month Date 1,788,134,400
Shares Short Prior Month 1,907,768
Short Name LPL Financial Holdings Inc.
Short Percent Of Float 0.0252
Short Ratio 2.45
Source Interval 15
State CA
Symbol LPLA
Target High Price 554.0
Target Low Price 354.0
Target Mean Price 422.375
Target Median Price 400.0
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 0.0036634512
Trailing Eps 12.57
Trailing P E 25.53381
Trailing Peg Ratio 0.3912
Triggerable 1
Two Hundred Day Average 325.476
Two Hundred Day Average Change -4.5160217
Two Hundred Day Average Change Percent -0.01387513
Type Disp Equity
Volume 787,904
Website https://www.lpl.com
Zip 92,121