Financials / Capital MarketsUpdated 2026-05-10 22:07 UTC

LPLA stock hub

LPL Financial Holdings Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

24.3B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

LPLA

In the news

Latest news · LPLA

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E14.6

P25 8.8P50 10.4P75 13.1

Trailing P/E27.1

P25 10.9P50 14.7P75 36.2

ROE20.5

P25 4.9P50 10.4P75 15

ROIC11.1

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All LPLA market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

240

Groups with data

Currency

USD

Showing 240 of 240 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001397911
Company name	LPL Financial Holdings Inc.
Country	United States
Country code	US
Cusip	50212V100
Employees	10,099
Employees Change	1,067%
Employees Change Percent	11.81
Enterprise value	$29.1B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Capital Markets
IPO Date	2010-11-18
Isin	US50212V1008
Last refreshed	2026-05-10
Market cap	$24.3B
Market cap category	Large-Cap
Price	$304
Price currency	USD
Rev Per Employee	1,766,518.47x
Sector	Financials
Sic	6200
Symbol	LPLA
Website	https://www.lpl.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	3.71%
EV Earnings	32.27x
EV Sales Forward	1.34x
EV/Sales	1.63x
FCF yield	-4.47%
Forward P/E	14.57x
P/B ratio	4.28x
P/E ratio	27.08x
P/S ratio	1.36x
PE Ratio10 Y	19.56x
PE Ratio3 Y	22.35x
PE Ratio5 Y	23.51x
PEG ratio	0.69x
PS Forward	1.12x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Gross margin	30.38%
Gross Profit	$5.4B
Net Income	$900.9M
Net Income Growth	-17.23%
Net Income Growth Q	11.88%
Net Income Growth Quarters	2%
Net Income Growth Years	0%
Net Income Growth3 Y	-5%
Net Income Growth5 Y	15.07%
Pretax Margin	6.82%
Profit Margin	5.05%
Profit Per Employee	$89,202
Profitable Years	15
ROA	5.49
Roa5y	8.22
ROE	20.45
Roe5y	37.64
ROIC	11.14
Roic5y	15.35

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	30.41%
Cagr15y	17.13%
Cagr1y	-8.98%
Cagr3y	17.25%
Cagr5y	14.8%
Div CAGR10	1.84%
Div CAGR3	2.94%
Div CAGR5	3.71%
EPS Growth	-22.35
EPS Growth Q	4.48
EPS Growth Quarters	2
EPS Growth Years	0
EPS Growth3 Y	-4.79
EPS Growth5 Y	15.18
FCF Growth Q	-44.12%
OCF Growth Q	-14.54%
Revenue Growth	38.34x
Revenue Growth Q	34.99x
Revenue Growth Quarters	23x
Revenue Growth Years	9x
Revenue Growth3 Y	26.49x
Revenue Growth5 Y	24.29x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$1.09
Assets	$18.8B
Cash	$2.7B
Debt	$7.5B
Debt Equity	$1.32
Equity	$5.7B
Liabilities	$13.1B
Net Cash	$-4.8B
Net Cash By Market Cap	$-19.75
Net Debt Equity	$0.84
Tangible Book Value	$-387.4M
Tangible Book Value Per Share	$-4.83
WACC	5.67

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2.45
Quick ratio	2.37
Working Capital	$5.4B
Working Capital Turnover	$3.89

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-6.71%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	$1.2
Dividend Years	15
Dividend Yield	0.4%
Ex Div Date	2026-05-21
Last Dividend	$0.3
Payout Frequency	Quarterly
Payout Ratio	10.7%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	1,322.49%
1Y total return	-8.97%
200-day SMA	344.2
3Y total return	61.2%
50-day SMA	309.5
50-day SMA vs 200-day SMA	50under200
5Y total return	99.37%
All Time High	403.6
All Time High Change	-24.79%
All Time High Date	2025-07-31
All Time Low	15.38
All Time Low Change	1,873.09%
All Time Low Date	2016-02-12
ATR	12.68
Beta	0.58
Beta1y	0.79
Beta2y	1.25
Ch YTD	-15.02
High	314.3
High52	403.6
High52 Date	2025-07-31
High52ch	-24.79%
Low	302
Low52	281.5
Low52 Date	2026-04-02
Low52ch	7.82%
Ma50ch	-1.94%
Price vs 200-day SMA	-11.81%
RSI	40.95
RSI Monthly	48.17
RSI Weekly	41.69
Sharpe ratio	-0.19x
Sortino ratio	-0.11
Total Return	-6.31%
Tr YTD	-14.94
Tr15y	971.51%
Tr1m	2.05%
Tr1w	-4.74%
Tr3m	-21.12%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	14
Analyst Count Top	6
Analyst Price Target Top	$408
Analyst Ratings	Strong Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$5.47
Earnings EPS Estimate Growth	6.21
Earnings Revenue Estimate	4,993,969,744x
Earnings Revenue Estimate Growth	36.08x
Operating Income	$2B
Operating Income Growth	25.96
Operating Income Growth Q	18.58
Operating Income Growth3 Y	11.75
Operating Income Growth5 Y	26.36
Operating margin	11.02
Price target	$401
Price Target Change	$32.14
Price Target Change Top	$34.26

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	79,439,715%
Float Percent	99.32%
Net Borrowing	1,495,792,000
Shares Insiders	0.64%
Shares Institutions	104.39%
Shares Out	79,981,657
Shares Qo Q	0.05%
Shares Yo Y	6.71%
Short Float	3.96%
Short Ratio	3.36
Short Shares	3.93

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$-1.2B
Average Volume	780,157.75x
Bv Per Share	70.91
CAPEX	$-624.4M
Ch10y	1,164.7
Ch15y	727
Ch1m	2.05
Ch1w	-4.74
Ch1y	-9.28
Ch3m	-21.19
Ch3y	59.06
Ch5y	94.56
Ch6m	-18.74
Change	-1.97%
Change From Open	-2.7
Close	309.6
Days Gap	0.75
Dollar Volume	341,310,971.7
Earnings Date	2026-04-30
Earnings Time	amc
EPS	$11.21
F Score	4
FCF	$-1.1B
FCF EV Yield	-3.73x
FCF Per Share	$-13.57
Financing CF	3,011,040,000
Fiscal Year End	December
Founded	1,989
Goodwill	2,659,170,000
Graham Number	133.73304
Graham Upside	-55.94
Income Tax	$316M
Investing CF	-2,498,955,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-30
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-23
Lynch Fair Value	$169
Lynch Upside	-44.36
Ma150	340.3
Ma150ch	-10.81%
Ma20	322.9
Ma20ch	-6.01%
Net CF	51,271,000
Next Earnings Date	2026-07-30
Open	312
Optionable	Yes
Payment Date	2026-06-04
Position In Range	12.13
Post Close	303.5
Postmarket Change Percent	0.54
Postmarket Price	$305
Ppne	1,663,992,000
Price Date	2026-05-08
Relative Volume	1.44x
Revenue	17,840,070,000x
SBC By Revenue	0.47x
Share Based Comp	83,173,000
Tax By Revenue	1.77x
Tax Rate	25.97%
Tr6m	-18.59%
Us State	California
Volume	1,124,509

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

LPLA dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+0.4%

$1.20 annual per share

Payout ratio

+10.7%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+3.7%

0 consecutive years of growth

Total shareholder yield

-6.3%

Next ex-dividend date: 2026-05-21

Performance

LPLA stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns LPLA?

Insider, institutional, and short-interest positioning.

Institutional ownership

+104.4%

Float: +99.3% of shares outstanding

Insider ownership

+0.6%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

LPLA momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

40.9

Neutral momentum band

Price vs 200-day MA

-11.8%

50/200-day relationship not available

Beta (5Y)

0.58

Less volatile than the market

Sharpe ratio

-0.19

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

LPLA vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Reduzieren
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Reduzieren
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Reduzieren

Questions

About LPLA

Hub-level FAQ points readers to the deeper analysis pages.

What is the current LPLA stock rating?

LPL Financial Holdings Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full LPLA analysis?

The full report lives at /stocks/LPLA/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for LPLA?

The latest report frames LPLA around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the LPLA page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.