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LPL Financial Holdings Inc.
LPL Financial Holdings Inc.
LPLA · NAS

LPL Financial Holdings Inc.

US$287.82

Price Arrow4.29 (1.51%)
21/05/2026 04:00:00 PM
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LPL Financial Holdings Inc. Overview

LPLA Health Scores

Short Term

Mean Reversion

Neutral

Trend

Very Weak

Event

Very Strong

HALO Model

Mqv

Neutral

Garp

Very Strong

Mqv Small

Neutral

Valuation

Value

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Consensus

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Momentum

Price

Weak

Earnings

Very Weak

Growth

Earnings

Neutral

Dividends

Strong

Quality

Capital Efficiency

Very Strong

Balance Sheet

Strong

About LPLA

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Telephone

1.800.877.7210

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Address

4707 Executive Drive, San Diego, CA 92121

Description

LPL Financial Holdings, Inc. operates as an advisor-mediated marketplace as an independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage and advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs, and training. The company provides personalized financial guidance to American families seeking wealth management, retirement planning, financial planning, and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

LPLA Price Chart

Key Stats

Market Cap

US$22.70B

PE

32.70

EV/EBITDA

11.3

Dividends Overview

DIV Yield

0.3%

Franking

N/A

Ex Dividend Date (est.)

21-May-26

Market Data

52 weeks range

Low 281.51 - 403.58

Trade Value (12mth)

US$72,720,258.00

1 week

-5.3%

1 month

-13.41%

YTD

-21.51%

1 year

-24.79%

All time high

403.58

Key Fundamentals

EPS 3 yr Growth

3.50%

EBITDA Margin

17.20%

Operating Cashflow

-$423m

Free Cash Flow Return

-3.90%

ROIC

8.00%

Interest Coverage

7.40

Quick Ratio

2.10

Other Data

Shares Outstanding (Fully Diluted)

80m

HALO Sector

Other Finance

Next Company Report Date

04-Feb-27

Next Ex Dividend Date

21-May-26

Next Dividend Pay Date

04-Jun-26

Reporting Currency

USD

Short Sell (% of issue)

0.00

LPLA Announcements

Latest Announcements

DateAnnouncements
16 May 26
16 May 26
04 May 26
04 May 26
01 May 26

LPLA Fundamentals

Per Share Records

Historical data

Forecast data

USD2021202220232024202320242025202620272028
Per Share, Growth & Valuations
EPS (Basic)
$locklocklocklock13.8814.1710.97locklocklock
EPS (Fully Diluted)
$locklocklocklock13.6914.0410.92locklocklock
Growth
%locklocklocklock312.1-22.6locklocklock
PE
Xlocklocklocklock16.623.332.7locklocklock
EV/EBITDA
Xlocklocklocklock9.612.511.3locklocklock

Dividends

Key Stats

Ex Dividend Date (est.)

21-May-26

DIV Yield

0.3%

Franking Level

N/A

DPSg

0%

Quality Yield

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Falling Divs over next 2

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Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

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Want to learn more?Frequently asked questions.
What is the current share price of LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
The current share price of LPL Financial Holdings Inc. (LPLA:NAS) is USD$287.82.
What is the 52-week high share price for LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
The 52-week high share price for LPL Financial Holdings Inc. (LPLA:NAS) is USD$403.58.
What is the 52-week low share price for LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
The 52-week low share price for LPL Financial Holdings Inc. (LPLA:NAS) is USD$281.51.
What is the dividend yield for LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
The current TTM dividend payout for LPL Financial Holdings Inc. (LPLA:NAS) is 0.30.
What was LPL Financial Holdings Inc. (LPLA:NAS) last dividend payment?
Halo FAQ
The last dividend payment of LPL Financial Holdings Inc. (LPLA:NAS) is USD$0.30.
What is the franking level for LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
LPL Financial Holdings Inc. (LPLA:NAS) has a franking level of 0.00%.
In which sector is LPL Financial Holdings Inc. (LPLA:NAS) classified?
Halo FAQ
LPL Financial Holdings Inc. (LPLA:NAS) is classified in the Other Finance.
What is the price-to-earnings (P/E) ratio for LPL Financial Holdings Inc. (LPLA:NAS)?
Halo FAQ
The current P/E ratio for LPL Financial Holdings Inc. (LPLA:NAS) is 32.70.

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