LPL Financial Holdings (LPLA) Stock Price

LPL Financial Holdings Price

🇺🇸NASDAQ·CLOSED
283.72USD
Market closed
Today +/-
Today %

LPL Financial Holdings (LPLA) Stock | ISIN US50212V1008 | WKN A1JZ6S. The current LPL Financial Holdings stock price is 283.72 USD (2026). Revenue is 21.49 B USD. Net income is 1.93 B USD. The P/E ratio is 11.61. Market capitalization is 22.71 B USD. LPL Financial Holdings operates in the Finance sector.

LPL Financial Holdings stock price

Ex-Dividend
Details

Stock Price

How to Read This Chart

This chart tracks the historical stock price of LPL Financial Holdings over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how LPL Financial Holdings stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing LPL Financial Holdings's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

LPL Financial Holdings Stock Price History
DateLPL Financial Holdings Price
Access this data via the Eulerpool API

LPL Financial Holdings Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2006
1.74 B USD
180.3 M USD
33.6 M USD
Jan 1, 2007
2.72 B USD
231.3 M USD
61.1 M USD
Jan 1, 2008
3.12 B USD
225.7 M USD
45.5 M USD
Jan 1, 2009
2.75 B USD
232.2 M USD
46.6 M USD
Jan 1, 2010
3.11 B USD
53.5 M USD
-56.9 M USD
Jan 1, 2011
3.48 B USD
372.8 M USD
168.2 M USD
Jan 1, 2012
3.66 B USD
327.5 M USD
151.9 M USD
Jan 1, 2013
4.14 B USD
380.8 M USD
181.9 M USD
Jan 1, 2014
4.37 B USD
384.8 M USD
178 M USD
Jan 1, 2015
4.28 B USD
353.7 M USD
168.8 M USD
Jan 1, 2016
4.05 B USD
394 M USD
191.9 M USD
Jan 1, 2017
4.28 B USD
494 M USD
238.9 M USD
Jan 1, 2018
5.19 B USD
717.7 M USD
439.5 M USD
Jan 1, 2019
5.62 B USD
875 M USD
559.9 M USD
Jan 1, 2020
5.87 B USD
731.8 M USD
472.6 M USD

LPL Financial Holdings Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jun 10, 2026, 12:36 PM
 
REVENUE (M USD)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (M USD)
NET INCOME (M USD)
NET INCOME GROWTH (%)
DIV. (USD)
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
Details

Income Statement Key Figures

Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales LPL Financial Holdings generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue LPL Financial Holdings retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare LPL Financial Holdings's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares LPL Financial Holdings has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against LPL Financial Holdings's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

LPL Financial Holdings stock margins

The LPL Financial Holdings margin analysis displays the gross margin, EBIT margin, as well as the profit margin of LPL Financial Holdings. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for LPL Financial Holdings.
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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2006
98.13 %
10.36 %
1.93 %
Jan 1, 2007
98.35 %
8.51 %
2.25 %
Jan 1, 2008
98.31 %
7.24 %
1.46 %
Jan 1, 2009
97.99 %
8.45 %
1.69 %
Jan 1, 2010
98.05 %
1.72 %
-1.83 %
Jan 1, 2011
98.15 %
10.71 %
4.83 %
Jan 1, 2012
98.94 %
8.95 %
4.15 %
Jan 1, 2013
98.91 %
9.2 %
4.39 %
Jan 1, 2014
98.88 %
8.8 %
4.07 %
Jan 1, 2015
98.77 %
8.27 %
3.95 %
Jan 1, 2016
98.65 %
9.73 %
4.74 %
Jan 1, 2017
98.67 %
11.54 %
5.58 %
Jan 1, 2018
98.78 %
13.83 %
8.47 %
Jan 1, 2019
98.85 %
15.56 %
9.95 %
Jan 1, 2020
98.79 %
12.46 %
8.05 %

LPL Financial Holdings Stock Revenue, EBIT, Earnings per Share

The LPL Financial Holdings earnings per share therefore indicates how much revenue LPL Financial Holdings has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2006
21.01 USD
2.18 USD
0.41 USD
Jan 1, 2007
31.52 USD
2.68 USD
0.71 USD
Jan 1, 2008
31.07 USD
2.25 USD
0.45 USD
Jan 1, 2009
27.91 USD
2.36 USD
0.47 USD
Jan 1, 2010
34.83 USD
0.6 USD
-0.64 USD
Jan 1, 2011
31.04 USD
3.33 USD
1.5 USD
Jan 1, 2012
32.95 USD
2.95 USD
1.37 USD
Jan 1, 2013
39.07 USD
3.59 USD
1.72 USD
Jan 1, 2014
43.01 USD
3.78 USD
1.75 USD
Jan 1, 2015
44.16 USD
3.65 USD
1.74 USD
Jan 1, 2016
44.99 USD
4.38 USD
2.13 USD
Jan 1, 2017
46.49 USD
5.36 USD
2.59 USD
Jan 1, 2018
57.27 USD
7.92 USD
4.85 USD
Jan 1, 2019
66.49 USD
10.34 USD
6.62 USD
Jan 1, 2020
72.76 USD
9.07 USD
5.86 USD

LPL Financial Holdings business model & stock analysis

LPL Financial Holdings Inc. was founded in 1989 and is headquartered in Boston, Massachusetts, USA. The company provides investment and advisory services to independent brokers who manage the assets of private investors. LPL Financial is a major player in the industry and is one of the largest independent broker-dealers in the USA. The company's history can be traced back to the 1950s. After being founded in 1989, it experienced strong growth and expanded into other parts of the country. In 2005, LPL Financial Holdings Inc. was sold to a private equity firm and brought to the stock exchange in 2010. LPL Financial's business model is based on providing resources and technologies to facilitate the work of independent advisors. These advisors are typically independent entrepreneurs who work on behalf of LPL Financial. They use the technology and infrastructure offered to provide investment options and advisory services to their clients. The various divisions of LPL Financial include services in financial planning, investment and risk management, as well as customer care and compliance. The company also offers extensive training and development programs for independent advisors. These measures are intended to ensure that advisors stay up-to-date and have the expertise to provide optimal advice to their clients. The products provided by LPL Financial include a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments. Additionally, the company also offers insurance products and retirement plans. LPL Financial has a strong market position in the USA and also operates internationally. In 2021, the company announced plans to enter the UK market with a new offering of independent advisory services. However, in recent years, the company has also made negative headlines. In 2018, a law enforcement agency imposed a fine of over $26 million on LPL Financial for failing to take adequate measures against money laundering. Additionally, the company has also faced charges for violations of record-keeping requirements for securities transactions. Overall, LPL Financial Holdings Inc. remains a major player in the investment industry and supports independent advisors in making their work more efficient and successful.

LPL Financial Holdings SWOT Analysis

Strengths

LPL Financial Holdings Inc, a leading provider of investment and wealth management services, has several strengths that contribute to its success:

  • Strong market presence: LPL Financial has established itself as a major player in the financial services industry, with a large and diverse client base.
  • Diverse product portfolio: The company offers a wide range of investment and wealth management products, allowing it to cater to different client needs and preferences.
  • Financial stability: LPL Financial has a solid financial position, with strong revenue growth and a history of profitability.
  • Technology infrastructure: The company has invested heavily in technology, enabling it to provide innovative and efficient solutions to its clients.

Weaknesses

Despite its strengths, LPL Financial also faces certain weaknesses that could hinder its performance:

  • Dependence on market conditions: LPL Financial's success is tied to the performance of the financial markets, making it vulnerable to economic downturns.
  • Regulatory challenges: The financial services industry is heavily regulated, and LPL Financial must ensure compliance with various laws and regulations, which can be burdensome and costly.
  • Operational complexities: Managing a large and diverse client base and offering a range of products can be challenging, requiring robust operational systems and processes.
  • Brand perception: Some investors may perceive LPL Financial as less established or prestigious compared to traditional Wall Street firms, potentially impacting their decision to engage with the company.

Opportunities

LPL Financial can capitalize on various opportunities to further enhance its position in the market:

  • Growing demand for financial advice: As individuals seek professional guidance in managing their investments, LPL Financial can expand its client base.
  • Expanding into emerging markets: The company can explore opportunities in emerging markets where demand for financial services is increasing.
  • Technological advancements: Leveraging advancements in technology, such as artificial intelligence and robo-advisory platforms, can enable LPL Financial to offer more personalized and efficient services.
  • Partnerships and acquisitions: Strategic alliances and acquisitions can help LPL Financial expand its product offerings and reach new markets.

Threats

LPL Financial must also be aware of potential threats that could impact its operations and growth:

  • Competition: The financial services industry is highly competitive, and LPL Financial faces competition from both traditional and online investment firms.
  • Economic downturns: Weak economic conditions can negatively impact investor sentiment and reduce demand for investment and wealth management services.
  • Regulatory changes: Changes in regulations can increase compliance costs and impose new restrictions on LPL Financial's operations.
  • Cybersecurity risks: As technology becomes more pervasive, the risk of cyber-attacks and data breaches poses a threat to LPL Financial's reputation and client trust.

LPL Financial Holdings Segments

LPL Financial Holdings Eulerpool Fair Value

LPL Financial Holdings historical P/E ratio, EBIT multiple, and P/S ratio

LPL Financial Holdings annual returns

Details

Annual Return

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

LPL Financial Holdings shares outstanding

The number of shares was LPL Financial Holdings in 2025 — This indicates how many shares 79.061 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details
Date
Number of stocks
Jan 1, 2006
82.8 M base_Shares
Jan 1, 2007
86.2 M base_Shares
Jan 1, 2008
100.3 M base_Shares
Jan 1, 2009
98.5 M base_Shares
Jan 1, 2010
89.4 M base_Shares
Jan 1, 2011
112.1 M base_Shares
Jan 1, 2012
111.1 M base_Shares
Jan 1, 2013
106 M base_Shares
Jan 1, 2014
101.7 M base_Shares
Jan 1, 2015
96.8 M base_Shares
Jan 1, 2016
90 M base_Shares
Jan 1, 2017
92.1 M base_Shares
Jan 1, 2018
90.6 M base_Shares
Jan 1, 2019
84.6 M base_Shares
Jan 1, 2020
80.7 M base_Shares

LPL Financial Holdings Dividend History

15 years of dividend payments

YearAnnual DividendYoY ChangePayments
20260.3USDYTD
Mar 10, 20260.3USD 0.0%1/1
20251.2USD 0.0%
Mar 11, 20250.3USD 0.0%1/4
May 30, 20250.3USD 0.0%2/4
Aug 15, 20250.3USD 0.0%3/4
Nov 13, 20250.3USD 0.0%4/4
20241.2USD 0.0%
20231.2USD 20.0%
20221USD 0.0%
20211USD 0.0%
20201USD 0.0%
20191USD 0.0%
20181USD 0.0%
20171USD 0.0%

LPL Financial Holdings dividend history and estimates

In 2025, LPL Financial Holdings paid a dividend amounting to 1.2 USD. Dividend means that LPL Financial Holdings distributes a portion of its profits to its owners.
  • Max

Dividend
Dividend (Estimate)
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Invalid Date
2.24 USD
-1.76 USD
0 USD
Jan 1, 2013
0.65 USD
0 USD
0 USD
Jan 1, 2014
1.2 USD
0 USD
0 USD
Jan 1, 2015
1 USD
0 USD
0 USD
Jan 1, 2016
1 USD
0 USD
0 USD
Jan 1, 2017
1 USD
0 USD
0 USD
Jan 1, 2018
1 USD
0 USD
2 USD
Jan 1, 2019
1 USD
0 USD
0 USD
Jan 1, 2020
1 USD
0 USD
0 USD
Jan 1, 2021
1 USD
0 USD
0 USD
Jan 1, 2022
1 USD
0 USD
0 USD
Jan 1, 2023
1.2 USD
0 USD
0 USD
Jan 1, 2024
1.2 USD
0 USD
0 USD
Jan 1, 2025
1.2 USD
0 USD
0 USD
Invalid Date
0.3 USD
0.9 USD
0 USD

LPL Financial Holdings dividend payout ratio

In 2025, LPL Financial Holdings had a payout ratio of 12.83%. The payout ratio indicates the percentage of the company's profits that LPL Financial Holdings distributes as dividends.
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Payout ratio
Details
Date
Payout ratio
Jan 1, 2006
14.81 %
Jan 1, 2007
14.81 %
Jan 1, 2008
14.81 %
Jan 1, 2009
14.81 %
Jan 1, 2010
14.81 %
Jan 1, 2011
14.81 %
Jan 1, 2012
163.5 %
Jan 1, 2013
37.79 %
Jan 1, 2014
68.57 %
Jan 1, 2015
57.47 %
Jan 1, 2016
46.95 %
Jan 1, 2017
38.61 %
Jan 1, 2018
20.62 %
Jan 1, 2019
15.11 %
Jan 1, 2020
17.06 %
Price targets and forecasts for LPL Financial Holdings are not yet available.

LPL Financial Holdings Earnings Estimates

LPL Financial Holdings Earnings Estimates

DateEPS estimateRevenue EstimateQuarterly report
4/30/20265.65USD5.05 BUSD2026 Q1
4/23/20265.87USD5.08 BUSD2026 Q1
1/30/20265.06USD4.99 BUSD2025 Q4
1/29/20265.03USD4.99 BUSD2025 Q4
4/25/20244.03USD2.62 BUSD2024 Q1
1/31/20243.56USD2.56 BUSD2023 Q4
7/31/20235.06USD2.43 BUSD2023 Q2
4/26/20234.88USD2.37 BUSD2023 Q1
2/1/20234.09USD2.32 BUSD2022 Q4
10/27/20222.88USD2.2 BUSD2022 Q3

EESG©

Eulerpool ESG Scorecard© for the LPL Financial Holdings stock

73/100
81
Environment
75
Social
62
Governance
E

Environment

20
Scope 1 - Direct Emissions893
Scope 2 - Indirect emissions from purchased energy4,110
Scope 3 - Indirect emissions within the value chain6,165
Total CO₂ emissions5,003
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees49
Percentage of women in management
Percentage of Asian employees14
Share of Asian management17
Percentage of Hispanic/Latino employees8
Hispano/Latino Management share6
Percentage of Black employees18
Black Management Share8
Percentage of white employees56
White Management Share66
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

LPL Financial Holdings shareholder structure

% Name
10.047%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
4.59591%
Boston Partners
Boston Partners
4.4035%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
3.99179%
MFS Investment Management
MFS Investment Management
3.84421%
Janus Henderson Investors
Janus Henderson Investors
3.37461%
Dodge & Cox
Dodge & Cox
3.19443%
Kayne Anderson Rudnick Investment Management, LLC
Kayne Anderson Rudnick Investment Management, LLC
2.56935%
Fidelity Management & Research Company LLC
Fidelity Management & Research Company LLC
2.33856%
Lone Pine Capital, L.L.C.
Lone Pine Capital, L.L.C.
2.16185%
WCM Investment Management
WCM Investment Management
...

LPL Financial Holdings Executives and Management Board

RS

Mr. Richard Steinmeier

(51)

Chief Executive Officer, Director · since 2018

Compensation4.72 M USD
MA

Mr. Matthew Audette

(50)

President, Chief Financial Officer

Compensation4.38 M USD
GG

Mr. Greg Gates

(47)

Managing Director, Chief Technology and Information Officer

Compensation3.86 M USD
AB

Ms. Althea Brown

(48)

Managing Director, Chief Legal Officer and Corporate Secretary

Compensation2.96 M USD
ME

Mr. Matthew Enyedi

(51)

Managing Director - Client Success

Compensation2.9 M USD

Frequently asked questions about LPL Financial Holdings

LPL Financial Holdings Inc is a financial services company that operates as a broker-dealer and investment advisory firm. Its business model involves providing independent financial advisors and institutions with a platform to offer personalized financial advice and solutions to their clients. LPL Financial Holdings Inc offers a wide range of services, including access to a diverse selection of investment products, technology solutions, and support services. By empowering independent financial advisors, LPL Financial Holdings Inc aims to help individuals and institutions achieve their financial goals efficiently and effectively.

All fundamentals and in-depth analysis of LPL Financial Holdings

Our stock analysis for LPL Financial Holdings Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of LPL Financial Holdings Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.