LPLA — LPL Financial Holdings Inc. price, chart and key statistics

Price data

Price

$316.44

Change YTD

-11.40%

Next earnings

Oct 29, 2026

Market cap

24.9B2016-12 3.1B2026-10 24.9B+693.4% over the window

Enterprise value

31.1B

Shares outstanding

78.7M2016-06 89.1M2026-06 78.7M-11.6% over the window

52W low

$260.15

52W high

$400.16

From 52W high

-20.92%

From 52W low

+21.64%

52W range

40%

Beta

0.48

Volume

Rel volume

1.31×

30D volume

748.9K

30D $ vol

249.2M

Insider trading

Insider net 1WNo open-market insider purchase or sale with a transaction date in the last 7 days, as filed on Form 4.

none

Insider net 1M0 insider-days of buying (no priced lot) and 1 of selling ($153K) in the last 30 days, by transaction date, open-market transactions only — awards, exercises, tax withholding and employee-plan purchases are not counted. A Form 4 is filed within two business days of the trade, so the newest days may not be in yet.

−$153K

Insider net 3M0 insider-days of buying (no priced lot) and 4 of selling ($2.1M) in the last 91 days, by transaction date, open-market transactions only — awards, exercises, tax withholding and employee-plan purchases are not counted. A Form 4 is filed within two business days of the trade, so the newest days may not be in yet.

−$2.1M

Insider net 1Y0 insider-days of buying (no priced lot) and 12 of selling ($5.0M) in the last 365 days, by transaction date, open-market transactions only — awards, exercises, tax withholding and employee-plan purchases are not counted. A Form 4 is filed within two business days of the trade, so the newest days may not be in yet.

−$5.0M

Form 4 transactions by trade date, as filed; latest on file 2026-09-11.

Fundamentals

Sales (ttm)

19.6B2016-06 4.1B2026-06 19.6B+378.3% over the window

Sales/share

$249.032016-06 $46.032026-06 $249.03+441.1% over the window

EPS (ttm)

$12.542016-06 $1.802026-06 $12.54+596.4% over the window

FCF (ttm)

-931.3M2016-06 85.8M2026-06 -931.3M-1185.1% over the window

FCF/share

-$11.832016-06 $0.962026-06 -$11.83-1327.4% over the window

Book value/share

$73.112016-06 $8.462026-06 $73.11+763.7% over the window

Net margin

5.13%2016-06 4.1%2026-06 5.1%+26.7% over the window

ROE

17.49%2016-06 22.0%2026-06 17.5%-20.6% over the window

ROA

5.09%2016-06 3.6%2026-06 5.1%+41.1% over the window

Debt / equity

1.30×2016-06 2.892026-06 1.30-55.2% over the window

Growth (CAGR, ttm) · 10Y

Sales

+38.85%2025-06-30 → 2026-06-3014.1B → 19.6B (+38.8% total)+27.85%2023-06-30 → 2026-06-309.4B → 19.6B (+109.0% total)+24.16%2021-06-30 → 2026-06-306.6B → 19.6B (+195.0% total)+16.95%2016-06-30 → 2026-06-304.1B → 19.6B (+378.3% total)

Net income

-9.94%2025-06-30 → 2026-06-301.1B → 1B (-9.9% total)-5.04%2023-06-30 → 2026-06-301.2B → 1B (-14.4% total)+16.76%2021-06-30 → 2026-06-30464.1M → 1B (+117.0% total)+19.75%2016-06-30 → 2026-06-30166.1M → 1B (+506.2% total)

Shares

-1.58%2025-06-30 → 2026-06-3080M → 78.7M (-1.6% total)+1.06%2023-06-30 → 2026-06-3076.3M → 78.7M (+3.2% total)-0.38%2021-06-30 → 2026-06-3080.2M → 78.7M (-1.9% total)-1.23%2016-06-30 → 2026-06-3089.1M → 78.7M (-11.6% total)

Per-share growth (CAGR, ttm) · 10Y

EPS

-14.14%2025-06-30 → 2026-06-30$14.60 → $12.54 (-14.1% total)-5.14%2023-06-30 → 2026-06-30$14.68 → $12.54 (-14.6% total)+17.02%2021-06-30 → 2026-06-30$5.71 → $12.54 (+119.4% total)+21.42%2016-06-30 → 2026-06-30$1.80 → $12.54 (+596.4% total)

Sales/share

+41.08%2025-06-30 → 2026-06-30$176.56 → $249.03 (+41.0% total)+26.51%2023-06-30 → 2026-06-30$122.98 → $249.03 (+102.5% total)+24.63%2021-06-30 → 2026-06-30$82.84 → $249.03 (+200.6% total)+18.40%2016-06-30 → 2026-06-30$46.03 → $249.03 (+441.1% total)

Book value/share

+15.28%2025-06-30 → 2026-06-30$63.43 → $73.11 (+15.3% total)+38.00%2023-06-30 → 2026-06-30$27.81 → $73.11 (+162.9% total)+30.42%2021-06-30 → 2026-06-30$19.38 → $73.11 (+277.3% total)+24.06%2016-06-30 → 2026-06-30$8.46 → $73.11 (+763.7% total)

Dividend/share

+0.00%2025-06-30 → 2026-06-30$1.20 → $1.20 (+0.0% total)+2.94%2023-06-30 → 2026-06-30$1.10 → $1.20 (+9.1% total)+3.71%2021-06-30 → 2026-06-30$1.00 → $1.20 (+20.0% total)+1.84%2016-06-30 → 2026-06-30$1.00 → $1.20 (+20.0% total)

Price

+1.14%2025-10-02 → 2026-10-02$312.89 → $316.44 (+1.1% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+9.93%2023-10-02 → 2026-10-02$238.18 → $316.44 (+32.9% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+14.58%2021-10-01 → 2026-10-02$160.18 → $316.44 (+97.6% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+26.59%2016-09-30 → 2026-10-02$29.91 → $316.44 (+958.0% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.

Total return

+1.50%2025-10-02 → 2026-10-02$311.76 → $316.44 (+1.5% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+10.38%2023-10-02 → 2026-10-02$235.27 → $316.44 (+34.5% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+15.11%2021-10-01 → 2026-10-02$156.56 → $316.44 (+102.1% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+27.86%2016-09-30 → 2026-10-02$27.08 → $316.44 (+1068.6% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.

Fundamentals end at the last reported quarter; price and total return end at the latest close.

Valuation

P/E (ttm)Price ÷ TTM diluted EPS. Net income carries everything below the operating line, including one-off gains. Negative when the trailing year lost money.

25.2×2016-12 17.732026-10 24.74+39.5% over the window

Fwd P/E

10.5×

P/S (ttm)Market cap ÷ TTM revenue.

1.3×2016-12 0.772026-10 1.27+64.4% over the window

P/B (mrq)Market cap ÷ stockholders' equity at the most recent quarter end.

4.3×2016-12 3.972026-10 4.33+9.0% over the window

EV/EBITDA (fy)

14.2×

EV/Sales (ttm)

1.6×

FCF yield (ttm)TTM free cash flow ÷ market cap — the inverse of P/FCF.

-3.74%2016-09 6.8%2026-06 -4.2%-161.4% over the window

Dividend yield (fwd)Indicated annual dividend ÷ last close: the last regular payment × payments a year, from our own dividend record, not what was actually paid over the past year. Shown only when the record holds a full payment cycle that agrees with the dividends the company reports paying; otherwise —.

0.38%

Dividend yield (ttm)Dividends paid over the last year ÷ last close: the last full cycle of regular payments in our own dividend record. Below the forward yield after a raise, above it after a cut. Shown only where the forward yield is; otherwise —.

0.38%

Dividend/share (fwd)The indicated annual dividend: the last regular payment × payments a year.

$1.20

Buyback yield (realized, 1y)1 − shares_at(2026-06-30) ÷ shares_at(2025-06-30) = 1 − 78.7M ÷ 80.0M. Point-in-time share counts from the company's own SEC filings (the same count at both ends), published only when the cash flow statement shows repurchases inside that window. A falling price can't inflate it; negative means net dilution.

1.58%

Shareholder yield (realized, 1y)Buyback leg + dividend leg: shares retired over the year (1.58%) + dividends paid over that year ($96M) ÷ market_cap_at(2025-06-30) ($30B). Both legs are measured against the start of the window, so a payout can't shrink its own denominator.

1.90%

Buyback yield (cash, ttm)Buybacks net of issuance over the trailing twelve months ($309.5M) ÷ today's market cap ($24.9B). Dollars SPENT over what the company is worth NOW — a stock that fell after buying reads high.

1.24%2016-09 8.8%2026-06 1.4%-84.1% over the window

Shareholder yield (cash, ttm)(TTM buybacks net of issuance $309.5M + TTM dividends $96M) ÷ today's market cap ($24.9B). Same caveat as the cash buyback yield.

1.63%2016-09 11.6%2026-06 1.8%-84.3% over the window

Vs own 10Y history

P/E

70th

P/S

34th

P/B

9th

P/FCF

99th