LPL Financial (LPLA) | Stock Overview & Key Data
LPL Financial Performance Comparison
Stock Range
Today's Range
Low: $352.67
High: $366.25
on August 22, 2025
52 Week Range
Low: $204.41
High: $403.58
on September 11, 2024
on July 31, 2025
All-Time High: $403.58 on July 31, 2025
Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights
Key Statistics
Market Cap
$28.1B
EPS
14.58
P/E Ratio (TTM)
24.09
Forward P/E
18.91
P/B Ratio
5.54
PEG Ratio
4.91
Div. Yield
0.40%
ROE
29.46%
Beta
0.655
Debt to Equity
144.62
Financial Highlights
Profitability
Gross Margin
25.80%
Operating Margin
11.81%
Profit Margin
8.13%
Returns and Earnings
Return on Assets (TTM)
7.72%
Return on Equity (TTM)
29.46%
EBITDA
$2.3B
Net Income (TTM)
$1.1B
Growth
Revenue (TTM)
Revenue Per Share (TTM)
$184.28
Quarterly Revenue Growth (YoY)
30.10%
Quarterly Earnings Growth (YoY)
12.10%
Dividend Information
Last 12-Month Dividend
$1.50
Current Dividend Yield
0.40%
3-Year Average Dividend Yield
0.11%
3-Year Average Annual Dividend
$1.27
3-Year Total Dividends
$3.80
Ex-Dividend Date
August 15, 2025
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LPLA | 28.10B Large-cap | 3.27% | -3.18% | -3.96% | -3.15% | 10.50% | 61.93% | 60.26% | 340.07% |
| Morgan Stanley MS | 231.12B Mega-cap | 2.34% | 5.70% | 17.23% | 13.89% | 18.62% | 45.27% | 70.51% | 179.86% |
| Goldman Sachs GS | 221.28B Mega-cap | 1.53% | 5.92% | 24.01% | 18.49% | 29.03% | 45.63% | 120.54% | 257.18% |
| Charles Schwab SCHW | 174.50B Large-cap | -0.29% | 0.46% | 9.76% | 19.61% | 29.78% | 48.83% | 33.30% | 164.14% |
| Interactive Brokers IBKR | 106.09B Large-cap | -1.44% | 0.24% | 20.74% | 16.31% | 36.78% | 102.27% | 305.19% | 368.47% |
| Robinhood Markets HOOD | 101.32B Large-cap | -4.25% | 7.33% | 68.78% | 118.95% | 177.18% | 417.61% | 1,065.46% | 211.01% |
Ownership & Short Interest
Insider Ownership
0.53%
Institutional Ownership
100.55%
Shares Short
2M
Short Ratio
2.67
Short % of Shares Outstanding
2.71%
Average 10-Day Volume
684K
Average 90-Day Volume
848K
LPL Financial Recurring Investment / Dollar-Cost Averaging Calculator
Calculate how a regular investment in LPL Financial would have performed over time.
Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.
Frequently Asked Questions
- What is LPLA's 52-week high and low?
- In the last 52 weeks, LPL Financial reached a high of $403.58 (on July 31, 2025) and a low of $204.41 (on September 11, 2024).
- What is the market cap and P/E ratio for LPLA?
- Curious about LPL Financial's size and valuation? Its market capitalization stands at 28.10B. When it comes to valuation, the P/E ratio (trailing twelve months) is 24.09, and the forward P/E (looking ahead) is 18.91.
- Does LPLA pay dividends? If so, what's the yield?
- Yes, LPL Financial is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 0.40%, and the company has paid an average of $1.27 per share annually over the past 3 years.
- Who are LPL Financial's main competitors or similar companies to consider before investing?
When looking at LPL Financial, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:
Company Mkt Cap Sector Industry 1Y Return 3Y Return Morgan Stanley
MS231.12B Financial Services Capital Markets 45.27% 70.51% Goldman Sachs
GS221.28B Financial Services Capital Markets 45.63% 120.54% Charles Schwab
SCHW174.50B Financial Services Capital Markets 48.83% 33.30% Interactive Brokers
IBKR106.09B Financial Services Capital Markets 102.27% 305.19% Robinhood Markets
HOOD101.32B Financial Services Capital Markets 417.61% 1,065.46% For a more comprehensive list, please see the Peer Performance Comparison table on this page.
- What are the key financial health indicators for LPL Financial Holdings Inc.? (e.g., ROE, Debt/Equity)
- To get a sense of LPL Financial's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 29.46%, the Debt to Equity ratio from the most recent quarter is 144.62, and its Gross Profit Margin stands at 25.80%.
- What is the recent revenue and earnings growth for LPLA?
- Looking at LPL Financial's growth, its revenue over the trailing twelve months (TTM) was $14B. Compared to the same quarter last year (YoY), quarterly revenue grew by 30.10%, and quarterly earnings saw a YoY growth of 12.10%.
- How much of LPLA stock is held by insiders and institutions?
- Wondering who owns LPL Financial stock? Company insiders (like executives and directors) hold about 0.53% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 100.55%.
For more common questions about our data, please visit our About Data page.
Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.