LPL Financial (LPLA) | Stock Overview & Key Data
LPL Financial Performance Comparison
Stock Range
Today's Range
52 Week Range
All-Time High: $403.58 on July 31, 2025
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Key Statistics
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Financial Highlights
Quarter Income Flow
Dec 31, 2025
Annual Income Flow
2025
Dividend Information
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LPL Financial
LPLA
|
25.74B Large-cap | 4.09% | -1.47% | 3.97% | -20.92% | -18.34% | -20.96% | 41.48% | 119.64% | 1,117.21% | 758.73% | 806.93% |
| 299.55B Mega-cap | 2.70% | 13.23% | 40.00% | 22.61% | 19.84% | 65.29% | 142.98% | 154.54% | 745.67% | 837.54% | 275.57% | |
| 276.37B Mega-cap | 2.98% | 13.46% | 35.41% | 20.97% | 17.70% | 73.22% | 214.13% | 204.66% | 629.71% | 674.43% | 638.02% | |
|
Charles Schwab
SCHW
|
155.07B Large-cap | 3.26% | 0.08% | -2.86% | -4.54% | -10.46% | 4.28% | 67.46% | 30.46% | 221.00% | 472.60% | 486.98% |
|
Interactive Brokers
IBKR
|
129.04B Large-cap | 6.19% | 6.62% | 35.85% | 47.54% | 37.97% | 79.68% | 352.47% | 474.38% | 897.91% | 2,158.96% | 1,061.25% |
|
Robinhood Markets
HOOD
|
75.21B Large-cap | 15.38% | 27.20% | 30.29% | -14.87% | -14.83% | 28.36% | 829.11% | 165.12% | 165.12% | 165.12% | 165.12% |
Ownership & Short Interest
Calculate Your LPL Financial Investment Returns
Long-Term Investment Performance Analysis
LPL Financial stock price in Jul 2016 was $24.25, A $1,000.00 lump sum investment in LPL Financial made 9 years ago would be worth approximately $12,178.14 today, representing a exceptional return of 1,117.81%. This translates to an annualized return (CAGR) of 28.70%.
9 Years 10 Months Investment Scenario (Jul 2016 - Jun 2026)
Investment Breakdown
Value Comparison
Disclaimer: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing. Past performance does not guarantee future results.
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 $260.15 (on May 27, 2026).
- What is the market cap and P/E ratio for LPLA?
- Curious about LPL Financial's size and valuation? Its market capitalization stands at 25.74B. When it comes to valuation, the P/E ratio (trailing twelve months) is 29.86, and the forward P/E (looking ahead) is 11.53.
- 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 0.39%, and the company has paid an average of $1.30 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
MS299.55B Financial Services Capital Markets 65.29% 142.98% Goldman Sachs
GS276.37B Financial Services Capital Markets 73.22% 214.13% Charles Schwab
SCHW155.07B Financial Services Capital Markets 4.28% 67.46% Interactive Brokers
IBKR129.04B Financial Services Capital Markets 79.68% 352.47% Robinhood Markets
HOOD75.21B Financial Services Capital Markets 28.36% 829.11% 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 20.86%, the Debt to Equity ratio from the most recent quarter is 141.66, and its Gross Profit Margin stands at 23.67%.
- 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 $17B. Compared to the same quarter last year (YoY), quarterly revenue grew by 41.80%, and quarterly earnings saw a YoY growth of 11.10%.
- 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 0.41% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 103.31%.
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.