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LPLA · LPL Financial Holdings Inc. · Metrics

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$318.34 +2.73 (+0.86%)
Russell 1000 member Rebalance outlook locked
Market Cap
$24.85B
Shares
78.74M
Volume · Oct 26 363.75K Avg daily vol (3M) 720.3K

LPLA metrics

91 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$315.61
Market cap
$24.85B

Price action

20 metrics
Price change (1W)
-1.7%
Price change (30D)
+0.9%
Price change (3M)
-4.0%
Price change (6M)
-1.5%
Price change (YTD)
-11.6%
Price change (1Y)
-6.7%
Trailing year
Price change (5Y)
+80.5%
52-week high
$393.25
52-week low
$265.86
Change from 52-week high
-19.7%
Change from 52-week low
+18.7%
Annualized volatility
36.6%
Annualized volatility (3M)
31.1%
Beta
0.9
RSI (14D)
41.7
Price vs SMA 50
-6.4%
Price vs SMA 200
-2.7%
Avg volume (3M)
720,296
Relative volume
0.8
Average dollar volume
$243.25M

Company

3 metrics
Sector
Financial Services
Industry
Capital Markets
Shares outstanding
78.74M

Valuation

12 metrics
P / E (TTM)
25.4
Trailing earnings · reciprocal yield 3.9%
PEG ratio
0.6
EV / revenue
1.6×
reciprocal yield 63.6%
EV / EBITDA
—
EV / EBIT
—
P / sales
1.3×
reciprocal yield 78.9%
P / book
4.3
reciprocal yield 23.2%
FCF yield
-3.7%
TTM · current market cap
Buyback yield
1.2%
P / FCF
—
P / operating cash flow
—
Earnings yield
4.1%

Historical valuation

8 metrics
P / E historical average (3Y)
24.2×
reciprocal yield 4.1%
P / E historical average (5Y)
25.4×
reciprocal yield 3.9%
EV / revenue historical average (3Y)
2.1×
reciprocal yield 47.4%
EV / revenue historical average (5Y)
2.2×
reciprocal yield 46.5%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
0.4%
Trailing 12 months
Payout ratio
9.5%
Shareholder yield
—
Dividend / share (TTM)
$1.20
Dividend growth YoY
+0.0%
Dividend growth streak
0
Last ex-dividend
2026-08-14

Earnings calendar

2 metrics
Next earnings
2026-10-27
Last earnings
2026-07-30

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
5.1%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$1.01B
Trailing 12 months
Diluted EPS (TTM)
$12.45
FCF margin
-4.7%
Effective tax rate
26.2%

Per share

11 metrics
Revenue per diluted share (TTM)
$244.24
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$12.55
Operating cash flow per diluted share (TTM)
$-3.12
Free cash flow per diluted share (TTM)
$-11.58
Capital expenditures per diluted share (TTM)
$8.46
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$1.08
Book value per share
$10.80

Growth

11 metrics
Revenue growth YoY
+35.2%
Year over year
Net income growth YoY
+38.8%
Revenue (TTM)
$19.61B
Trailing 12 months
EPS growth YoY
+39.4%
Shares change YoY
-0.4%
Year over year · fewer shares
Revenue CAGR (3Y)
+25.5%
Revenue CAGR (5Y)
+23.7%
EPS CAGR (3Y)
+1.6%
EPS CAGR (5Y)
+13.3%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
17.5%
Return on assets
5.1%
Debt / equity
1.3
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
−$931.29M
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
−$5.98B
Latest balance sheet
Cash & equivalents
$1.28B
Total assets
$19.79B
Total debt
$7.46B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
−$252.16M
Capital expenditures (TTM)
$679.13M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$86.43M
R&D / revenue
—
Stock compensation / revenue
0.4%

Ownership (13F)

9 metrics
13F filers
776
13F filer change QoQ
+1
Institutional ownership
105.7%
Conviction holders (share of 13F filers)
2.3%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
-1.9%
Holder tenure
15.2
Price vs estimated holder cost
-5.3%

Ownership (registered funds)

1 metrics
Index-fund ownership
15.4%

Short interest

3 metrics
Short interest
2.5%
Latest settlement · 2.0 days to cover
Days to cover
2.0d
Short-squeeze score
53 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$2.08M
Insider-sentiment score
33 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 168 filings 155 filers Visit website Investor relations