LPL Financial Holdings Inc.

$327.72 ▲ 0.59%
2026-04-22 10:12:13
NMS: LPLA

Explore LPL Financial Holdings Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$26.58 B
Current Price
$327.72
52W High / Low
$403.57 / $281.51
Stock P/E
30.15
Book Value
$66.76
Dividend Yield
0.37%
ROCE
10.7%
ROE
20.86%
Face Value
EPS
$10.92
Exp Qtr EPS
Sector
Financial Services
Industry
Capital Markets
Employees
10,099
Beta
0.57
Debt / Equity
141.66
Current Ratio
2.38
Quick Ratio
2.3
Forward P/E
11.02
Price / Sales
1.51
Enterprise Value
$29.73 B
EV / EBITDA
EV / Revenue
1.79
Rating
Buy
Target Price
$413.79
EPS Forecast (FY)

Pros

  • Healthy return on equity.
  • Short-term liquidity looks comfortable.
  • Meaningful dividend yield is available.

Cons

  • Some data points may be missing or delayed because the source is not an official exchange feed.

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Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Sales4.93 B4.55 B3.84 B3.67 B3.51 B
Operating Profit503.17 M72.18 M474.44 M503.12 M423.26 M
Net Profit300.72 M-29.52 M273.25 M318.57 M270.75 M
EPS in Rs3.75-0.373.413.973.38

Profit & Loss

Figures shown in M / B

2025202420232022
Sales16.99 B12.39 B10.05 B8.6 B
Operating Profit1.55 B1.67 B1.63 B1.24 B
Net Profit863.02 M1.06 B1.07 B845.7 M
EPS in Rs10.7613.213.310.55

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets18.49 B13.32 B10.39 B9.48 B
Total Liabilities13.15 B10.39 B8.31 B7.31 B
Equity5.34 B2.93 B2.08 B2.17 B
Current Assets9.18 B6.84 B5.69 B5.74 B
Current Liabilities3.99 B4.19 B3.57 B3.63 B

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF-411.4 M277.59 M512.61 M1.95 B
Investing CF-2.39 B-1.59 B-860.19 M-376.4 M
Financing CF3.17 B1.42 B-208.53 M-504.27 M
Free CF-981.78 M-284.94 M109.33 M1.64 B
Capex-570.38 M-562.53 M-403.29 M-306.6 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %23.2%16.88%
Earnings Growth %-0.72%26.08%
Profit Margin %8.55%10.61%9.83%
Operating Margin %13.46%16.23%14.39%
Gross Margin %27.21%30.35%27.55%
EBITDA Margin %17.04%19.75%17.73%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-03-10$0.3
2025-11-13$0.3
2025-08-15$0.3
2025-05-30$0.3
2025-03-11$0.3
2024-11-14$0.3
2024-08-09$0.3
2024-05-20$0.3
2024-03-11$0.3
2023-11-08$0.3
2023-08-10$0.3
2023-05-17$0.3
2023-03-13$0.3
2022-11-09$0.25
2022-08-16$0.25
2022-06-08$0.25
2022-03-14$0.25
2021-11-09$0.25
2021-08-12$0.25
2021-05-21$0.25

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Fidelity Magellan Fund Mutual Fund 1.18 M $347.56 M 0.01% 2026-02-28
Principal Funds, Inc-MidCap Fund Mutual Fund 1.74 M $509.89 M 0.02% 2026-01-31
John Hancock Funds III-Disciplined Value Mid Cap Fund Mutual Fund 1 M $294.85 M 0.01% 2026-01-31
Vanguard Group Inc Institutional 8.15 M $2.39 B 0.1% 2025-12-31
Blackrock Inc. Institutional 4.99 M $1.47 B 0.06% 2025-12-31
Dodge & Cox Inc. Institutional 3.95 M $1.16 B 0.05% 2025-12-31
Massachusetts Financial Services Co. Institutional 3.72 M $1.09 B 0.05% 2025-12-31
Capital World Investors Institutional 3.63 M $1.06 B 0.05% 2025-12-31
Boston Partners Institutional 3.55 M $1.04 B 0.04% 2025-12-31
Janus Henderson Group PLC Institutional 3.38 M $991.89 M 0.04% 2025-12-31
Dodge & Cox Funds-Dodge & Cox Stock Fund Mutual Fund 2.65 M $778.2 M 0.03% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 2.52 M $740.56 M 0.03% 2025-12-31
GROWTH FUND OF AMERICA Mutual Fund 2.47 M $725.8 M 0.03% 2025-12-31
Kayne Anderson Rudnick Investment Management LLC Institutional 2.3 M $675.01 M 0.03% 2025-12-31
Lone Pine Capital Llc Institutional 2.07 M $609.35 M 0.03% 2025-12-31